Boston Participating Employers

About The Company:

Eaton Vance is a Boston-based investment management firm, with a history dating to 1924. Eaton Vance, whose stock trades on the New York Stock Exchange under the symbol EV, established its reputation by offering a conservative approach to managing money and an uncompromising commitment to integrity and quality. Eaton Vance and its affiliates manage more than $150 billion in assets for more than 100 investment companies, as well as individual and institutional accounts, including those of corporations, hospitals, retirement plans, universities, foundations and trusts. Eaton Vance offers a complete product line for creating and growing wealth, protecting and preserving wealth and, ultimately, for distributing wealth.

Job Titles and Descriptions:

VP, Attorney - Investment Company

Basic Purpose:
To provide advice and attention to legal issues primarily associated with the firm’s registered investment company and investment management activities. Work extensively with senior lawyers and experienced legal staff on a broad range of fund, investment management and other matters.

Primary Responsibilities:
1. Legal work on a broad variety of matters involving funds, fund distribution, and related investment management matters.

2. Review contracts, compliance procedures, disclosure documents and other legal documents for validity, content, accuracy and compliance with applicable rules and regulations.

3. In addition to individual responsibilities, support senior lawyers on complex projects relating to fund and investment management business.

Job Requirements:
1.Bachelor’s Degree and J.D required

2. Minimum of 3 to 5 years relevant legal experience.

3. Investment Company Act and Investment Advisers Act experience required.

4. Strong attention to detail.

5. Must be organized and able to handle multiple tasks.

6. Must have strong verbal and written communication skills

7. Team player with excellent inter-personal skills.

VP, Attorney - Institutional, HNW, International

Basic Purpose:
Eaton Vance is seeking an attorney to join its in-house legal department supporting the growth of its international, institutional and high net worth investment management businesses as well as working on corporate matters.

Primary Responsibilities:
Support the international, institutional and high net worth investment management businesses; including institutional and retail separate accounts, offshore entities and investment advisors, wealth management, trust company and related issues and support Eaton Vance’s corporate initiatives.
Will take on various special projects.
Work as part of a team providing advice on the creation, distribution and on-going maintenance related to these areas.

Job Requirements:
JD, bar membership and excellent academic record required.
Minimum of four to seven years experience with a recognized law firm or asset management company
Experience advising on investment management issues, the Investment Advisers Act of 1940 along with general knowledge of Cayman and Irish Securities laws.
Should have general understanding of corporate law.
Ability to work responsively and independently in a high pressure environment
Excellent communication and interpersonal skills
Good business judgment and the ability to work well both independently as well in a team environment.

Investment Systems Senior Business Analyst

Basic Purpose:
The Senior Business Analyst will facilitate and implement Investment Systems projects and initiatives for the Investment Business users. The Senior Business Analyst’s responsibilities include, but are not limited to: planning Investment Systems projects, facilitate project meetings to discuss end user requirements, track and report on project status and project issues, facilitate test planning and execution, plan, schedule and perform training (when necessary), and all system deployment needs. They will also document functional specifications, test plans, training plans and deployment plans in support of development projects. They will act as a liaison between the Investment Business users and vendors, developers and infrastructure personnel. This individual must be highly motivated to achieve client satisfaction and must also be able to work both independently and in a team environment under time pressures.

Primary Responsibilities:
Develop and monitor project plans, project issues lists and project status reports
Work with Fixed Income Investment Business users to document business requirements and specifications
Document functional specifications
Develop and execute test plans
Develop and execute training for business users
Work with vendors and developers to ensure that technical designs meet the business requirements
Serve as subject matter expert for Investment Systems
Comply with Sarbanes-Oxley and other regulatory requirements
Take on other Investment Systems responsibilities as assigned

Job Requirements:
1. Minimum of 5-7 years in the Investment Management business
2. Minimum of 5-7 years specializing in the Fixed Income business
3. Minimum of 5 years demonstrated experience with writing business user requirements and functional specifications
4. Minimum of 5 years demonstrated experience with writing test plans/test scripts
5. Minimum of 2-3 years prior experience leading and facilitating projects
6. Ability to work with non-technical end users to interpret business requirements
7. Very strong communication skills – both verbal and written
8. Knowledge of Investment Management systems such as: order management (i.e. CRD, Longview), trading (i.e. CRD, POMS), analytics (i.e. Axiom, Bondedge), and/or market data (i.e. Bloomberg, Reuters) is required
9. Knowledge of software development and the system implementation life cycle is required

Internal Wholesaler

Basic Purpose:
Providing support to Regional Sales Representative and maintaining sales/service relationships with brokers.

Primary Responsibilities:
Provide support to Wholesaler/Regional Sales Representative covering specific geographical territory.
Act as a liaison between wholesalers and broker/consultants.
Initiate and maintain sales and service relationship with broker consultants to promote the sale of the company’s products.
Responsible for mailings/literature requests.
Will be point of contact with brokers, financial consultants, banks, and planners to maximize sales.
Recruiting and maximizing new business prospects.

Job Requirements:
Bachelor’s degree preferred
Minimum of 2 years of related industry experience preferred.
NASD Series 6, 63 licenses required, Series 7, 65 preferred and mutual fund/investment sales experience preferred.
Must meet required outbound call/contact activity levels as set by Manager.
Strong computer skills: MS Word, Excel, PowerPoint, and word processing.
Excellent verbal and written communication skills.

Unix Administrator

Basic Purpose:
The Unix Engineer is responsible for overseeing all aspects of the UNIX based servers for Eaton Vance. This includes the establishment of best practices and procedures to ensure the optimal level of performance, availability and recoverability of the corporation’s Solaris and Linux servers. This position requires the ability to work independently and in a challenging, team-based environment to achieve prescribed goals and objectives.

Primary Responsibilities:
Installation, maintenance, administration and monitoring of all Solaris and Linux servers in the environment
Resolution of all hardware and operating system related issues on the Sun Sparc and HP Proliant servers
Configuration of storage, monitoring and backup agents
Creation and maintenance of standard operating procedures (SOP) for all facets of the Unix server environment
Maintain Unix server environment in alignment with corporate compliance and change control requirements
Assist in the recommendation and implementation of the optimal data replication and recovery solutions for the corporations critical business applications
Manage relationship with the appropriate vendors from a technical perspective
Communicate clearly and effectively with the business units at Eaton Vance while identifying technology needs and recommending solutions
Design, implementation and overall management of projects for new enterprise level applications involving multiple tiers, high availability, disaster recovery and stringent performance requirements
Assume secondary support responsibilities for SAN, storage, data backup, VMWare, and other server related issues and projects
Collaborate with the Infrastructure team in the troubleshooting and resolution of escalated server and application related issues

Job Requirements:
Bachelors Degree or equivalent experience.
5 years of experience with Sun Solaris and Linux (preferably Red Hat) operating systems
3 years of experience in a Unix Administrator / Engineer role
EMC Clariion storage and tape backup experience preferred
Working knowledge of data replication technologies, data backup, clustering and high availability solutions
HP Proliant Servers (DL and BL series) and Sun T2000 hardware experience preferred
Cisco MDS 9000 series Directory switches, Data Domain and EMC Centera experience a plus
Oracle database, Symantec Netbackup and data center design / build out experience a plus
Excellent understanding of networking in a corporate LAN and WAN environments
Understanding of ITIL methodology
Demonstrated project management skills and ability to work within predefined guidelines related to change control procedures and compliance regulations
Excellent written and verbal communication skills

Senior Tax Administrator

Basic Purpose:
Eaton Vance seeks a Senior Tax Administrator in Mutual Fund Tax Administration. This position is responsible for the preparation and review of dividend distributions and estimates, RIC qualification tests, and year end shareholder information reporting. In addition, this candidate will be responsible for the coordination of tax return filings. Responsibilities will also include day to day communications with fund service providers.

Primary Responsibilities:
Preparation and review of monthly, quarterly and annual dividends.
Preparation and review of interim QDI, excise and capital gain estimates.
Preparation and review of IRS compliance.
Preparation and review of year end shareholder tax information reporting.
Oversight of tax return deliverables log.
Review of federal and state income tax returns.
Review of shareholder report tax footnotes including ROCSOP calculations.
Review and research of complex corporate actions.
Supervision and training of tax administrator(s)

Job Requirements:
BS/BA in accounting/finance. Masters in Taxation and/or CPA a plus.
3+ years of relevant work experience specializing in the Taxation of Regulated Investment Companies.
Partnership taxation experience is a plus.
Ability to work independently and take ownership for responsibilities.
Strong oral and written communication skills.
Strong research skills.
Strong organizational skills and aptitude for detail.
Ability to work well in and contribute to a team environment.
Ability to manage multiple priorities and deadlines.

Records Administrator

Basic Purpose:
Implementation and management of the company records policies and procedures in coordination with Legal, Compliance, IT, Records Management Project Team and functional business units.

Primary Responsibilities:
Facilitates communication between functional business units and Legal Department to verify retention requirements and applicability of policies.
Identifies, organizes and integrates files for storage and destruction.
Coordinates the access, security and circulation of records according to approved policy and procedure.
Executes the retention policy to archive and destroy records as required.
Organizes, converts, and integrates files for storage.
Consults with users on automated records management applications and recommends solutions.
Ensures that all information practices meet state regulatory requirements and company standards.

Job Requirements:
Bachelor’s degree.
5 years of experience in the record management field.
Strong client service skills.
Experience with Documentum a plus.
Familiar with a variety of record management concepts, practices, and procedures.
Legal or Compliance background preferred.

Sales Systems Assistant

Basic Purpose:
Enter and maintain EVD sales data in the Avenue and SalesStars system.

Primary Responsibilities:
Daily cross referencing of previous day’s trades.
Daily maintenance in SalesStars and Avenue systems including additions, deletions and changes to dealer, branch, and producer information.
Assist System Administrator with entering daily, weekly and monthly sales data.
Breakout 401K business from house accounts as required.
Produce ad hoc reports for EVD Management.
Assist in training EVD sales team on Avenue sales/CRM system.
Develop and maintain a solid working relationship with sales force

Job Requirements:
Associates Degree preferred.
Candidate should already possess a basic understanding of the Avenue system.
A minimum of two years related industry experience is required.
Must have strong organizational skills and attention to detail.
Ability to juggle multiple tasks.
Must be comfortable working with strict deadlines.

Mutual Fund Financial Reporting Administrator

Basic Purpose:
Eaton Vance seeks a Mutual Fund Financial Reporting Administrator for its Registered Funds Financial Reporting Group. The Group’s primary responsibilities include shareholder reporting for approximately 175 registered investment companies. This position requires the candidate to have financial reporting and/or audit experience with SEC registered investment companies, possess a strong aptitude for detail and enjoy working in a team environment.

Primary Responsibilities:
Perform a detailed review of shareholder reports (annual and semi-annual) for various Funds as prepared by an outside service provider for accuracy, completeness and consistency.
Prepare or perform a detailed review of SEC filings on Form N-Q and Form N-SAR as prepared by an outside service provider, for accuracy, completeness and consistency.
Act as a liaison with other departments including Legal, Corporate Communications, Statistics and Portfolio Management in coordinating the receipt of information to be included in SEC filings and shareholder reports.
Review supporting schedules included in the financial reporting packages prepared by a service provider for accuracy and unusual items.
Coordinate and provide schedules and other necessary documentation for the external audit of the Funds’ financial statements on an annual basis. Participate in audit planning meetings with auditors and service providers.
Prepare data to be included in certain sections of the Funds’ SEC filings.
Update monthly financial information for monitoring earnings and distributions by Fund and preparing press releases.
Interface with outside custodian and other service providers.
Pursue the continuous improvement of the financial reporting process.
Special projects, as necessary.

Job Requirements:
BS in Accounting, public accounting experience a plus.
2-3 years of relevant audit or financial reporting experiencein the investment management industry.
Ability to work independently and take ownership for responsibilities.
Ability to work well in and contribute to a team environment.
Ability to manage multiple priorities and deadlines.
Strong organizational skills and aptitude for detail.
Strong oral and written communication skills.
Working knowledge of EXCEL.

Vice President, Real Estate Accounting and Reporting

Eaton Vance seeks a Vice President for its Real Estate Operations and Internal Financial Reporting Group. The Group's primary responsibilities include management and oversight of financial reporting from real estate joint venture partners and other property managers, performing various on-going operational and accounting functions, assisting with real estate acquisitions and other activity, as well as providing on-going support for the Real Estate Investment Group at Eaton Vance. This opportunity will allow a candidate to be exposed to a dynamic combination of leading and managing a team responsible for various aspects of financial reporting and operational functions while also taking a role in real estate acquisition activity. This position requires the candidate to have strong leadership and managerial skills, a strong familiarity with the real estate industry, a solid understanding of GAAP and accounting for real estate, an interest in the investment management industry and an interest in taking a lead role in developing and providing on-going improvement of policies and processes.

Position Responsibilities Include:
Oversight of the Group's management of the monthly reporting process of majority owned and wholly owned subsidiaries (currently consisting of fourteen real estate joint ventures and eleven single member LLCs) which includes:
-Reviewing financial information provided by property managers/administrators on a monthly and quarterly basis to ensure consistency with Fund reporting and compliance with GAAP as well as with agreed upon reporting requirements.
-Overseeing the year-end audit process of all entities, working closely with operating partners and audit firm, and oversee review of final audited financial statements.
-Oversight of various operational and accounting functions pertaining to real estate investments which include:
-Monitoring debt compliance for mortgages and credit facilities and arranging funding when necessary.
-Preparing various internal reporting on a periodic basis.
-Reviewing distributions received from various types of real estate investments to ensure distributions are in compliance with agreements.
-Providing on-going support to the Real Estate Investment Group.
-Oversight of and participation in real estate transactions including:
-Independently analyzing and evaluating accounting and operational issues for real estate transactions for compliance with applicable accounting rules and SEC regulations.
-Establishing reporting requirements of and relationships with property managers as new relationships are developed.
-Establishing appropriate methods of oversight, internal control and administration upon acquisition of new investment type and/or property manager/administrator relationship.
-Working closely with the Real Estate Investment Group at Eaton Vance on various issues and transactions with real estate investments.
-Build and maintain relationships with several outside service providers.
-Special projects, as necessary.

Position Requirements/Qualifications:
We are seeking an individual who will take the lead role in Real Estate Operations and Financial Reporting. Our company has approximately $6 billion of real estate investments which include joint venture investments, wholly-owned properties, partnership preference units and other investments. These investments cover a wide range of property-types and geographic areas. The individual must be a leader comfortable working with and managing various outside service providers, working and contributing to a team environment, enjoy being in an environment where new and complex transactions frequently occur and for which appropriate accounting and reporting methods must be researched and the appropriate methods of oversight, internal control and administration must be considered. Specific qualifications for the position are the following:

BS and CPA, Big Four accounting experience preferred
10+ years of relevant experience
Strong knowledge of GAAP and accounting within the real estate industry
Ability to lead and contribute to a team environment
Strong ability to motivate staff and maintain a culture of strong work ethic, team environment, and open communication
Hands-on management style with strong leadership skills
Project management skills with the ability to multi-task
Ability to take ownership for responsibilities
Strong attention to detail
Strong oral and written communication skills
Ability to maintain and manage relationships

Financial Reporting Analyst
Department: Fund Administration

Basic Purpose:
Eaton Vance seeks a Financial Reporting Analyst for its Exchange Funds Reporting Group. The Group's primary responsibilities include shareholder reporting for approximately 12 privately offered investment companies. Five of the Funds are registered under the 1934 Act, requiring an annual Form 10-K and quarterly Form 10-Q filings. This position requires the candidate to have financial reporting and/or audit experience, a strong aptitude for detail and enjoy working in a team environment.

Position Responsibilities Include:
Perform the shareholder and SEC reporting process for various Funds.
Perform detailed reviews of SEC filings and shareholder reports, prepared by an outside service provider, for accuracy, completeness and consistency.
Ensure compliance of Fund financial statements with SEC reporting requirements and US Generally Accepted Accounting Principles.
Assist with managing the financial statement production process to ensure adherence to production schedule and the timely delivery of reports to shareholders.
Assist with the research of technical accounting and disclosure issues that may arise in connection with the Fund's financial statements.
Act as a liaison with other departments including Legal, Corporate Communications, Statistics and Equity in coordinating the receipt of information to be included in SEC filings and shareholder reports.
Review supporting schedules of the financial reporting package prepared by a service provider for accuracy and unusual items.
Coordinate and provide schedules and other necessary documentation for the external review/audit of the consolidated financial statements on a quarterly/annual basis.
Prepare data to be included in various sections of the SEC filings.
Maintain relations with outside professionals.
Interface with outside custodian and other service providers.
Pursue the continuous improvement of the monthly and quarterly financial reporting process.
Special projects, as necessary.

Job Requirements:
BS in Accounting, public accounting experience and CPA strongly recommended
Minimum of 4 years of relevant audit or financial reporting experience, SEC reporting experience under the 1934 Act is preferred.
Ability to take work independently and ownership for responsibilities.
Ability to work well in and contribute to a team environment.
Ability to manage multiple priorities and meet deadlines.
Strong organizational skills and aptitude for detail.
Strong oral and written communication skills

Financial Reporting Analyst
Department: Finance and Accounting

Description

General responsibilities:
This position will report directly to the Financial Reporting Manager. Primary responsibilities include supporting the Financial Reporting Manager in the preparation of all external regulatory reporting for Eaton Vance Corp. and all of its subsidiaries. This position will also liaise with external auditors for interim and year end audit work.

Specific responsibilities:
Assist in preparation of financial statement and footnote disclosure for all regulatory filings for Eaton Vance Corp. and all of its subsidiaries.

Assist in the monthly consolidation process, including preparing stock compensation expense entries and consolidation entries.

Prepare debt covenants as required under all financing arrangements.

Assist in the preparation of monthly internal reporting packages, including corporate and subsidiary analysis.

Assist in the preparation of quarterly press release supporting documentation.

Education and experience:
Bachelors degree in accounting and CPA desired. Two to five years of relevant financial reporting experience required, preferably public accounting experience. Candidate must have 1) an excellent grasp of Generally Accepted Accounting Principles; 2) the ability to communicate effectively and persuasively with members of the senior management team, the Company’s public accounting firm, and others within the Company, and 3) strong Microsoft Office Suite skills. Experience with Hyperion’s suite of products (HFM and Essbase) a plus.

Company Website URL:

www.eatonvance.com