Portfolio Specialist Team, Senior Associate
Core
Senior Associate supporting the Portfolio Specialist Team in developing investment communications, client-facing materials, and product positioning for Eaton Vance Equity and Atlanta Capital.
Role type
Senior Associate, Investment Communications & Client Engagement
Builds
Client presentations, portfolio commentaries, market updates, white papers, and talking points for institutional and intermediary audiences.
Domain
Asset Management / Equity Investments
Deliverable
product features
Required skills
Investment communications, client engagement, product positioning, competitive analysis, market research, content creation, project management, Microsoft Office proficiency
Preferred skills
CFA designation, knowledge of Envestnet/FactSet/Morningstar Direct, AI-enabled productivity tools
Technologies
Microsoft Office, Envestnet, FactSet, Morningstar Direct, AI-enabled tools
Responsibilities
Develop and maintain investment presentations and client-facing materials; Translate complex investment ideas into clear communications; Participate in institutional client meetings and consultant due diligence; Support product positioning through competitive analysis and market research; Monitor portfolio activity and market events for relevant messaging; Coordinate with Marketing, Product Management, and Compliance teams.
Seniority
Mid-Senior level, hands-on IC