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Current Positions Available

The following are employment listings received by the Women Investment Professionals for posting on this website. These jobs are posted for 30 days, and can be resubmitted for an additional 30 day posting, if desired. Currently, there is no charge for posting a job. You can submit a job to be posted by email to: info@wipchicago.org

Bentall Kennedy, a leading North American private real estate investment advisor, is looking for a strong candidate to join our Client Relations & Product Development team as an Associate, Client Service.

Under the general direction of the Vice President, Consultant and Client Relations, the Client Service Associate will partner with and support consultant relations and sales with carrying out their day-to-day business development goals, client servicing needs and ad-hoc projects. The Associate will gain exposure to several areas of investment management including consultant relations, investor relations, marketing/presentations, investments and data management. This role will provide the opportunity for a motivated, self-starter to take on increasing levels of responsibility and varied activities.

This position will be based in Chicago, IL.

Company Summary

Bentall Kennedy is one of North America’s largest real estate investment advisors. We are also Canada’s largest property manager, providing comprehensive real estate services to our clients. Bentall Kennedy serves the interest of more than 550 institutional investors across office, retail, industrial, and residential properties throughout North America. As a leader in Responsible Property Investing, we are committed to best-in-class environment, social and governance practices in developing, leasing and managing commercial real estate.

Bentall Kennedy is a member of the Sun Life Investment Management group of companies.

Position Responsibilities:

  • Work closely with Consultant Relations and Investor Relations to ensure that consultants and clients are receiving timely and accurate information related to existing or prospective investments in the Firm’s products, respond to ad-hoc requests in a timely manner
  • Provide consultant and sales support including:
  • Conduct market research on sales opportunities and consultant search activity
  • Assist with preparation and coordination of materials for consultant and client meetings
  • Coordinate client on-boarding including execution of documents, wire transfers and any related communication, ensuring compliance with regulatory requirements
  • Manage client contributions and redemptions and related documentation.
  • Track consultant and client activity in Salesforce
  • Gather financial data (e.g. investment performance, firm information, assets under management, capital raised), review and analyze data for use in consultant questionnaires, Requests for Proposal (RFPs) and presentations
  • Complete consultant questionnaires, both qualitative and quantitative, and populate investment consultant databases
  • Update investor presentations and assist with creating presentation content
  • Work closely with Head of Consultant Relations on ad-hoc projects

Education and Experience:

  • Minimum of two years of relevant experience with an investment management firm, institutional real estate experience is preferred
  • Understanding of institutional investment marketplace and the role of investment consultants
  • Bachelor’s degree with a concentration in Finance, Accounting or Economics

Essential Qualifications:

  • Collaborative team player with positive, can-do attitude
  • Excellent verbal and written communication skills
  • Strong work ethic. Ability to work independently as well as in a team setting. Comfortable working across the organization with all levels of management
  • Analytical, skilled at problem solving and decision-making
  • Resourceful with strong organizational skills, adept at multi-tasking and time management, deadline driven
  • Attention to detail is essential
  • Computer proficiency with Excel, PowerPoint and word is required. Knowledge of Salesforce a plus

The compensation plan for this individual will be commensurate with the skills required of the position and will be negotiated to attract exceptional candidates. The total rewards package will be comprised of a competitive base salary, annual incentive plan, and health plan.

All resumes must be submitted through our online system at: https://candidatemanager.net/cm/p/pJobs.aspx?mid=YUYAZ&sid=BEVYU

This role provides the successful candidate an opportunity to join the Specialist Portfolio Solutions (“SPS”) team a growing part of the Investment business, as a Portfolio Specialist. SPS are client-friendly, subject matter experts with a commercial focus responsible for developing our strategy, growing our client base and managing specialist solutions’ clients. We are a global team of 35, have over 125 clients and around $30bn in AUM.

Given the increase in activity in the Americas, we are looking to grow our resourcing in the US to enable further growth. Your role will be to support this activity and the embedding of relevant asset class solutions into as many portfolios as possible by; driving the sales process, engaging with clients/prospects on their portfolios, leveraging your subject matter expertise to emphasize WTW’s credibility in managing portfolios and deliver an outstanding client experience post-appointment.

Responsibilities:

Sales support and discipline:

  • Prepare impactful and persuasive presentations and other sales material for prospects
  • Rigorously update and maintain CRM databases with prospect and client information
  • Review and identify ways to streamline sales and operation processes on an on-going basis

Developing and maintaining a go-to market strategy in our solutions:

  • Working with senior colleagues to assess market opportunities across North America, prioritize sales channels and solutions and align resourcing focus
  • Developing clear market positioning and messaging for our solutions

Internal marketing:

  • Working with Advisory Portfolio Managers, Retirement Consultants and other Lines of Business to ensure they are aware of the benefits that SPS can have on client portfolios and conversant in WTW’s edge in our solutions
  • Leading live pursuit processes, partnering with internal colleagues to tailor the message to our clients and displaying business development discipline through the process

Client management:

  • Post-appointment, working closely with other WTW colleagues to support the relationship
  • Overseeing the preparation, review and dispatch of client papers

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Requirements:

  • Display of broad business development skills, including sales discipline/urgency, project management expertise and presentation/pitching skills.
  • Subject matter expertise of Investment products and 3+ years relevant industry experience from Asset Management Sales/Marketing or Client Consulting, preferably in equities or alternative asset classes.
  • Ability to create and deliver persuasive sales messaging.
  • Highly organized individual able to deliver timely and accurate work, often at short notice.
  • Team player with demonstrated aptitude at forging strong industry and internal partnerships.
  • Natural ease and effectiveness when communicating with clients/colleagues at all levels.
  • Completion of CFA or equivalent qualifications.

The Company:

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer:

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability. 

Equal Employment Opportunity: Know your rights.

Unsolicited Contact: 

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.

Job: Research and Product Development 

Primary Location: United States-Illinois-Chicago 

Schedule: Full-time

Apply Online

Job Description: Responsible for maintaining coverage and providing stock recommendations on one or more property sectors for a portfolio management team dedicated to publicly-traded real estate securities (REITs).  Investment team manages funds and separate accounts marketed to institutional and retail investors.

Responsibilities:

  • Build out and maintain individual company models and valuation framework in addition to populating ranking model.
  • Gather and analyze data from company financial statements, supplemental statements, and other sources, including third party and internal property sector research. 
  • Work closely with other analysts and portfolio managers to assist in company and sector analysis.
  • Track capital markets and news-flow related to assigned sector coverage.
  • Utilize understanding of debt and equity markets to build company specific models

Job requirements:

  • Bachelor’s degree
  • Interest in finance, accounting, capital markets, statistical and

behavioral economics

  • Experience and advanced understanding of Excel/VBA
  • Proficient in Data Analytics/Data Visualization/Automation using Python/R
  • Interest in producing original research
  • Strong writing skills
  • Strong interpersonal skills with the ability to work autonomously and within a close group setting
  • 1-5 years of work experience

DWS Group GmbH & Co. KGaA (DWS) is one of the world’s leading asset managers with EUR 687bn of assets under management (as of 30 Jun 2018). Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS aims to be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. The Listed Real Assets platform of DWS manages over $22.4b across listed real estate, listed infrastructure and commodities.

DWS offers individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Its diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. The firm’s expertise and the on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our strategic investment approach.

DWS wants to innovate and shape the future of investing: with staff from 35 nationalities, speaking more than 75 languages rooted in 22 countries, we are local while being one global team.

Submit application at link below or by contacting Real Estate Securities PM, Bob Thomas at bob.thomas@dws.com

https://www.db.com/careers/en/prof/role-search/job_search_results.html#JobOpeningId=563886

Multicultural Statement

At DePaul University, we are looking for candidates who want to join us in our mission to provide access to education for all. Successful candidates welcome ideas and perspectives from colleagues and students representing a wide variety of cultures, backgrounds, religious beliefs, and experiences. We seek collaborative, open-minded and hard working professionals to work in a real world urban learning environment. Are you exceptional, yet modest and open to challenges? We seek achievers and leaders that want to bring their passion and skills to our well-respected community of approachable colleagues. Build your career with us.   

General Summary

Together with the Treasurer, the Investment Manager position is responsible for management of the University’s endowment and institutional reserves, totaling approximately $700 million, under the oversight of the Board of Trustees. In addition, this position supports the Treasurer in managing the Office of the Treasurer, which includes Treasury Operations, the Office of University Real Estate, and Investments, and works closely with the Treasurer, Vice President for Finance, and other executives of the institution, as well as with key members of the university’s Board of Trustees.

Responsibilities & Duties

Long-term Investment Administration – As a key member of the University Investments Office, administers the endowment and other long-term investment portfolios of the institution, with oversight from the Treasurer and the Board of Trustees Investment Committee.

  • Oversees asset allocation recommendations, risk reviews, individual manager selection, portfolio rebalancing.
  • Identifies and leads due diligence for investment opportunities.
  • Monitors existing investments and reports on fund and portfolio level developments.
  • Conducts ongoing quantitative analyses at both the asset class and portfolio level.
  • Collaborates with teammates and coworkers on overall portfolio priorities, tactical asset allocation, and strategic policy decisions.
  • Manages university relationships with investment advisors and fund custodians and ensures ongoing compliance with institutional investment policies.
  • Provides for internal controls sufficient to adequately safeguard investment assets.

Supervises planned giving trustee and oversees management of planned giving assets of the university.
With Treasury Operations, reviews and recommends short-term investment options for working capital and operating cash.
Reviews investment options of 403(b) plan and provides recommendations and supports to University’s Investment and Plan Administrative Committee (IPAC) as needed.
Performs other duties as assigned.

Education & Experience

  • Bachelor’s degree.
  • Minimum five years investment management experience.

Preferred Requirements

  • Master’s degree, in investments, business, finance or a related field.
  • Employee management experience.
  • Experience in Higher Education or other not-for-profit organizations.

Managerial Responsibilities

  • Assists Treasurer in the supervision and development of two to three staff and professional positions, including one or more senior financial analysts.
  • Directly responsible for the integrity of all investment-related financial management and process controls.
  • Works closely with staff, management and executives throughout the institution, as well as trustees, to ensure the effective administration and optimal risk-adjusted performance of the University’s investments.

Financial Responsibilities

  • Under the oversight of the Treasurer, responsible for asset allocation reviews, manager selection, risk management controls and investment processes associated with the University’s endowment and institutional reserves, as well as the implementation of and reporting on all investment-related actions.
  • Participates in strategic planning, execution, and monitoring of the University’s $330 million debt portfolio.

Certifications & Licenses

CFA, CAIA, or progress towards either designation, preferred.

Other Skills & Abilities Required

  • Deep understanding of financial markets and experience with a variety of investment instruments and strategies.
  • Proven advanced quantitative analysis and presentation skills with a solid understanding of financial valuation methods, statistical analysis, investment analysis, and other information modeling techniques required.
  • Effective written and verbal communications skills, including the ability to clearly and concisely articulate complex concepts in meetings, presentations, and in writing to successfully recommend courses of action to executive management and board members.
  • Demonstrated ability to work independently and maintain confidential information.
  • Planning and organizational skills including ability to work across multiple functional areas effectively.
  • Effective utilization of technology required with proficiency in standard office productivity applications.
  • Higher education experience or similar experience at a large non-profit preferred.

Contact: Submit application at the link below:

https://pshr.depaul.edu/psp/HRPRD92/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&SiteId=1&FOCUS=Applicant&JobOpeningId=3257&PostingSeq=1

Other Attachments

You may upload other attachments (Transcripts, Portfolios, Writing samples) in the “My Activities” tab of your profile.

Additional Information

  • Limited travel anticipated.
  • An offer of employment for this position will be contingent upon the successful completion of criminal and financial background checks.

Salary & Benefits Package:
DePaul offers a comprehensive package including competitive pay and benefits to attract and retain the best talent in order to further the University’s mission. For more information, please visit the following pages:
Full Benefits
Part-Time Benefits

Required Background Check:
Employment at DePaul University is contingent on passing a background check. Only final candidates who are extended an offer of employment will undergo a background check.

Mandated Reporting of Child Abuse & Neglect:
Upon accepting an offer of employment with the university, you will also be required to sign an Acknowledgement of Mandated Reporter Status at the time of hire. A mandated reporter is required to make a report to the Illinois DCFS Hotline whenever there is reasonable cause to believe that a child known to them in their professional or official capacity may be abused or neglected. For more information, please visit the following pages:
Illinois Department of Children & Family Services (DCFS)
Illinois Abused and Neglected Child Reporting Act

DePaul University is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, age, marital status, physical or mental disability, protected veteran status, genetic information or any other legally protected status, in accordance with applicable federal, state and local EEO laws.

Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our core competencies are in Better Beta, an improvement on existing passive options;  Non-Traditional Alpha, a different take on key portfolio return drivers; and Efficient Implementation. Parametric is a majority-owned subsidiary of Eaton Vance Corp. and has offices in Seattle, WA, Minneapolis, MN, Westport, CT, Boston, MA and Sydney, Australia.

GENERAL DESCRIPTION

The Product Marketing Associate is responsible for producing professional quality presentations and collateral for sales and marketing efforts in a timely manner. He/she is responsible for quarterly updates of standard marketing collateral as well as development of custom presentations. The Product Marketing Associate works closely with marketing team members, as well as other departments such as compliance, investment strategy, sales, relationship management, and senior executives to create a wide range of content. He/she may also participate in various projects and activities in support of the marketing team.  

PRIMARY RESPONSIBILITIES

  • Assist with creating, updating, and maintaining standard marketing collateral including Powerpoint presentations, factsheets and papers
  • Coordinate the production of custom presentations and manages the approval workflow
  • Manage the lifecycle of all Parametric marketing collateral including the removal, updating and archival of expired  and on-demand content
  • Communicate and coordinate with internal stakeholders and external vendors while responding in a clear, concise, and timely manner.
  • Interact with product development, sales, compliance and other departments on various initiatives
  • Maintain and improve Seismic, a digital collateral management system 

JOB REQUIREMENTS

  • General knowledge of the investment industry preferred but not required (training can be provided)
  • 1-3 years of experience in a related field (e.g. design team, desktop publishing, creative agency)
  • Bachelor degree in Marketing or Communications
  • Proven visual design and communications skills to deliver effective presentations
  • Writing, editing, and publishing skills for online and print publications
  • Attention to detail is a must to proof slides, and ensure accuracy and consistency with brand integrity
  • Ability to successfully manage simultaneous projects and meet demanding deadlines
  • Ability to adapt well to a fast-paced, changing environment  
  • Effective interpersonal skills to interface with personnel at all levels, both orally and in writing
  • Ability to work independently and exercise good judgment
  • Proficiency in Microsoft Office products (with an emphasis on PowerPoint and Excel) and familiarity with Adobe Creative Suite (with an emphasis on InDesign and Photoshop)

Contact Info: Interested candidates should submit their resume online via the link below.
https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Minneapolis-InvestmentCenter/Product-Marketing-Associate_JR002456

Location: 

3600 Minnesota Drive, Suite 325
Edina, MN 55435
www.parametricportfolio.com

Wespath Benefits and Investments is a 2017 Chicago’s Best and Brightest Companies to Work® and a not-for-profit administrative agency of The United Methodist Church. Wespath is responsible for the general supervision and administration of retirement, health and welfare benefit plans and programs, and investment fund management for more than 100,000 active and retired clergy and lay employees in the U.S. and around the world.

Specialties
Our operations include retirement services, the Center for Health, investment management, environmental, social and governance (ESG) issues, positive social purpose (PSP) lending, U.S. pension plans and global pension programs, health and welfare benefit plans. In service since 1908, Wespath has approximately $20 billion in assets under management. It ranks among the top 100 pension plans in the country and is the largest reporting denominational investor in the world. As the nation’s largest faith-based pension fund, Wespath works globally with corporations to address environmental, social and governance (ESG) issues, with a focus on responsible and sustainable investing.

A unique, values-driven benefits and investments organization, this Chicago-area employer is known as “a great place to work.”  The Glenview, IL headquarters building was awarded a Leadership in Energy and Environment Design (LEED) Gold certification by the U.S. Green Building Council for efficiencies in the building’s design, construction, operation and maintenance. Wespath strives to lessen its environmental impact, reinforcing the organization’s core value of stewardship. The agency has received Best Employees for Healthy Lifestyles and Eye on Health awards, has its own walking path and provides incentive programs that focus on the well-being of its employees.

Senior Investment Accountant General Description:

Wespath Benefits and Investments has an opportunity for a Senior Investment Accountant to ensure the accuracy of fund accounting records, including the verification of nightly fund prices, analysis, and related operational duties. The Senior Investment Accountant monitors the calculation of daily funds’ net asset values and all fund reporting and disclosure requirements in accordance to U.S. Generally Accepted Accounting Principles (GAAP). This position supports the investment operations and accounting manager in maintaining and enhancing the existing internal control structure to ensure appropriate control procedures are in place to provide accurate and timely reporting of all investment transactions.

More specifically, the Senior Investment Accountant will have the opportunity to:

  • Determine the daily funding requirements for each fund
  • Review daily Net Asset Value (NAV) calculations performed by the custodial bank and ensure the timely receipt of fund prices/factors from the custodial bank
  • Record investment accounting related transactions in accordance with GAAP such as monthly reclassification journal entries and quarterly allowance for doubtful tax reclaims
  • Responsible for all securities lending activities related to transaction classification, reporting and analysis for internal use by management
  • Oversee the monthly verification and timely posting of fund performance on Wespath websites
  • Assist in the preparation of year-end Annual Report for investment related financial statement and footnote disclosures Prepare audit schedules and work papers as required by the internal/external auditors
  • Prepare reconciliations between the custodian’s records and account holder records / Evaluate discrepancies and recommend resolution to open issues.
  • Clear all rejected transactions from the custodian transaction interface file to the general ledger
  • Collaborate with Wespath Investment Management, custodial bank and/or investment manager(s) in researching variances and out of tolerances

Other Duties:

  • Provide support for the implementation of Wespath Investment Management initiatives such as implementation of new funds, hiring of new investment managers, rebalancing activities, etc.
  • Act as a primary backup for other investment accounting staff responsibilities
  • Help establishes policies, procedures and guidelines regarding internal controls and works continuously to strengthen the internal control environment
  • Respond to internal and external inquiries and issues
  • Participate in special projects as needed

Job Requirements
Minimum Requirements:

  • Bachelor’s degree in Accounting or Finance or equivalent work experience
  • Seven (7) years of accounting experience
  • Five (5) years of experience in fund/investment accounting
  • Demonstrated success using Microsoft Office, in particular Word, Excel, and PowerPoint

Preferred Qualifications:

  • CPA, CFA designation
  • Experience using various general ledger software systems and Bloomberg Terminal

Location: 
1901 W. Chestnut Avenue, Glenview, Illinois 60025

Contact Information:

Interested candidates should submit their resume online via the following link: https://jobsgbophb.hua.hrsmart.com/hr/ats/Posting/view/223.

 

Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our core competencies are in Better Beta, an improvement on existing passive options;  Non-Traditional Alpha, a different take on key portfolio return drivers; and Efficient Implementation. Parametric is a majority-owned subsidiary of Eaton Vance Corp. and has offices in Seattle, WA, Minneapolis, MN, Westport, CT, Boston, MA and Sydney, Australia.

TRADE SETTLEMENT ASSOCIATE DEPARTMENT: INVESTMENT OPERATIONS

GENERAL DESCRIPTION

The Trade Settlement Associate is responsible for the daily processes around ensuring the timely and accurate settlement of domestic and international trade activity. We are looking for a self-starter with proven leadership skills as well as keen attention to detail and the ability to work independently under tight deadlines.


PRIMARY RESPONSIBILITIES

  • Ability to self-manage in a high volume, fast-paced environment with strict deadlines.
  • Responsible for the entire process of post trade processes, including transmission of trades to counterparties, matching/confirmation/affirmation of trades, and resolution of exceptions.
  • Stay abreast of country specific events impacting trading and settlement. Research and resolve complex problems relating to country specific trade and settlement issues.
  • Communicate daily with counterparties and third party venders to expedite timely settlement of trades.
  • Contribute to the creation and maintenance and of written procedures.
  • Maintain day-to-day relationships with a wide range of brokers, custodians and vendors.
  • Recordkeeping/maintenance of client/broker records and files.
  • Perform daily and monthly audits as required
  • Participate in technology development efforts as needed.
  • Perform daily and monthly audits as needed.
  • Other duties as assigned

JOB REQUIREMENTS

  • Bachelor’s (4yr) degree w/ concentration in finance or accounting.
  • 1-2 years industry experience preferred
  • Competent in Microsoft Office programs, strong Excel skills necessary
  • Advent Axys or APX, Bloomberg experience a plus
  • Must have strong professionalism and communication skills
  • Displays excellent organization, time management and planning skills
  • Ability to manage multiple tasks effectively
  • Displays high attention to detail, accuracy, thoroughness and thoughtfulness.
  • Commitment to meeting identified quality and efficiency standards.
  • Commits to satisfying internal and external customers
  • Working knowledge of the settlements process and the lifecycle of a trade is a plus
  • Knowledge of Omgeo Alert, Oasys, TradeSuite and SWIFT messaging or other relevant systems a plus
  • Professional demeanor

Contact Info: Interested candidates should submit their resume online via the link below.
https://eatonvance.wd5.myworkdayjobs.com/Parametric/job/Seattle-Investment-Center/Trade-Settlement-Associate_JR002312

Location:  1918 Eighth Avenue, Suite 3100 Seattle, WA 98101

www.parametricportfolio.com

Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our core competencies are in Better Beta, an improvement on existing passive options;  Non-Traditional Alpha, a different take on key portfolio return drivers; and Efficient Implementation. Parametric is a majority-owned subsidiary of Eaton Vance Corp. and has offices in Seattle, WA, Minneapolis, MN, Westport, CT, Boston, MA and Sydney, Australia.

SUPERVISOR, TRADE SETTLEMENT DEPARTMENT: [ Investment Operations  ]

GENERAL DESCRIPTION

The Supervisor for Trade Settlements is responsible for managing, coordinating and directing the daily operations of the Trade Settlements team. This includes managing a team of 4+ individuals. The team is responsible for processing and understanding the end-to-end trade settlement life cycle for both domestic and international trades. Review and communicate details to multiple parties, working closely with Traders, Portfolio Managers, Portfolio Administration, Custodians and Brokers on trade issues. Analyze and understand settlement risks on all markets. This position requires a hands-on supervisor with the ability to manage multiple deadlines, provide excellent customer service, and motivate staff. The person in this role must feel comfortable with completing or demonstrating best practices in work at all times as well as be able to work with a level of ambiguity and little guidance at times.

The ideal candidate would have experience in a fast-paced environment working with the settlement of a high volume of trades (domestic and global) to ensure the timely settlement of Parametric’s trade activity, reporting and other duties as assigned.  We are looking for a self-starter with proven leadership skills as well as keen attention to detail and the ability to work independently under tight deadlines. This person will have a deeper understanding of the “whys” behind processes as well as be able to recommend improvements to aid daily workload.

PRIMARY RESPONSIBILITIES

  • Demonstrates strong leadership and supervisory skills and an extensive knowledge of trade life cycle.
  • Responsible for managing the day-to-day functions of all trade settlement processing
  • Maintains an excellent knowledge of industry practices and controls.
  • Ensures that the department is adequately staffed on a day-to-day basis, and that all employees are trained, and cross-trained as needed.
  • Coaching, training and mentoring staff.
  • Reviews and recommends new methods and procedures to make daily operations in the department more efficient/effective.
  • Performs wide array of developmental functions, including interviewing, performance appraisals, development planning, and corrective action/termination.
  • Manages and drives execution of large and small scale department projects and initiatives including technology components.
  • Point of escalation for internal and external clients.
  • Manages and identifies challenge areas and executes plans for improvement.
  • Continuously monitoring processes to ensure the department is current with changes in the industry.
  • Facilitate election workloads to ensure all deadlines are met.
  • Audit reviews/approvals.
  • Support and mentor new team members.
  • Be a proxy for the Manager when the Manager is unavailable.
  • Aiding the Ops Associates on general process and procedures related to trade life cycles.
  • Understanding of key department processes around corporate actions, restriction management, security maintenance and proxy voting.

JOB REQUIREMENTS

  • Bachelor’s (4yr) degree w/ concentration in finance or management
  • 5+ years of experience in the financial services industry, preferable with Trade Settlement and or Middle Office experience
  • Competent in Microsoft Office programs, familiarity with the following is a plus: Advent APX, SWIFT, Bloomberg, DTCC Omgeo, DTCC CTM, DTCC Alert and DTCC TradeSuite experience a plus
  • Well organized self-starter with the ability to analyze information and support the staff
  • Must be able to display strong leadership skills including coaching and mentoring
  • Must have strong professionalism and communication skills
  • Displays excellent organization, time management and planning skills
  • Ability to manage multiple staff associates effectively and to meet tight deadlines
  • Strong written and verbal communication skills; ability to deliver clear, effective communication and takes responsibility for understanding others
  • Displays high attention to detail, accuracy, thoroughness and thoughtfulness. Commitment to meeting identified quality and efficiency standards.
  • Comfortable with risk.
  • Commitment to satisfying internal and external customers
  • Ability to work with a level of ambiguity
  • Ability to plan and prioritize

Contact Info: Interested candidates should submit their resume online via the link below.

https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Seattle-InvestmentCenter/Supervisor–Trade-Settlements_JR002335   

Location:  1918 Eighth Avenue, Suite 3100 Seattle, WA 98101

www.parametricportfolio.com

 

Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our core competencies are in Better Beta, an improvement on existing passive options;  Non-Traditional Alpha, a different take on key portfolio return drivers; and Efficient Implementation. Parametric is a majority-owned subsidiary of Eaton Vance Corp. and has offices in Seattle, WA, Minneapolis, MN, Westport, CT, Boston, MA and Sydney, Australia.

ASSOCIATE, INSTITUTIONAL CLIENT SUPPORT AND REPORTING  DEPARTMENT: CLIENT SUPPORT SERVICES AND ANALYTICS 

GENERAL DESCRIPTION

The Associate, Institutional Client Support and Reporting is responsible for a wide variety of duties related to data, generating reports and other tasks relating to specific accounts and strategies.  They serve as the hub through which information is collected and disseminated.  This role provides product and firm data externally to clients, prospects and consultants, via email, web portals, questionnaires and RFP’s.

PRIMARY RESPONSIBILITIES

  • Manage and compose various types of RFP’s, RFI’s and Due Diligence Questionnaires, as well as other similar requests.
  • Assist in the maintenance of the RFP response database (Qvidian).
  • Responsible for quarterly, monthly and ad hoc data reporting.
  • Assists in completing quarterly performance reports.
  • Assist in consultant database population through an external service provider (Omni).
  • Interact with compliance to review and obtain approvals of materials.
  • Collaborate with sales team and investment professionals to understand client needs and to create customized RFP responses that highlight the firm’s strategic and competitive advantage.
  • Develop strong relationships with internal subject matter experts with particular attention to developing strong investment/product knowledge.
  • May be required to take on additional responsibilities and initiatives that will be executed with limited direction from the Institutional Client Support & Reporting Manager.

JOB REQUIREMENTS

  • Bachelor’s degree, preferably in related discipline such as economics, finance or marketing.
  • Ideal candidate has 0 – 2 years of experience in the financial services industry
  • Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments with a high attention to detail.
  • Strong written and oral communication skills. Must be detail oriented, have excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
  • Must possess a high level of initiative and have a demonstrated ability to work in a strong team environment.
  • Ideal candidate has experience in maintaining a data response repository.
  • Proficient in Word and Excel – using PivotTables and V-Lookups. 
  • Willingness to learn the firm’s structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.
  • Experience with Qvidian, eVestment Alliance, and SalesForce, is highly preferred but not required.

Contact Info:

Interested candidates should submit their resume online via the link below.

https://eatonvance.wd5.myworkdayjobs.com/Parametric/job/Minneapolis-InvestmentCenter/Associate–Institutional-Client-Support-and-Reporting_JR002440 

Location:  3600 Minnesota Drive, Suite 325 Edina, MN 55435

www.parametricportfolio.com

 

Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our core competencies are in Better Beta, an improvement on existing passive options; Non-Traditional Alpha, a different take on key portfolio return drivers; and Efficient Implementation. Parametric is a majority-owned subsidiary of Eaton Vance Corp. and has offices in Seattle, WA, Minneapolis, MN, Westport, CT, Boston, MA and Sydney, Australia.

GENERAL DESCRIPTION

This role will provide project management support and leadership for risk mitigation initiatives. The position will work closely with the Director of Risk Management on all aspects of the enterprise-wide risk management program. Responsibilities include helping develop new methods for identifying, assessing, measuring, and managing risk throughout the organization. The analyst will work closely with a variety of individuals from across the organization and will be required to take leadership roles in managing these ad hoc groups. The position does not require formal management experience, but does need someone to demonstrate creative leadership through a proven pattern of developing new and effective organizations in their career or educational experiences.

PRIMARY RESPONSIBILITIES

  • Investigate and document sources of internal and external risk to the enterprise.
  • Assist in the ongoing maintenance and expansion of the firm’s risk procedure documentation, including validation and editing materials.
  • Manage and/or support strategic projects, especially around risk mitigation. These projects will vary in scope and duration from small group projects lasting a few weeks to multi-year, firm-wide initiatives and will require the ability to lead and coordinate with cross-functional teams.
  • Communicate effectively – both verbally and written – to peers and business partners.
  • Demonstrate strong questioning and listening skills and the ability to look beyond obvious answers to understand impacts.
  • Interview business counterparts to effectively draw out and articulate the business need/problem/ opportunity to be addressed. Gather and analyze risk management and business requirements.
  • Quickly develop sufficient expertise in areas that were previously unknown.
  • Work with Director – Risk Management and Strategic Initiatives to influence long term and strategic decision-making; the ability to see the big picture and prioritize among many competing goals is essential.
  • Develop a portfolio of specialized responsibilities that connect risk management to new parts of the firm.
  • After demonstrating successful project leadership, provide mentorship and guidance to other employees engaged in ad hoc project assignments.
  • Maintain a project calendar and report on outcomes.
  • Cross-train with our risk reporting analyst to provide continuous risk monitoring to the firm. Build dash board reporting as required and where project expertise will assist with the build.

JOB REQUIREMENTS

  • Bachelor’s degree; finance major preferred
  • 2 – 4 years of work experience as a project manager, business analyst, risk analyst, or financial analyst, preferably in the investment management industry
  • Strong project management, communication, and conflict management skills; debate experience a plus
  • Ability to lead and direct others to achieve measurable results; must be able to influence without authority
  • Proficient in MS Office; knowledge of Microsoft Project, Microsoft Visio, Atlassian Confluence, and WebEx a plus
  • Ability to learn quickly and work in a changing environment and under tight deadlines
  • Ability to maintain confidentiality of sensitive information
  • Experience with process development and improvement
  • Excellent attention to detail and must be well organized, proactive, reliable, timely, and self-managing
  • Comfort with quantitative analysis and financial reporting preferred
  • Knowledge of derivative investment vehicles preferred; knowledge of agile work strategies a plus

Contact Info:

Interested candidates should submit their resume online via the link below.

https://eatonvance.wd5.myworkdayjobs.com/Parametric/job/Minneapolis-Investment-Center/Business-Analyst—Risk-Management_JR002320

Location:

3600 Minnesota Drive, Suite 325
Minneapolis, MN 55435
www.parametricportfolio.com

 

The Asset Management Exchange (www.theAMX.com) is a new business launched in February 2017 that has experience exceptional growth in its first year, with total assets of $3.5bn.
It is a new type of platform which benefits both institutional investors as well as investment managers – offering a smarter, easier and cheaper operating model to both sides. It is owned and backed by Willis Towers Watson, which runs one of the largest investment consulting businesses globally, but it has been designed to be open-architecture in nature. This means that it is open to all institutional investors and asset managers, regardless of whether they are an existing client of Willis Towers Watson (in the case of an investor) or rated by the Willis Towers Watson research team (in the case of an investment manager).

The Role
As an Investor Sales Manager you will be responsible for building relationships with US institutional investors in your region including Corporate, Public and E&F plans with the aim of converting them to the exchange.
The role is within the AMX Business Development team, reporting to the US Head – Given the entrepreneurial nature of the business you will be working closely with the entire team.

  • Establishing the universe of relevant investors, segmenting it and developing a list of priority targets
  • Constantly generating new prospects by establishing and building relationships with investors in order to build the platform in terms of number of investors and % of assets on the exchange
  • Diligently working through a pipeline of active opportunities to move them through a defined sales process
  • Developing and enhancing the messaging, pitch and commercial proposition
  • “Marketing” the AMX offering in the pension world more broadly – conference speaking, interviews etc
  • Working with the broader AMX Business Development team to ensure that the strategy for manger and investor business development is fully aligned
  • Management reporting via a CRM system and other methods if applicable to ensure the AMX management team is updated on strategy and progress.

The Requirements

  • Bachelor’s degree required
  • Minimum of 7 years’ experience in an Asset Management Business Development function
  • The candidate ideally has a relevant industry qualification (IMC/CFA)
  • Demonstrable track record of institutional quality relationships throughout the industry
  • Able to forge relationships and credibility quickly and effectively
  • Ability to engage and communicate effectively with senior business leaders, drawing on strong business acumen
  • Self-motivated and organised with ability to manage and prioritize multiple opportunities simultaneously
  • Team player who is flexible and adaptable across a range of tasks.

The Company
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity: Know your rights.

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $340 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

The Director, RIA Channel Management will be part of the Charles Schwab Investment Management (CSIM) Channel Management team. Channel Management is responsible for delivering institutional caliber presence through various distribution support and communication activities that include event sponsorships, partner marketing, field sales support, and educational programs across retail, RIA, intermediary, and DCIO channels. This position of Director, RIA Channel Management will be highly engaged in supporting CSIM’s business development initiatives, presence and partnerships across the RIA and retirement marketplace.

What you’ll do:

  • Work closely with CSIM Head of RIA Sales, CSIM product managers, Channel Management teammates, CSIM marketing,  and Advisor Services to shape and prioritize our distribution focus on RIAs who custody at Schwab, RIAs who custody elsewhere, as well as Retirement Plan Services and Retirement Business Services opportunities
  • Use your unique knowledge of the RIA marketplace to bring recommendations to the team
  • Work closely with the RIA Regional Directors in implementing promotional events and activities
  • Help coordinate requests for senior CSIM and Schwab speakers at conferences and regional events
  • Partner with Digital and Marketing teams to create scalable communications, tools & resources, and other materials to support the distribution needs of the channel
  • Develop and recommend strategies for delivering product education and value add capabilities to RIAs across the country
  • Use competitive data and industry trends to inform strategic recommendations
  • Build and maintain relationships with stakeholders of all levels within CSIM and internal partners to drive execution of strategies
  • Lead implementation of high priority projects including, webinars, partner marketing, and other value added activities needed to drive sales and deepen relationships within the channel
  • Partner with CSIM teams like product management and marketing to execute channel plans and product strategies
  • Manage progress-to-date reports and provide updates to CSIM leadership and partners of our progress
  • Identify opportunities to create new content, events, or programs to drive CSIM’s business forward

This is a summary only and duties and responsibilities may be changed from time to time, or over time

What you have:

  • Bachelor’s degree required.
  • Natural ability to build relationships with partners in Schwab’s business units, across groups within CSIM, and with industry participants and consultants outside of Schwab.
  • 7-10 years working at an asset manager in institutional marketing roles, or comparable
  • Passion for serving clients and for the investment management industry
  • Strong knowledge of the investment management industry and major trends around products, managers and distributors – especially within the RIA marketplace
  • Confidence to work with senior leadership inside CSIM and across your assigned channel(s)
  • Demonstrated experience of driving high-caliber institutional programs to important channel partners within the RIA marketplace
  • Ability to work effectively on a variety of projects simultaneously
  • Ability to collaborate with, and effectively maneuver through, the various levels in the organization to influence, engage and inspire other business partners to keep up with CSIM’s growth
  • Exceptional written and verbal communication skills; ability to develop concise and effective communications tailored to specific audiences
  • Desire and ability to execute on projects & events from ideation through implementation

What you’ll get:

  • Comprehensive Compensation and Benefits package.
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab.
Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law.

Please apply: http://www.schw.jobs/tp/rj6-oeYhH-e.K

Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our core competencies are in Better Beta, an improvement on existing passive options; Non-Traditional Alpha, a different take on key portfolio return drivers; and Efficient Implementation. Parametric is a majority-owned subsidiary of Eaton Vance Corp. and has offices in Seattle, WA, Minneapolis, MN, Westport, CT, Boston, MA and Sydney, Australia.

GENERAL DESCRIPTION

The Senior Investment Accountant – Audit and Tax is responsible for guiding the external audit and tax liabilities of the Parametric Private Funds.  This includes establishing the annual audit timeline, building relationships with external audit and tax, review of the Audited Financial Statements, and assisting senior leadership as needed.  Responsibility for the successful completion of the annual external audit and ensuring proper tax payments on behalf of the Private Funds are unique responsibilities for the Senior Investment Account of Audit and Tax.  This role is also responsible for assisting the Accounting team to meet Client deliverables.     


PRIMARY RESPONSIBILITIES

– Facilitate the audit and tax payments with our external auditors and tax advisors.

  • Review the annual financial statements for our private commingled funds.
  • Participate in client and counterparty facing meetings to discuss accounting, financial reporting, tax and controls.
  • Conduct careful analysis and reconciliation of statements received from custodians, swap counterparties, futures commission merchants, financing counterparties, and a variety of brokerage firms.
  • Interface with external auditors, regulators and others on control related matters; and, act as a change agent for continual improvement of the control environment.
  • Insure deadlines are documented, communicated, and met by implementing effective organizational tools and communication.
  • Escalation of urgent and aged reconciliation items.
  • Exercise judgment in evaluating effectiveness, comprehensiveness and accuracy of procedures and policies as related to accounting standards.
  • Identify discrepancies, determine and implement the corrective action, and document resolution.
  • Strive to minimize or eliminate known weaknesses and common problems by modifying procedures, enhancing controls or calculations, with the goal of ongoing improvement of the process and the results.
  • Assist in the ongoing improvement of procedures and systems supporting the client account reconciliation process.
  • Develop an understanding of the products and services provided to better facilitate reconciliation, performance reporting, and AUM calculations.
  • Develop and maintain a thorough understanding of GIPS (Global Investment Performance Standards) policies and procedures as they pertain to Parametric accounts and composites; work with staff to ensure all details are captured, documentation implemented and procedures current.
  • Work with staff on cross-training for coverage including mentoring co-workers on strengthening their knowledge in new areas.
  • Execute other duties and projects as assigned.

JOB REQUIREMENTS

  • Facilitate the audit and tax payments with our external auditors and tax advisors.
  • Review the annual financial statements for our private commingled funds.
  • Participate in client and counterparty facing meetings to discuss accounting, financial reporting, tax and controls.
  • Conduct careful analysis and reconciliation of statements received from custodians, swap counterparties, futures commission merchants, financing counterparties, and a variety of brokerage firms.
  • Interface with external auditors, regulators and others on control related matters; and, act as a change agent for continual improvement of the control environment.
  • Insure deadlines are documented, communicated, and met by implementing effective organizational tools and communication.
  • Escalation of urgent and aged reconciliation items.
  • Exercise judgment in evaluating effectiveness, comprehensiveness and accuracy of procedures and policies as related to accounting standards.
  • Identify discrepancies, determine and implement the corrective action, and document resolution.
  • Strive to minimize or eliminate known weaknesses and common problems by modifying procedures, enhancing controls or calculations, with the goal of ongoing improvement of the process and the results.
  • Assist in the ongoing improvement of procedures and systems supporting the client account reconciliation process.
  • Develop an understanding of the products and services provided to better facilitate reconciliation, performance reporting, and AUM calculations.
  • Develop and maintain a thorough understanding of GIPS (Global Investment Performance Standards) policies and procedures as they pertain to Parametric accounts and composites; work with staff to ensure all details are captured, documentation implemented and procedures current.
  • Work with staff on cross-training for coverage including mentoring co-workers on strengthening their knowledge in new areas.
  • Execute other duties and projects as assigned.

Contact Info:

Interested candidates should submit their resume online via the link below.
https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Minneapolis-InvestmentCenter/Senior-Investment-Accountant—Tax-and-Audit_JR002303

Location: 

3600 Minnesota Drive, Suite 325
Edina, MN 55435
www.parametricportfolio.com

 

Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our core competencies are in Better Beta, an improvement on existing passive options;  Non-Traditional Alpha, a different take on key portfolio return drivers; and Efficient Implementation. Parametric is a majority-owned subsidiary of Eaton Vance Corp. and has offices in Seattle, WA, Minneapolis, MN, Westport, CT, Boston, MA and Sydney, Australia.

GENERAL DESCRIPTION

The primary role of the CRM Business Analyst is to ensure that Parametric’s business processes and CRM system (Salesforce) meets the business owners’ needs. This person is an expert in project management as it relates to Parametric’s business and Salesforce application ecosystem and is responsible for interfacing with the various teams that use Salesforce to understand and relay business requirements and user needs between departments.

The CRM Business Analyst works in partnership with distribution and marketing teams to understand their needs, develop solutions, and manage their implementation. The role will require in-depth knowledge of internal business and sales processes and ideal candidate will quickly gain a solid understanding of Parametric’s org structure, business processes, and culture and will build relationships with key groups.

The CRM Business Analyst is passionate about driving process change based on best practice, grounded in an in-depth knowledge of internal business and sales processes and strong project and relationship management skills

PRIMARY RESPONSIBILITIES

  • Provide administration support of the Salesforce environment.
  • Collaborate with and work alongside business stakeholders to understand their process, team objectives, and prioritize solution development.
  • Contribute to adoption by improving the user experience through standardization, documentation, training and ongoing usability improvement initiatives.
  • Provide real-time support for issues relating to Salesforce and other supported integrated platforms and demonstrate ability to remain calm when troubleshooting.
  • Use business analysis techniques such as user interviews, requirements workshops, task analysis, etc. to elicit requirements and areas for process improvement.
  • Provide assistance in resolving business issues by translating requirements into project deliverables and partner with the business and key stakeholders within teams to model, design, and help build solutions in Salesforce.
  • Research new features based on user needs and user interviews. Proactively seek out ways to utilize Salesforce to improve processes and productivity and make recommendations to individual teams and to the larger business.

JOB REQUIREMENTS

  • Bachelor’s degree
  • 3-4 years’ experience financial services and/or Salesforce administration setting.
  • General knowledge of Salesforce.  Administrator certification a plus.
  • Exceptional customer service skills. Experience in a sales or sales support role preferred.
  • Excellent verbal and written communication skills
  • Ability to roll up sleeves and do what is needed to make programs successful.
  • Demonstrated ability to establish and manage project priorities and timelines  
  • Team player with strong interpersonal skills.
  • Adept at project management and cross-functional collaboration; ability to prioritize tasks effectively.
  • Ability to thrive in a fast-paced, unpredictable environment. 

Contact Info:
Interested candidates should submit their resume online via the link below. https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Seattle-Investment-Center/CRMBusiness-Analyst_JR002374-1

Location: 
1918 Eighth Avenue, Suite 3100
Seattle, WA 98101
www.parametricportfolio.com

Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our core competencies are in Better Beta, an improvement on existing passive options; Non-Traditional Alpha, a different take on key portfolio return drivers; and Efficient Implementation. Parametric is a majority-owned subsidiary of Eaton Vance Corp. and has offices in Seattle, WA, Minneapolis, MN, Westport, CT, Boston, MA and Sydney, Australia.

ASSOCIATE PORTFOLIO MANAGER DEPARTMENT: PORTFOLIO MANAGEMENT


GENERAL DESCRIPTION

Assist with the management of Parametric fixed income, commodities and multi-asset based investment strategies.

PRIMARY RESPONSIBILITIES

  • Provide analysis and support for the firm’s proprietary investment strategies.  This includes running internal models, monitoring daily tracking reports, calculating proprietary performance benchmarks and determining performance attribution.
  • Assist with the day-to-day management of the firm’s investment strategies.  Requires trading across multiple asset classes including U.S. and international nominal and inflation linked bonds, fixed income futures and swaps, investment grade corporate and mortgage securities and commodity futures.
  • Assist with research in support of firm’s investment strategies.
  • Participate in the production of research notes, white papers and similar publications related to investment strategies.
  • Collaborate with other members of the Investment Team in the creation of content designed to support the firm’s investment strategies in multiple sales channels. 
  • Create and maintain data used in the production of charts, graphs or similar information related to client portfolios and investment strategies.
  • Stay current on market developments and related literature


JOB REQUIREMENTS

  • Completion of a 4 year college degree.  Master’s degree is preferred
  • 3 to 5 years of related investment experience – experience with derivatives a plus
  • CFA charter or desire to work towards this designation highly preferred
  • Technically proficient with some basic programming experience working with standard analytical and database software (e.g. advanced Excel, MATLAB, R)
  • Strong organization and time-management skills
  • Proven ability to multi-task and work effectively and collaboratively in a high-paced environment
  • Ability to communicate effectively in written and oral form
  • Ability to work independently and in a team environment

Contact Info: Interested candidates should submit their resume online via the link below.

https://eatonvance.wd5.myworkdayjobs.com/Parametric/job/Minneapolis-Investment-Center/AssociatePortfolio-Manager_JR002332

Location: 

3600 Minnesota Drive, Suite 325
Edina, MN 55435
www.parametricportfolio.com

Parametric is a leading global asset management firm. We bring clarity and accessibility to investment science with solutions that deliver elevated, transparent, repeatable outcomes for institutions and wealth managers. At Parametric, we believe in doing a few key things really well. Our strategies apply scientific rigor and in-depth research to manage risk with a sharp focus on controlling costs. Our core competencies are in Better Beta, an improvement on existing passive options;  Non-Traditional Alpha, a different take on key portfolio return drivers; and Efficient Implementation. Parametric is a majority-owned subsidiary of Eaton Vance Corp. and has offices in Seattle, WA, Minneapolis, MN, Westport, CT, Boston, MA and Sydney, Australia.

GENERAL DESCRIPTION

The Business Analyst will provide project management support and leadership for risk mitigation initiatives. The position will work closely with the Director of Risk Management on all aspects of the enterprise-wide risk management program.  Responsibilities include helping develop new methods for identifying, assessing, measuring, and managing risk throughout the organization.  The analyst will work closely with a variety of individuals from across the organization and will be required to take leadership roles in managing these ad hoc groups. The position does not require formal management experience, but does need someone to demonstrate creative leadership through a proven pattern of developing new and effective organizations in their career or educational experiences.

PRIMARY RESPONSIBILITIES

  • Investigate and document sources of internal and external risk to the enterprise.
  • Assist in the ongoing maintenance and expansion of the firm’s risk procedure documentation, including validation and editing materials.
  • Manage and/or support strategic projects, especially around risk mitigation. These projects will vary in scope and duration from small group projects lasting a few weeks to multi-year, firm-wide initiatives and will require the ability to lead and coordinate with cross-functional teams.
  • Communicate effectively – both verbally and written – to peers and business partners.
  • Demonstrate strong questioning and listening skills and the ability to look beyond obvious answers to understand impacts.
  • Interview business counterparts to effectively draw out and articulate the business need/problem/ opportunity to be addressed.  Gather and analyze risk management and business requirements.
  • Quickly develop sufficient expertise in areas that were previously unknown. 
  • Work with Director–Risk Management and Strategic Initiatives to influence long term and strategic decision-making; the ability to see the big picture and prioritize among many competing goals is essential.
  • Develop a portfolio of specialized responsibilities that connect risk management to new parts of the firm.  
  • After demonstrating successful project leadership, provide mentorship and guidance to other employees engaged in ad hoc project assignments.
  • Maintain a project calendar and report on outcomes.
  • Cross-train with our risk reporting analyst to provide continuous risk monitoring to the firm. Build dash board reporting as required and where project expertise will assist with the build.



JOB REQUIREMENTS

  • Bachelor’s degree; finance major preferred
  • 2 – 4 years of work experience as a project manager, business analyst, risk analyst, or financial analyst, preferably in the investment management industry 
  • Strong project management, communication, and conflict management skills; debate experience a plus
  • Ability to lead and direct others to achieve measurable results; must be able to influence without authority
  • Proficient in MS Office; knowledge of Microsoft Project, Microsoft Visio, Atlassian Confluence, and WebEx a plus
  • Ability to learn quickly and work in a changing environment and under tight deadlines 
  • Ability to maintain confidentiality of sensitive information
  • Experience with process development and improvement
  • Excellent attention to detail and must be well organized, proactive, reliable, timely, and self-managing
  • Comfort with quantitative analysis and financial reporting preferred
  • Knowledge of derivative investment vehicles preferred; knowledge of agile work strategies a plus

Contact Info:

Interested candidates should submit their resume online via the link below.

https://eatonvance.wd5.myworkdayjobs.com/en-US/Parametric/job/Minneapolis-InvestmentCenter/Business-Analyst—Risk-Management_JR002320

Location

3600 Minnesota Drive, Suite 325
Edina, MN 55435
www.parametricportfolio.com