Mutual Fund Services Representative

The Mutual Fund Service Representative role provides a comprehensive introduction to the financial services industry, presenting the opportunity to learn about Eaton Vance products and the broader mutual fund industry. The role provides hands-on experience with a focus on products, systems and client service, beginning with extensive training and mentoring with a seasoned representative. Once trained, a representative is well-prepared to support inbound calls from shareholders and financial advisors on a broad range of topics, such as inquiries regarding specific client account information and questions concerning Eaton Vance’s broad suite of investment solutions. Representatives learn to provide our clients with a superior service experience that is personable, professional and knowledgeable. Many Representatives continue to work with Eaton Vance years into the future, with the potential to grow their careers within all areas of Eaton Vance.

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    Brian Taranto

    Vice President
    Chief Administrative Officer
    "My Mutual Fund Services starting position gave me a fundamental background and understanding of the asset management business that I still reference today in my job, 18 years later. Having to resolve new issues everyday day gave me excitement and was the basis for the passion I have for my job and for this business. I really think those that start on this team are our strongest employees."

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    John Santoro

    Vice President
    Regional Sales Representative
    "It’s hard to believe that 13 years have passed since I started working at Eaton Vance in Mutual Fund Operations. This role taught me the skills necessary to provide proper service to our clients and is the soul of my career. Where I am today, without question, is due to the time I spent in Operations."

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    Jessica Roeder

    Internal Wholesaler
    "The Mutual Fund Services Group provided me the foundation and skill set to start a successful career at Eaton Vance. The Mutual Fund Services Group allowed me to develop and sharpen my communication and problem solving skills. I was provided the resources to expand my knowledge of the financial services industry."

Research Associate Program

Eaton Vance’s Research Associate Program is a 3-5 year developmental program that allows individuals to work with investment analysts and portfolio managers. Research Associates receive comprehensive on-the-job training, learning to conduct in-depth analysis of markets and securities. In the first few months, Research Associates attend industry specific training, accumulating the skills to contribute to investment analysis in a team-oriented environment. As they advance through the program, Eaton Vance provides Research Associates with the support and resources they need to earn their CFA designation, as well as guidance through the MBA admissions process.

The following investment groups participate in the Research Associate Program:

  • Bank Loan
  • Diversified Fixed Income
  • Equity Research
  • Global Income
  • High Yield

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    Max Chou

    Research Associate
    Global Fixed Income
    "Eaton Vance is an enjoyable and rewarding place to work. My summer internship and the Research Associate program provided unparalleled exposure and experience. The firm invests in its employees and it really makes a difference."

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    Audrey Grant

    Research Associate
    Bank Loan
    "Having an internship gave me exposure to the great culture in the Bank Loan group and their approach to investing. The experience made me confident that the research associate program would be a great foundation for my career. I feel very fortunate to have this opportunity and be surrounded by so many talented peers and mentors."