Reporting & Performance Team Lead
Eaton Vance - Seattle, WA

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Parametric is a Seattle-based investment management firm focused on the delivery of rules-based, risk-controlled investment strategies, including alpha-seeking equity, alternative and options strategies, as well as implementation services including customized equity, traditional overlay and centralized portfolio management. Parametric is a majority-owned subsidiary of Eaton Vance with investment centers in Seattle, WA, Minneapolis, MN and Westport, CT.

Parametric is a majority-owned subsidiary of Eaton Vance Corp., one of the world’s most dynamic global asset management companies.

General Description

The Reporting & Performance Team Lead is responsible for supervising a group which handles a range of duties related to performance, generating reports and data on a strategy level. This group serves as the hub through which information is collated and disseminated. This role provides product and firm data externally via web portals, Questionnaires, RFP’s and index/benchmark analysis.

Primary Responsibilities
  • Delegate tasks and monitor all pending deadlines.
  • Ensure that all deliverables are thoroughly completed before the deadline.
  • Supervise the responsibilities and tasks of the Reporting and Performance Team.
  • Manage the completion of RFP’s, Due Diligence Questionnaires as well as manage other similar requests.
  • Assist in the transition and maintenance of the RFP response database (Qvidian).
  • Manage the relationship with the sales teams 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.
  • Create high quality and accurate answers for institutional products.
  • Assist Reporting and Analysis Supervisor with GIPS compliance tasks as necessary.
  • Assume other responsibilities as required.
Job Requirements
  • 4-year degree, preferably in related discipline such as economics, finance or marketing.
  • Ideal candidate has 3 to 5 years of experience in the financial services industry.
  • 3-4 years of proven RFP writing experience.
  • 1-2 years of supervisory or managerial experience.
  • Strong math with working knowledge of statistics and equity risk models.
  • Must possess a high level of initiative and have demonstrated ability to create a coordinated team environment.
  • Strong written and oral communication skills.
  • Experience in maintaining a data response repository.
  • Proficient in Excel, using PivotTables and V-Lookups.
  • A full working knowledge of the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment.
  • Must be detail oriented, have excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
  • Knowledge of Qvidian, CAPS, GIPS, eVestment Alliance, Factset, Powerpoint, Excel, MSOffice applications.

Eaton Vance - 24 months ago - save job