Documentation Specialist

By joining Eaton Vance, you'll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!General Description The Documentation Specialist is responsible for a variety of duties relating to client onboarding, legal agreements, client deliverables and firm documentation. The role requires excellent time management skills to meet multiple deadlines, attention to detail, and effective communication with internal and external clients.Primary ResponsibilitiesPrepare documentation for clients and privately held funds. Coordinate efforts with Parametric's internal legal counsel; understand and resolve complex issues, and present final documents to the satisfaction of all parties.Specific documentation may include investment management agreements, authorization documents, investment guidelines and policies, ISDAs and other trade agreements, limited partnership agreements and other fund offering documents, non-disclosure agreements, and bank and brokerage account agreements.Work closely with Parametric's trading, operations, and business development professionals. Persistently follow the resolution and expedition of outstanding issues throughout the process of on-boarding new clients and modifying relationships with existing clients. Provide regular status updates and be prepared to speak to the specific terms contained in agreements and related policies.On-board new client accounts, including review of client specific documentation, legal agreements, and account setup. Work with brokers to open new derivatives trading accounts, complete internal setup of accounts. Research client specific legal issues and requirements.Work with legal and compliance to ensure that Parametric's contractual obligations, notifications and statements of compliance are actively monitored and delivered to clients, and that required communications are documented as appropriate.Have primary responsibility for the maintenance of client files and the retention of documents in an organized manner, making use of technology to ensure access to current documents is efficient and secure. Be responsible for the ongoing improvement of the organizations' document management and control methodology.Assist Senior Documentation Specialist with client OTC trading setup, including adherence to regulatory protocols, opening cleared OTC accounts, implementing ISDA documentation with counterparties, and internal account setup. Review and process trade confirmations related to uncleared OTC trading.Job RequirementsBachelor's DegreeJ.D. or Paralegal with relevant financial agreement experience preferred5+ years of industry experienceAbility to multi task and prioritize while working in a fast-paced team environmentExcellent verbal and written communication skillsAbility to pay great attention to detail with emphasis on accuracy and qualityEmbrace technology solutions to enhance and control the processCommercially minded with a solutions driven approachOngoing desire to improve and build upon current approachDocument management experienceKnowledge of futures, options and Over The Counter derivative financial transactions and related documents a plusThis policy applies to Eaton Vance Corp. and all subsidiary companies (the "Company").The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. ?? Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110