Hiring Range: $18.39 - $21.88
 

The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. 

Supports the wealth management team by performing variety of research and operational functions to enhance team productivity, research output, data analytics and client service. Coordinates with account officers and portfolio managers to learn different aspects of the business, including how investment deliverables are implemented and communicated to clients.

Receives broad cross-sectional exposure to investment analysts, client portfolio managers and wealth account officers, marketing, operations, administration and investment technology specialists by executing, supporting, and coordinating a diverse set of tasks.

Responsibilities: 

• Provides generalist assistance to Market Presidents, Team Leaders, Senior Executives, Account Officers, Portfolio Managers and/or CIO—willingness to be flexible, creative and curious.

• Assists with projects, tasks at hand, including particular investment research projects for one of the Research Committees.   

• Provides generalist research support to the fixed income, equity, asset allocation, or portfolio analytics teams.  Projects will vary as needed across individual stock/sector/thematic research, credit/corporate bond research, mutual fund/ETF evaluations, tactical asset allocation modeling, ESG writeups and performance/quantitative analysis.

• Supports all account officers including WA/RM/TO/PM/WCA teams with client support needs. 

• Help prepare presentations for the wealth management team and other materials for internal investment committee meetings, making any changes as directed by senior colleagues

• Attends investment team meetings for support and learning opportunities.

Qualifications: 

• Progress towards earning a bachelor’s degree.

• Prior experience with spreadsheet and presentation software applications, especially Microsoft Excel, PowerPoint and Adobe products is required.

At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.
Eastern Bank is an equal opportunity employer.  All job applicants will be considered for employment without regard to race, color, religious creed, national origin, sex, sexual orientation, gender identity, genetic information, military service, age, ancestry, or disability.
At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you’re excited about this role but your experience doesn’t fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company. Our Recruitment team is waiting to chat with YOU.