Investment Team Administrative Specialist

Morgan-Stanley; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

Morgan Stanley is seeking an Administrative Assistant to support the Eaton Vance Equity investment team in Boston. This full-time, in-office role provides essential administrative support to two Portfolio Managers and the broader team, ensuring smooth daily operations in a fast-paced environment.

The successful candidate will manage complex calendars, coordinate travel, prepare reports and materials, and assist with onboarding and office logistics while upholding professionalism and discretion.

Qualifications

• Associate's or Bachelor's degree preferred, or equivalent professional experience.
• 3+ years of administrative or executive assistant experience, preferably within financial services or another professional services environment.
• Exceptional organizational skills with outstanding attention to detail.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• High degree of professionalism, discretion, and sound judgment.

Responsibilities

• Manage complex calendars, schedule meetings, and coordinate across multiple internal and external stakeholders.
• Coordinate domestic and international travel, prepare detailed itineraries, and manage travel logistics.
• Prepare and reconcile expense reports accurately and on time using firm systems.
• Provide administrative support to Portfolio Managers, analysts, and other investment professionals.
• Prepare presentations, reports, meeting materials, and marketing documents.
• Coordinate onboarding, technology requests, office logistics, and workspace needs.
• Maintain compliance records, recurring reports, and other administrative documentation.
• Partner with Technology, HR, Compliance, Finance, Facilities, and other internal teams to resolve operational needs.
• Support department meetings, events, and special projects while identifying opportunities to improve administrative processes.

Skills

Calendar management

Travel coordination

Expense reporting

Professional communication

Discretion

Education

Associate's or Bachelor's degree preferred

Tools

Bloomberg

FactSet

Concur

CRD

Job description

Morgan Stanley is seeking an Administrative Assistant to support the Eaton Vance Equity investment team in Boston. This full-time, in-office role provides essential administrative support to two Portfolio Managers and the broader team, ensuring smooth daily operations in a fast-paced environment.

The successful candidate will manage complex calendars, coordinate travel, prepare reports and materials, and assist with onboarding and office logistics while upholding professionalism and discretion.