Alec Schaefer
About Alec Schaefer
Alec Schaefer serves as the Vice President and Portfolio Analyst at Eaton Vance, where he has worked since 2022. He holds a Bachelor of Science in Economics and Finance from Bentley University and has a background in various roles within the investment management sector.
Current Role at Eaton Vance
Alec Schaefer serves as Vice President, Portfolio Analyst at Eaton Vance, a position he has held since 2022. In this role, he focuses on portfolio analysis, leveraging his expertise in investment management. His responsibilities include analyzing investment strategies and performance to optimize portfolio outcomes. Schaefer's work contributes to the firm's overall investment objectives and client satisfaction.
Previous Experience at Eaton Vance
Alec Schaefer has a comprehensive history with Eaton Vance, where he held several positions. He began as a Junior Business Systems Analyst from 2017 to 2018, then progressed to Technical Business Systems Analyst from 2019 to 2020, and later became a Senior Portfolio Associate from 2020 to 2022. His roles involved various responsibilities in business systems and portfolio management, reflecting his growth within the organization.
Education and Academic Background
Alec Schaefer earned a Bachelor of Science degree in Economics and Finance from Bentley University, where he studied from 2013 to 2017. He also completed minors in Computer Information Systems and Psychology. His academic background provides a strong foundation for his career in investment management and technology.
Early Career at Oppenheimer & Co. Inc.
Before joining Eaton Vance, Alec Schaefer worked at Oppenheimer & Co. Inc. as a Research Assistant and Operations Intern in 2015 and again in 2016. These roles provided him with valuable experience in research and operations within the financial services industry, contributing to his skill set in investment management.
Eagle Scout Achievement
Alec Schaefer achieved the rank of Eagle Scout on September 6, 2012. This accomplishment reflects his commitment to leadership and community service. He intends to integrate the values learned during his scouting experience into his career, particularly in the field of Investment Technology.