Client Portfolio Analyst

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $310 billion in assets under management for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTION-ORIENTED

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

About the Role
The institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our equity, global and domestic fixed income strategies. This is a replacement position.

The client portfolio analyst position is primarily responsible for supporting the relationship management team and servicing client requests for investment information in a timely manner. The successful candidate will be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and written/electronic news publications.
About the Team
You will join a team consisting of 19 client portfolio analysts whose objective is to assist in providing our clients with best-in-class client service on a consistent basis.

Job Responsibilities

• Utilize various investment systems and analytical tools to produce client reports
• Create client books used in portfolio review meetings
• Write quarterly investment commentaries for fixed income products
• Generate customized responses/reports to ad hoc requests
• Complete consultant questionnaires
• Verify internal data output to ensure accuracy
• Develop ways to streamline departmental processes

Qualifications & Education Requirements

• A bachelor's degree with a major in finance, math or statistics preferred; progress towards CFA/MBA a plus
• 3 years experience in the investment industry
• Strong analytical skills and attention to detail
• Ability to handle multiple tasks simultaneously in a deadline-oriented environment
• Familiarity with fixed income securities in both domestic and foreign markets
• Exceptional communication skills- both verbal and written (a writing sample will be required)
• Superior organizational skills and strong work ethic
• Advanced knowledge of computer applications (strong Microsoft office skills and the ability to address problems with technological solutions a plus)
• Ability to work independently and be a team player
• Proactive, can-do attitude

Additional Requirements

• Willingness to work overtime as needed

Loomis Sayles Benefit Overview

EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.