What are the responsibilities and job description for the Custom Income Strategies (CIS) Associate position at Loomis Sayles?
About the Role
The CIS Associate reports to the Director of the Custom Income Strategies (CIS) team and assists senior investment analysts and portfolio managers on the team in day-to-day portfolio management. The team is seeking a highly motivated individual, with strong programming skills and a passion for Investments.
About the Team
CIS is an investment team within Loomis Sayles & Company that is dedicated to managing complex, customized fixed income mandates across insurance, pensions, and retail. The team is based in Boston, MA and is comprised of 7 individuals including the director of CIS, one investment director, one portfolio manager, one strategist and three senior analysts.
Job Responsibilities
Work as an integral member of the CIS team on portfolio management tasks
Enhance or customize data reports used in portfolio management process
Employ and enhance portfolio construction tools to create model portfolios in close collaboration with portfolio managers and strategists across investment teams
Work closely with the portfolio specialists and traders on trade implementation
Help monitor and run risk/attribution analysis on accounts and assist with the preparation of materials for various internal and external meetings
Carry out special projects on an as-needed basis
Contribute to achieve team’s objective of delivering high quality work in a collegial work environment
Qualifications & Education Requirements
BS in Computer Science, Engineering, or degree in a quantitatively driven and technical field
1–2 years of work experience in related fields desirable but not required; but will strongly consider relevant internship experience
Strong interest in financial markets and investment management industry
Strong technical, problem solving and programming skills are required. Strong command of Python, SQL, VBA, Excel required; MATLAB (desirable but not required)
Excellent communication skills
High attention to detail and ability to problem solve
Self-driven, highly accountable, resourceful and independent thinker; Curious and entrepreneurial mindset
