Custom Income Strategies (CIS) Associate

1 Financial Center, Boston, MA 02111, USA Req #83
Thursday, September 26, 2024
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 $365 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 TEAMWORKEXCELLENTACCOUNTABLELEADERS-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 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

 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.

Other details

  • Job Family Investments
  • Job Function Investment Analysis
  • Pay Type Salary
Location on Google Maps
  • 1 Financial Center, Boston, MA 02111, USA