Trading Assistant

Orinda, CA, USA Req #88
Tuesday, October 8, 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 Trading Assistant will play a critical role in providing administrative and operational support to the Disciplined Alpha credit trading desk. This is an exciting opportunity to join a growing product team with over $20 bn in AUM.  This is a position with advancement potential for a high performer. 

The DA team follows a hybrid work schedule with 3 set days WFO and 2 set days WFH.

 

Job Responsibilities

  • Trade processing; including data entry, new security setup, account allocation, compliance monitoring, and resolving operational/settlement issues with both internal and external counterparts
  • Mastery and frequent use of various risk, accounting, and trade order management systems
  • Be a major conduit of information on the trading desk.
  • Relay information to/from trading counterparties.
  • Communicate with DA team and Street sales coverage to track new issue orders and allocations.
  • Interacting with various firm systems and making suggestions for process improvements.
  • Problem prevention – understanding potential risk areas and preventing trade or operational errors.
  • Participate in and help prepare materials for investment team meetings. 
  • Assist PMs with being an additional Loomis Sayles research liaison.
  • Track spreads and build relative value tools.

Qualifications & Education Requirements

  • Bachelor’s degree in finance, Economics, Math, Computer Science preferred required
  • 1-3 years’ experience on a trading desk or operations ideal
  • Strong Excel skills and the ability to learn new systems is required. Coding (Python or Matlab) experience is a plus.
  • Solid math and quantitative skills.
  • Can fluidly prioritize competing demands for time and attention.  Unflappable.
  • Ability to work independently and demonstrate a high level of self-management.
  • Keen attention to detail and highly organized
  • Financial markets experience, specifically Fixed Income, is a significant plus

Additional Requirements

A trading desk is a high intensity, fast-paced work environment with rapidly shifting priorities and a highly nuanced language.

This position also represents the team to external groups. Personal qualities that would help a candidate be successful in this job include:

• Desire to work in an operational/trade support role on a well-established fixed income trading desk
• Ability to handle stress and multiple demands with aplomb and efficiency
• Morning person (approximate start time 5:30 a.m. PST) 
• Thoughtful approach to risk mitigation and operational control

Salary 90-120k

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 - Trading
  • Job Function Trading
  • Pay Type Salary
Location on Google Maps
  • Orinda, CA, USA