Client Relationship Management & Business Development

Investment2020; Greater London; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Private medical insurance

Dental insurance

Hybrid work model

25 days annual leave

Job summary

Loomis Sayles offers a 12‑month industrial placement in London within the EMEA Institutional Services team. You will gain hands‑on exposure to client relationship management and business development across EMEA, with a focus on institutional clients and strategic opportunities.

The role is part of the Investment20/20 programme, paying £32,000 per year, with private medical and dental insurance and 25 days of annual leave.

Qualifications

• Undergrad in a relevant field seeking an industrial placement.
• Demonstrates teamwork and client service orientation.
• Shows initiative and ability to multi-task in a fast-paced environment.

Responsibilities

• Support Relationship Managers with Institutional relationships across EMEA.
• Interact with investment, marketing and business development teams.
• Contribute to ad hoc projects to enhance client propositions.
• Assist with reporting of new business opportunities to senior management.

Skills

Team player

Client-focused

Problem solving

Organisational skills

Self-starter

Good communicator

Adaptable

Education

Undergraduate 2nd year

Job description

Client Relationship Management & Business Development

You will join as part of the Investment20/20 programme.

Company Overview

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 fuelled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $400 billion in assets under management for global clients spanning more than 50 countries.

Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for our clients. With currently have over 800 employees and are headquartered in Boston, Massachusetts, but with additional international offices in London, Singapore, Utrecht (the Netherlands) and Paris.

Why work for us

What sets Loomis Sayles apart is the way our teams of portfolio managers, research analysts and traders are structured to collaborate with each other to cultivate our best investment ideas. Loomis Sayles applies a broad, deep perspective, so our dedicated teams of portfolio managers can act decisively to deliver innovative client-focused solutions built on a foundation of integrated global research.

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

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.

What we look for

As part of our mission to be a world-class investment management firm we strive to hire, retain and develop the best and brightest in our industry. We provide a challenging and collegial working environment that allows our employees to develop their potential and reach their professional goals. Our employees are those who thrive in a team-oriented, performance-driven culture.

Our London office consists of a diverse group of around 40 individuals working side by side in a predominately open planned space across a number of differing disciplines integral to the running of a successful investment management. This one year industrial placement role we are offering is a hands‑on and a unique opportunity to work within our EMEA Institutional Services team.

Additionally, during the 12 month placement the successful applicant will be able to gain in‑person exposure to a variety of departments represented in our London office including: Fixed Income Trading; Investment Operations; Credit Research, Investment Consultant Relations; Compliance; Human Resources; Macro Research & Investment Risk Analysis.

We are looking for an undergraduate who is currently in their 2nd year of studying at University and looking to undertake an Industrial Placement in their 3rd year before returning to University to complete their studies.

As an IPS, you will be introduced to investment management and you will gain industry knowledge, experience and develop relationships to progress your career and develop skills to secure a permanent role. We will support you in starting a professional qualification (the IMC or similar) if this is something you are interested in. As part of the Investment20/20 programme, you will have opportunities to meet and network with over 300 trainees across the industry and participate in socials and insight events.

Our intern position is a fixed term, 12 month contract paying £32,000. You will also receive private medical and dental insurance as part of your package. The role is based in London and you will receive 25 days annual leave. We are currently working a flexible, hybrid model whereby all those in the London office, regardless of the department they work in, are required to work a minimum of 3 days in the office (Tues‑Thurs) at 77 Coleman Street, albeit we encourage more days in the office for those that wish to do so.

This is a program intended to give you a breadth of knowledge and experience across two key areas of asset management undertaken in our London office: EMEA Client Relationship Management & Business Development.

As a member of the broader EMEA Institutional Services department you will support the EMEA team and have significant exposure to our external client management activities across the EMEA region.

Client Relationship Management & Business Development Overview

Our EMEA Institutional Services team is dedicated to providing superior client service to meet client objectives. The Relationship Manager (RM) is expected to be an advocate for the clients’ interests in discussions with members of our investment teams and other parts of the organisation to ensure that the clients’ interests are served. The RM acts as the primary point of contact for assigned clients and develops an in‑depth understanding of the clients' needs, objectives and asset allocation strategy. Additionally, they conduct investment review presentations and conference calls alongside Investment team colleagues in an effort to retain accounts/assets.

You will also assist the growth of our business by supporting our Head of EMEA Distribution with business development initiatives. Working closely with our parent company’s Business Development Units (BDUs) across Europe and the Middle East our Head of EMEA Distribution has oversight of our business development activities across these regions and across a variety of distribution channels.

What to expect:

• Support our London based Relationship Managers with their respective Institutional relationships across EMEA, including pension funds, sovereign wealth funds, wealth managers and global financial institutions.


• Interact and communicate with various members of our investment, marketing and business development teams.


• Working on ad hoc projects as required to enhance our client relationship management proposition.


• Support the oversight and tracking of new business opportunities across EMEA.


• Assist with the reporting of these new business opportunities to senior management.


• Working on ad hoc projects for the EMEA Head of Distribution

Skills and requirements

If you are an undergraduate looking to undertake an industrial placement who has an interest in working within financial services and has the following attributes, we are interested in hearing from you:

• Team player with a client‑focused approach;


• Inquisitive and enjoys interpreting information and problem solving;


• Good organisational skills able to multi‑task and meet deadlines;


• Self‑starter who can work to your own initiative;


• A ‘can do’ attitude to learning and enjoys developing new skills;


• A good communicator, both oral and written;

Key dates

• Online applications close on Friday 18th December 2026


• Successful candidates will be invited to attend an in‑person assessment morning at our London office after which a short list of candidates will undertake virtual interviews with representatives from London office. Reasonable public transport expenses (including standard‑class train fares and local public transport) incurred in attending the assessment morning will be reimbursed. Further details on the reimbursement process will be provided to invited candidates.


• Assessment mornings will take place week commencing 8th February 2027.


• Unsuccessful candidates will be notified by email within 1 month of the application closing date.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, colour, 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.