Investment Consultant Relations - Loomis Sayles

Cooper & Hall Limited; Greater London; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Private medical insurance

Dental insurance

25 days annual leave

Hybrid work model

Job summary

Loomis Sayles, a global asset manager, offers a 12-month industrial placement in its London office as part of the Investment20/20 programme. The role focuses on supporting the Investment Consultant Relations team and gaining exposure to multiple departments within EMEA Institutional Services.

The successful candidate is an undergraduate in their 2nd year, eager to learn about investment management and aiming to develop professional skills, with a strong emphasis on Excel proficiency and

Qualifications

• Undergraduate in 2nd year seeking a 12-month industrial placement in London.
• Interest in financial services and investment management.
• Strong teamwork, client focus and communication skills.
• Proficient with Excel and able to multi-task.

Responsibilities

• Support investment consultant relations team with meetings and requests.
• Assist with consultant events, conferences and entertainment.
• Attend investment review meetings and client meetings.

Skills

Team player

Problem solving

Organisation

Self-starter

Can-do attitude

Communicator

Excel

Education

Undergraduate student (2nd year)

Tools

Excel

Job description

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 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 with our EMEA Institutional Services team which covers a number of different areas such as (investment) consultant relations, client relationship management, business development and strategic marketing. This particular role will focus on the areas of investment consultant relations.

Additionally during the 12 month placement the successful applicant will be able to gain in person exposure to the other departments represented in our London office including: Credit Research; Fixed Income Trading; Investment Operations; Client Relationship Management; Human Resources; Compliance; Macro Research & Investment Risk Analysis.

Programme information

You will join as an Industrial Placement Student (IPS) as part of the Investment20/20 programme.

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.

Programme Summary

This is a programme intended to give you a breadth of knowledge and experience across our EMEA Institutional business specifically focused on supporting the Investment Consultant Relations.

EMEA Institutional Services Overview

EMEA Institutional Services is responsible for managing relationships with institutional clients (such as public and corporate pension funds, insurance companies and sovereign wealth funds) as well as their advisors (such as investment consultants and independent trustees) across Europe, the Middle East & Africa (EMEA). The team also oversees and implements our sales and marketing strategy for the EMEA region.

There are currently 8 members of the team based in London but we are supported by (and work closely with) our Institutional Services colleagues across the globe, especially those based in our headquarters in Boston, Massachusetts. We also work very closely with the sales teams of our parent company, Natixis Investment Managers, based throughout the EMEA region.

As the main link to our existing and prospective clients and their professional advisors, the team touches on almost every department across our organisation including portfolio management, trading, credit research, legal, compliance, finance and operations.

What to expect

• Support our investment consultant relations team with regular and ad hoc requests as well as coordinating meetings

• Assisting with consultant events, conferences and entertainment

• Exposure to consultant research meetings and client investment review meetings

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;

• Proficient with Excel

Key dates

• Online applications close on Friday 18th December 2026

• Start date - June 1st (TBC)

• Successful candidates will be invited to attend an in-person assessment morning at our London office, after which a shortlist of candidates will undertake virtual interviews with representatives from the 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.

• Please also review Investment20/20's website to hear about other internship opportunities https://www.investment2020.org.uk/registration-form/

EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realise their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skill set 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.