Client Portfolio Analyst

Loomis, Sayles & Company; Boston (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

Loomis Sayles, a leading asset management company, is seeking a motivated client portfolio analyst to support their relationship management team. The ideal candidate will be responsible for compiling investment information, producing client reports, and ensuring data accuracy, all within a dynamic team environment.

Qualifications

• 3+ years experience in the investment industry.
• Strong ability to handle multiple tasks in a deadline-oriented environment.
• Familiarity with fixed income securities in domestic and foreign markets.

Responsibilities

• Utilize investment systems to produce client reports.
• Create client books for portfolio review meetings.
• Write quarterly investment commentaries.

Skills

Analytical Skills

Attention to Detail

Communication Skills

Organizational Skills

Education

Bachelor's degree in Finance, Math or Statistics

CFA or MBA progress

Tools

Microsoft Office

Python

R

MATLAB

Job description

Posted Wednesday, June 11, 2025 at 4:00 AM

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 $390 billion in assets under management (as of 31 March 2025) 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. I NCLUSIVE & DIVERSE - D EDICATED TO TEAMWORK – E XCELLENT – A CCOUNTABLE – L EADERS - S OLUTIONS-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 institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our global and domestic fixed income strategies.

The client portfolio analyst position is primarily responsible for supporting the relationship management team and servicing client requests for investment information in a timely manner. The successful candidate will be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and written/electronic news publications.

About the Team

You will join a team consisting of 19 client portfolio analysts whose objective is to assist in providing our clients with best-in-class client service on a consistent basis.

Job Responsibilities

• Utilize various investment systems and analytical tools to produce client reports
• Create client books used in portfolio review meetings
• Write quarterly investment commentaries for fixed income products
• Generate customized responses/reports to ad hoc requests
• Verify internal data output to ensure accuracy
• Develop ways to streamline departmental processes

Qualifications & Education Requirements

• A bachelor's degree with a major in finance, math or statistics preferred; progress towards CFA/MBA a plus
• 3+ years experience in the investment industry
• Strong analytical skills and attention to detail
• Ability to handle multiple tasks simultaneously in a deadline-oriented environment
• Familiarity with fixed income securities in both domestic and foreign markets
• Exceptional communication skills- both verbal and written (a writing sample will be required)
• Superior organizational skills and strong work ethic
• Advanced knowledge of computer applications (strong Microsoft office skills, and knowledge of Python, R, or MATLAB a plus) and the ability to address problems with technological solutions preferred)
• Ability to work independently and be a team player

EEOC and Diversity S tatement
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 vete ran, and basis of disability or any other federal, state or local protected class.

Job Family Client Service, Relationship Management and Sales