Client Portfolio Analyst

Loomis, Sayles & Company; Boston (MA); Hybrid; USD 80,000 - 98,000; Full time

Benefits offered by this job

Discretionary annual incentive

Comprehensive benefits package

Job summary

Loomis, Sayles & Company seeks a Client Portfolio Analyst to support the client services group for fixed income strategies. The role focuses on producing client reports, commentaries, and tailored responses by collaborating with relationship managers, investment teams, and clients.

Strong writing, analytics, and attention to detail are essential to translate investment information into clear client-ready materials.

Qualifications

• Bachelor’s degree in finance, math or statistics preferred; CFA/MBA a plus.
• 3+ years of experience in the investment industry.
• Strong analytical skills with attention to detail.

Responsibilities

• Utilize investment systems and analytical tools to produce client reports.
• Create client books for portfolio review meetings.
• Write investment commentaries for fixed income products.
• Generate customized responses, reports, and analyses for client/ad hoc requests.
• Complete consultant questionnaires.
• Review and validate internal data outputs for accuracy.
• Identify and implement process improvements to streamline workflows.
• Collaborate with relationship managers, investment teams, and other departments to communicate information to clients.

Skills

Analytical skills

Written communication

Time management

Fixed income knowledge

MS Office proficiency

Team player

Proactive attitude

Education

Bachelor's degree in finance/math/statistics

CFA/MBA progress a plus

Tools

Microsoft Office

Job description

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 a strong writer and analytical thinker who can work across teams, manage deadlines, and translate investment information into clear, client-ready materials. They must also 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. This role offers the opportunity to deepen fixed income knowledge, strengthen client-facing communication skills, and collaborate closely with investment and relationship management teams.

Job Responsibilities

• Utilize various investment systems and analytical tools to produce client reports
• Create client books used in portfolio review meetings
• Write investment commentaries for fixed income products
• Generate customized responses, reports, and/or analyses in response to ad hoc requests from clients, consultants, or internal stakeholders
• Complete consultant questionnaires
• Review and validate internal data output to ensure accuracy
• Identify and implement process improvements to streamline departmental processes
• Collaborate with relationship managers, investment teams, and other internal departments to gather and communicate investment information to clients and consultants

Qualifications & Education Requirements

• A bachelor's degree with a major in finance, math or statistics preferred; progress towards CFA/MBA a plus
• 3+ years of experience in the investment industry
• Strong analytical skills and attention to detail
• Ability to manage multiple priorities in a deadline-driven environment with accuracy and attention to detail
• 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 the ability to address problems with technological solutions a plus)
• Ability to work independently and be a team player
• Proactive, can-do attitude

Additional Requirements

• Flexibility to manage time-sensitive deliverables during peak periods and work overtime as needed, particularly at quarter-end.
• Project work as needed, aimed at improving team processes, reporting, and client service delivery

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $80,000 - $97,500 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.