Client Portfolio Analyst

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

Benefits offered by this job

Health & Welfare

Retirement Savings

Paid Time Off

Company-Provided Leave Benefits

Life and Disability Insurance

Work/Life and Wellness Resources

Locally Relevant Perks and Programs

Job summary

Loomis Sayles is seeking a client portfolio analyst in the institutional services group to support our global and domestic fixed income strategies. The role focuses on assisting relationship management and delivering timely, client-ready investment information.

You will work with investment and relationship teams to gather data from internal systems and publications, produce client reports and commentaries, and respond to ad hoc requests.

Qualifications

• Bachelor's degree in finance, math or statistics; progress towards CFA/MBA is 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 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 (Microsoft Office skills and the ability to address problems with technological solutions).
• Ability to work independently and be a team player.

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 analyses in response to ad hoc requests from clients, consultants, or internal stakeholders
• 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

Skills

Analytical skills

Attention to detail

Written communication

Time management

Teamwork

Fixed income knowledge

Writing ability

Education

Bachelor's degree in finance, math or statistics

CFA or MBA

Tools

Microsoft Office

Job description

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 $434.6 billion in assets under management (as of 30 June 2026) 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.

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 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
• 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

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.

At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

Core Global Benefit Offerings:

Health & Welfare: Medical, dental, and supplemental health plans

Retirement Savings

Paid Time Off

Company-Provided Leave Benefits

Life and Disability Insurance

Work/Life and Wellness Resources

Locally Relevant Perks and Programs

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.