Fixed Income Client Insights & Portfolio Analyst

Loomis, Sayles & Company, L.P.; Boston (MA); Presencial; USD 80.000 - 98.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary annual incentive

Benefits package

Descripción de la vacante

Loomis Sayles & Company, L.P. in Boston seeks a Client Portfolio Analyst to support the client services group for fixed income strategies. You will produce client reports, create client books, and write investment commentaries with accuracy and clarity.

You will also generate responses to ad hoc client requests from various stakeholders. The role emphasizes strong writing, collaboration with investment teams, and timely delivery, with opportunities to deepen fixed income knowledge and enhance

Formación

• Bachelor's degree in finance, math, or statistics preferred (progress toward CFA/MBA a plus).
• 3+ years in the investment industry.
• Strong analytical skills and attention to detail.
• Ability to manage multiple priorities in a deadline-driven environment.
• Familiarity with fixed income securities in domestic and foreign markets.
• Exceptional written and verbal communication; writing sample required.
• Superior organizational skills and work ethic.
• Advanced knowledge of Microsoft Office and problem-solving with tech solutions.

Responsabilidades

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

Conocimientos

Analytical skills

Attention to detail

Time management

Communication skills

Strong writing

Educación

Bachelor's degree in finance/math/statistics

CFA/MBA progress

Herramientas

Microsoft Office

Investment systems

Portfolio tools

Descripción del empleo

Loomis Sayles & Company, L.P. in Boston seeks a Client Portfolio Analyst to support the client services group for fixed income strategies. You will produce client reports, create client books, and write investment commentaries with accuracy and clarity.

You will also generate responses to ad hoc client requests from various stakeholders. The role emphasizes strong writing, collaboration with investment teams, and timely delivery, with opportunities to deepen fixed income knowledge and enhance