Fixed Income 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 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.