Fixed Income Client Portfolio Analyst

Loomis, Sayles & Company; Boston, Northern (MA, KY); Hybrid; 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 Resources

Locally Relevant Perks

Job summary

Loomis Sayles is seeking a Client Portfolio Analyst in Boston to support the client services group for fixed income strategies. You will translate investment information into client-ready materials and collaborate across teams to meet deadlines.

The role emphasizes strong writing, analytical thinking, and teamwork within a 19-person client portfolio analysis team. Competitive compensation and comprehensive benefits are provided.

Qualifications

• 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.

Responsibilities

• Utilize 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.

Skills

Strong analytical skills

Exceptional communication

Attention to detail

Time management

Team player

Independent work

Education

Bachelor's degree in finance, math or statistics

CFA/MBA in progress

Tools

Microsoft Office

Job description

Loomis Sayles is seeking a Client Portfolio Analyst in Boston to support the client services group for fixed income strategies. You will translate investment information into client-ready materials and collaborate across teams to meet deadlines.

The role emphasizes strong writing, analytical thinking, and teamwork within a 19-person client portfolio analysis team. Competitive compensation and comprehensive benefits are provided.