Fixed Income Client Portfolio Specialist

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

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.