Investment Rotations Associate Program

Loomis, Sayles & Company; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

Loomis Sayles & Company is launching a two-year Associate Development Program (ADP) for early career talent. Participants rotate through investment, research, product and trading teams to build foundational investment-management skills.

Successful candidates have analytical degrees, strong Excel and modeling abilities, and show eagerness to learn in a collaborative, fast-paced environment. The program emphasizes cross-functional exposure and development across Loomis Sayles departments.

Qualifications

• Bachelor’s degree in an analytical discipline such as accounting, finance, business, economics or mathematics.
• Alumni of either UWIN or USID.
• Strong interest in financial markets and investments.
• Demonstrated ability to source information and offer new insights.
• Experience with financial statements and strong modeling ability.
• Quick learner with ability to manage priorities.
• Strong Microsoft Excel skills.
• Programming skills are a plus.
• Solid writing and developing presentation skills.
• Team-oriented, proactive and collaborative.
• Positive attitude and receptiveness to feedback.

Responsibilities

• Provide analytical support to investment processes while learning core skills.
• Rotations may include investment research, product teams, trading, and Sustainability.
• Prepare analytical data and reporting.
• Build and maintain financial models.
• Analyze industry and company data using Excel and internal applications.
• Generate and analyze position reports for product teams and enable efficient reporting structures.
• Prepare materials for internal and external investment meetings.
• Handle special projects with internal/external data management systems.
• Develop information flow processes and collaborate with teams.

Skills

Financial modeling

Source information

Presentation skills

Team collaboration

Microsoft Excel

Programming skills

Writing skills

Quick learner

Education

Bachelor’s degree in analytical field

Alumni of UWIN or USID

Job description

Loomis Sayles & Company is launching a two-year Associate Development Program (ADP) for early career talent. Participants rotate through investment, research, product and trading teams to build foundational investment-management skills.

Successful candidates have analytical degrees, strong Excel and modeling abilities, and show eagerness to learn in a collaborative, fast-paced environment. The program emphasizes cross-functional exposure and development across Loomis Sayles departments.