Marketing Associate (Fixed Income)

Loomis, Sayles & Company; Boston (MA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid schedule

Discretionary incentive

Competitive compensation

Job summary

Loomis Sayles, a Boston-based investment management firm, is seeking a Strategic Marketing Associate to support Full Discretion and Structured Finance platforms. You will assist with data gathering, reporting, and project management, partnering with portfolio management, marketing, and distribution teams.

The role emphasizes collaboration, accuracy and timely delivery of marketing materials, with a hybrid work schedule and a competitive compensation package including an annual incentive.

Qualifications

• 1-3 years investment management experience within operations, product, institutional consulting, client service, marketing, or other relevant areas
• Fixed income investment knowledge
• Strong analytical ability – eVestment and Morningstar experience preferred

Responsibilities

• Support Full Discretion and Structured Finance marketing teams with data analysis requests, legal review, marketing communications, product planning and other marketing initiatives both internally and in partnership with Natixis
• Assist with adhoc requests in relation to above platforms utilizing a strong eVestment, Morningstar background
• Generate customized responses and reports for Institutional sales channels
• Serve as a resource working with members of the Full Discretion and Structured Finance Strategic Marketing teams on a wide variety of portfolio data reporting, analysis, and quality control
• Work with Strategic Marketing Analysts and Marketing Information to evaluate and manage customized presentation requests
• Collaborate with the Global Communications & Marketing Information groups to perform quality control and review of marketing collateral

Skills

Data analysis

Team collaboration

Attention to detail

Communication

Multitasking

Education

CFA/MBA in progress

Tools

Excel

PowerPoint

Morningstar

eVestment

Job description

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $434.6 billion in assets under management (as of 30 June 2026) for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED

About The Role

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

The Strategic Marketing Associate will report to the Deputy Head of Global Marketing. They will provide support for all Full Discretion and Structured Finance Platforms; assisting with processes, project management and data gathering & analysis.

About The Team

Strategic Marketing serves as a connection point between portfolio management, marketing and the various channels through which Loomis products are distributed. Strategic Marketing Associates collaborate with other marketing individuals on product planning and development, product positioning and messaging, competitive analysis, as well as interfacing closely with our product teams and the marketing organization concerning a wide range of data reporting and analysis.

Job Responsibilities

• Help support the Full Discretion and Structured Finance strategic marketing teams with data analysis requests, legal review, marketing communications, product planning and other marketing initiatives both internally and in partnership with Natixis
• Will assist with adhoc requests in relation to above platforms utilizing a strong eVestment, Morningstar background
• Generate customized responses and reports for Institutional sales channels
• Serve as a resource working with members of the Full Discretion and Structured Finance Strategic Marketing teams on a wide variety of portfolio data reporting, analysis, and quality control. Portfolio data of this nature is utilized in a variety of contexts, including RFPs, RFIs, presentations, consultant databases, and in response to many ad hoc inquiries
• Work with Strategic Marketing Analysts and Marketing Information to evaluate and manage customized presentation requests
• Collaborate with the Global Communications & Marketing Information groups to perform quality control and review of marketing collateral
• Actively participate in the preparation of quarter-end deliverables
• Work effectively with internal and external constituents
• Liaise with Loomis' legal department to ensure compliance with standard and customized data and marketing materials
• Provide timely information as needed for both Loomis Sayles and Natixis
• Support the production of product and distribution plans
• Act as a resource to the Full Discretion and Structured Finance Strategic Marketing team on product planning – strategy definition, positioning, and distribution opportunities
• Assist in the development of competitive intelligence and other value-added investment analysis to support sales process with a focus on Full Discretion and Structured Finance capabilities
• Provide Full Discretion and Structured Finance custom competitive analysis regularly for opportunities for the investment team and distribution
• Actionable intelligence at the broad market, product, and sales-specific opportunity level
• Provide support to Full Discretion and Structured Finance Strategic Marketing Teams with Sales, Consultant Relations, and Client Service requests
• Have strong communication (both oral and written) and organization skills, as well as the ability to manage tight deadlines
• Ability to grow into a role where they would feel comfortable and establish effective communication relationships with all levels of the organization.
• Ability to effectively organize and prioritize equity requests as needed

Qualifications & Education Requirements

• 1-3 years investment management experience within operations, product, institutional consulting, client service, relationship management, marketing, or other relevant areas
• Fixed income investment knowledge
• Excellent Microsoft Office skills, particularly Excel, but also PowerPoint
• Strong analytical ability – eVestment and Morningstar experience preferred
• Great attention to detail
• Collaborative, team-oriented style
• Ability to multitask and work well with multiple deadlines
• Ability to effectively interact with product teams, distribution, and other internal departments
• Progress toward CFA and/or MBA is desirable

Additional Requirements

The position follows a hybrid schedule with two days work from home and three days work from office.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $70,000 - $90,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

Global Benefit Statement

At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

Core Global Benefit Offerings

EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.