Marketing Associate (Fixed Income)

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

Job summary

Loomis Sayles seeks a Strategic Marketing Associate reporting to the Deputy Head of Global Marketing. You will support Full Discretion and Structured Finance platforms with data gathering, analysis and project management, collaborating with portfolio management and product teams.

This role involves generating reports for institutional channels, coordinating with legal and marketing, and helping prepare quarter-end deliverables in a hybrid environment.

Qualifications

• 1-3 years investment management experience in 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.

Responsibilities

• Support data analysis requests and marketing initiatives for Full Discretion and Structured Finance teams.
• Assist with ad hoc requests utilizing a strong eVestment and Morningstar background.
• Generate customized responses and reports for Institutional sales channels.
• Collaborate with Strategic Marketing Analysts and Marketing Information to evaluate and manage presentation requests.
• Coordinate with Global Communications & Marketing Information groups for QC of marketing collateral.
• Contribute to quarter-end deliverables.
• Liaise with legal to ensure compliance with data and marketing materials.
• Provide timely information for Loomis Sayles and Natixis.
• Support product planning, strategy definition, and distribution opportunities.
• Develop competitive intelligence and investment analysis to support sales processes.

Skills

Analytical ability

Communication skills

Multitasking

Collaboration

Tools

Excel

PowerPoint

eVestment

Morningstar

Job description

About the Role

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.