Senior Technical Consultant

Loomis, Sayles & Company; Boston, Northern (MA, KY); On-site; USD 147,000 - 180,000; Full time

Job summary

Loomis Sayles, a performance-driven asset management firm, seeks an energetic data/tech analyst to support investment processes across the firm. You will manage relationships, projects, and vendors while handling data analytics to enhance performance and risk assessment.

Responsibilities include coordinating technology projects, leveraging Factset, Bloomberg, Excel, and SQL to access instrument data, and ensuring analytics accuracy for the investment team.

Qualifications

• Bachelor's degree plus 5 years in investment industry or Master’s with 2 years in related roles.
• Experience developing factor-based risk models in Python.
• Experience with swap valuation models in MATLAB and SQL queries in Postgres/Oracle.

Responsibilities

• Provide relationship, project, vendor, and data analysis to support investment areas.
• Coordinate technology projects and issues for an investment platform.
• Access and analyze instrument data using Factset, Bloomberg, Excel, and SQL.
• Ensure analytics data and tools are accurate for the investment process.
• Analyze account and instrument-level data to verify attributes and analytics.
• Validate new functionality and resolve data discrepancies with technology staff.
• Develop procedures, test plans, and quality standards for systems.

Skills

Relationship management

Project management

Vendor management

Data analysis

Communication

Education

Bachelor's degree in Finance/Math/Engineering/CS (foreign equiv) + 5 years experience

Master's degree in Finance/Math/Engineering/CS (foreign equiv) + 2 years experience

Tools

Python

MATLAB

SQL

PostgreSQL

Oracle

Excel

Job description

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.

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:

Job Responsibilities

• Responsible for providing relationship management, project management, vendor management, and business and data analysis to support the firm’s investment areas
• Support all technology and data needs for the investment management process
• Coordinate all technology-related projects, processes, and issues for an investment platform. Manage a variety of projects for specific investment team needs
• Leverage Factset, Bloomberg, Excel, and SQL to access and analyze instrument level security master and analytic data
• Work with the investment team to ensure that all analytic, risk, and performance data and tools are accurate and appropriate for the team’s investment process
• Analyze account and instrument-level data to verify accuracy of attributes and analytics
• Provide training and expertise on all technology tools and reports; Review nightly data and calculation audit reports, analyzing any errors or exceptions, formulating resolutions, working with the appropriate technology staff to implement solutions, and testing to ensure that implemented solution has been completed
• Validate any new functionality enhancements to existing applications or newly created applications; Work with the data management group to identify and resolve any data discrepancies, identify new data requirements, and come up with data delivery solutions
• Consult with management to ensure agreement on system principles
• Perform analysis and develop solutions for business problems; and develop, document, and revise system design procedures, test procedures, and quality standards.

Qualifications & Education Requirements

• Bachelor's degree in Finance, Mathematics, Engineering, or Computer Science (willing to accept foreign education equivalent) plus five (5) years of experience as a Technical Consultant or related occupation performing development, business analysis, or data analysis in the investment industry or, alternatively, a Master's degree in Finance, Mathematics, Engineering, or Computer Science (willing to accept foreign education equivalent) plus two (2) years of experience as a Technical Consultant or related occupation performing development, business analysis, or data analysis in the investment industry.
• Specific skills/other requirements - Experience must include (quantitative experience requirements not applicable to this section): Demonstrated Expertise (“DE”) developing factor-based risk models in Python
• DE calculating swap valuation models in MATLAB; DE querying Postgres and Oracle databases using SQL
• DE calculating security level returns based on duration, convexity, and change in yield using Excel.
• Telecommuting position: can be performed anywhere in the U.S.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $146,806.00 - $180,000.00 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.

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.