Strategic Marketing Analyst - Structured Finance

Loomis, Sayles & Company; Boston (MA); Hybrid; USD 80,000 - 140,000; Full time

Job summary

Loomis Sayles is seeking a Strategic Marketing professional to bridge portfolio management, distribution, and marketing. This role will focus on product positioning, messaging, and execution across Structured Finance and Disciplined Alpha products.

You will collaborate with investment teams, marketing information, and sales to deliver data-driven marketing initiatives, customized reports, and compelling collateral. The position blends strategy, analytics, and cross-functional partnership.

Qualifications

• 7-10 years investment management experience within product management or marketing strategy.
• Strong knowledge of fixed income markets.
• MBA and/or CFA is desirable.

Responsibilities

• Marketing interface for institutional sales channels and data analysis requests.
• Generate customized responses and reports for Institutional sales channels.
• Develop product messaging within pitchbooks and RFPs.
• Collaborate with Marketing Information on presentation requests and QC of collateral.
• Prepare quarter-end deliverables and support product and distribution plans.
• Develop competitive intelligence and value-added analysis for Structured Finance and Disciplined Alpha.

Skills

Project management

Quantitative/analytical ability

Stakeholder influence

Education

MBA and/or CFA desirable

Tools

Excel

Bloomberg

Zephyr

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 $417 billion in assets under management (as of 31 March 2026) for global clients spanning more than 50 countries.

About the role

Strategic Marketing serves as a connection point between portfolio management, distribution and all areas of the Marketing organization. Team members serve as point people on product positioning, messaging and execution, as well as extensive data reporting and analysis. The team also works closely with investment team members on product planning and development.

About the team

Strategic Marketing team members take responsibility for coverage of specific asset classes and associated firm investment capabilities. This position will be assigned coverage for our Structured Finance and Disciplined Alpha suite of products and focus their efforts on supporting those strategies.

Job responsibilities

• Marketing interface for institutional sales channels. Work with the Structured Finance and Disciplined Alpha teams on data analysis requests, marketing communications, product planning and other marketing initiatives
• Generate customized responses and reports for Institutional sales channels
  • Serve as resource working 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.
  • Build and support product messaging within pitchbooks, RFP language, and other deliverables
  • Work with Marketing Information to evaluate and manage customized presentation requests (what, why, messaging, edits, etc.)
  • Collaborate with the Global Communications & Marketing Information groups to perform quality control and review of marketing collateral
  • Actively participate in preparation of quarter-end deliverables
• Support production of product and distribution plans
  • Work with product teams on product planning – strategy definition, positioning, distribution opportunities
  • Coordinate and project manage new product development as appropriate working with product management and the product teams
• Develop competitive intelligence and other value add investment analysis to support sales process with particular focus on Structured Finance and Disciplined Alpha capabilities
  • Actionable intelligence of broad market landscapes and market opportunity set
  • Generate sales specific product comparisons, vulnerable competitor analysis and product positioning in the market place using third party analytical tools
  • Interface closely with Sales, Consultant Relations, and Client Service in terms of utilization
  • Development of value-added statistical analysis to highlight absolute, relative and risk-adjusted performance vs. peers and market indices under various market conditions
• Work with Corporate Communications concerning public relations, external presentations and web cast content
• Liaise with Technology and the product teams to develop and ensure quality control of various data management processes. These efforts require strong project management and problem solving skills.
• Dedicated resource responsible for supporting Sales in their efforts to market our Structured Finance and Disciplined Alpha strategies
• Work effectively with internal and external constituents
  • Liaising with Loomis legal department to ensure compliance with standard and customized data and presentation requests
  • Provide timely information as needed for both Loomis (US, London and Singapore) and Natixis

Reporting relationship

Deputy Head of Global Marketing

Qualifications and education requirements

• 7-10 years investment management experience within product management or marketing strategy, consulting, relationship management, due diligence or other relevant areas.
• Strong knowledge of fixed income markets
• MBA and/or CFA is desirable
• Project management skills
• Strong quantitative/analytical ability including expertise in software packages such as Excel, Bloomberg, Zephyr, Morningstar and eVestment.
• Marketing strategy experience a strong plus
• Ability to effectively interact with and influence senior level portfolio management, distribution and operating executives
• Great attention to detail
• Comfortable managing numerous deadlines in a fast-paced environment
• Collaborative, team-oriented style
• Proactive, can-do attitude

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 $80,000 - $140,000 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.

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.