Position Description

The Investment Associate will play a critical role in providing support to members of the Disciplined Alpha investment team. The position will support both credit and structured products PMs, analysts and traders. This is an exciting opportunity to join a growing product team with over $15 billion in AUM.

Projects will vary but may include the following:

• Assist PMs in their research and relative value work. Over time, learn how to spot opportunities and begin making suggestions.
• Help out on the trading desk if trading assistants need additional help.
• Assist in report generation for weekly team meetings.
• Take initiative using technology to help improve the team’s report generation infrastructure.
• Prepare ad-hoc analysis as requested by the investment team and assist with various projects.
• Participate in management meetings and/or sell-side meetings hosted in our office; help take notes and distribute internally.
• Attend local investment conferences either with senior team members or independently over time.
• Occasional travel to the Boston office.

Qualifications

We are seeking a person with a deep interest in gaining exposure to the fixed income markets and the aptitude to develop the skills necessary to be a successful investor. The ideal candidate will be a new or recent college graduate.

Skills that will be necessary to succeed in this position include the following:

• BA/BS in Finance, Economics, Math or Computer Science (will also consider December 2022 graduates and May 2023 graduates)
• Deep interest in learning how to invest and learn from a cohesive investment team
• Superior analytical skills
• Ability to work individually and collaborate in person as part of a team
• Excellent organizational skills and attention to detail
• Capacity to juggle multiple tasks simultaneously; time management is critical in managing against potentially competing projects and deadlines
• Clear and concise oral and written communication
• A positive attitude
• Working knowledge of Microsoft Excel (formulas, charts, pivot tables) progressing toward advanced user over time (advanced formulas, macros, third-party add-ins)
• Coding skills - familiarity with SQL and an object oriented language such as Python is desirable but not required.

• 
  The position is intended to have a fixed three-year term. After 2.5 years, the investment associate may apply for a permanent position anywhere across Loomis Sayles, although a permanent placement is not guaranteed. The DA team follows a hybrid work schedule with 3 set days WFO and 2 set days WFH.

Loomis Sayles Benefit Overview

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.