About The Role
The CIS Associate reports to the Director of the Custom Income Strategies (CIS) team and assists senior investment analysts and portfolio managers on the team in day-to-day portfolio management. The team is seeking a highly motivated individual, with strong programming skills and a passion for Investments.
About The Team
CIS is an investment team within Loomis Sayles & Company that is dedicated to managing complex, customized fixed income mandates across insurance, pensions, and retail. The team is based in Boston, MA and is comprised of 7 individuals including the director of CIS, one investment director, one portfolio manager, one strategist and three senior analysts.
Job Responsibilities
- Work as an integral member of the CIS team on portfolio management tasks
- Enhance or customize data reports used in portfolio management process
- Employ and enhance portfolio construction tools to create model portfolios in close collaboration with portfolio managers and strategists across investment teams
- Work closely with the portfolio specialists and traders on trade implementation
- Help monitor and run risk/attribution analysis on accounts and assist with the preparation of materials for various internal and external meetings
- Carry out special projects on an as-needed basis
- Contribute to achieve team's objective of delivering high quality work in a collegial work environment
Qualifications & Education Requirements
- BS in Computer Science, Engineering, or degree in a quantitatively driven and technical field
- 1-2 years of work experience in related fields desirable but not required; but will strongly consider relevant internship experience
- Strong interest in financial markets and investment management industry
- Strong technical, problem solving and programming skills are required. Strong command of Python, SQL, VBA, Excel required; MATLAB (desirable but not required)
- Excellent communication skills
- High attention to detail and ability to problem solve
- Self-driven, highly accountable, resourceful and independent thinker; Curious and entrepreneurial mindset
Loomis Sayles Benefit Overview
