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 $400 billion in assets under management 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.
I NCLUSIVE & DIVERSE - D EDICATED TO TEAMWORK – E XCELLENT – A CCOUNTABLE – L EADERS - S OLUTIONS-ORIENTED
About The Role
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:
Strategic Marketing serves as a connection point between portfolio management, distribution and all areas of the Marketing organization. Team members serve as subject matter experts contributing to product planning, product development, positioning, messaging and execution, as well as extensive data reporting and analysis, including competitive analysis and competitive positioning.
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 specific Custom Income Strategies (CIS), Pension Solutions and the Private Credit suite of products. CIS is an investment team covering custom fixed income strategies, including Buy & Maintain, Buy & Refresh, Insurance Solutions, and Cash Flow Matching.
Job Responsibilities - Marketing interface for institutional sales channels. Work with the CIS, Pension Solutions and Private Credit teams on many 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 for product messaging
- Actively participate in preparation of quarter-end deliverables
- Support development of product and distribution plans
- Work with product teams on product planning – strategy definition, positioning, distribution opportunities
- Coordinate new product development as appropriate working with product management and the product teams
- Develop competitive intelligence and other value add investment analysis to support the sales process
- Actionable intelligence at the broad market, product and sales specific opportunity level
- 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 Global Communications concerning public relations, external presentations and web cast content for product coverage
- 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.
- 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 product information as needed for both Loomis (US, London and Singapore) and Natixis
Qualifications & Education Requirements
- 7+ years investment management experience within product management or product marketing, consulting, relationship management, due diligence or other relevant areas.
- Investment, asset management and/or capital markets knowledge
- CFA and/or MBA is desirable
- Excellent project management skills
- Strong quantitative/analytical ability including expertise in software packages such as Excel, Bloomberg, Zephyr, 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 and solutions oriented style
- Proactive, can-do attitude
Loomis Sayles Benefit Overview 2025
EEOC and Diversity S tatement
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 vete ran, and basis of disability or any other federal, state or local protected class.
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