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.
INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED
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:
About the Role
The Business Development Associate position supports Loomis Sayles’s Strategic Relationship team’s (SRT) sales effort which encompasses sub-advisory, OCIO, global financial intermediaries, and stable value. This is a fast-paced, multi-channel role supporting senior members of the team and working closely with the team’s relationship associate. The position will interface with our external partners and requires significant internal collaboration across our Institutional Services Group, marketing, investment, operations and compliance teams. Aspects of the role include regular and ongoing communication with internal teams and external contacts, coordinating, preparing, and follow ups for client and prospect meetings. Working with senior members to maintain CRM tool, help identify and maintain opportunities and coordinating updates and outreach to prospects. This position is ideal for a flexible, proactive, and motivated individual who understands the financial services industry and is seeking a long-term career in institutional sales and/or other client-facing roles.
Loomis Sayles supports a hybrid work environment; employees are on-site in the Boston office 3 days a week.
This role will be reporting to Annie Schneidman Coleman, CFA, Head of Global Strategic Relationships, and Business Development.
About the team
Strategic Relationships team is a specialized group that globally oversees the firm’s institutional sub-advisory partnerships within variable annuities, mutual funds, stable value products, customized OCIO investment solutions and ETFs. The total AUM of SRT globally is approximately $60 billion and spread across a wide variety of Loomis Sayles investment strategies.
Job Responsibilities
- Facilitate, schedule and review materials for new business opportunity meetings in conjunction with relationship management.
- Attend meetings/conference calls and work on related follow ups/notes
- Ensure prompt responses to inquiries and requests
- Maintain contacts, opportunities and activities in CRM system
- Facilitate targeted communications
- Respond regularly to inquiries and manage RFP/RFI/DDQ process
- Work with senior members of the team and product marketing to monitor and provide an analysis on competitors, review sub-advisory and institutional databases to help identify opportunities
- Assist with complex intermediary distribution requests
- Act as a resource for SRT team members for ad hoc projects
- Be seen as a trusted, approachable and reliable contact for both our external partners and internal teams
- In addition to directly supporting senior members of the team, will collaborate closely with the team’s relationship associate as well as the dedicated SRT relationship managers
Qualifications & Education Requirements
- Bachelor’s degree in finance or economics preferred; progress toward CFA or MBA is a plus.
- 2-5 years of financial industry experience, preferably at an investment manager with fixed income and equity experience.
- FINRA licensed or willing to get licensed (Series 7, 63, and 3).
- Highly proficient in Microsoft Office suite
- Experience with Morningstar, Evestment, and ISS/Fund Diligence is a plus
- Strong interpersonal communication skills, both written and verbal
- Excellent attention to detail and ability to follow through
- Superior organization skills and the ability to prioritize time-sensitive tasks
- Ability to be independent, multi-task and work well under pressure in a fast-paced, team-oriented environment
- Must be self-motivated, enthusiastic, proactive, with strong business judgment
Loomis Sayles Benefit Overview 2025
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.
