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 individual will conduct research on companies consistent with the team’s investment philosophy. Complete alignment and commitment to the team’s philosophy and process is critical. The position will work with and report to the portfolio management team.
About the Team
Our Global Equity Opportunities team runs a concentrated best ideas portfolio. The unconstrained strategy invests across all sectors and geographies and seeks to identify companies with quality characteristics, the ability to grow their intrinsic value and that trade at attractive valuations. Our process is a bottom-up, fundamental approach, with a longer-term investment horizon.
Job Responsibilities
- Develop a thorough understanding of the team’s investment philosophy and process
- Develop global expertise
- Research business fundamentals and competitive positioning
- Model company financial statements and future forecasts
- Develop investment recommendations for stocks under coverage
- Generate new ideas consistent with the team’s philosophy and pursue research agenda
Qualifications & Education Requirements
- Candidates must possess an innate curiosity, a demonstrated passion for investing and be aligned with our investment philosophy and process. Specifically, the individual must be comfortable conducting in-depth company research to develop high conviction, long-term investment theses
- A self-starter with the capacity to work independently; must also be able to work as part of a close team and take direction from the portfolio managers
- Experience with all aspects of financial statement analysis and modeling
- Clear communication skills, both verbal and written
- 4-5 years of relevant experience
- Willingness to travel, both domestic and international
- International experience and/or foreign language skill a plus. An MBA and CFA designation are also viewed favorably.
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.
