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 $390 billion in assets under management (as of 31 March 2025) 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
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:
The individual in this position will be responsible for the services of mutual fund, collective investment trust, common trust, hedge fund and other pooled products. They must become familiar with all products, coordinate completion of all documents, and coordinate client responses with all departments involved for account management.
Job Responsibilities
- Act as primary contact for the onboarding of pooled product accounts
- Assist in the daily functions and operations of all pooled products
- Coordinate new account openings and daily transactions for pooled products, including coordinating transfers of securities
- Generate and distribute pooled product pricing and performance information
- Monitor large trade activity and perform portfolio notification for pooled products
- Maintain relationships with outside transfer agents, third party administrators and other institutions in order to maximize quality of service to Loomis Sayles
- Provide client service to internal departments and external clients
- Move documents through all steps to ensure timely completion
- Work effectively with all levels within the organization
- Projects as necessary
Qualifications & Education Requirements
- Experience working with mutual funds and pooled products
- Bachelor’s degree or appropriate equivalent experience
- FINRA series 7 License – REQUIRED, NO EXCEPTIONS
- Minimum 5 years of financial industry experience preferred
- Proficiency with Microsoft Office – Word and Excel
- Exceptional follow up skills and attention to detail
- Ability to prioritize and multitask competing high priority projects, and with a strong sense of urgency
- Proven ability to work independently and to take initiative
- Must be dependable, flexible and able to work extended hours when needed
- Must be able to develop relationships and interact with individuals throughout the firm
- Strong interest in securities operations and investment management
- Strong communication and organizational skills
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.
