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 $425 billion in assets under management (as of 30 September 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
Job Responsibilities
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:
- Work closely with various Investment Teams on the implementation of investment ideas, as well as with the Director of Portfolio Implementation on top priority technology projects.
- Facilitate the implementation of investment strategy for investment teams, including order creation through allocation of fixed income and equities.
- Determine appropriate accounts and allocation of trades within defined client guidelines and investment objectives.
- Oversee execution of trade ideas approved by product team by working with traders to communicate investment strategy and needs.
- Monitor accounts for guideline violations and facilitate guideline resolutions by acting as liaison between compliance, client service and portfolio management teams.
- Provide analytical support for accounts for which the individual is responsible.
- Play a key role in the implementation of technology and system enhancements as well as the training of and back up for the reconciliation specialist team, including testing new functionality, troubleshooting issues, and assisting with coordination of updates.
Qualifications & Education Requirements - Bachelor's degree in Business Administration, Finance, Economics, or related field (willing to accept foreign education equivalent)
- Three (3) years of experience as a Portfolio Specialist or related role participating in portfolio construction and trade implementation. Specific skills/other requirements
- Experience must include (quantitative experience requirements not applicable to this section unless otherwise specified):
- Two (2) years of experience testing, utilizing, and developing trade generation and reconciliation platforms; Using the Charles River blotter and manager workbench
- Participating in the investment process, including asset allocation and compliance monitoring
- Working with fixed income and equity securities. Partial telecommute benefits available
Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $106,122/year (PWD) to $130,000/year USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.
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.
