Associate Development Program (ADP)

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 $434.6 billion in assets under management (as of 30 June 2026) 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 Loomis Sayles Associate Development Program (ADP) is a component of our strategy to attract, retain and develop early career talent by leveraging the pipeline created by the Undergraduate Women's Investment Network (UWIN) and Undergraduate Summer Internship Development (USID) programs. ADP offers new employees who have completed the UWIN or USID program broad exposure and experience in the investment management business via rotations through a diverse set of Loomis Sayles departments over a two-year period. The experience provides early-stage professionals with opportunities to build and hone relevant skill sets while directly contributing to the firm's overall success. We are hiring four associates for our 2026 co-hort.

Job Responsibilities

Provide analytical support to the department's investment processes while learning foundational skills in investment management. Rotations may include investment research, product teams, trading and Sustainability. Depending on the team, responsibilities may include some or all of the following:

• Prepare analytical data and reporting
• Build and maintain financial models.
• Compile and analyze industry and company data using Excel, PowerPoint and internal applications
• Generate and analyze product team position reports Collaborate with technology and operations to create more efficient reporting structures for the team
• Help prepare and distribute materials for both internal and external investment meetings
• Assume responsibility for special projects including those requiring effective use of internal and external data and information management systems
• Identify and develop new and improved ways of managing information flow
• Work independently and exercise judgment in working with colleagues and external entities
• Develop an understanding of the firm's investment processes and how various functions within the firm are connected
• Additional responsibilities as assigned or requested

Qualifications & Education Requirements

• Bachelor's degree with experience in an analytical discipline such as accounting, finance, business, economics or mathematics
• Alumni of either UWIN or USID
• Strong interest in financial markets and investments
• Demonstrated ability to source information and offer new insights
• Experience with and understanding of financial statements and strong modeling ability
• Quick learner; able to work accurately at a rapid pace with competing priorities
• Strong Microsoft Excel skills
• Programming skills a plus
• Solid writing skills and developing presentation skills
• Excels in a team environment - proactive, collaborative, collegial
• Positive attitude, takes direction well and embraces feedback

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.