Custom Income Strategies Associate

Loomis, Sayles & Company, L.P.

Boston, MA

JOB DETAILS
SALARY
$70,000–$100,000 Per Year
SKILLS
Asset Management, Communication Skills, Computational Engineering, Computer Programming, Computer Science, Construction, Continuous Improvement, Entrepreneurship, Finance, Fixed Income Investments, Health Plan, Insurance, Investment Management, Investment Strategy, Microsoft Visual Basic for Applications (VBA), Performance Management, Problem Solving Skills, Python Programming/Scripting Language, Retail, Retirement Plan, Risk Analysis, Risk Management, SQL (Structured Query Language), Stock Market
LOCATION
Boston, MA
POSTED
30+ days ago

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 $417 billion in assets under management (as of 31 March 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 CIS Associate reports to the Director of the Custom Income Strategies (CIS) team and assists portfolio managers on the team in day-to-day portfolio management.

About the Team

CIS is an investment team within Loomis Sayles & Company that is dedicated to managing complex, customized fixed income mandates across insurance, pensions, and retail. The team is based in Boston, MA and is comprised of 8 individuals including the head of CIS, one portfolio manager, two associate portfolio managers, one strategist, two senior analysts and one investment director.

Job Responsibilities

  • Work as an integral member of the CIS team on portfolio management tasks
  • Employ and enhance portfolio construction tools to create model portfolios in close collaboration with portfolio managers and strategists across investment teams
  • Help to monitor and run risk/attribution analysis on accounts and assist with the preparation of materials for various internal and external meetings
  • Carry out special projects on an as-needed basis
  • Enhance or customize data reports used in portfolio management process
  • Contribute to achieve team's objective of delivering high quality work in a collegial work environment

Qualifications & Education Requirements

  • BS in Computer Science, Computational Finance, Engineering, or degree in a quantitatively driven and technical field
  • 2-4 years of work experience in related fields desirable; but will strongly consider relevant internship experience and/or Master's degree in a relevant field
  • Strong interest in financial markets and investment management industry
  • Strong technical, problem solving and programming skills are required. Expertise in Python, SQL, VBA, Excel required
  • Excellent communication skills
  • Self-driven, highly accountable, resourceful and independent thinker; Curious and entrepreneurial mindset

Additional Requirements

The position follows a hybrid schedule with two days work from home and three days work from office.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $70,000 - $100,000 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.

Global Benefit Statement:

At Loomis Sayles, we believe benefits should empower our employees to thrive - at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

Core Global Benefit Offerings:

Health & Welfare: Medical, dental, and supplemental health plans

Retirement Savings

Paid Time Off

Company-Provided Leave Benefits

Life and Disability Insurance

Work/Life and Wellness Resources

Locally Relevant Perks and Programs

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.

About the Company

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Loomis, Sayles & Company, L.P.