Job summary
Job post source
This job is directly from Loomis, Sayles & Company
Job overview
The Client Portfolio Analyst at Loomis Sayles supports the relationship management team by providing timely investment information to clients, contributing to the company's success in active asset management.
Responsibilities and impact
The analyst will produce client reports using investment systems, create client books for portfolio reviews, write quarterly fixed income commentaries, respond to ad hoc client requests, complete consultant questionnaires, verify data accuracy, and streamline departmental processes.
Experience and skills
Requires a bachelor's degree in finance, math, or statistics preferred, 3+ years investment industry experience, strong analytical and communication skills, familiarity with fixed income securities, advanced computer skills, and the ability to work independently and in teams.
Work environment and culture
Loomis Sayles fosters an entrepreneurial, inclusive, diverse, and accountable culture focused on teamwork and excellence.
Company information
Loomis Sayles is a global active asset management firm founded in 1926, managing approximately $390 billion in assets for clients worldwide.
Team overview
The candidate will join a team of 19 client portfolio analysts dedicated to delivering best-in-class client service.
Company overview
Loomis, Sayles & Company is a prominent investment management firm that provides a range of financial services including equity, fixed income, and alternative investment strategies. They generate revenue through management fees based on assets under management and performance fees for outperforming benchmarks. Founded in 1926, the firm has a rich history of navigating various market cycles, emphasizing research-driven investment approaches. They are known for their global reach and commitment to delivering long-term value to their clients.
How to land this job
Tailor your resume to emphasize your experience with fixed income securities and your strong analytical skills, highlighting familiarity with domestic and foreign markets as specified by Loomis Sayles & Company.
Showcase your ability to produce detailed client reports, write investment commentaries, and handle multiple client requests efficiently, reflecting the responsibilities of the Client Portfolio Analyst role.
Apply through multiple platforms including Loomis Sayles' official corporate careers page and LinkedIn to maximize your application visibility and opportunities.
Connect with current Client Portfolio Analysts or team members in the institutional services department on LinkedIn; start conversations by commenting on recent company news or asking about their experience working with fixed income strategies.
Optimize your resume for ATS by incorporating keywords such as 'fixed income securities,' 'client reports,' 'investment commentaries,' 'analytical tools,' and 'portfolio review meetings' to ensure your resume passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple job posting locations, and find relevant LinkedIn contacts, allowing you to focus your time on preparing for interviews and networking.
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