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Job Description
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.
