Associate Investment Director – Specialty Growth Strategies
About The Position
The Associate Investment Director for the Specialty Growth Strategies (SGS) platform serves as a subject-matter expert and advocates for the strategies managed by the team. Supporting portfolio managers through portfolio-level analysis, performance attribution, and risk assessment, the position also plays a key role in engaging clients, consultants, and prospects. Responsibilities include product positioning, thought leadership, RFP support, and new product or customized solution development. This is a hands-on, highly collaborative role with broad exposure across investment, product, and client teams. The Specialty Growth Strategies (SGS) platform is a 11‑member, Boston‑based team within Loomis, Sayles & Company, overseeing more than $5 billion in assets across three equity strategies: Small Cap Growth, Mid Cap Growth, and Small/Mid Cap Growth. The team employs a collaborative, bottom‑up fundamental investment process, with active stock selection as the primary driver of long‑term returns.
Requirements
- 10+ years of experience in the investment management industry, with deep equity expertise
- Strong analytical skills to support portfolio‑level analysis
- Ability and interest in developing deep knowledge of investment strategies, including holdings, positioning, risk attributes, and performance
- Excellent verbal and written communication skills, with the ability to clearly position strategies and influence stakeholders
- Highly collaborative, professional, and self‑motivated, with strong judgment, business acumen, and a sense of ownership
- Hands‑on orientation with strong organizational skills and the ability to manage multiple priorities in a dynamic environment
Nice To Haves
- CFA designation preferred
Responsibilities
- Serve as a subject‑matter expert and key advocate for the Specialty Growth Strategies platform
- Enable portfolio managers to primarily focus on investment decision‑making
- Assist team with portfolio‑level analysis, performance attribution, and risk assessment using FactSet, Bloomberg, Barra, and other tools
- Develop and maintain deep knowledge of the team’s investment philosophy and process, portfolio holdings, risk characteristics, positioning, and historical and current performance
- Present investment strategies to prospects, consultants, and clients in a credible, knowledgeable, and engaging manner
- Partner with product marketing to develop and execute product positioning, messaging, and business plans for the Specialty Growth Strategies platform
- Drive new product development initiatives and customized solutions related to Specialty Growth Strategies
- Contribute to the creation of white papers and other thought‑leadership materials
- Respond to ad hoc investment‑related questions and analytical requests from internal and external stakeholders
- Collaborate with the RFP team to maintain a standard response library and draft customized responses as necessary
- Partner with client intake during account onboarding and provide ongoing investment‑related support to client service teams
- Help resolve detailed data, reporting, and compliance‑related questions in a timely manner
- Collaborate with members of the broader product management team to share best practices and improve product‑related processes across the firm
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
