Associate Investment Director – Specialty Growth Strategies

Loomis Sayles • Boston, MA

5d • $130,000 - $180,000 • Hybrid

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.

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

Benefits

• Loomis Sayles is committed to offering competitive and equitable compensation.
• The salary range for this position is $130,000-$180,000 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed