Client Portfolio Analyst

Loomis Sayles • Boston, MA

11d

About The Position

The Client Portfolio Analyst supports the relationship management team in the Client Services group, servicing client requests for investment information for global and domestic fixed income strategies. The role involves gathering information from internal investment systems, research analysts, portfolio management teams, and news publications, then translating it into clear, accurate, client-ready materials. The analyst works across teams, manages deadlines, and contributes to consistent, high-quality client service. The position is part of a team of 19 client portfolio analysts and offers opportunities to deepen fixed income knowledge, strengthen client-facing communication skills, and collaborate with investment and relationship management teams.

The role requires flexibility to manage time-sensitive deliverables during peak periods and work overtime as needed, particularly at quarter-end. Project work may also be assigned to improve team processes, reporting, and client service delivery.

The salary range is $80,000–$97,500 USD. Starting salary depends on experience, skills, qualifications, and local benchmarking. The position is eligible for a discretionary annual incentive award based on individual and company performance, and includes access to a comprehensive benefits package supporting health, well-being, and financial security.

Requirements

• At least 3 years of experience in the investment industry.
• Strong analytical skills and attention to detail.
• Ability to manage multiple priorities accurately in a deadline-driven environment.
• Familiarity with fixed income securities in domestic and foreign markets.
• Exceptional verbal and written communication skills; a writing sample is required.
• Superior organizational skills and a strong work ethic.
• Advanced knowledge of computer applications, including strong Microsoft Office skills.
• Ability to work independently and as part of a team.
• Proactive, can-do attitude.
• Flexibility to manage time-sensitive deliverables during peak periods and work overtime as needed, particularly at quarter-end.

Nice To Haves

• Bachelor's degree with a major in finance, math, or statistics is preferred.
• Progress toward a CFA or MBA is a plus.
• Ability to address problems with technological solutions is a plus.

Responsibilities

• Use investment systems and analytical tools to produce client reports.
• Create client books for portfolio review meetings.
• Write investment commentaries for fixed income products.
• Prepare customized responses, reports, and analyses for ad hoc requests from clients, consultants, or internal stakeholders.
• Complete consultant questionnaires.
• Review and validate internal data output for accuracy.
• Identify and implement process improvements to streamline departmental processes.
• Collaborate with relationship managers, investment teams, and other internal departments to gather and communicate investment information to clients and consultants.
• Contribute to project work aimed at improving team processes, reporting, and client service delivery.

Benefits

• Comprehensive benefits package designed to support health, well-being, and financial security.
• Eligible for a discretionary annual incentive award based on individual and company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level