Client Portfolio Analyst

Loomis Sayles • Boston, MA

12d • $80,000 - $97,500

About The Position

Loomis Sayles is seeking a Client Portfolio Analyst for its Institutional Services Department, within the Client Services Group. The role supports global and domestic fixed income strategies and is primarily responsible for assisting the relationship management team and responding to client requests for investment information in a timely manner. The analyst gathers information from internal investment systems, research analysts, portfolio management teams, and news publications, then translates it into clear, client-ready materials. The successful candidate is a strong writer and analytical thinker who can collaborate across teams and manage deadlines.

The analyst will join a team of 19 client portfolio analysts focused on consistent, high-quality client service. The position offers the opportunity to deepen fixed income knowledge, develop client-facing communication skills, and work closely with investment and relationship management teams. Time-sensitive deliverables may require overtime during peak periods, particularly at quarter-end, and project work may be assigned to improve team processes, reporting, and client service delivery.

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, and 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.
• Complete project work as needed to improve team processes, reporting, and client service delivery.

Benefits

• Comprehensive benefits package supporting health, well-being, and financial security.
• Medical, dental, and supplemental health plans.
• Retirement savings.
• Paid time off.
• Company-provided leave benefits.
• Life and disability insurance.
• Work/life and wellness resources.
• Locally relevant perks and programs.
• 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