Custom Income Strategies Associate

Loomis Sayles•Boston, MA

3d•Hybrid

About The Position

The Custom Income Strategies (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. 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.

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

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