Investment Associate - Relative Return

Loomis Sayles•Boston, MA

19h•Hybrid

About The Position

The Relative Return Team is seeking an Investment Associate to support portfolio management and decision making across our fixed income platform. This role offers meaningful exposure to the investment process and a path for growth within the relative return platform. The associate will support the full Relative Return platform, while partnering most closely with the team’s investment analysts and credit strategists, translating market data and research into actionable insights that inform sector and industry allocation, security selection, and risk positioning.

Requirements

Bachelor’s degree in accounting or finance preferred, with a strong record of academic achievement
1–2 years of experience in asset management, research, or financial markets
Demonstrated interest in financial markets
A self-starter with the capacity to work independently; must also be able to work as part of a close team and take direction from the portfolio managers and analysts
Ability to work independently and collaborate as part of a team.
A positive approach, a flexible attitude, and a sense of humor.
Strong analytical and problem-solving skills
Advanced Excel skills required (modeling, large datasets, automation preferred)

Nice To Haves

Familiarity with Bloomberg and Python strongly preferred

Responsibilities

Develop a strong understanding of the team’s investment philosophy and process
Analyze portfolio, market, and sector data to support investment decision
Build and maintain recurring reports and dashboards for portfolio managers
Develop ad hoc analyses to evaluate market trends and relative value opportunities
Build tools to help improve workflows