Investment Associate - Relative Return
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. The Relative Return team at Loomis, Sayles & Company is a benchmark-aware fixed income platform managing over $135 billion in assets and supported by approximately 18 dedicated investment professionals. The team combines deep fundamental research with disciplined risk management to deliver consistent, repeatable outcomes across a broad range of investment-grade and core-plus strategies. Based primarily in Boston, Massachusetts, the team benefits from close collaboration with Loomis Sayles’ centralized research, trading, and risk resources, fostering a highly analytical and team-oriented investment culture.
Requirements
- Bachelor’s degree in accounting or finance 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)
Nice To Haves
- Bachelor’s degree in accounting or finance preferred
- Advanced Excel skills (automation preferred)
- 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
Benefits
- competitive and equitable compensation
- discretionary annual incentive award, which is based on individual and company performance
- comprehensive benefits package designed to support your 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
