Investment Associate

Loomis Sayles • Boston, MA

23h • Hybrid

About The Position

The Full Discretion team is currently accepting applications for an Investment Associate position. This person will play an important role in providing data and investment analysis support for existing Investment Analysts, Strategists, Portfolio Managers and Research Analysts on the Full Discretion team. Support would reach across multiple sectors of the Full Discretion investing universe including credit, interest rates, mortgage and structured finance, equity and derivatives. This is an exciting hands-on opportunity to join and learn from a growing product team. This position will have room for growth within the team over time as it offers deep involvement in portfolio construction, cross-asset research and investment decision support. This position reports directly to the Portfolio Manager. The Investment Associate will also take direction from current Investment Analysts and other members of the Full Discretion team. An ideal candidate would have excellent organizational skills, the ability to multitask and work independently as well as collaborate as part of a team. We are also looking for someone with a positive attitude and a sense of humor. The Full Discretion Team at Loomis, Sayles & Company, based in Boston, is a large, benchmark‑agnostic fixed‑income platform managing over $85 billion in assets. The team invests opportunistically across the global credit markets using a deep‑value, equity‑like approach, with a focus on total return, downside risk management, and capital preservation across the credit cycle. Support reaches across multiple sectors of the Full Discretion investing universe, including credit, interest rates, mortgage and structured finance, equity, and derivatives, offering a hands‑on opportunity within a growing product team

Requirements

• Strong coding skills (Python, VBA)
• Advanced Microsoft Office knowledge with particular focus on Excel and Bloomberg.
• Candidates should possess excellent communication skills and a solid understanding of fixed income market fundamentals.
• 1-2 years of experience in a fixed income investment environment is preferred.
• Strong academic credentials including an undergraduate degree is required.
• A concentration in business, finance or economics is preferred.

Nice To Haves

• CFA/MBA credentials or progress towards either designation are also desired but not required.

Responsibilities

• Collaborating with Investment Analysts on daily cash flows related to trade activity, guideline breaches and portfolio strategy pivots.
• Collaboration would also include monitoring of risk, dispersion and attribution as well as rebalancing existing positions at both the portfolio and product level.
• Increase team process efficiencies through automation of existing tasks
• Ad Hoc requests from various Full Discretion team members.

What This Job Offers

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