Investment Director, Intermediary Channel (Growth Equity Strategies)

Loomis Sayles•Boston, MA

45d•$180,000 - $260,000

About The Position

The Investment Director Growth Equity Strategies (GES) will act as key GES liaison and provide subject matter expertise for Loomis Sayles' US-based wholesale/retail distribution efforts. Focused on driving increased awareness of and business development for GES retail vehicles in collaboration with external wholesalers in the field and internal sales desk distribution teams.

Requirements

Bachelor's degree, with MBA preferred
CFA required
10+ years of financial services experience
Deep knowledge of equity markets and investment products
Strong understanding of intermediary channel and business development
Excellent communication skills
Effective writing and editing skills
Strong interpersonal skills and a positive demeanor
Ability to handle competing priorities
May travel 50%+

Nice To Haves

Investment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc.)

Responsibilities

Develop a deep knowledge of the GES investment philosophy and process, including an understanding of the alpha thesis, portfolio holdings, risk attributes, past and current positioning of the portfolio, and performance attribution and analysis.
Represent GES products in prospect/client meetings and calls, in collaboration with distribution sales teams.
Provide sales teams with information regarding product positioning, portfolio holdings, historical performance, attribution, and competitive landscape.
Increase awareness and understanding of GES products through ongoing training by designing and delivering training to internal and external distribution partner departments.
In collaboration with broader GES product management team and distribution partner teams, develop GES business development plans with measurable and trackable objectives.
Based on in-the-field intelligence, define in-field marketing support materials. In conjunction with broader GES product management team, develop materials differentiating GES offerings relative to competitors.
Stay abreast of key competitor performance and flows as well as competitor pricing and evolving product vehicles and structures.
Coordinate and help provide responses to ad hoc questions, commentary, and performance inquiries from the field, in collaboration with GES product management.
Serve as an expert source on product structure, fees, and operational specifics for vehicles offered through distribution channels and partners.
Develop comprehensive and up-to-date understanding of the US-based distribution partner organizations to facilitate ongoing management and planning of GES business development.