Investment Strategist

Loomis Sayles • Boston, MA

4d • Hybrid

About The Position

The Investment Strategist provides deep, fundamentally driven credit insights across developed markets, with a focus on stressed and distressed opportunities. The role evaluates complex capital structures and market risks, translating analysis into clear, investment‑relevant perspectives. This individual partners closely with Credit Research, Trading, Investment Directors and contributes to portfolio decisions, cross‑asset discussions, and client engagement.

Requirements

• 5–10+ years of experience in: Credit research
• Credit strategy
• Distressed / stressed situations
• Strong understanding of: Credit documentation and covenants
• Capital structure dynamics
• Restructuring and recovery analysis
• Familiarity with: HY indices, loan benchmarks, and EM credit markets
• Rating agency methodologies and market technicals
• Comfort using data platforms (e.g. Bloomberg, internal tools).
• Ability to leverage LLM's, factor, default and quantitative models into analysis process
• High intellectual curiosity, team oriented with strong work ethic.
• Independent thinker with sound risk judgment.
• Comfortable operating in fast‑moving, ambiguous environments.
• Collaborative mindset with the confidence to challenge views constructively

Nice To Haves

• Experience with Python is a plus, but not required.

Responsibilities

• Deep Fundamental Credit Judgment
• Ability to assess stressed balance sheets, liquidity runaways, and refinancing risk under pressure.
• Stressed / Distressed Market Experience
• Comfort operating in volatile markets where information is imperfect and timing matters.
• Developed Markets Credit Expertise
• Strong grounding in U.S. and European High Yield and Leveraged Loans with multiple industry exposure
• Superior Communication Skills
• Ability to distill complex credit situations into decisive, investment‑relevant conclusions.
• Works closely with Investment Directors
• Comfortable with client and consultant presentations
• Cross‑Asset Awareness
• Understanding how macro, rates, FX, and equity volatility impact credit outcomes.
• Quantitative Curiosity (see Quantitative & Analytical Skills below)
• Willingness and ability to incorporate data, models, and systematic signals into a fundamentally driven process

Benefits

• comprehensive benefits package designed to support your health, well-being and financial security.
• Health & Welfare: 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed