Portfolio Analyst / Trading Assistant, Mortgage & Structured Finance

Loomis Sayles • Boston, MA

98d

About The Position

Loomis Sayles has an opening for a Portfolio Analyst / Trading Assistant in its Mortgage and Structured Finance team. The team is responsible for the firm’s investment activities across the global securitized universe, encompassing Agency MBS, Non-Agency Residential Mortgage Backed Securities, Commercial Mortgage Backed Securities, Asset-Backed Securities and CLOs. The team is also responsible for the investment management of several dedicated securitized asset strategies. The Portfolio Analyst / Trading Assistant will operate under the direction of the portfolio management and trading teams to take a leading role in the implementation of the recommended securitized strategies across hundreds of separate accounts and commingled vehicles managed by multiple product teams. This individual will report jointly to the Head of Mortgage and Structured Finance and the Head of Mortgage and Structured Finance Trading.

Requirements

• Bachelor’s degree in a relevant field is required, work towards CFA preferred.
• 3+ years of related work experience in an investment or operational role.
• Coding experience and excellent excel skills required.
• Good understanding of structured product markets and ability/willingness to further learn its intricacies spanning from mortgage credit to agency MBS derivatives and TBA markets.
• Experience working with OMS systems (e.g. Charles River), and/or history of analysis of OMS solutions.
• Strong interest in financial markets and investment management industry.
• Self-directed and with a strong attention for details and no tolerance for errors.

Nice To Haves

• Project Management (PMP) experience is a plus.
• Proficiency in integrating technology systems, employing VBA, Python, quantitative toolkits, and AI prompt development.
• A personality that thrives in a working environment that is demanding, informal and team oriented.
• Proficiency in Loomis Sayles’ (or similar) internal information systems for trading and portfolio management reporting is a strong plus.

Responsibilities

• Effectively communicate and assure proper and timely implementation of buy/sell orders from the Mortgage and Structured Finance portfolio managers and traders to the team of specialists who oversee the Order Management System (Charles River).
• Become the main person responsible for the on-going implementation of a series of tools designed to streamline the implementation of custom mortgage strategies across hundreds of separate accounts (Model Portfolio Implementation tools).
• Provide the critical link and support to functional teams: Technology, Product teams & mortgage traders, Mortgage portfolio managers, Specialists and Compliance.
• Run risk/attribution analysis on accounts managed by the Mortgage and Structured Finance team and assist with the preparation of materials for various internal and external meetings.
• Assist with cash management tracking and hedging across multiple accounts and currencies.
• Assist Mortgage and Structured Finance analysts and traders in assuring the data integrity of the portfolio.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees