Portfolio Specialist

Loomis Sayles•Boston, MA

1d•$110,000 - $150,000•Hybrid

About The Position

This individual will report to the Director of Portfolio Implementation and will work closely with our global equity and alpha strategies investment teams. This Portfolio Specialist position will be located in Boston. The Trading Department is a centralized, globally integrated team dedicated to achieving best execution across markets worldwide. Specialized trading teams work closely with portfolio managers and analysts, playing a critical role in investment decision-making and alpha generation. Supported by deep market expertise, strong industry relationships, and advanced technology, the team delivers valuable market insights and execution capabilities. Portfolio Specialists and the Trading Risk Management team help ensure efficient trade implementation and effective risk oversight.

Requirements

Minimum of 3 - 5 years of industry experience
Bachelor’s degree with MBA or CFA preferred
In-depth knowledge of fixed income markets
Strong analytical and excel skills
Ability to work well under pressure
Excellent communication skills
Keen understanding of investment process, portfolio construction and asset allocation

Responsibilities

Facilitate the implementation of investment strategy: order creation through allocation.
Play a key role in the implementation of technology and system enhancements: including, testing new functionality, troubleshooting issues and aiding in the coordination of updates.
Determine appropriate accounts and allocation of trades within defined client guidelines and investment objectives.
Oversee execution of trade ideas approved by product team by working with traders to communicate investment strategy and needs.
Monitor accounts for guideline violations and facilitate guideline resolutions by acting as liaison between compliance, client service and portfolio management teams.
Provide analytical support for accounts for which the individual is responsible. This will include portfolio construction, dispersion, cash management, etc.
Participate in meetings with clients, consultants, and new business prospects as needed.