Research Associate - Small/SMID Equity Opportunities

Loomis Sayles•Detroit, MI

1d•Hybrid

About The Position

The Research Associate will support a team of Analysts and Portfolio Managers by conducting data analysis and equity research focused on undervalued small- and smid-cap companies for institutional investment strategies. Responsibilities include gathering relevant data, building detailed financial models, assessing industry trends, and analyzing and valuing businesses to help identify new investment opportunities and maintain research on existing holdings. The role works closely with a collaborative, close-knit team to develop differentiated investment ideas and contribute directly to the fund’s long-term performance.

Requirements

Undergraduate degree in business or MBA; and /or relevant educational background with progress toward the CFA designation
A passion for markets and investing
Superior verbal and written communication skills
The capacity to work individually, as well as in a team setting and the willingness to accept direction from portfolio managers and senior analysts
A self starter with a positive outlook, an entrepreneurial spirit and a sense of excitement over helping our portfolios and strategies grow.

Responsibilities

Knowledge of the business and portfolio holdings and ability to generate reports in summary or detail around these holdings
Prepare ad-hoc analytical data as requested by the investment team
Manage and run reporting for the investment team in a timely manner
Develop real time monitors to track various portfolio positions
Assumes responsibility for special projects as assigned including those requiring effective use of internal and external data and information management systems
Works independently and exercises judgment in dealing with external entities as well as personnel in the firm
Additional responsibilities as assigned or requested