Senior RFP Marketing Analyst

Loomis Sayles • Boston, MA

1d • $90,000 - $125,000 • Hybrid

About The Position

The Senior RFP Marketing Analyst role will provide you with the opportunity to collaborate with many of the departments across the firm and develop knowledge of both equity and fixed income investment offerings. The analyst will partner with investment teams to ensure consistent and concise messaging depicting Loomis Sayles. Loomis Sayles Global RFP Content and Development team currently has 14 members located in Boston or London. Team members partner with subject matter experts across the firm to develop responses and complete complex and highly customized new business proposals and requests for information for prospects, c onsultants and clients. The team covers all product offerings, vehicle types, and asset classes offered by the f irm, both domestic and global. Team members work closely with sales, consultant relations and relationship management groups, based in the US, Europe and Asia, and also work with our parent company’s US and international business development units to complete requests for Loomis Sayles product offerings.

Requirements

• 5+ years of experience writing RFPs and/or preparing marketing materials for Fixed Income and Equity investment products within an investment management firm.
• Familiarity with institutional channels/investors (public funds, Taft-Hartley, corporate, endowments and foundations, insurance, defined contribution, sub-advisory, registered investment advisors and institutional intermediaries).
• Experience working on ESG related investment management content.
• A bachelor’s degree and significant work experience and progress toward an MBA and or the CFA a plus.
• Ability to independently respond to complex RFPs/RFIs, coordinate the process, and effectively interact with all departments in the firm to produce customized proposals for large mandates.
• Ability to work in a demanding, fast-paced environment, demonstrating flexibility, project management, organizational and multi-tasking skills.
• Strong writing and verbal communication skills.

Responsibilities

• Partner and build relationships with Distribution, Relationship Management, Strategic Marketing, Legal & Compliance, Sustainability and other internal teams to deliver responses to proposals and other requests.
• Support Institutional Services professionals by completing complex and highly customized RFPs, RFIs, consultant questionnaires, and ad-hoc requests for the firm's Fixed Income and Equity products in a fast-paced environment.
• Use multiple LS proprietary technology tools and resources to complete requests for information.
• Collaborate with personnel at Loomis’ parent company Natixis, to respond to domestic and offshore requests.
• Support Relationship Management teams by assisting with existing client questionnaires.
• Work with Legal and Compliance to ensure that RFP and RFI responses are legally compliant.
• Use project management skills to manage multiple, highly visible assignments simultaneously.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees