Strategic Marketing Analyst

Loomis Sayles•Boston, MA

1d•Hybrid

About The Position

Strategic Marketing serves as a connection point between portfolio management, distribution and all areas of the Marketing organization. Team members serve as point people on product positioning, messaging and execution, as well as extensive data reporting and analysis. The team also works closely with investment team members on product planning and development. Strategic Marketing team members take responsibility for coverage of specific asset classes and associated firm investment capabilities. This position will be assigned coverage for our Structured Finance and Disciplined Alpha suite of products and focus their efforts on supporting those strategies.

Requirements

7-10 years investment management experience within product management or marketing strategy, consulting, relationship management, due diligence or other relevant areas.
Strong knowledge of fixed income markets.
Project management skills.
Strong quantitative/analytical ability including expertise in software packages such as Excel, Bloomberg, Zephyr, Morningstar and eVestment.
Ability to effectively interact with and influence senior level portfolio management, distribution and operating executives.
Great attention to detail.
Comfortable managing numerous deadlines in a fast-paced environment.
Collaborative, team-oriented style.
Proactive, can-do attitude.

Nice To Haves

MBA and/or CFA is desirable.
Marketing strategy experience a strong plus.

Responsibilities

Marketing interface for institutional sales channels.
Work with the Structured Finance and Disciplined Alpha teams on data analysis requests, marketing communications, product planning and other marketing initiatives.
Generate customized responses and reports for Institutional sales channels.
Serve as resource working on a wide variety of portfolio data reporting, analysis and quality control.
Build and support product messaging within pitchbooks, RFP language, and other deliverables.
Work with Marketing Information to evaluate and manage customized presentation requests (what, why, messaging, edits, etc.).
Collaborate with the Global Communications & Marketing Information groups to perform quality control and review of marketing collateral.
Actively participate in preparation of quarter-end deliverables.
Support production of product and distribution plans.
Work with product teams on product planning – strategy definition, positioning, distribution opportunities.
Coordinate and project manage new product development as appropriate working with product management and the product teams.
Develop competitive intelligence and other value add investment analysis to support sales process with particular focus on Structured Finance and Disciplined Alpha capabilities.
Actionable intelligence of broad market landscapes and market opportunity set.
Generate sales specific product comparisons, vulnerable competitor analysis and product positioning in the market place using third party analytical tools.
Interface closely with Sales, Consultant Relations, and Client Service in terms of utilization.
Development of value-added statistical analysis to highlight absolute, relative and risk-adjusted performance vs. peers and market indices under various market conditions.
Work with Corporate Communications concerning public relations, external presentations and web cast content.
Liaise with Technology and the product teams to develop and ensure quality control of various data management processes.
Dedicated resource responsible for supporting Sales in their efforts to market our Structured Finance and Disciplined Alpha strategies.
Work effectively with internal and external constituents.
Liaising with Loomis legal department to ensure compliance with standard and customized data and presentation requests.
Provide timely information as needed for both Loomis (US, London and Singapore) and Natixis.