Strategic Marketing Analyst

Loomis Sayles•Boston, MA

2d•$80,000 - $140,000•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. 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. Portfolio data of this nature is utilized in a variety of contexts including RFPs, RFIs, presentations, consultant databases, and in response to many ad hoc inquiries.
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 marketplace 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. These efforts require strong project management and problem solving skills.
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