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Client Service - Senior Client Portfolio Analyst
Loomis Sayles Boston, MA
$87k-120k (estimate)
Full Time | Investment Management 3 Months Ago
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Loomis Sayles is Hiring a Client Service - Senior Client Portfolio Analyst Near Boston, MA

About the RoleThe institutional services department is currently seeking to hire a Senior Client Portfolio Analyst in the Client Services group supporting our equity, global and domestic fixed income strategies. This is a replacement position. The Senior Client Portfolio Analyst position is primarily responsible for supporting the relationship management team and servicing client requests for investment information in a timely manner. The successful candidate will be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and written/electronic news publications. About the TeamYou will be joining a team consisting of 19 Client Portfolio Analysts whose objective is to assist in providing our clients with best-in-class client service on a consistent basis. Job ResponsibilitiesUtilize various investment systems and analytical tools to produce client reportsCreate client books used in portfolio review meetingsWrite quarterly investment commentaries for fixed income productsGenerate customized responses/reports to ad hoc requestsComplete consultant questionnairesVerify internal data output to ensure accuracy Develop ways to streamline departmental processes Qualifications & Education RequirementsA bachelor's degree with a major in finance, math or statistics preferred; progress towards CFA/MBA a plus5 year’s experience in the investment industryStrong analytical skills and attention to detailAbility to handle multiple tasks simultaneously in a deadline-oriented environmentFamiliarity with fixed income securities in both domestic and foreign marketsExceptional communication skills- both verbal and written (a writing sample will be required)Superior organizational skills and strong work ethic Advanced knowledge of computer applications (strong Microsoft office skills and the ability to address problems with technological solutions a plus) Ability to work independently and be a team playerProactive, can-do attitude Loomis Sayles Benefit Overview

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$87k-120k (estimate)

POST DATE

01/27/2024

EXPIRATION DATE

04/03/2024

WEBSITE

loomissayles.com

HEADQUARTERS

BOSTON, MA

SIZE

500 - 1,000

FOUNDED

1926

CEO

ROBERT J BLANDING

REVENUE

$200M - $500M

INDUSTRY

Investment Management

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About Loomis Sayles

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firms performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value across traditional asset classes and alternative investments to pursue attractive, sustainable returns for clients. For more information, please visit www.loomissayles.com/social

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