Onboarding Specialist-Pooled Products

Skip to Content Loomis Sayles Logo Search Jobs Recommended Jobs Sign In Search Jobs Search by job title, keywords, req ID Location Distance Paralegal - Private Credit/Bank Loan (Boston or Minneapolis) Multiple Locations Posted Friday, May 30, 2025 About the Role This is a new paralegal position within the Legal and Compliance Department and will report to an Assistant General Counsel. The paralegal will be a member of the legal team supporting the private credit and bank loan investment teams and will represent the organization to internal and external business partners. The role will primarily involve identifying, evaluating and effectively communicating legal risks and business issues to appropriate parties for the private credit investment team, ultimately recommending and negotiating appropriate solutions and/or coordinating assistance from in-house attorneys. The role will also involve supporting the bank loan investment team by monitoring events related to existing investments, analyzing such events, and coordinating responses in consultation with the investment team. About the Team Primarily based out of Minneapolis, the Private Credit Team, which includes Managing Directors, Private Credit Analysts, Product, Legal and Information Technology specialists, invests in a full range of privately placed corporate, asset backed, infrastructure and other esoteric types of transactions. Although relatively new, the team has undergone a tremendous period of growth over the past few years, which is set to continue through 2025 and beyond. This role is adding a key member of the team to promote the Loomis Sayles Private Credit business. Additionally, the Bank Loan Team, based out of Boston, includes the full range of business, legal and operational specialists. This team is an established team with highly developed processes which the paralegal will learn and execute as part of the role. Job Responsibilities Provide a high level of legal support directly to business clients independently, with minimal guidance, including responsibility for analyzing, drafting and negotiating complex legal documents and acting as the lead in managing transactions with internal and external parties through closing of private transactions. Prepare and/or evaluate requested amendments, consents, and waivers with respect to private credit securities and bank loan investments, analyze proposed changes and coordinate a response from the investment team and/or in-house counsel, as applicable. Draft bond powers, certificates and other documents in connection with secondary sale transactions. Serve as the primary point of contact with secondary brokers through closing process. Support all aspects of loan administration and bond settlements as a member of a dedicated team supporting private credit and bank loan strategies, including investment grade private placements, private asset-backed securitizations, high yield private securities, growth lending and specialty finance. Take the lead on deal closing activities and the coordination of transaction activity across operations, portfolio specialists, fund administrators, agents, and loan administration service providers. Participate in developing, refining, and documenting processes, procedures, guidelines, and controls that will govern all portfolio activity across private credit and bank loan strategies. Be a team player with strong interpersonal skills who acts as a mentor and resource for colleagues and participates in cross training, temporary assignments and special projects as needed. Work with multiple teams across the firm, including operations, investment product and fund services, legal & compliance, portfolio management, trading, tax, and information technology. Meet deadlines, at times with short notice. Maintain knowledge of trends in the industry, have familiarity with relevant statutes, regulations and other legal requirements and guidelines, and use that knowledge to research, suggest and implement improvements in procedures and identify legal issues. Qualifications & Education Requirements Minimum of 4-6 years of paralegal experience required, in a law firm or in a corporate transactional group. Preferred experience supporting the end-to-end lifecycle of private credit or bank loan investments, including experience reviewing private loan documents (credit agreements, note purchase agreements, amendments, etc.) for key terms, data points and operational nuances; settlements for private investments--including US and international money movement and physical certificate registration. Bachelor’s degree or equivalent professional experience Formal paralegal educational training a plus, but not required Experience independently drafting and analyzing various types of complex commercial loan and investment related documents is required. Experience with private placement bond transactions, bank loan transactions and/or workouts is preferred. A good understanding of private credit and real estate fund concepts across a range of strategies, including investment grade private placements, asset backed securitizations, infrastructure investments, bank loans and specialty lending is strongly preferred. Strong organizational, critical thinking, analytical and problem-solving skills along with the ability to anticipate needs and recommend next steps. Ability to form creative solutions to innovate, lead change and mitigate risk. Team player with strong interpersonal skills who acts as a mentor and resource for colleagues and participates in cross training, temporary assignments and special projects as needed. Strong sense of curiosity and desire to learn complex corporate finance and investment concepts. Exceptional communication skills to explain transaction structures and legal risks to other associates, project a professional image, and negotiate complex lending and investment transactions with various external business partners. Must possess a high level of initiative, be self-directed, highly motivated and able to work under pressure handling numerous and complex transactions with short deadlines concurrently. Excellent organization, attention to detail and time management skills with ability to prioritize work and function with minimal guidance. Knowledge of state and federal securities laws (Investment Advisers Act, Securities Act, Securities Exchange Act), general corporate laws, and demonstrated ability to apply to business situations in a practical and collaborative fashion. Must be adept with technology. Experience in Microsoft Office as well as the ability to learn new document management systems. Loomis Sayles Benefit Overview 2025 Read More Req# 117 Strategic Marketing Analyst-Equities 1 Financial Ctr, Boston, MA 02111, USA Posted Friday, May 23, 2025 About the Role Strategic Marketing serves as a connection point between portfolio management, distribution and all areas of the Marketing organization. Team members serve as subject matter experts contributing to product planning, product development, positioning, messaging, and execution, as well as extensive data reporting and analysis, including competitive analysis and competitive positioning. About the Team Strategic Marketing team members are responsible for covering specific asset classes and associated firm investment capabilities. This position will be assigned coverage for our full range of Small/SMID/MID Cap Equity capabilities, including Specialty Growth (Small, Smid, and Mid-Cap), Small-Cap Value, and SMID Core. Job Responsibilities Marketing interface for institutional sales channels. Work with the Specialty Growth and Small Cap Value teams on many data analysis requests, marketing communications, product planning, and other marketing initiatives. Generate customized responses and reports for Institutional sales channels Serve as a 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, factsheets, 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 for product messaging Actively participate in the preparation of quarter-end deliverables Support the development of product and distribution plans Work with product teams on product planning – strategy definition, positioning, distribution opportunities Coordinate new product development as appropriate, working with product management and the product teams Develop competitive intelligence and other value-added investment analysis to support the sales process Actionable intelligence at the broad market, product, and sales-specific opportunity level 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 Global Communications concerning public relations, external presentations, and webcast content for product coverage 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. 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 product information as needed for both Loomis (US, London and Singapore) and Natixis Qualifications & Education Requirements 3-5 years investment management experience in product management or marketing, consulting, relationship management, due diligence, or other relevant areas. Investment, asset management, and/or capital markets knowledge CFA and/or MBA is desirable Excellent project management skills Strong quantitative/analytical ability, including expertise in software packages such as Excel, Morningstar, and eVestment. Marketing strategy experience is a strong plus 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 and solutions-oriented style Proactive, can-do attitude Loomis Sayles Benefit Overview 2025 Read More Req# 151 Credit Research Analyst 1 Financial Ctr, Boston, MA 02111, USA Posted Tuesday, May 6, 2025 About the Role The credit research analyst will conduct in-depth industry and issuer credit analysis across a number of consumer industries in leveraged finance and provide credit opinions and relative value assessments. In doing so, the analyst will generate alpha for our product teams by providing differentiated insights. About the Team The Loomis Sayles credit research team prides itself in providing independent views and forward-looking assessments of credit risk and potential investment opportunities. The team thinks beyond rating agencies when performing research and values unique ideas and perspectives. Research coverage spans the broad credit spectrum across investment grade, high yield and bank loans in developed and emerging markets. Credit recommendations combine rigorous bottom-up fundamental analysis, structural risk assessment, and relative value-based insights. Credit research analysts are integrated into sector teams that offer market and research insight through the collaboration of portfolio managers, strategists, analysts, and traders. A cover letter and resume are required for your application. Loomis Sayles is seeking a credit research analyst to work in leveraged finance covering the consumer sector, including discretionary and non-discretionary industries. Job responsibilities Conduct in-depth fundamental industry and issuer credit analysis across coverage universe in both high yield and bank loans Develop and communicate independent credit opinions on issuers under coverage Provide relative value-driven investment recommendations, incorporating both risk and return potential Build and maintain financial models with projections and sensitivities. Develop insightful estimate of enterprise valuation grounded in discounted cash flow and understanding of business model economics Analyze security level covenants and incorporate views into credit thesis Prepare, publish and present industry and issuer credit views Assess and synthesize relevant industry, market data and financially material environmental, social and governance (ESG) factors Keep investment teams informed of key market, industry and issuer trends and factors affecting credit and investment assessments Work closely with the investment teams and traders, recognizing that your research and recommendations are for broad distribution and usage across the firm Collaborate with investment colleagues at the firm, to aid analysis and idea generation, and to optimize investment decision-making and alpha generation Skills/Qualifications 6+ years’ experience doing relevant work in an investment management firm or related experience Bachelor’s degree, with work towards a graduate degree and/or CFA preferred Strong analytical and financial modeling skills, with a passion for research and investing Prior leveraged finance experience strongly preferred Ability to understand complex capital and ownership structures as well as creditor rights, and how those factors influence an issuer’s creditworthiness and/or debt valuation Comfortable expressing opinions that entail risk and/or are non-consensus Strong written and verbal communication skills – can synthesize and distill analysis, insights and financial information into an investment conclusion communicated clearly and with conviction Demonstrated ability to confidently inform and influence investment team decision-makers Ability to work at a rapid pace and make quick – and accurate - credit judgments A healthy dose and combination of skepticism, confidence, and humility Team player who thrives in a collaborative, performance-driven work environment Loomis Sayles Benefit Overview 2025 Read More Req# 149 Onboarding Specialist-Pooled Products (Series 7 required) 1 Financial Ctr, Boston, MA 02111, USA Posted Friday, May 2, 2025 About the Role The individual in this position will be responsible for the services of mutual fund, collective investment trust, common trust, hedge fund and other pooled products. They must become familiar with all products, coordinate completion of all documents, and coordinate client responses with all departments involved for account management. Job Responsibilities Act as primary contact for the onboarding of pooled product accounts Assist in the daily functions and operations of all pooled products Coordinate new account openings and daily transactions for pooled products, including coordinating transfers of securities Generate and distribute pooled product pricing and performance information Monitor large trade activity and perform portfolio notification for pooled products Maintain relationships with outside transfer agents, third party administrators and other institutions in order to maximize quality of service to Loomis Sayles Provide client service to internal departments and external clients Move documents through all steps to ensure timely completion Work effectively with all levels within the organization Projects as necessary Qualifications & Education Requirements Experience working with mutual funds and pooled products Bachelor’s degree or appropriate equivalent experience FINRA series 7 License – REQUIRED, NO EXCEPTIONS Minimum 5 years of financial industry experience preferred Proficiency with Microsoft Office – Word and Excel Exceptional follow up skills and attention to detail Ability to prioritize and multitask competing high priority projects, and with a strong sense of urgency Proven ability to work independently and to take initiative Must be dependable, flexible and able to work extended hours when needed Must be able to develop relationships and interact with individuals throughout the firm Strong interest in securities operations and investment management Strong communication and organizational skills Loomis Sayles Benefit Overview 2025 Read More Req# 143 Strategic Relationships Business Development Associate 1 Financial Ctr, Boston, MA 02111, USA Posted Thursday, April 3, 2025 About the Role The Business Development Associate position supports Loomis Sayles’s Strategic Relationship team’s (SRT) sales effort which encompasses sub-advisory, OCIO, global financial intermediaries, and stable value. This is a fast-paced, multi-channel role supporting senior members of the team and working closely with the team’s relationship associate. The position will interface with our external partners and requires significant internal collaboration across our Institutional Services Group, marketing, investment, operations and compliance teams. Aspects of the role include regular and ongoing communication with internal teams and external contacts, coordinating, preparing, and follow ups for client and prospect meetings. Working with senior members to maintain CRM tool, help identify and maintain opportunities and coordinating updates and outreach to prospects. This position is ideal for a flexible, proactive, and motivated individual who understands the financial services industry and is seeking a long-term career in institutional sales and/or other client-facing roles. Loomis Sayles supports a hybrid work environment; employees are on-site in the Boston office 3 days a week. This role will be reporting to Annie Schneidman Coleman, CFA, Head of Global Strategic Relationships, and Business Development. About the team Strategic Relationships team is a specialized group that globally oversees the firm’s institutional sub-advisory partnerships within variable annuities, mutual funds, stable value products, customized OCIO investment solutions and ETFs. The total AUM of SRT globally is approximately $60 billion and spread across a wide variety of Loomis Sayles investment strategies. Job Responsibilities Facilitate, schedule and review materials for new business opportunity meetings in conjunction with relationship management. Attend meetings/conference calls and work on related follow ups/notes Ensure prompt responses to inquiries and requests Maintain contacts, opportunities and activities in CRM system Facilitate targeted communications Respond regularly to inquiries and manage RFP/RFI/DDQ process Work with senior members of the team and product marketing to monitor and provide an analysis on competitors, review sub-advisory and institutional databases to help identify opportunities Assist with complex intermediary distribution requests Act as a resource for SRT team members for ad hoc projects Be seen as a trusted, approachable and reliable contact for both our external partners and internal teams In addition to directly supporting senior members of the team, will collaborate closely with the team’s relationship associate as well as the dedicated SRT relationship managers Qualifications & Education Requirements Bachelor’s degree in finance or economics preferred; progress toward CFA or MBA is a plus. 2-5 years of financial industry experience, preferably at an investment manager with fixed income and equity experience. FINRA licensed or willing to get licensed (Series 7, 63, and 3). Highly proficient in Microsoft Office suite Experience with Morningstar, Evestment, and ISS/Fund Diligence is a plus Strong interpersonal communication skills, both written and verbal Excellent attention to detail and ability to follow through Superior organization skills and the ability to prioritize time-sensitive tasks Ability to be independent, multi-task and work well under pressure in a fast-paced, team-oriented environment Must be self-motivated, enthusiastic, proactive, with strong business judgment Loomis Sayles Benefit Overview 2025 Read More Req# 128 Strategic Marketing Analyst - Private Credit and Custom Income Solutions 1 Financial Ctr, Boston, MA 02111, USA Posted Wednesday, March 26, 2025 About the Role Strategic Marketing serves as a connection point between portfolio management, distribution and all areas of the Marketing organization. Team members serve as subject matter experts contributing to product planning, product development, positioning, messaging and execution, as well as extensive data reporting and analysis, including competitive analysis and competitive positioning. About the Team Strategic Marketing team members take responsibility for coverage of specific asset classes and associated firm investment capabilities. This position will be assigned coverage for specific Custom Income Strategies (CIS), Pension Solutions and the Private Credit suite of products. CIS is an investment team covering custom fixed income strategies, including Buy & Maintain, Buy & Refresh, Insurance Solutions, and Cash Flow Matching. Job Responsibilities Marketing interface for institutional sales channels. Work with the CIS, Pension Solutions and Private Credit teams on many 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 for product messaging Actively participate in preparation of quarter-end deliverables Support development of product and distribution plans Work with product teams on product planning – strategy definition, positioning, distribution opportunities Coordinate new product development as appropriate working with product management and the product teams Develop competitive intelligence and other value add investment analysis to support the sales process Actionable intelligence at the broad market, product and sales specific opportunity level 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 Global Communications concerning public relations, external presentations and web cast content for product coverage 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. 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 product information as needed for both Loomis (US, London and Singapore) and Natixis Qualifications & Education Requirements 7+ years investment management experience within product management or product marketing, consulting, relationship management, due diligence or other relevant areas. Investment, asset management and/or capital markets knowledge CFA and/or MBA is desirable Excellent project management skills Strong quantitative/analytical ability including expertise in software packages such as Excel, Bloomberg, Zephyr, and eVestment. Marketing strategy experience a strong plus 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 and solutions oriented style Proactive, can-do attitude Loomis Sayles Benefit Overview 2025 Read More Req# 137 Global Equity Analyst 1 Financial Ctr, Boston, MA 02111, USA Posted Monday, March 17, 2025 About the Role The individual will conduct research on companies consistent with the team’s investment philosophy. Complete alignment and commitment to the team’s philosophy and process is critical. The position will work with and report to the portfolio management team. About the Team Our Global Equity Opportunities team runs a concentrated best ideas portfolio. The unconstrained strategy invests across all sectors and geographies and seeks to identify companies with quality characteristics, the ability to grow their intrinsic value and that trade at attractive valuations. Our process is a bottom-up, fundamental approach, with a longer-term investment horizon. Job Responsibilities Develop a thorough understanding of the team’s investment philosophy and process Develop global expertise Research business fundamentals and competitive positioning Model company financial statements and future forecasts Develop investment recommendations for stocks under coverage Generate new ideas consistent with the team’s philosophy and pursue research agenda Qualifications & Education Requirements Candidates must possess an innate curiosity, a demonstrated passion for investing and be aligned with our investment philosophy and process. Specifically, the individual must be comfortable conducting in-depth company research to develop high conviction, long-term investment theses A self-starter with the capacity to work independently; must also be able to work as part of a close team and take direction from the portfolio managers Experience with all aspects of financial statement analysis and modeling Clear communication skills, both verbal and written 4-5 years of relevant experience Willingness to travel, both domestic and international International experience and/or foreign language skill a plus. An MBA and CFA designation are also viewed favorably. Loomis Sayles Benefit Overview 2025 Read More Req# 134 Senior Revenue Analyst 1 Financial Ctr, Boston, MA 02111, USA Posted Thursday, March 6, 2025 About the Role This role is a new position reporting to the Director of Client Economics and provides strategic pricing and revenue analytics support across the book of business. Designed to help meet growing demands from increasing volume and complexity of pricing new business opportunities, and the implications of pricing and business trends on revenue results and outlook. An individual contributor, this role will work closely with the Director and the broader Pricing, GIPS, Billing, FP&A, and Accounting teams to support time sensitive pricing deliverables to develop and maintain enhanced revenue analytics, trend analysis, and predictive insights for scenario planning and forecasting. This role requires in depth understanding of asset management pricing and economics (including Asset Based Fees, Performance Fees, and terms such as Most Favored Nation considerations), strong accounting and financial modeling expertise, proven and effective collaboration and service oriented approach, and a tendency toward process improvements and leveraging systems capabilities to modernize complex processes and deliverables. About the Team This role joins the Client Economics and GIPS team, which includes 10 individuals across pricing, billing and GIPS reporting, and performance fees. This group is part of the broader Finance & Accounting team which includes over 30 people across Financial Planning, Accounting, Incentive Compensation, Treasury, Financial Systems, Payroll, and Benefits Accounting. Primary responsibilities: Supports Pricing Decision processes, performing market analysis, evaluating pricing parallels and implications to the existing book of business, and collaborating with finance peers and stakeholders across the business. This work is time sensitive and introduces both near-term and lasting financial implications, requiring due care and insightful recommendations. In depth analysis, sense of urgency, professional judgement, and effective communication with the Director of Client Economics, sales, consultant relations, investment teams, and other key stakeholders will be essential to successful outcomes. Develops timely, relevant and impactful pricing and revenue reporting tools and deliverables. Partners with Billing, Accounting and FP&A for accurate inputs, insight and alignment for scenario planning and forecasting. Partners well with experts across AUM, Billing, Planning and Accounting to provide insightful historical trend narratives and forward looking context for robust scenario planning at the Firmwide, Platform and Strategy levels. Works with the Director of Economics and peers in Institutional Services and Technology to advance the Opportunities Dashboard, and furthers connectivity for automation of downstream effects. Experienced in working directly with a host of enterprise systems to navigate pricing and revenue implications, including AUM and fee sourcing, CRM platforms, billing and financial modeling. Proven experience being highly responsive for time sensitive decision support and service oriented, while also introducing analytical inputs to better-inform decision considerations. Takes ownership of assigned responsibilities with autonomy and excellence, while bringing seasoned judgement about connecting and escalating issues that arise with the Director of Client Economics and other stakeholders. Supports modernization efforts across AUM, Billing, and Revenue reporting, analytics, and forecasting. Essential Skills and Prior Work Experience: Experienced, ideally, in Asset / Investment Management industry, or a business model with similar dynamics supporting complex pricing and revenue decisions and analytics. Excellent working knowledge of related financial data elements for pricing and revenue, including hands on experience working with Asset Based Fees, familiarity with pricing considerations including MFN, threshold pricing, and performance fees, and a solid accounting background including revenue recognition and reporting. Minimum 5 years experience as a subject matter expert with a deep understanding of revenue drivers and pricing trend within the asset management or similar industry. Prior experience working with CRM and financial systems, tools, reporting. Familiar with complex data sourcing, analytics and reporting. Experience in complex modeling and reporting, ideally leveraging modernized reporting and analytical tools Strong communication and collaboration skills and a partnering style, with experience working with varied internal stakeholders. Experience in complex modeling and reporting, ideally leveraging modernized reporting and analytical tools Masters in Finance or MBA preferred Work Location This is a Boston based, highly collaborative role that will be expected in the Boston office the majority (2-3) days / week Limited to no travel expected PC/Technical Skills MS Office Suite (including advanced Excel and Powerpoint skills) Experienced with CRM tools, analytics and reporting Experience with sophisticated modeling and reporting tools such as Anaplan, Hyperion, Essebase, others Solid background in asset management industry and financial reporting preferred Loomis Sayles Benefit Overview 2025 Read More Req# 127 Investment Performance Analyst 1 Financial Ctr, Boston, MA 02111, USA Posted Thursday, February 27, 2025 About the Role The Investment Performance Analyst will work in the Finance Department and report to a Senior Investment Performance Analyst. This person will be responsible for the administrative operations of the firm’s 200+ fixed income, equity, and alternative investment composites in compliance with Global Investment Policy Standards (