Portfolio Analyst / Trading Assistant, Mortgage & Structured Finance

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $413 billion in assets under management (as of 30 June 2025) for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED

About The Role

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

Loomis Sayles has an opening for a Portfolio Analyst / Trading Assistant in its Mortgage and Structured Finance team. The team is responsible for the firm’s investment activities across the global securitized universe, encompassing Agency MBS, Non-Agency Residential Mortgage Backed Securities, Commercial Mortgage Backed Securities, Asset-Backed Securities and CLOs. The team is also responsible for the investment management of several dedicated securitized asset strategies.

The Portfolio Analyst / Trading Assistant will operate under the direction of the portfolio management and trading teams to take a leading role in the implementation of the recommended securitized strategies across hundreds of separate accounts and commingled vehicles managed by multiple product teams.

This individual will report jointly to the Head of Mortgage and Structured Finance and the Head of Mortgage and Structured Finance Trading.

About The Team

The team is responsible for the firm’s research and investment activities across the global securitized universe, of $46.8 bn in assets as of June 30th, 2025. The portfolio encompasses Agency MBS/CMBS pass-thrus and derivatives, Non-Agency RMBS, CMBS, ABS, and CLOs. The team has a 10 year track record generating strong risk-adjusted returns across four dedicated strategies spanning from pure agency MBS to deep credit structured finance.

Job Responsibilities

• Effectively communicate and assure proper and timely implementation of buy/sell orders from the Mortgage and Structured Finance portfolio managers and traders to the team of specialists who oversee the Order Management System (Charles River).
• Become the main person responsible for the on-going implementation of a series of tools designed to streamline the implementation of custom mortgage strategies across hundreds of separate accounts (Model Portfolio Implementation tools). Project management experience is a plus.
• In exercising these functions, the Portfolio Analyst / Trading Assistant will provide the critical link and support to these functional teams:
• Technology, for the completion and enhancements of the MPI tools
• Product teams & mortgage traders, to monitor the effectiveness of the MPI tools and assist in identifying the causes of unexpected dispersion
• Mortgage portfolio managers, to timely communicate and assure implementation of buy/sell orders to the team of Specialists
• Specialists and Compliance, to timely address compliance alerts and assist in progressively minimizing compliance alerts that require manual intervention
• Trading Assistant duties include security set-up in various systems, daily reconciliation and resolution of trade issues.
• Additional responsibilities will include:
• Run risk/attribution analysis on accounts managed by the Mortgage and Structured Finance team and assist with the preparation of materials for various internal and external meetings
• Assist with cash management tracking and hedging across multiple accounts and currencies
• Assist Mortgage and Structured Finance analysts and traders in assuring the data integrity of the portfolio
  

Qualifications & Education Requirements

• Bachelor’s degree in a relevant field is required, work towards CFA preferred
• 3 years of related work experience in an investment or operational role
• Coding experience and excellent excel skills required
• Project Management (PMP) experience is a plus
• Proficiency in integrating technology systems, employing VBA, Python, quantitative toolkits, and AI prompt development
• Good understanding of structured product markets and ability/willingness to further learn its intricacies spanning from mortgage credit to agency MBS derivatives and TBA markets
• Ability to leverage existing tools to monitor multiple portfolios
• Experience working with OMS systems (e.g. Charles River), and/or history of analysis of OMS solutions
• Strong interest in financial markets and investment management industry
• Self-directed and with a strong attention for details and no tolerance for errors.
• A personality that thrives in a working environment that is demanding, informal and team oriented.
• Proficiency in Loomis Sayles’ (or similar) internal information systems for trading and portfolio management reporting is a strong plus.
  
  

EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.