Associate Investment Director – Specialty Growth Strategies

Loomis Sayles

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profile Job Location:

Boston, NH - USA

profile Monthly Salary: $ 130000 - 180000
Posted on: 11 hours ago
Vacancies: 1 Vacancy

Job Summary

About the RoleThe Associate Investment Director for the Specialty Growth Strategies (SGS) platform serves as a subject-matter expert and advocates for the strategies managed by the team. Supporting portfolio managers through portfolio-level analysis performance attribution and risk assessment the position also plays a key role in engaging clients consultants and prospects. Responsibilities include product positioning thought leadership RFP support and new product or customized solution development. This is a hands-on highly collaborative role with broad exposure across investment product and client the TeamThe Specialty Growth Strategies (SGS) platform is a 11member Bostonbased team within Loomis Sayles & Company overseeing more than $5 billion in assets across three equity strategies: Small Cap Growth Mid Cap Growth and Small/Mid Cap Growth. The team employs a collaborative bottomup fundamental investment process with active stock selection as the primary driver of longterm ResponsibilitiesServe as a subjectmatter expert and key advocate for the Specialty Growth Strategies platformEnable portfolio managers to primarily focus on investment decisionmaking Assist team with portfoliolevel analysis performance attribution and risk assessment using FactSet Bloomberg Barra and other toolsDevelop and maintain deep knowledge of the teams investment philosophy and process portfolio holdings risk characteristics positioning and historical and current performancePresent investment strategies to prospects consultants and clients in a credible knowledgeable and engaging mannerPartner with product marketing to develop and execute product positioning messaging and business plans for the Specialty Growth Strategies platformDrive new product development initiatives and customized solutions related to Specialty Growth StrategiesContribute to the creation of white papers and other thoughtleadership materialsRespond to ad hoc investmentrelated questions and analytical requests from internal and external stakeholdersCollaborate with the RFP team to maintain a standard response library and draft customized responses as necessaryPartner with client intake during account onboarding and provide ongoing investmentrelated support to client service teamsHelp resolve detailed data reporting and compliancerelated questions in a timely mannerCollaborate with members of the broader product management team to share best practices and improve productrelated processes across the firmQualifications & Education Requirements10 years of experience in the investment management industry with deep equity expertiseCFA designation preferredStrong analytical skills to support portfoliolevel analysisAbility and interest in developing deep knowledge of investment strategies including holdings positioning risk attributes and performanceExcellent verbal and written communication skills with the ability to clearly position strategies and influence stakeholdersHighly collaborative professional and selfmotivated with strong judgment business acumen and a sense of ownershipHandson orientation with strong organizational skills and the ability to manage multiple priorities in a dynamic environmentAdditional RequirementsThe position follows a hybrid schedule requires being in the office MondayThursday and working from home on Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $130000-$180000 USD. Your starting salary will be based on your experience skills qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award which is based on individual and company addition to your compensation you will have access to a comprehensive benefits package designed to support your health well-being and financial Overview

Required Experience:

Director

About the RoleThe Associate Investment Director for the Specialty Growth Strategies (SGS) platform serves as a subject-matter expert and advocates for the strategies managed by the team. Supporting portfolio managers through portfolio-level analysis performance attribution and risk assessment the po...
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Key Skills

  • Anti Money Laundering
  • Commercial Property Paralegal
  • Field
  • Budgeting
  • BI

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