Investment Director, Intermediary Channel (Growth Equity Strategies)

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profile Job Location:

Boston, NH - USA

profile Monthly Salary: $ 180000 - 260000
Posted on: 13 hours ago
Vacancies: 1 Vacancy

Job Summary

About the RoleThe Investment Director Growth Equity Strategies (GES) will act as key GES liaison and subject matter expertise for Loomis Sayles US-based wholesale/retail distribution efforts. Focused on driving increased awareness of and business development for GES retail vehicles in collaboration with external wholesalers in the field and internal sales desk distribution ResponsibilitiesDevelop a deep knowledge of the GES investment philosophy and process including an understanding of the alpha thesis portfolio holdings risk attributes past and current positioning of the portfolio and performance attribution and GES products in prospect/client meetings and calls in collaboration with distribution sales sales teams with information regarding product positioning portfolio holdings historical performance attribution and competitive awareness and understanding of GES products through ongoing training by designing and delivering training to internal and external distribution partner collaboration with broader GES product management team and distribution partner teams develop GES business development plans with measurable and trackable objectives. Based on in-the-field intelligence define in-field marketing support conjunction with broader GES product management team develop materials differentiating GES offerings relative to abreast of key competitor performance and flows as well as competitor pricing and evolving product vehicles and and help provide responses to ad hoc questions commentary and performance inquiries from the field in collaboration with GES product management. Serve as an expert source on product structure fees and operational specifics for vehicles offered through distribution channels and comprehensive and up-to-date understanding of the US-based distribution partner organizations to facilitate ongoing management and planning of GES business & Education RequirementsBachelors degree with MBA preferredCFA required10 years of financial services experienceDeep knowledge of equity markets and investment products Strong understanding of intermediary channel and business developmentExcellent communication skillsEffective writing and editing skillsStrong interpersonal skills and a positive demeanorInvestment analysis software experience preferred (Morningstar FactSet Bloomberg etc.)Ability to handle competing prioritiesMay travel 50%Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $180000 - $260000 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 Investment Director Growth Equity Strategies (GES) will act as key GES liaison and subject matter expertise for Loomis Sayles US-based wholesale/retail distribution efforts. Focused on driving increased awareness of and business development for GES retail vehicles in collaboration ...
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Key Skills

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

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