About the RoleThe Relative Return Team is seeking an Investment Associate to support portfolio management and decision making across our fixed income platform. This role offers meaningful exposure to the investment process and a path for growth within the relative return platformThe associate will support the full Relative Return platform while partnering most closely with the teams investment analysts and credit strategists translating market data and research into actionable insights that inform sector and industry allocation security selection and risk the TeamThe Relative Return team at Loomis Sayles & Company is a benchmark-aware fixed income platform managing over $135 billion in assets and supported by approximately 18 dedicated investment professionals. The team combines deep fundamental research with disciplined risk management to deliver consistent repeatable outcomes across a broad range of investment-grade and core-plus strategies. Based primarily in Boston Massachusetts the team benefits from close collaboration with Loomis Sayles centralized research trading and risk resources fostering a highly analytical and team-oriented investment cultureJob ResponsibilitiesDevelop a strong understanding of the teams investment philosophy and processAnalyze portfolio market and sector data to support investment decisionBuild and maintain recurring reports and dashboards for portfolio managersDevelop ad hoc analyses to evaluate market trends and relative value opportunitiesBuild tools to help improve workflows Qualifications & Education RequirementsBachelors degree in accounting or finance preferred with a strong record of academic achievement12 years of experience in asset management research or financial marketsDemonstrated interest in financial marketsA self-starter with the capacity to work independently; must also be able to work as part of a close team and take direction from the portfolio managers and analystsAbility to work independently and collaborate as part of a team. A positive approach a flexible attitude and a sense of analytical and problem-solving skillsAdvanced Excel skills required (modeling large datasets automation preferred)Familiarity with Bloomberg and Python strongly preferredAdditional RequirementsThe position follows a hybrid schedule with two days work from home and three days work from Sayles is committed to offering competitive and equitable compensation. The salary range for this position is$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:
IC
About the RoleThe Relative Return Team is seeking an Investment Associate to support portfolio management and decision making across our fixed income platform. This role offers meaningful exposure to the investment process and a path for growth within the relative return platformThe associate will s...
About the RoleThe Relative Return Team is seeking an Investment Associate to support portfolio management and decision making across our fixed income platform. This role offers meaningful exposure to the investment process and a path for growth within the relative return platformThe associate will support the full Relative Return platform while partnering most closely with the teams investment analysts and credit strategists translating market data and research into actionable insights that inform sector and industry allocation security selection and risk the TeamThe Relative Return team at Loomis Sayles & Company is a benchmark-aware fixed income platform managing over $135 billion in assets and supported by approximately 18 dedicated investment professionals. The team combines deep fundamental research with disciplined risk management to deliver consistent repeatable outcomes across a broad range of investment-grade and core-plus strategies. Based primarily in Boston Massachusetts the team benefits from close collaboration with Loomis Sayles centralized research trading and risk resources fostering a highly analytical and team-oriented investment cultureJob ResponsibilitiesDevelop a strong understanding of the teams investment philosophy and processAnalyze portfolio market and sector data to support investment decisionBuild and maintain recurring reports and dashboards for portfolio managersDevelop ad hoc analyses to evaluate market trends and relative value opportunitiesBuild tools to help improve workflows Qualifications & Education RequirementsBachelors degree in accounting or finance preferred with a strong record of academic achievement12 years of experience in asset management research or financial marketsDemonstrated interest in financial marketsA self-starter with the capacity to work independently; must also be able to work as part of a close team and take direction from the portfolio managers and analystsAbility to work independently and collaborate as part of a team. A positive approach a flexible attitude and a sense of analytical and problem-solving skillsAdvanced Excel skills required (modeling large datasets automation preferred)Familiarity with Bloomberg and Python strongly preferredAdditional RequirementsThe position follows a hybrid schedule with two days work from home and three days work from Sayles is committed to offering competitive and equitable compensation. The salary range for this position is$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:
IC
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