Investment Associate Specialty Growth Strategies

About the RoleThe Investment Associate will play a critical role in providing support to the Specialty Growth investment team to execute their investment strategy. Responsibilities include providing analytical support via updating databases and completing data reporting requests of both a routine and non-routine nature assembling and reviewing data conducting statistical analysis and other security analysis tasks. Assignments can be non-routine in nature and may be of a confidential Investment Associate position is intended to be three-year position and offers reimbursement for the CFA but not tuition the TeamThe Specialty Growth Strategies (SGS) platform is a 10-member Boston-based 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 bottom-up fundamental investment process with active stock selection as the primary driver of long-term ResponsibilitiesManage and run reporting for the investment team in a timely mannerPrepare ad-hoc analytical data as requested by the investment teamTake initiative in working with technology to create more efficient reporting structures for the teamKnowledge of the business and portfolio holdings and ability to generate reports in summary or detail around these holdingsDevelop real time monitors to track various portfolio positionsResponsible for prioritizing the preparation and distribution of appropriate materials for meetingsAssumes responsibility for special projects as assigned including those requiring effective use of internal and external data and information management systemsWorks independently and exercises judgment in dealing with external entities as well as personnel in the firmBe proactive in understanding how various functions within the firm are connected and be able to help develop new and improved ways of managing information flowProvide additional backup across peer group as neededAdditional responsibilities as assigned or requestedQualifications & Education RequirementsA deep interest in stock investing and the aptitude to develop the skills necessary to be a successful investorNew or recent college graduate preferably with a Finance Computer Science or Economics degreeFamiliarity with job-related systems including Bloomberg Factset Excel skills (macros charts pivot tables)Investment related experience preferred but not requiredSuperior organizational skills and detail orientedExcellent communication and time management skillsThe capacity to handle multiple tasks simultaneouslyA positive approach to assignmentsAbility to work individually as well as part of a teamAdditional RequirementsThe position follows a hybrid schedule requires being in the office MondayThursday with WFH on Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $70000- $100000 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 security.