Equity Analyst – Specialty Growth Strategies

About the RoleThe Specialty Growth Analyst will contribute differentiated investment ideas across small- and mid-cap growth strategies as part of a collaborative portfolio management team. This role involves conducting fundamental equity research building detailed financial models and clearly articulating investment theses to portfolio managers. The analyst will actively monitor portfolio holdings engage with internal and external research partners and help drive long-term investment performance through disciplined stock 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 ResponsibilitiesUnderstanding the product its strategy benchmark and any portfolio constraintsAbsorbing and living the teams investment philosophy and processGenerating analyzing and contributing stock ideas to the portfolio in a high-volume environment that requires intelligent decisions to be made quicklyCommunicating investment theses to the portfolio managers clearly and with conviction then working with the portfolio managers to determine portfolio an analysts watchful eye on portfolio holdings staying abreast of external and internal developments that may influence stock performanceDeveloping relationships with sell-side research providers and independent industry resourcesBuilding models that include income statement balance sheet and cash flow projectionsQualifications & Education RequirementsA CFA and/or an MBA preferred5-10 years of fundamental investing experience preferably in the small cap growth spaceA passion for the markets that is evidenced by being clearly and identifiably stock savvy with a growth biasThe desire to work on a close team with a team first mentality while having the capacity to work individually as well as the willingness to accept direction from two PMsMental agility the capacity to see consider and respond to the changing environments that may influence a stocks priceExceptional and tested equity research skills including proficiency in modelingSuperior verbal and written communication skills (a writing sample will be requested)Being a self starter with a positive outlook an entrepreneurial spirit and a sense of excitement over helping the Specialty Growth platform continue to growThe willingness and ability to travelA demonstrated ability to make moneyAnalyst candidates - Having an MBA degree or CFA charter with a strong academic background is preferredAdditional 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 $100000 - $160000 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.