Jobs at Loomis, Sayles & Company

Manage end-to-end onboarding for institutional, high-net-worth, and intermediary clients. Serve as the primary client contact, coordinate internal teams, review agreements and documentation, complete AML/KYC due diligence, manage account changes and derivative agreement setup, coordinate Markit uploads, and maintain Bloomberg LEI registrations. Ensure accurate, timely completion of requirements while delivering a high-quality client experience and supporting broader onboarding and AML/KYC initiatives.

Graduate internship supporting credit research across investment-grade and high-yield fixed-income markets. Responsibilities include researching industries and sectors, monitoring credit risk and investment performance, and contributing to the investment process with research analysts and product teams. Candidates should have strong academic performance, finance and accounting knowledge, analytical and communication skills, and familiarity with Excel, investment tools, Python, R, Microsoft Copilot, and Claude.

Supports relationship managers and client service teams for domestic and global fixed income strategies. Produces client reports, portfolio review books, investment commentaries, customized analyses, and consultant questionnaires. Validates data, gathers investment information across teams, communicates findings clearly, and improves reporting and service processes. The role requires fixed income knowledge, strong analytical and writing skills, deadline management, advanced Microsoft Office proficiency, and flexibility during peak periods.

Develop and evolve systematic high-yield credit investment strategies through quantitative research, portfolio construction, rebalancing, monitoring, risk analysis, and troubleshooting. Collaborate with credit research, quantitative research, trading, risk, and technology teams. Communicate strategy philosophy, performance, and insights to institutional clients, prospects, and consultants while supporting asset growth and producing external materials.

Supports analysts and portfolio managers through equity research, data analysis, financial modeling, portfolio monitoring, reporting, valuation, and industry analysis. The role focuses on identifying undervalued small- and mid-cap investment opportunities, maintaining research on holdings, preparing analytical reports, developing real-time portfolio monitors, and completing special projects using internal and external data systems.

Reviews trade surveillance reports, identifies and escalates compliance exceptions, monitors employee access and communications, supports regulatory inquiries and audits, analyzes compliance data, develops Excel reporting, and contributes to automation and AI-driven compliance initiatives. The role also provides administrative and project support to the compliance department.

Supports payroll, benefits, employment-tax accounting, tax filings, journal entries, general ledger reconciliations, audits, and corporate tax reporting. The role also assists with budgeting and forecasting for employee-related expenses, maintains payroll and benefits data with HR, and communicates with internal stakeholders and vendors. This hybrid Boston position requires at least three years of accounting experience, strong Excel proficiency, attention to detail, confidentiality, and deadline management.

Supports the full private credit operational lifecycle, including deal execution, settlement, payoff, transaction booking, custody coordination, document review, trade compliance, issue resolution, data stewardship, and process enhancement. Partners with investment, legal, compliance, technology, fund administration, custodial, and client relationship teams to maintain accurate private market workflows and support cross-functional initiatives.

Supports regulatory compliance and risk management for a Dutch AIFM, including regulatory filings, monitoring regulatory changes, maintaining compliance manuals, employee training, checklist oversight, committee reporting, regulator communications, DORA and GDPR coordination, AML monitoring, and escalation of compliance issues. Requires knowledge of Wft, AIFMD, and MiFID II, plus fluent Dutch and English communication skills.

Provides transactional legal support to the private credit investment team by evaluating investment risks, drafting and negotiating complex loan and investment documents, advising executives, managing deal lifecycles, and supporting private credit and bank loan operations. The role also develops controls, reviews amendments and secondary transactions, coordinates cross-functional teams, monitors material non-public information, and ensures compliance with securities and corporate laws.

Leads a global portfolio administration team overseeing investment operations, derivatives and collateral activities, cash flow confirmation, portfolio accounting, reconciliations, reporting, controls, and vendor relationships. The role manages staff development, resolves escalated operational issues, improves workflows and data quality, monitors risk and performance metrics, and partners with trading, portfolio management, technology, compliance, custodians, and external providers.

The Mortgage Trader will trade and manage Agency MBS specified pools, TBAs, and CMOs; evaluate mortgage markets, prepayment dynamics, liquidity, volatility, and relative value; develop investment ideas; support portfolio construction and risk management; and maintain broker-dealer relationships. The role collaborates with portfolio managers and structured finance teams and includes regular travel to Boston, New York, and industry conferences.

Conduct fundamental equity research for small- and mid-cap growth strategies, generate and evaluate stock ideas, build detailed financial models, monitor portfolio holdings, and communicate investment theses to portfolio managers. The role requires collaboration with research providers, disciplined stock selection, strong market awareness, and the ability to contribute in a fast-paced, high-volume investment environment.