Teams 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.