Investment Associate

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $310 billion in assets under management for global clients spanning more than 50 countries.
We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTION-ORIENTED
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
About the Role
The Investment Associate will play a critical role in providing analysis to portfolio managers, traders, and analysts on the Disciplined Alpha investment team. This is an exciting opportunity to join a growing product platform with over $19 billion in AUM.
About the Team:
Disciplined Alpha is a 17-member investment team based in Orinda, CA that manages over $19 bn in fixed income assets for institutional clients. The team invests using a dynamic process of continually evaluating relative value based on changing fundamentals and market technicals all within a framework of robust risk management. The DA team manages eight different fixed income strategies. Core Disciplined Alpha is the flagship product with over $10 bn in assets and a 13-year track record. We anticipate the Disciplined Alpha product platform will continue to grow over the next decade to an ultimate capacity of over $30 bn.
Job Responsibilities:

• Provide analysis to assist PMs in their research and relative value work. Over time, hone skills to spot opportunities and suggest potential investments.
• Prepare reports for weekly team meetings.
• Prepare analysis and develop/execute projects for the investment team.
• Learn the critical responsibilities of the trading assistants to provide back-up.
• Participate in management meetings and/or sell-side meetings hosted in our office; prepare and distribute summary notes internally.
• Attend local investment conferences either with senior team members or independently over time.
• Occasional travel to the Boston office.

Qualifications & Education Requirements:
We are seeking a person with a deep interest in gaining exposure to the fixed income markets and the aptitude to develop the skills necessary to be a successful investor. The ideal candidate will be a new or recent college graduate with an education background in accounting, economics, or corporate finance. An internship and/or work experience in banking, finance, or asset management is a plus.

• BA/BS in Finance or Economics preferred (will consider May 2024 graduates) with coursework in accounting, corporate finance, and financial statement analysis ideal.
• Deep interest in learning how to invest and learn from a cohesive investment team.
• Superior analytical skills.
• Ability to exercise discretion, work independently and collaborate as part of a team.
• Excellent organizational skills and attention to detail.
• Capacity to juggle multiple tasks simultaneously; time management is critical in managing against potentially competing projects and deadlines.
• Clear and concise oral and written communication.
• A positive attitude.
• Working knowledge of Microsoft Excel (formulas, charts, pivot tables) progressing toward advanced user over time (advanced formulas, macros, third-party add-ins).
• The position is intended to have a fixed three-year term. After 2.5 years, the Investment Associate may apply for a permanent position anywhere across Loomis Sayles, although a permanent placement is not guaranteed. The DA team follows a hybrid work schedule with 3 set days WFO and 2 set days WFH.

Loomis Sayles Benefit Overview
EEOC and Diversity Statement
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.