Quantitative Investment Analyst - Custom Income Strategies (CIS)

Loomis Sayles

$100K — $160K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • BS or MS in Computer Science, Engineering, Quantitative Finance, Financial Engineering or similar quantitative field
  • 4-6 years of experience in fixed income focusing on portfolio construction
  • Strong interest in financial markets and investment management
  • Proficient in Python, SQL, VBA, and Excel with strong problem-solving skills
  • Excellent communication skills with high attention to detail
  • Self-driven, accountable, and resourceful with a curious mindset
  • Strategic thinker able to manage multiple projects effectively

Responsibilities

  • Collaborate with CIS team on portfolio management tasks
  • Utilize and enhance proprietary portfolio construction tools to create model portfolios
  • Assist Portfolio Managers with daily management and risk monitoring
  • Conduct risk/attribution analysis and prepare materials for meetings
  • Engage in special projects as needed
  • Customize data reports for portfolio management
  • Promote a collegial work environment focused on quality output

Benefits

  • Medical, dental, and supplemental health plans
  • Retirement savings options
  • Paid time off for work-life balance
  • Company-provided leave benefits
  • Life and disability insurance coverage
  • Wellness resources to support healthy living
  • Locally relevant perks and programs
Full Job Description
About the Role

The Quantitative Investment Analyst reports to the Director of the Custom Income Strategies (CIS) team and assists portfolio managers on the team in day-to-day portfolio management.

About the Team

CIS is an investment team within Loomis Sayles & Company that is dedicated to managing complex, customized fixed income mandates across insurance, pensions, and retail. The team is based in Boston, MA and is comprised of 9 individuals including the director of CIS, one portfolio manager, two associate portfolio managers, one strategist, one senior analyst, one associate and two investment directors.

Job Responsibilities
• Work as an integral member of the CIS team on portfolio management tasks
• Employ and enhance existing, proprietary portfolio construction tool to create model portfolios in close collaboration with portfolio managers and strategists across investment teams
• Assist Portfolio Managers in day-to-day management, trade generation, risk monitoring of custom portfolios
• Help to monitor and run risk/attribution analysis on accounts and assist with the preparation of materials for various internal and external meetings
• Carry out special projects on an as-needed basis
• Enhance or customize data reports used in portfolio management process
• Contribute to achieving team's objective of delivering high quality work in a collegial work environment

Qualifications & Education Requirements
• BS or MS in Computer Science, Engineering, Quantitative Finance, Financial Engineering or degree in a quantitatively driven and technical field
• 4-6 years of work experience in fixed income with particular focus on portfolio construction via optimization, quantitative relative value, and risk management. Asset allocation experience, a plus
• Strong interest in financial markets and investment management industry
• Strong technical, problem solving and programming skills are required. High proficiency in Python, SQL, VBA, Excel required
• Excellent communication skills
• High level of attention to detail
• Self driven, highly accountable, resourceful and independent thinker; Curious and entrepreneurial mindset
• Strategic thinker who can prioritize multiple projects
• High integrity, growth mindset, and a team player

Additional Requirements

The position follows a hybrid schedule with two days work from home and three days work from office.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $100,000 - $160,000 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 performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

Global Benefit Statement:

At Loomis Sayles, we believe benefits should empower our employees to thrive - at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

Core Global Benefit Offerings:

Health & Welfare: Medical, dental, and supplemental health plans

Retirement Savings

Paid Time Off

Company-Provided Leave Benefits

Life and Disability Insurance

Work/Life and Wellness Resources

Locally Relevant Perks and Programs

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