Senior Technical Consultant

Loomis Sayles

$146K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Mathematics, Engineering, or Computer Science (foreign education accepted) plus 5 years of relevant experience, or a Master's degree with 2 years of experience.
  • Experience developing factor-based risk models in Python.
  • Experience calculating swap valuation models in MATLAB.
  • Proficiency in querying Postgres and Oracle databases using SQL.
  • Ability to calculate security level returns using Excel.

Responsibilities

  • Provide relationship and project management to support investment areas.
  • Oversee technology and data requirements for investment management.
  • Coordinate technology projects and processes for the investment platform.
  • Use Factset, Bloomberg, Excel, and SQL for data analysis.
  • Ensure investment team has accurate analytic, risk, and performance data.
  • Verify accuracy of account and instrument-level data attributes.
  • Train on technology tools and analyze audit reports for discrepancies.

Benefits

  • Medical, dental, and supplemental health plans.
  • Retirement savings plans.
  • Paid time off and company-provided leave benefits.
  • Life and disability insurance.
  • Work/life and wellness resources.
  • Locally relevant perks and programs.
Full Job Description
Job Responsibilities
  • Responsible for providing relationship management, project management, vendor management, and business and data analysis to support the firm's investment areas
  • Support all technology and data needs for the investment management process
  • Coordinate all technology-related projects, processes, and issues for an investment platform. Manage a variety of projects for specific investment team needs
  • Leverage Factset, Bloomberg, Excel, and SQL to access and analyze instrument level security master and analytic data
  • Work with the investment team to ensure that all analytic, risk, and performance data and tools are accurate and appropriate for the team's investment process
  • Analyze account and instrument-level data to verify accuracy of attributes and analytics
  • Provide training and expertise on all technology tools and reports; Review nightly data and calculation audit reports, analyzing any errors or exceptions, formulating resolutions, working with the appropriate technology staff to implement solutions, and testing to ensure that implemented solution has been completed
  • Validate any new functionality enhancements to existing applications or newly created applications; Work with the data management group to identify and resolve any data discrepancies, identify new data requirements, and come up with data delivery solutions
  • Consult with management to ensure agreement on system principles
  • Perform analysis and develop solutions for business problems; and develop, document, and revise system design procedures, test procedures, and quality standards.


Qualifications & Education Requirements

  • Bachelor's degree in Finance, Mathematics, Engineering, or Computer Science (willing to accept foreign education equivalent) plus five (5) years of experience as a Technical Consultant or related occupation performing development, business analysis, or data analysis in the investment industry or, alternatively, a Master's degree in Finance, Mathematics, Engineering, or Computer Science (willing to accept foreign education equivalent) plus two (2) years of experience as a Technical Consultant or related occupation performing development, business analysis, or data analysis in the investment industry.
  • Specific skills/other requirements - Experience must include (quantitative experience requirements not applicable to this section): Demonstrated Expertise ("DE") developing factor-based risk models in Python
  • DE calculating swap valuation models in MATLAB; DE querying Postgres and Oracle databases using SQL
  • DE calculating security level returns based on duration, convexity, and change in yield using Excel.
  • Telecommuting position: can be performed anywhere in the U.S.


Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $146,806.00 - $180,000.00 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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