Marketing Associate; Fixed Income

About the Role

The Strategic Marketing Associate will report to the Deputy Head of Global Marketing. They will provide support for all Full Discretion and Structured Finance Platforms; assisting with processes, project management and data gathering & analysis.

Strategic Marketing serves as a connection point between portfolio management, marketing and the various channels through which Loomis products are distributed. Strategic Marketing Associates collaborate with other marketing individuals on product planning and development, product positioning and messaging, competitive analysis, as well as interfacing closely with our product teams and the marketing organization concerning a wide range of data reporting and analysis.

• Help support the Full Discretion and Structured Finance strategic marketing teams with data analysis requests, legal review, marketing communications, product planning and other marketing initiatives both internally and in partnership with Natixis
• Will assist with adhoc requests in relation to above platforms utilizing a strong eVestment, Morningstar background
• Generate customized responses and reports for Institutional sales channels
  • Serve as a resource working with members of the Full Discretion and Structured Finance Strategic Marketing teams on a wide variety of portfolio data reporting, analysis, and quality control. Portfolio data of this nature is utilized in a variety of contexts, including RFPs, RFIs, presentations, consultant databases, and in response to many ad hoc inquiries
  • Work with Strategic Marketing Analysts and Marketing Information to evaluate and manage customized presentation requests
  • Collaborate with the Global Communications & Marketing Information groups to perform quality control and review of marketing collateral
  • Actively participate in the preparation of quarter-end deliverables
• Work effectively with internal and external constituents
  • Liaise with Loomis' legal department to ensure compliance with standard and customized data and marketing materials
  • Provide timely information as needed for both Loomis Sayles and Natixis
• Support the production of product and distribution plans
  • Act as a resource to the Full Discretion and Structured Finance Strategic Marketing team on product planning - strategy definition, positioning, and distribution opportunities
• Assist in the development of competitive intelligence and other value-added investment analysis to support sales process with a focus on Full Discretion and Structured Finance capabilities
  • Provide Full Discretion and Structured Finance custom competitive analysis regularly for opportunities for the investment team and distribution
  • Actionable intelligence at the broad market, product, and sales-specific opportunity level
  • Provide support to Full Discretion and Structured Finance Strategic Marketing Teams with Sales, Consultant Relations, and Client Service requests
• Have strong communication (both oral and written) and organization skills, as well as the ability to manage tight deadlines
  • Ability to grow into a role where they would feel comfortable and establish effective communication relationships with all levels of the organization.
  • Ability to effectively organize and prioritize equity requests as needed

• 1-3 years investment management experience within operations, product, institutional consulting, client service, relationship management, marketing, or other relevant areas
• Fixed income investment knowledge
• Excellent Microsoft Office skills, particularly Excel, but also Power Point
• Strong analytical ability - eVestment and Morningstar experience preferred
• Great attention to detail
• Collaborative, team-oriented style
• Ability to multitask and work…