Investment Associate

Overview

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 $431 billion in assets under management (as of 31 December 2025) 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 – SOLUTIONS-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:

The Full Discretion team is currently accepting applications for an Investment Associate position. This person will play an important role in providing data and investment analysis support for existing Investment Analysts, Strategists, Portfolio Managers and Research Analysts on the Full Discretion team. Support would reach across multiple sectors of the Full Discretion investing universe including credit, interest rates, mortgage and structured finance, equity and derivatives.

This is an exciting hands-on opportunity to join and learn from a growing product team. This position will have room for growth within the team over time as it offers deep involvement in portfolio construction, cross-asset research and investment decision support. This position reports directly to the Portfolio Manager. The Investment Associate will also take direction from current Investment Analysts and other members of the Full Discretion team.

An ideal candidate would have excellent organizational skills, the ability to multitask and work independently as well as collaborate as part of a team. We are also looking for someone with a positive attitude and a sense of humor.

The Full Discretion Team at Loomis, Sayles & Company, based in Boston, is a large, benchmark‑agnostic fixed‑income platform managing over $85 billion in assets. The team invests opportunistically across the global credit markets using a deep‑value, equity‑like approach, with a focus on total return, downside risk management, and capital preservation across the credit cycle. Support reaches across multiple sectors of the Full Discretion investing universe, including credit, interest rates, mortgage and structured finance, equity, and derivatives, offering a hands‑on opportunity within a growing product team.

• Collaborating with Investment Analysts on daily cash flows related to trade activity, guideline breaches and portfolio strategy pivots. Collaboration would also include monitoring of risk, dispersion and attribution as well as rebalancing existing positions at both the portfolio and product level.
• Increase team process efficiencies through automation of existing tasks
• Ad Hoc requests from various Full Discretion team members.

• Strong coding skills (Python, VBA)
• Advanced Microsoft Office knowledge with particular focus on Excel and Bloomberg
• Candidates should possess excellent communication skills and a solid understanding of fixed income market fundamentals
• 1-2 years of experience in a fixed income investment environment is preferred
• Strong academic credentials including an undergraduate degree is required
• A concentration in business, finance or economics is preferred
• CFA/MBA credentials or progress towards either designation are also desired but not required

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

Loomis Sayles is committed to offering…