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7 days
Not Specified
Not Specified
$31.42/hr - $55.94/hr (Estimated)
<p>Job Responsibilities</p> <p>Work closely with various Investment Teams on the implementation of investment ideas, as well as with the Director of Portfolio Implementation on top priority technology projects. Facilitate the implementation of investment strategy for investment teams, including order creation through allocation of fixed income and equities. Determine appropriate accounts and allocation of trades within defined client guidelines and investment objectives. Oversee execution of trade ideas approved by product team by working with traders to communicate investment strategy and needs. Monitor accounts for guideline violations and facilitate guideline resolutions by acting as liaison between compliance, client service and portfolio management teams. Provide analytical support for accounts for which the individual is responsible. Play a key role in the implementation of technology and system enhancements as well as the training of and back up for the reconciliation specialist team, including testing new functionality, troubleshooting issues, and assisting with coordination of updates.</p> <p>Qualifications & Education Requirements</p> <p>Bachelor's degree in Business Administration, Finance, Economics, or related field (willing to accept foreign education equivalent) Three (3) years of experience as a Portfolio Specialist or related role participating in portfolio construction and trade implementation. Specific skills/other requirements</p> <p>Experience must include (quantitative experience requirements not applicable to this section unless otherwise specified):</p> <p>Two (2) years of experience testing, utilizing, and developing trade generation and reconciliation platforms; Using the Charles River blotter and manager workbench Participating in the investment process, including asset allocation and compliance monitoring Working with fixed income and equity securities. Partial telecommute benefits available</p> <p>Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $106,122/year to $130,000/year 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.</p>
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