<p>About the Role</p> <p>The institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our global and domestic fixed income strategies.</p> <p>The client portfolio analyst position is primarily responsible for supporting the relationship management team and servicing client requests for investment information in a timely manner. The successful candidate will be capable of gathering information from various sources, including internal investment systems, research analysts, portfolio management teams and written/electronic news publications.</p> <p>About the Team</p> <p>You will join a team consisting of 19 client portfolio analysts whose objective is to assist in providing our clients with best-in-class client service on a consistent basis.</p> <p>Job Responsibilities</p> <ul> <li>Utilize various investment systems and analytical tools to produce client reports </li><li>Create client books used in portfolio review meetings </li><li>Write quarterly investment commentaries for fixed income products </li><li>Generate customized responses/reports to ad hoc requests </li><li>Complete consultant questionnaires </li><li>Verify internal data output to ensure accuracy </li><li>Develop ways to streamline departmental processes </li></ul> <p>Qualifications & Education Requirements</p> <ul> <li>A bachelor's degree with a major in finance, math or statistics preferred; progress towards CFA/MBA a plus </li><li>3+ years experience in the investment industry </li><li>Strong analytical skills and attention to detail </li><li>Ability to handle multiple tasks simultaneously in a deadline-oriented environment </li><li>Familiarity with fixed income securities in both domestic and foreign markets </li><li>Exceptional communication skills- both verbal and written (a writing sample will be required) </li><li>Superior organizational skills and strong work ethic </li><li>Advanced knowledge of computer applications (strong Microsoft office skills, and knowledge of Python, R, or MATLAB a plus) and the ability to address problems with technological solutions preferred) </li><li>Ability to work independently and be a team player </li><li>Proactive, can-do attitude </li></ul> <p>Additional Requirements</p> <ul> <li>Willingness to work overtime as needed </li><li>Project work as needed </li></ul> <p>Loomis Sayles Benefit Overview 2025</p>