Equity Analyst – Specialty Growth Strategies

About the role

Loomis Sayles is seeking an enthusiastic and passionate candidate to contribute to our continued success through the Specialty Growth Analyst role. This role involves conducting fundamental equity research, building detailed financial models, and clearly articulating investment theses to portfolio managers.

Job Responsibilities

• Understanding the product – its strategy, benchmark and any portfolio constraints
• Absorbing, and “living” the team’s investment philosophy and process
• Generating, analyzing and contributing stock ideas to the portfolio in a high-volume environment that requires intelligent decisions to be made quickly
• Communicating investment theses to the portfolio managers clearly and with conviction, then working with the portfolio managers to determine portfolio fit.
• Keeping an analyst’s watchful eye on portfolio holdings – staying abreast of external and internal developments that may influence stock performance
• Developing relationships with sell-side research providers and independent industry resources
• Building models that include income statement, balance sheet, and cash flow projections

About The Team

The Specialty Growth Strategies (SGS) platform is a 10-member, Boston-based team within Loomis, Sayles & Company, overseeing more than $5 billion in assets across three equity strategies: Small Cap Growth, Mid Cap Growth, and Small/Mid Cap Growth. The team employs a collaborative, bottom-up fundamental investment process, with active stock selection as the primary driver of long-term returns.

Qualifications & Education Requirements

• A CFA and/or an MBA preferred
• 5-10 years of fundamental investing experience, preferably in the small cap growth space
• A passion for the markets that is evidenced by being clearly and identifiably “stock savvy” with a “growth” bias
• The desire to work on a close team with a ‘team first’ mentality, while having the capacity to work individually, as well as the willingness to accept direction from two PMs
• Mental agility – the capacity to see, consider and respond to the changing environments that may influence a stock’s price
• Exceptional and tested equity research skills including proficiency in modeling
• Superior verbal and written communication skills (a writing sample will be requested)
• The willingness and ability to travel
• A demonstrated ability to make money

Additional Requirements

• The position follows a hybrid schedule, requiring being in the office Monday–Thursday, with WFH on Fridays.
• Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $100,000 - $160,000 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

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.