Portfolio Specialist
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 $434.6 billion in assets under management (as of 30 June 2026) 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.
About The Role
This individual will report to the Director of Portfolio Implementation and will work closely with our global equity and alpha strategies investment teams. This Portfolio Specialist position will be located in Boston.
About The Team
The Trading Department is a centralized, globally integrated team dedicated to achieving best execution across markets worldwide. Specialized trading teams work closely with portfolio managers and analysts, playing a critical role in investment decision-making and alpha generation. Supported by deep market expertise, strong industry relationships, and advanced technology, the team delivers valuable market insights and execution capabilities. Portfolio Specialists and the Trading Risk Management team help ensure efficient trade implementation and effective risk oversight.
Responsibilities
- Facilitate the implementation of investment strategy: order creation through allocation.
- Play a key role in the implementation of technology and system enhancements: including, testing new functionality, troubleshooting issues and aiding in the coordination of updates.
- 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. This will include portfolio construction, dispersion, cash management, etc.
- Participate in meetings with clients, consultants, and new business prospects as needed.
Requirements
- Minimum of 3 - 5 years of industry experience.
- Bachelor’s degree with MBA or CFA preferred.
- In-depth knowledge of fixed income markets.
- Strong analytical and Excel skills.
- Ability to work well under pressure.
- Excellent communication skills.
- Keen understanding of investment process, portfolio construction and asset allocation.
Schedule
The position follows a hybrid schedule with two days work from home and three days work from office.
Pay
The salary range for this position is $110,000 - $150,000 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.
Benefits
In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security. At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. Our global benefits are designed with both local and global needs in mind, ensuring that wherever you work, you have the support and resources to succeed.