Portfolio Specialist

Portfolio Specialist

This individual will report to the Director of Portfolio Implementation and will work closely with our global equity and alpha strategies investment teams. This position will be located in Boston.

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.

Job 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.

Qualifications & Education 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

Additional Requirements

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

Loomis Sayles is committed to offering competitive and equitable compensation. 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. 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:

At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

Core Global Benefit Offerings:

Health & Welfare: Medical, dental, and supplemental health plans

Retirement Savings

Paid Time Off

Company-Provided Leave Benefits

Life and Disability Insurance

Work/Life and Wellness Resources

Locally Relevant Perks and Programs

EEOC and Diversity 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.