Credit Research Associate

Credit Research Associate

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 $417 billion in assets under management (as of 31 March 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

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

About the Role

The credit research associate will work with two senior analysts covering the metals & mining, REIT and airline sectors across investment grade and leveraged finance as well as independent power producers in leveraged finance.

About the Team

The Loomis Sayles credit research team prides itself in providing independent views and forward-looking assessments of credit risk and potential investment opportunities. The team thinks beyond rating agencies when performing research and values unique ideas and perspectives. Research coverage spans the broad credit spectrum across investment grade, high yield and bank loans in developed and emerging markets. Credit recommendations combine rigorous bottom-up fundamental analysis, structural risk assessment, and relative value-based insights. Credit research analysts are integrated into sector teams that offer market and research insight through the collaboration of portfolio managers, strategists, analysts, and traders.

Job Responsibilities

• Contribute to fundamental industry and company credit analysis as part of a collaborative team led by a senior analyst
• Build and maintain financial models
• Compile and analyze industry and company data using Excel, PowerPoint and internal applications.
• Create and maintain foundational infrastructure instrumental in conducting fundamental credit research, inclusive of Environmental, Social and Governance (ESG) factors
• Contribute to new issue reviews, detailed credit updates, in-depth sector reviews, and other research memos and presentation materials
• Identify credit risk factors and have an understanding of financial markets
• Develop skills in assessing relative valuation

Qualifications & Education Requirements

• Bachelor's degree with experience in an analytical discipline such as accounting, finance, business, economics or mathematics
• 0-3 years of relevant experience
• Basic accounting skills with a solid understanding of financial statements and detailed model building
• Strong Excel skills and experience using Bloomberg
• Strong interest in financial analysis, research, and the ability to source new information and offer insights
• Quick learner who is organized and able to manage multiple projects in a time-sensitive environment

• Solid writing and developing presentation skills
• Excels in a team environment – proactive, collaborative, and collegial
• Positive attitude, takes direction well and embraces feedback.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $70,000-$100,000 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.