Associate General Counsel

Loomis Sayles Job Opportunity

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

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:

Job Responsibilities

• Responsible for providing support to the General Counsel's office for their negotiation of investment management agreements and private fund subscription agreements
• Review and negotiation of vendor contracts, review and negotiation of non-disclosure agreements, legal research, fund formation and dissolution
• Review and drafting of regulatory and client disclosure (15(c) questionnaires, RFPs, Form ADV), and marketing and advertising review; assisting with regulatory audits, general corporate work, and, under the supervision of the Assistant General Counsels
• Participating in special projects, such as new product development, subsidiary openings and dissolutions, and foreign registrations
• Leveraging knowledge of legal framework applicable to registered investment advisers, including Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Act of 1933, Securities Exchange Act of 1934, CFTC Rules and Regulations, and ERISA, as well as general corporate law to perform legal analysis
• Providing legal analysis to senior lawyers in connection with their advice on day-to-day investment management activities, such as investment management agreements, trading-related agreements, private fund formation and investment documents, and general corporate and governance matters
• Supporting all legal aspects of Loomis's separate account, private fund, SMA/wrap, group trust, and sub-advisory relationships; providing initial interpretations of statutes, rules and policies applicable to the business
• Working closely with colleagues in the General Counsel's office to meet the firm's business objectives within the local regulatory environment
• Interpreting laws, rulings and regulations for individuals and businesses
• Preparing, drafting, and reviewing legal documents

Qualifications & Education Requirements

• Juris Doctor degree plus one (1) year of experience as an Associate General Counsel or related position in the investment management legal and regulatory field.
• Experience must include (quantitative experience requirements not applicable to this section):
  • Member of the bar in Massachusetts or other U.S. state
  • Legal framework applicable to registered investment advisers, including Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Act of 1933, Securities Exchange Act of 1934, CFTC Rules and Regulations, and ERISA
  • Experience in corporate law

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 $162,225 - $220,000 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.