Loomis, Sayles & Company

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 $310 billion in assets under management 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-SOLUTION-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 Senior Marketing Analyst role will provide you with the opportunity to collaborate with many of the departments across the firm and develop knowledge of both equity and fixed income investment offerings. The analyst will partner with investment teams to ensure consistent and concise messaging depicting Loomis Sayles’ products and capabilities to help drive new business across new and/or cross selling opportunities. 

About the Team

Loomis’ Global RFP Content and Development team currently has 13 members located in the US, primarily in the firm’s Boston office. Team members partner with subject matter experts across the firm to develop responses to and complete complex and highly customized new business proposals and requests for information for prospects, consultants and clients. The team covers all product offerings, vehicle types, and asset classes offered by the firm, both domestic and global. Team members work closely with Loomis’s sales, consultant relations and relationship management groups, based in the US, Europe and Asia, and they also work with our parent company’s US and international business development units to complete requests for Loomis’ product offerings.

Job Responsibilities

• Partner and build relationships with Distribution, Relationship Management, Strategic Marketing, Legal & Compliance, ESG and other internal teams to deliver responses to proposals and other requests.
• Support Institutional Services professionals by completing complex and highly customized RFPs, RFIs, consultant questionnaires, and ad-hoc requests for the firm's Fixed Income and Equity products in a fast-paced environment.
• Use multiple LS proprietary technology tools and resources to complete requests for information.
• Collaborate with personnel at Loomis’ parent company Natixis, to respond to domestic and offshore requests.
• Support Relationship Management teams by assisting with existing client questionnaires.
• Work with Legal and Compliance to ensure that RFP and RFI responses are legally compliant.
• Use project management skills to manage multiple, highly visible assignments simultaneously.

Qualifications & Education Requirements 

• 5+ years of experience writing RFPs and/or preparing marketing materials for Fixed Income and Equity investment products within an investment management firm.
• Familiarity with institutional channels/investors (public funds, Taft-Hartley, corporate, endowments and foundations, insurance, defined contribution, sub-advisory, registered investment advisors and institutional intermediaries).
• Experience working on ESG related investment management content.
• A bachelor’s degree and significant work experience and progress toward an MBA and or the CFA a plus.
• Ability to independently respond to complex RFPs/RFIs, coordinate the process, and effectively interact with all departments in the firm to produce customized proposals for large mandates.
• Ability to work in a demanding, fast-paced environment, demonstrating flexibility, project management, organizational and multi-tasking skills.
• Strong writing and verbal communication skills.

Loomis Sayles Benefit Overview 

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.

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