Responsibilities

• Help support the Full Discretion and Structured Finance strategic marketing teams with data analysis requests, legal review, marketing communications, product planning and other marketing initiatives both internally and in partnership with Natixis
• Will assist with adhoc requests in relation to above platforms utilizing a strong eVestment, Morningstar background
• Generate customized responses and reports for Institutional sales channels
• Serve as a resource working with members of the Full Discretion and Structured Finance Strategic Marketing teams on a wide variety of portfolio data reporting, analysis, and quality control. Portfolio data of this nature is utilized in a variety of contexts, including RFPs, RFIs, presentations, consultant databases, and in response to many ad hoc inquiries
• Work with Strategic Marketing Analysts and Marketing Information to evaluate and manage customized presentation requests
• Collaborate with the Global Communications & Marketing Information groups to perform quality control and review of marketing collateral
• Actively participate in the preparation of quarter-end deliverables
• Work effectively with internal and external constituents
• Liaise with Loomis' legal department to ensure compliance with standard and customized data and marketing materials
• Provide timely information as needed for both Loomis Sayles and Natixis

Requirements

• 1-3 years investment management experience within operations, product, institutional consulting, client service, relationship management, marketing, or other relevant areas
• Fixed income investment knowledge
• Excellent Microsoft Office skills, particularly Excel, but also PowerPoint
• Strong analytical ability – eVestment and Morningstar experience preferred
• Great attention to detail
• Collaborative, team-oriented style
• Ability to multitask and work well with multiple deadlines
• Ability to effectively interact with product teams, distribution, and other internal departments
• Progress toward CFA and/or MBA is desirable

Benefits

• 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