Investment Associate

Loomis Sayles • Boston, MA

20h • Hybrid

About The Position

The Relative Return Team is seeking an Investment Associate to support portfolio management and decision making across our fixed income platform. This role offers meaningful exposure to the investment process and a path for growth within the relative return platform
The associate will support the full Relative return platform, while partnering most closely with the team’s investment analysts and credit strategists, translating market data and research into actionable insights that inform sector and industry allocation, security selection, and risk positioning.
The Relative Return team at Loomis, Sayles & Company is a benchmark-aware fixed income platform managing over $135 billion in assets and supported by approximately 18 dedicated investment professionals. The team combines deep fundamental research with disciplined risk management to deliver consistent, repeatable outcomes across a broad range of investment-grade and core-plus strategies. Based primarily in Boston, Massachusetts, the team benefits from close collaboration with Loomis Sayles’ centralized research, trading, and risk resources, fostering a highly analytical and team-oriented investment culture

Requirements

• Bachelor’s degree in accounting or finance preferred, with a strong record of academic achievement
• 1–2 years of experience in asset management, research, or financial markets
• Demonstrated interest in financial markets
• A self-starter with the capacity to work independently; must also be able to work as part of a close team and take direction from the portfolio managers and analysts
• Ability to work independently and collaborate as part of a team.
• A positive approach, a flexible attitude, and a sense of humor.
• Strong analytical and problem-solving skills
• Advanced Excel skills required (modeling, large datasets, automation preferred)

Nice To Haves

• Familiarity with Bloomberg and Python strongly preferred

Responsibilities

• Develop a strong understanding of the team’s investment philosophy and process
• Analyze portfolio, market, and sector data to support investment decision
• Build and maintain recurring reports and dashboards for portfolio managers
• Develop ad hoc analyses to evaluate market trends and relative value opportunities
• Build tools to help improve workflows

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level