Portfolio Specialist

Loomis Sayles Boston, MA
Loomis Sayles is searching for an individual to join our global equity trading team as a Portfolio Specialist. This individual will report to the Director of Portfolio Implementation and will work closely with various Loomis Sayles equity product teams. This position will be located in Boston. Responsibilities:• Facilitate the implementation of investment strategy through order generation and allocation.• Determine appropriate accounts and allocation of trades within defined client guidelines and investment objectives.• Oversee execution of trade ideas approved by product team by working with traders to communicate investment strategy and needs.• Monitor accounts for guideline violations and facilitate guideline resolutions by acting as liaison between compliance, client service and portfolio management teams.• Provide analytical support for accounts for which the individual is responsible. This will include portfolio construction, dispersion, cash management, etc.• Participate in product team meetings. • Participate in meeting with clients, consultants, and new business prospects as needed.


* Minimum of 7 years of industry experience • Bachelor’s degree with MBA or CFA preferred• In- depth knowledge of equity markets• Keen understanding of investment process, portfolio construction and asset allocation • Ability to work well under pressure• Strong analytical and organizational skills• Excellent communication skills

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, 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.