Loomis, Sayles & Company · 3 months ago
Portfolio Analyst / Trading Assistant, Mortgage & Structured Finance
Boston, MA
Full-time
Onsite
Mid Level
$100K/yr - $160K/yr
3+ years expLoomis Sayles is a performance-driven active asset management company seeking a Portfolio Analyst / Trading Assistant for its Mortgage and Structured Finance team. This role involves implementing investment strategies across various accounts while supporting the portfolio management and trading teams in their operations.
FinanceFinancial ServicesHedge Funds
Responsibilities
Effectively communicate and assure proper and timely implementation of buy/sell orders from the Mortgage and Structured Finance portfolio managers and traders to the team of specialists who oversee the Order Management System (Charles River)
Become the main person responsible for the on-going implementation of a series of tools designed to streamline the implementation of custom mortgage strategies across hundreds of separate accounts (Model Portfolio Implementation tools). Project management experience is a plus
In exercising these functions, the Portfolio Analyst / Trading Assistant will provide the critical link and support to these functional teams:
Technology, for the completion and enhancements of the MPI tools
Product teams & mortgage traders, to monitor the effectiveness of the MPI tools and assist in identifying the causes of unexpected dispersion
Mortgage portfolio managers, to timely communicate and assure implementation of buy/sell orders to the team of Specialists
Specialists and Compliance, to timely address compliance alerts and assist in progressively minimizing compliance alerts that require manual intervention
Trading Assistant duties include security set-up in various systems, daily reconciliation and resolution of trade issues
Additional responsibilities will include:
Run risk/attribution analysis on accounts managed by the Mortgage and Structured Finance team and assist with the preparation of materials for various internal and external meetings
Assist with cash management tracking and hedging across multiple accounts and currencies
Assist Mortgage and Structured Finance analysts and traders in assuring the data integrity of the portfolio
Qualification
Required
Bachelor's degree in a relevant field
3+ years of related work experience in an investment or operational role
Coding experience and excellent excel skills
Proficiency in integrating technology systems, employing VBA, Python, quantitative toolkits, and AI prompt development
Good understanding of structured product markets and ability/willingness to further learn its intricacies spanning from mortgage credit to agency MBS derivatives and TBA markets
Ability to leverage existing tools to monitor multiple portfolios
Experience working with OMS systems (e.g. Charles River), and/or history of analysis of OMS solutions
Strong interest in financial markets and investment management industry
Self-directed and with a strong attention for details and no tolerance for errors
A personality that thrives in a working environment that is demanding, informal and team oriented
Preferred
Work towards CFA
Project Management (PMP) experience
Proficiency in Loomis Sayles' (or similar) internal information systems for trading and portfolio management reporting
Benefits
Discretionary annual incentive award
Comprehensive benefits package designed to support your health, well-being and financial security
Company
Loomis, Sayles & Company
Loomis, Sayles & Company is an investment management firm that offers a variety of products for institutional investor and retail investors.
501-1000 employees
H1B Sponsorship
Loomis, Sayles & Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (5)
2023 (4)
2022 (13)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
C
Chris Harms
Portfolio Manager, Co-Head Relative Return Group, Vice President
Colleen Denzler
Chief Sustainability Officer
Recent News
2025-11-24
2025-11-20
2025-11-20
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