Loomis, Sayles & Company · 4 weeks ago
Investment Director, Intermediary Channel (Growth Equity Strategies)
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$180K/yr - $260K/yr
10+ years expLoomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. The Investment Director for Growth Equity Strategies will act as a key liaison and subject matter expert for the US-based wholesale/retail distribution efforts, focusing on driving awareness and business development for GES retail vehicles.
FinanceFinancial ServicesHedge Funds
Responsibilities
Develop a deep knowledge of the GES investment philosophy and process, including an understanding of the alpha thesis, portfolio holdings, risk attributes, past and current positioning of the portfolio, and performance attribution and analysis
Represent GES products in prospect/client meetings and calls, in collaboration with distribution sales teams
Provide sales teams with information regarding product positioning, portfolio holdings, historical performance, attribution, and competitive landscape
Increase awareness and understanding of GES products through ongoing training by designing and delivering training to internal and external distribution partner departments
In collaboration with broader GES product management team and distribution partner teams, develop GES business development plans with measurable and trackable objectives
Based on in-the-field intelligence, define in-field marketing support materials. In conjunction with broader GES product management team, develop materials differentiating GES offerings relative to competitors
Stay abreast of key competitor performance and flows as well as competitor pricing and evolving product vehicles and structures
Coordinate and help provide responses to ad hoc questions, commentary, and performance inquiries from the field, in collaboration with GES product management
Serve as an expert source on product structure, fees, and operational specifics for vehicles offered through distribution channels and partners
Develop comprehensive and up-to-date understanding of the US-based distribution partner organizations to facilitate ongoing management and planning of GES business development
Qualification
Required
Bachelor's degree, with MBA preferred
CFA required
10+ years of financial services experience
Deep knowledge of equity markets and investment products
Strong understanding of intermediary channel and business development
Excellent communication skills
Effective writing and editing skills
Strong interpersonal skills and a positive demeanor
Ability to handle competing priorities
May travel 50%+
Preferred
Investment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc.)
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
Company data provided by crunchbase