Loomis Sayles
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Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $417 billion in assets under management (as of 31 March 2026) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization: INCLUSIVE & DIVERSE DEDICATED TO TEAMWORK EXCELLENT ACCOUNTABLE LEADERS SOLUTIONS-ORIENTED Loomis Sayles is committed to the continual improvement of our performance, processes, and people.
1 Jobs
Senior Technical Consultant
Loomis SaylesLoomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $417 billion in assets under management (as of 31 March 2026) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization: INCLUSIVE & DIVERSE DEDICATED TO TEAMWORK EXCELLENT ACCOUNTABLE LEADERS SOLUTIONS-ORIENTED Loomis Sayles is committed to the continual improvement of our performance, processes, and people.
Role Description - Responsible for providing relationship management, project management, vendor management, and business and data analysis to support the firm’s investment areas. - Support all technology and data needs for the investment management process. - Coordinate all technology-related projects, processes, and issues for an investment platform. - Manage a variety of projects for specific investment team needs. - Leverage Factset, Bloomberg, Excel, and SQL to access and analyze instrument level security master and analytic data. - Work with the investment team to ensure that all analytic, risk, and performance data and tools are accurate and appropriate for the team’s investment process. - Analyze account and instrument-level data to verify accuracy of attributes and analytics. - Provide training and expertise on all technology tools and reports. - Review nightly data and calculation audit reports, analyzing any errors or exceptions, formulating resolutions, working with the appropriate technology staff to implement solutions, and testing to ensure that implemented solution has been completed. - Validate any new functionality enhancements to existing applications or newly created applications. - Work with the data management group to identify and resolve any data discrepancies, identify new data requirements, and come up with data delivery solutions. - Consult with management to ensure agreement on system principles. - Perform analysis and develop solutions for business problems. - Develop, document, and revise system design procedures, test procedures, and quality standards. Qualifications - Bachelor's degree in Finance, Mathematics, Engineering, or Computer Science (willing to accept foreign education equivalent) plus five (5) years of experience as a Technical Consultant or related occupation performing development, business analysis, or data analysis in the investment industry. - Alternatively, a Master's degree in Finance, Mathematics, Engineering, or Computer Science (willing to accept foreign education equivalent) plus two (2) years of experience as a Technical Consultant or related occupation performing development, business analysis, or data analysis in the investment industry. - Demonstrated Expertise (“DE”) developing factor-based risk models in Python. - DE calculating swap valuation models in MATLAB. - DE querying Postgres and Oracle databases using SQL. - DE calculating security level returns based on duration, convexity, and change in yield using Excel. Requirements - Telecommuting position: can be performed anywhere in the U.S. Benefits - Competitive and equitable compensation. - Salary range for this position is $146,806.00 - $180,000.00 USD. - Discretionary annual incentive award based on individual and company performance. - Comprehensive benefits package designed to support health, well-being, and financial security. - Core Global Benefit Offerings include: - 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. Company Description Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $417 billion in assets under management (as of 31 March 2026) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization: - INCLUSIVE & DIVERSE - DEDICATED TO TEAMWORK - EXCELLENT - ACCOUNTABLE - LEADERS - SOLUTIONS-ORIENTED Loomis Sayles is committed to the continual improvement of our performance, processes, and people.
