Investment Associate - Relative Return

Investment Associate - Relative Return Req #219 One Financial Center, 1 Financial Ctr, Boston, MA 02111, USA Apply Share Job Description Posted Wednesday, April 22, 2026 at 12:00 AM 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.

I NCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK-EXCELLENT-ACCOUNTABLE-LEADERS-SOLUTIONS-ORIENTED

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity: About the Role 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. About the Team 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 Job 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 Qualifications & Education 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) Familiarity with Bloomberg and Python strongly preferred Additional Requirements The position follows a hybrid schedule with two days work from home and three days work from office. Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is 70,000 - 100,000 $USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

Global Benefit Statement:

At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

Core Global Benefit Offerings:

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 EEOC and Diversity Statement Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn't completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, 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. Job Details Job Family Investments - Portfolio Management Job Function Investment Analysis Pay Type Salary Employment Indicator Regular Scan this QR code and apply! Download One Financial Center, 1 Financial Ctr, Boston, MA 02111, USA