Portfolio Analyst / Trading Assistant, Mortgage & Structured Finance
Loomis SaylesBoston, Massachusetts, United States
Posted October 2, 2025
100000 - 160000 USD year
Full Time
About the Company
Loomis Sayles is a performance-driven active asset management company seeking to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide.
Job Description
Loomis Sayles is a performance-driven active asset management company seeking a Portfolio Analyst / Trading Assistant for its Mortgage & Structured Finance team. The role involves implementing securitized strategies across hundreds of separate accounts and commingled vehicles, and working with portfolio managers and traders to ensure timely and proper implementation of buy/sell orders.
Requirements
- 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
- Project Management (PMP) experience is a plus
- 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
- 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
Benefits
- Competitive and equitable compensation
- Discretionary annual incentive award
- Comprehensive benefits package