Investment Director, Intermediary Channel (Growth Equity Strategies)

Investment Director, Intermediary Channel (Growth Equity Strategies)

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Investment Director, Intermediary Channel (Growth Equity Strategies)

role at

Loomis, Sayles & Company

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. Founded in 1926, Loomis Sayles currently oversees approximately $425 billion in assets under management (as of 30 September 2025) 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.

Investment Director Growth Equity Strategies (GES) will act as key GES liaison and provide subject matter expertise for Loomis Sayles' US-based wholesale / retail distribution efforts. Focused on driving increased awareness of and business development for GES retail vehicles in collaboration with external wholesalers in the field and internal sales desk distribution teams.

Job 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.

RepresentES 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.

Qualifications & Education Requirements

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

Effective writing and editing skills

Strong interpersonal skills and a positive demeanor

Investment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc.)

Ability to handle competing priorities

May travel 50%+

Base pay range : $180,000.00 / yr - $260,000.00 / yr

Loomis Sayles is committed to offering competitive and equitable compensation. 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.

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. 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.

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