Portfolio Analyst / Trading Assistant, Mortgage & Structured Finance

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 $413 billion in assets under management (as of 30 June 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.

About The Role

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 Team

The team is responsible for the firm’s research and investment activities across the global securitized universe, of $46.8 bn in assets as of June 30th, 2025. The portfolio encompasses Agency MBS / CMBS pass-thrus and derivatives, Non-Agency RMBS, CMBS, ABS, and CLOs. The team has a 10+ year track record generating strong risk-adjusted returns across four dedicated strategies spanning from pure agency MBS to deep credit structured finance.

Job Responsibilities

• Effectively communicate and assure proper and timely implementation of buy / sell orders from the Mortgage and Structured Finance portfolio managers and traders to the team of specialists who oversee the Order Management System (Charles River).
• Become the main person responsible for the on-going implementation of a series of tools designed to streamline the implementation of custom mortgage strategies across hundreds of separate accounts (Model Portfolio Implementation tools). Project management experience is a plus.

In exercising these functions, the Portfolio Analyst / Trading Assistant will provide the critical link and support to these functional teams :

Additional Responsibilities Will Include

Qualifications & Education Requirements

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.

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