Loomis Sayles jobs in Boston, MA

About the Role Loomis Sayles has an opening for a Portfolio Analyst / Trading Assistant in its Mortgage and Structured Finance team. The team is responsible for the firm's investment activities across the global securitized universe, encompassing Agency MBS, Non-Agency Residential Mortgage Backed Securities, Commercial Mortgage Backed Securities, Asset-Backed Securities and CLOs. The team is also responsible for the investment management of several dedicated securitized asset strategies. The Portfolio Analyst / Trading Assistant will operate under the direction of the portfolio management and trading teams to take a leading role in the implementation of the recommended securitized strategies across hundreds of separate accounts and commingled vehicles managed by multiple product teams. This individual will report jointly to the Head of Mortgage and Structured Finance and the Head of Mortgage and Structured Finance Trading. 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: Technology, for the completion and enhancements of the MPI tools Product teams & mortgage traders, to monitor the effectiveness of the MPI tools and assist in identifying the causes of unexpected dispersion Mortgage portfolio managers, to timely communicate and assure implementation of buy/sell orders to the team of Specialists Specialists and Compliance, to timely address compliance alerts and assist in progressively minimizing compliance alerts that require manual intervention Trading Assistant duties include security set-up in various systems, daily reconciliation and resolution of trade issues. Additional responsibilities will include: Run risk/attribution analysis on accounts managed by the Mortgage and Structured Finance team and assist with the preparation of materials for various internal and external meetings Assist with cash management tracking and hedging across multiple accounts and currencies Assist Mortgage and Structured Finance analysts and traders in assuring the data integrity of the portfolio Qualifications & Education Requirements Bachelor's degree in a relevant field is required, work towards CFA preferred 3+ years of related work experience in an investment or operational role Coding experience and excellent excel skills required 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 spanning from mortgage credit to agency MBS derivatives and TBA markets 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. A personality that thrives in a working environment that is demanding, informal and team oriented. Proficiency in Loomis Sayles' (or similar) internal information systems for trading and portfolio management reporting is a strong plus. Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $100,000 - $160,000 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.

About the Role The Quantitative Associate reports to the Co-Director of the Applied Integrated Quant (Applied IQ) team and assists in providing quantitative support to fundamentally driven investment processes and portfolio management teams within the firm. In response to the ever-increasing complexity of capital markets and Loomis' investment philosophy to a disciplined investment process, the Applied IQ team has taken the initiative to build quantitative investment tools to support and enhance the firm's fundamental research capabilities and portfolio management capabilities. The position requires knowledge of the various credit (and some equity) strategies managed at the firm, and the underlying investment processes utilized to select stocks/issuers and build portfolios. The Quantitative Associate will act as a key liaison between the Applied IQ team and various fundamental investment product teams, conducting research to support bottom-up and some top-down investment processes in a systematic/quantitative fashion. The Associate will play a key role in early-stage model development and day-to-day operations, which entails structuring the core components of the quantitative models, building technology infrastructure to facilitate daily production, designing various reporting tools for model risk management and performance attribution. The position requires both strong quantitative/technical skills and effective written and oral communication skills. Although quantitative in nature, this individual is also expected to have a pragmatic, resourceful and strong problem-solving approach to help solve big picture challenges. The individual will work closely with the Applied IQ team as well as other investment teams across the firm. About the Team The Applied IQ team is a stand-alone team within Loomis' Investment Management department that works consultatively and collaboratively with investment teams throughout the firm to provide support and enhance and refine investment processes. The team is based in Boston, MA and is comprised of 9 individuals. Including the Head of Applied IQ, 2 Co-Directors and 6 Quantitative Analysts. Job Responsibilities Partner with investment teams to integrate quantitative tools into their investment processes Improve, maintain, run and distribute results of various credit valuation models. Contribute to the development of economic regime forecasts, default risk forecasts, risk premium forecast, expected credit returns. Contribute to backtesting relative value models. Contribute to various research projects in risk modeling Work with senior quantitative analysts to support their research efforts Follow newly published academic papers and industry trends to explore new product ideas Maintain code, database and documentation for relevant production processes Practical approach to problem solving and ability to blend quantitative models with fundamental ideas Qualifications & Education Requirements Degree in Computer Science, Data Science, or Engineering. Graduate degree preferred. 2+ years of work experience in an analytical capacity Hands-on programming skills along with a passion for investing in the financial markets. Proficiency with programming languages and statistical software (e.g., Python, MATLAB, SQL, VBA, Tableau) Experience with AI/Machine Learning algorithms and implementation is a plus. Demonstrated ability to conduct data analysis - strong Data Science, data visualization skills. Excellent communication skills Self-driven, highly accountable, resourceful and independent thinker; ability to take initiative to conduct independent research with limited or no guidance. Curious and entrepreneurial mindset Ability to "think outside the box" and to approach quantitative problems from a unique perspective Team orientation and the ability to build widespread credibility with a proactive and open-minded attitude 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.

About the Team At Loomis Sayles, we place a high priority on providing exceptional client service. Our dedicated team of 25 Relationship Management professionals supports clients globally across business channels. Relationship Management plays a critical role in the firm's client retention and growth strategy by delivering a high-touch, high-impact level of service that prioritizes timely, proactive, and transparent communication. The Relationship Management team works closely with clients, consultants, and colleagues to ensure that client needs are met with a deep understanding of client objectives and the firm's investment capabilities and resources. About the Role In this role, the relationship manager (RM) serves as the primary client conduit for portfolio and investment information and is the client advocate in the investment process. The role requires a balance of collaborative engagement with internal teams and a strong client-centric mindset. Success in the role relies on consistent service excellence, building trust and identifying opportunities to deepen client relationships. Job Responsibilities Establishes oneself as the primary point of contact for assigned clients and develops an in-depth understanding of investment strategies that encompass client accounts Seeks to become a Trusted Advisor by delivering exceptional client service Provides clients and related consultants and/or intermediaries with ongoing updates about the investment philosophy, process, and performance of clients' mandates, working closely with product management, and Institutional Services teammates to retain and grow assets/revenue Develops broad understanding of client context, including client staff, all asset pools, consultants and other influencer relationships Understands and represents the broad range of Loomis strategies to clients and their consultants and other key influencers Plays a key role, along with Sales, in identifying client challenges that Loomis can solve, ideally by introducing new strategies/solutions, based on understanding of client context, that lead to broad, multi-mandate relationships Collaborates with Sales, Consultant Relations, Product Management and Portfolio Management to rebid and/or establish new relationships with existing clients Works collaboratively with Consultant Relations, maintains and nurtures relationships with consulting firms (Field Consultants in particular) for the benefit of Loomis and its clients Significant travel required: approximately 50 percent Qualifications & Education Requirements Bachelor's degree, with MBA and/or CFA a plus FINRA licenses (Series 3, 63 and 7) Considerable (10+ years) experience with an investment management or consulting firm Strong knowledge of capital markets, including non-U.S. markets Experience working across multiple institutional channels including public funds, corporate, endowments, and foundations. Demonstrated ability to maintain product knowledge across a broad suite of investment strategies including equity, fixed income and multi-asset Demonstrated ability to proactively identify opportunities with clients and expand multi-product relationships Strong organizational skill attention to detail Effective verbal and written communication skills (a writing sample may be required) Excellent time management skills Ability to work independently and collaborate within Loomis Sayles Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $140,000 - $275,000 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.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Investment Marketing Writer is an experienced financial writer who develops high-quality, insightful content that conveys MFS' investment expertise and insights. This role is integral in developing content for global marketing initiatives and MFS' thought leadership. Along with expert writing and editorial skills, this position requires an understanding of financial markets and investment products. WHAT YOU WILL DO Leverages writing expertise and knowledge of investment products and financial markets to produce high quality editorial content, providing input into the editorial strategy and broader Creative Services and Marketing strategies. Translates complex topics into clear, compelling and actionable content appropriate for each audience and aligned with MFS' brand. Develops, writes and edits marketing content including marketplace insights, corporate and product marketing materials, retail investment insights, white papers, brochures and flyers to support firm-wide and business channel campaigns. Supports MFS' digital platforms by writing original content and re-purposing existing content for web-based and social media platforms. Provides editorial consulting to internal groups in the form of copyediting, proofreading and project management. Helps ensure that MFS' voice and editorial style remain consistent across the firm. Collaborates with other teams within marketing, such as design, video, social media, paid media and client marketing, as well as Sales Enablement and other internal teams to ensure timely execution/production of marketing collateral to promote and position firm-wide enterprise themes internally and externally. Builds consensus across business areas. Maintains an understanding of capital markets, global macroeconomic trends and MFS' product offerings. Stays informed about industry trends to ensure content remains relevant and impactful. WHAT WE ARE LOOKING FOR BA/BS, or equivalent experience, in English, Economics, Finance or Marketing. Understanding of financial markets and investment products Minimum of 6-8+ years of professional writing experience, including at least 5 years of writing experience in an asset management company, or an agency serving the investment industry. Exceptional writing skills and demonstrated proficiency in writing for a variety of audiences. Editing and proofreading experience. Ability to work collaboratively with marketing colleagues and key stakeholders Ability to work on multiple projects while adhering to strict deadlines. Strong interpersonal and communication skills with a collaborative mindset. #LI-JN1 Base Salary Range: $107,000.00 - $154,000.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

Job Responsibilities Work closely with various Investment Teams on the implementation of investment ideas, as well as with the Director of Portfolio Implementation on top priority technology projects. Facilitate the implementation of investment strategy for investment teams, including order creation through allocation of fixed income and equities. Determine appropriate accounts and allocation of trades within defined client guidelines and investment objectives. Oversee execution of trade ideas approved by product team by working with traders to communicate investment strategy and needs. Monitor accounts for guideline violations and facilitate guideline resolutions by acting as liaison between compliance, client service and portfolio management teams. Provide analytical support for accounts for which the individual is responsible. Play a key role in the implementation of technology and system enhancements as well as the training of and back up for the reconciliation specialist team, including testing new functionality, troubleshooting issues, and assisting with coordination of updates. Qualifications & Education Requirements Bachelor's degree in Business Administration, Finance, Economics, or related field (willing to accept foreign education equivalent) Three (3) years of experience as a Portfolio Specialist or related role participating in portfolio construction and trade implementation. Specific skills/other requirements Experience must include (quantitative experience requirements not applicable to this section unless otherwise specified): Two (2) years of experience testing, utilizing, and developing trade generation and reconciliation platforms; Using the Charles River blotter and manager workbench Participating in the investment process, including asset allocation and compliance monitoring Working with fixed income and equity securities. Partial telecommute benefits available Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $106,122/year to $130,000/year 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.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE Using discretion and judgment, monitors security pricing matters for the mutual funds in the daily pricing process such as the coordination of fair value, price tolerance exception reviews and price source change instructions; prepares and reviews daily and monthly reports related to the ASC 820 process for financial reporting; and compiles and reviews materials to be presented to the Valuation Committee and Fund Boards. Serve as moderator for the daily 4:15 fair value call. Oversee the Valuation & Oversight Specialist in the absence of the Supervisor. WHAT YOU WILL DO Compile and review daily results of single-issuer and multi-issuer fair valuations. Use judgment and market information to identify and research issues requiring further investigation. Perform, assist with, or oversee the performance of, daily pricing functions including coordination of price tolerance exception reviews and oversight of ASC 820 reporting to ensure proper categorization of securities. Coordinate and confirm any security price source changes between MFS Trading and the custodian banks to ensure appropriate approvals have been obtained. Prepare and review monthly ASC 820 disclosure templates to ensure proper categorization of market values of securities to be used in the preparation of the funds' financial reports. Prepare and review 20+ reports to be used in the materials presented to the Valuation Committee and the Funds' Boards of Directors and liaise with other departments when it comes to compiling the Valuation Committee materials that are being provided from other departments outside of Fund Treasury Research and resolve nightly pricing issues with the custodian banks including missing prices, price tolerance exceptions, and pricing vendor coverage issues. Communicate fair value prices to the custodians, maintain lists of fair valued securities, ensure correct pricing on designated securities, and review all team correspondences to custodian banks to ensure accuracy. Monitors the significant event triggers and communicates internally, and to the custodian banks whether fair value will be implemented based on trigger levels. Serve as the moderator for the daily 4:15 fair value call where one-off fair values and foreign equity fair value are discussed. Be an active participant in the Custodian bi-weekly calls where open pricing issues, and current initiatives are discussed. Coordinate, or assist with the coordination of, periodic due diligence meetings with ~20 pricing vendors, including compiling agendas and assisting with meeting documentation to be presented to the Valuation Committee and Fund Boards. Review and confirm the nightly swing pricing determination with the applicable custodians. Conduct reviews of Valuation & Oversight Specialist materials Originate and update procedures for assigned tasks as required. Perform other related ad-hoc assignments as required. WHAT WE ARE LOOKING FOR Bachelor's degree preferably with a concentration in accounting or other related financial discipline or equivalent in on-the-job work experience in the mutual fund or securities industry. 2-5+ years' experience in fund accounting, or administrative and operational areas of an investment advisor or securities firm, or servicing mutual funds at an auditing firm or custodian bank required. Preferred, 2-5+ years' experience specifically in mutual fund pricing and security valuation. Experience working in a diverse environment where production, controls, and daily deadlines are required. Strong organizational skills, verbal and written communication skills, and the ability to work independently. Proficient microcomputer skills and knowledge of spreadsheet and database software Knowledge of generally accepted accounting principles is preferred. #LI-HD1 Base Salary Range: $60,500.00 - $87,500.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. MFS Investment Management is seeking multiple Client Service Representatives to form a class for February of 2026. Here you will be responsible for responding to incoming telephone inquiries from various MFS clients and provide general product knowledge about financial and non-financial transactions. This position provides an excellent training program to start, with the opportunity for advancement after six months. WHAT YOU WILL DO Responds to incoming phone calls from existing and potential MFS clients about MFS products. Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality. Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution. Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested. Maintains proper documentation of telephone calls and performs additional duties as requested. Interacts with other departments within the Service Center to resolve problems and answer questions. WHAT WE ARE LOOKING FOR Associate's Degree or equivalent experience preferred. 0-1+ year of customer service experience preferred. Detailed communication and analytical skills. Strong attention to detail and organizational skills. General knowledge of Microsoft Office products preferred. Employees in this role are required to be physically present in the office. #LI-HD1 Base Salary Range: $40,000.00 - $54,000.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Manager Middleware & Identity Management ensures reliable operation, administration, and continuous improvement of the firm's middleware and identity access management (IAM) technologies. This role involves supervising a team of technical professionals, overseeing daily service delivery, and implementing best practices to enhance interoperability, system integration, and secure user access. The manager balances operational excellence with people leadership to support organizational technology objectives, risk mitigation, and regulatory compliance. WHAT YOU WILL DO Team Leadership & Development Manage a team of middleware and IAM technical staff, including hiring, training and development, performance management, and compensation recommendations. Provide coaching, feedback, and mentoring to team members to support professional growth. Operations & Service Delivery Oversee daily operations of middleware platforms and IAM services (e.g., provisioning/de-provisioning, SSO, MFA, RBAC). Ensure timely delivery of incident resolution, service requests, and small to medium projects. Maintain compliance with internal controls, audit standards, and access management policies. Planning & Project Support Contribute to the development of roadmaps and migration strategies for middleware and IAM platforms. Support project delivery by assigning resources, monitoring progress, and ensuring on-time execution. Partner with architects and senior managers on initiatives involving cloud, integration, and IAM enhancements. Risk & Compliance Support risk management efforts by embedding security and access controls into service delivery. Ensure audit readiness and regulatory compliance for IAM practices. Reporting & Vendor Management Maintain team documentation, dashboards, and metrics for tracking service performance and project outcomes. Coordinate vendor interactions and assist in monitoring costs and budget adherence. Additional Duties Perform additional responsibilities as assigned to support departmental and organizational goals. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent experience. 6-8+ years of experience in middleware and/or IAM technologies, with at least 2 years in a leadership or supervisory capacity. Expert knowledge of middleware platforms (e.g., application servers, integration tools) and IAM solutions (e.g., Azure AD, SailPoint). Strong understanding of IT service management (incident, change, problem). Demonstrated ability to coach and develop staff, manage performance, and allocate resources effectively. Ability to communicate clearly across technical and business stakeholders. #LI-MB1 Base Salary Range: $119,500.00 - $172,500.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Defined Benefit Retirement Strategist in the Strategy & Insights Group (SAIG) will drive research and delivery of thought leadership to clients related to retirement plan issues globally, with a primary focus on defined benefit (DB) plans. The Strategist will analyze client trends, stay abreast of legislation and policy, industry issues and write/publish/present MFS's thoughts via client ready presentations, white papers, web, conference presentations. Strong presentation skills and comfort presenting to both small and large audiences is a necessity for this position. The role will involve close collaboration with the Head of Client Strategy, Lead Retirement Strategist, Investment Teams, Sales, Relationship Management and Consultant Relations teams, along with other key stakeholders across the firm to help support the strategy, thought leadership and positioning of the firms' retirement proposition. The initial focus will be primarily on the US, but will expand to include responsibilities across other countries and regions such as Canada, the UK, Netherlands, etc. WHAT YOU WILL DO Develop and implement a comprehensive ongoing research agenda program related to DB issues of interest to clients with a heavier emphasis on public plans versus corporate plans. This includes analysis of various industry trends, staying abreast of client preferences and asset owner investment trends in DB. Work in partnership with the MFS Institutional team to be a trusted partner to our clients, prospects and their consultants by deeply understanding the unique objectives and challenges of their defined benefit plans. Provide perspective to help them make informed decisions on relevant topics critical to aligning plan management with long-term goals. Deliver clear, practical solutions that address their specific priorities and ensure effective outcomes across funding, risk management, governance, and investment strategy. Work closely with the current Lead Retirement Strategist to further develop and execute on existing defined contribution thought leadership and content plans. Develop and maintain deep retirement plan expertise by participating in and presenting at client meetings, conferences, networking, researching and developing thought leadership both within the US and globally. Represent MFS in industry bodies and participate in working groups and sub committees to raise the firm's profile and maintain/enhance its credibility. Travel with distribution colleagues to present MFS's thought leadership to clients, consultants and prospects. Work closely with relationship managers, sales and enablement teams, and colleagues in SAIG in leading DC and DB consulting engagements as necessary. The role will be supported by analyst resources within SAIG. Develop internal training tools, videos, white papers and client discussion guides to enhance MFS's distribution expertise and dialog with clients on retirement issues. Assist other teams and regions within MFS and perform additional duties as requested. WHAT WE ARE LOOKING FOR Bachelor's degree required; CFA, MBA or other Master's degree is strongly preferred. Required minimum of ten years of retirement plan investment consulting, senior plan sponsor or asset management experience working primarily with public sector DB clients but also demonstrating experience with corporate plans. DC experience is welcomed but not required. Established credibility and visibility in the US public plan retirement market is preferred. A thorough understanding of both public and private DB plans in the US is required. Familiarity with Canadian, UK, Australian and other global retirement issues is desirable. Ability and willingness to be hands on in analyzing data, building PowerPoint presentations, white papers and other thought leadership. Excellent public speaking and communication skills required. Experience with investment strategy, all asset classes and asset allocation/ investment issues pertinent to retirement plans is required. Ability to work both independently and collaboratively and manage multiple tasks simultaneously within tight deadlines. #LI-JN1 Base Salary: $140,000.00 This position is eligible for competitive commission pay. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. In this role, you will become an integral member of the Boston Technology Banking Group, joining a highly collaborative team which provides financial advisory services to Lazard's clients within the Technology space. Day-to-day activities of Summer Analysts are dependent on your prior experience and abilities, and include: financial analysis and modeling, company and industry research, participating in the development of client presentations, and interacting with senior bankers and clients. Assignments fall into a range of categories, including M&A, divestitures, general and strategic advisory, and capital markets. Summer Analysts are expected to spend 9 weeks at the Firm. You'll need to have: * Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028 * Top academic performance * Motivation, creativity, maturity, and poise * Strong quantitative background * Strong analytical skills * Excellent oral and written communication skills * Strong attention to detail * Ability to multi-task What we offer You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm. We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Operations Lead Specialist supports the Legal, Compliance, Enterprise Risk Management (LCERM) Director and LCERM Division focusing on project and other technical and operational support needed to carry out their responsibilities. This role will focus on being the audit liaison and identifying, addressing, and reporting on the support provided by the LCERM Operations team. The LCERM Lead Specialist will train junior members of the department. Facilitates key communications in a consistently professional, efficient and effective manner. WHAT YOU WILL DO Collaborate with cross-functional teams, providing advice on process improvement opportunities across the LCERM Division. Appraise implementation of tools within LCERM to streamline new or existing practices. Work with Senior members of the Division collaborating with gap review of processes and creating and maintaining process and procedure documentation. Evaluate the effectiveness of controls through the application of knowledge of technical and business processes and internal control systems. Work with members of LCERM on departmental matters as needed (such as budgeting process, audit liaison and technology). Execute additional duties and responsibilities as needed, including supporting various other LCERM operations work streams, meeting planning and preparation. Support strategic planning of the Intranet sites owned by the LCERM Division. Provide widespread support to LCERM and assist with ad-hoc tasks and special projects. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent, 5-6+ years of experience. Internal audit or risk and control experience. Proven track record of collaborating in a fast-paced environment with cross-functional groups to set objectives and produce meaningful results, successfully managing multiple deadlines. Strong experience in developing, implementing, and using technology solutions. Demonstrated ability to work independently with minimum guidance. Ability to solve complex problems and move projects forward by gaining support needed from others while working in a cross-functional role. Excellent communication skills, both verbal and written, and the ability to liaise with senior management, peers, and other team members. Flexible and adaptable, Excellent analytical skills, with high sensitivity to details and quality as well as excellent problem-solving. Initiative-taking and able to identify issues, risks, and potential liabilities in order to report these matters to partner teams. Advanced knowledge of Microsoft Office Suite. #LI-JN1 Base Salary Range: $76,500.00 - $109,500.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity * Prepare, review, and assist Sales with US mutual fund distribution agreements and alternative fund distribution agreements for clients investing through third-party intermediary firms, NSCC contracts, institutional client agreements, and agreements for clients investing in separately managed accounts. * Manage intermediary mutual fund distribution contracts, including drafting updates, revisions and terminations as required. * Provide legal support for the review and negotiation of investment management agreements and other contracts for institutional clients. * Assist in managing relationships and contracts for separately managed accounts. * Manage contracts lifecycle process for intermediary and institutional distribution agreements, including maintenance of contracts within a management system. * Executes contract processing, including summarizing and tracking key contract terms, and performing contract follow-up activities as required. * Provides legal support to business development and sales teams, including the review and analysis of requests for proposals and due diligence questionnaires. * Support attorneys in the preparation and review of materials provided to boards of trustees. Includes coordinating and managing the collection of information from areas within Janus Henderson in connection with matters that are reported to the board on distribution. * Manage information provided to outside vendors as needed. * Assist attorneys in coordinating and responding to document production requests for internal audit, regulatory, or other Fund-related research. * Coordinate contract execution with internal/external clients. * Perform occasional legal research. * Interact with senior management and Sales with a high level of professionalism and customer service. * Carry out additional duties as assigned. What to expect when you join our firm * Hybrid working and reasonable accommodations * Generous Holiday policies * Paid volunteer time to step away from your desk and into the community * Support to grow through professional development courses, tuition/qualification reimbursement and more * Maternal/paternal leave benefits and family services * Complimentary subscription to Headspace - the mindfulness app * Corporate membership to ClassPass and other health and well-being benefits * Unique employee events and programs including a 14er challenge * Complimentary beverages, snacks and all employee Happy Hours Must have skills * Experience in mutual fund/financial services industry strongly preferred * Direct experience in the contract review and negotiation process * Previous experience as a paralegal * Paralegal certification required * Advanced computer skills, including Microsoft Word, and Excel Nice to have skills * Bachelor's degree or equivalent preferred * Some formal training in negotiation techniques preferred Supervisory responsibilities * No Potential for growth * Mentoring * Leadership development programs * Regular training * Career development services * Continuing education courses Compensation information The base salary range for this position is $90,000-100,000. This range is estimated for this role. Actual pay may be different. This role will be posted through November 2025. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. #LI-MM1 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here. Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. Nearest Major Market: Boston

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE Apply sound judgment and discretion to address business challenges by analyzing processes and environments, and leveraging technology across business units. Lead software development efforts throughout the lifecycle, focusing on advanced software creation while adhering to established standards and best practices. Serve as a technical lead for small to midsized projects, the candidate collaborates with product owners, business analysts, and quality assurance teams to deliver solutions within tight deadlines. Establish, document, and enforce technical standards and best practices throughout all project phases. Technical lead to help maintain and support operational risk reduction portal, cash management, collateral management and product master systems. The applications suite spans across 35 separate application modules supporting a wide consumer base and integrates with Equity, Fixed Income, and Derivative Systems and Trade Operations Systems. Demonstrate strong problem-solving skills, effective communication, and the ability to work collaboratively in a fast-paced environment. WHAT YOU WILL DO Lead projects from inception to completion, including interpreting business requirements, analyzing technical environments, mapping requirements to design, coding, debugging, and unit testing. Collaborate with business analysts and end users to evaluate business needs and select optimal technologies. Drive the adoption of AI and Copilot technologies to enhance solution quality and delivery efficiency. Stay current with emerging technologies and assist System Architects in evaluating and selecting new products. Provide technical guidance and mentorship to junior team members. Document code and processes to support system maintenance and facilitate knowledge transfer. Manage multiple tasks simultaneously and demonstrate a thorough understanding of software development lifecycle methodologies. Create and improve processes, examine workflows, and recommend ways to increase efficiency and standardize practices across projects. Provide ongoing process support, including on-call responsibilities. Participate in the development community of practice to promote innovation and best practices. Collaborate effectively with globally distributed teams. WHAT WE ARE LOOKING FOR Bachelor's degree in computer science or related technical field, or equivalent experience. Minimum 5-6+ years of experience in Financial Services supporting Operations, Trading or Quantitative systems. Experience with one or more development language/platforms (Angular, Java, C#, Python), messaging/API technologies (Kafka, MQ, Mulesoft) and BI/Reporting (Tableau, PowerBI, SSRS) will be required. Experience building integrations with multi-tiered third-party systems, both hosted and on-premises. Experience working in a continuous integration environment Strong oral/written communication skills and front office support experience preferred. Excellent communication and interpersonal skills Experience working within a mature SDLC model; working closely with BA and QA teams as well as end users to drive solutions to completion. Knowledge and proven experience in software development methodology Data platform knowledge and experience (Snowflake, Oracle & MS SQL) Strong troubleshooting and analytical skills; demonstrated ability to make independent decisions. planning and estimating skills required. Bachelor's degree in computer science or related technical field, or equivalent experience. Minimum 5-6+ years of experience in Financial Services supporting Operations, Trading or Quantitative systems. Experience with one or more development language/platforms (Angular, Java, C#, Python), messaging/API technologies (Kafka, MQ, Mulesoft) and BI/Reporting (Tableau, PowerBI, SSRS) will be required. Experience building integrations with multi-tiered third-party systems, both hosted and on-premises. Experience working in a continuous integration environment Strong oral/written communication skills and front office support experience preferred. Excellent communication and interpersonal skills Experience working within a mature SDLC model; working closely with BA and QA teams as well as end users to drive solutions to completion. Knowledge and proven experience in software development methodology Data platform knowledge and experience (Snowflake, Oracle & MS SQL) Strong troubleshooting and analytical skills; demonstrated ability to make independent decisions. planning and estimating skills required. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE Experience working with platforms such as Charles River, Eagle, Heliograph are a plus. Project work experience with globally distributed teams is preferred. #LI-MB1 Base Salary Range: $107,000.00 - $154,000.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

About the Role Loomis Sayles has implemented the Charles River Compliance System ("CRD") to automate its compliance with its clients' guidelines and restrictions. This function plays a critical role in ensuring regulatory compliance and client trust. The Portfolio Compliance Specialist will be an integral part of the compliance department, primarily responsible for supporting key compliance functions and contributing to ongoing regulatory and operational initiatives. Job Responsibilities Daily monitoring of compliance alerts in CRD and analysis of client investment guidelines to determine if a guideline breach has occurred Work with investment professionals (portfolio managers, portfolio specialists and/or client portfolio managers) to resolve guideline issues Assist the compliance manager in reviewing, analyzing and interpreting restrictions found in client contracts, guidelines, amendments and other correspondence Assist the compliance manager in coding client investment guidelines into CRD Assist the compliance manager in testing client restrictions as they are input into CRD, providing feedback and solutions for issues that arise Prepare materials to assist with ongoing client investment guideline reviews Complete or assist in the completion of risk mitigation checklists related to critical operational risk areas for new and existing accounts Assist in internal and external audits by preparing documentation and responding to compliance related inquiries Support members of the Compliance Department with various ongoing tasks Provide administrative support to members of the compliance team - scheduling meetings, document formatting support, spreadsheet data entry, electronic document filing and maintenance support, etc. This position requires commuting to the Boston office 3 days a week, from Tuesday to Thursday Qualifications Bachelor's degree At least 1-3 years of investment guideline experience CRD experience or another automated guideline compliance system experience is required Ability to work independently on several tasks and projects simultaneously Excellent oral and written communications, organizational and time management skills Strong computer skills are essential, particularly proficiency in Excel (including V-Lookup and handling large datasets) A keen attention to detail is essential Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $80,000 - $110,000 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.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Manager of Platform Support is responsible for managing the day-to-day L1/L2 support teams, operations of enterprise scheduling, incident/problem/change management, and outsourced production operations. This role ensures IT systems operate reliably and efficiently, aligning with departmental and organizational priorities. The Manager leads a team of professionals, adapts plans to address resource and operational challenges, and provides technical expertise to resolve complex issues. By promoting collaboration, supporting continuous improvement, and maintaining vendor relationships, the Manager ensures that IT services support business needs while maintaining compliance and operational standards WHAT YOU WILL DO Operational Leadership Manage day-to-day operations for L1/L2 support teams, enterprise job scheduling, workload automation, incident/problem/change management, and IT production support. Adapt departmental plans and priorities to address operational needs and resource availability. Team Leadership Provide direction and guidance to a team of professional staff; manage performance and support career growth. Foster accountability and teamwork within the department. Operational Excellence Solve complex technical and operational issues by applying specialized knowledge. Act as the first point of escalation for incidents and service issues. Collaboration & Stakeholder Engagement Partner with IT infrastructure, cybersecurity, development, and business teams to support effective service delivery. Contribute to cross-functional projects by providing expertise in platform support. Risk, Compliance & Continuity Ensure compliance with internal policies, regulatory standards, and audit requirements. Support disaster recovery and business continuity activities, including testing. Vendor Management Monitor vendor performance and ensure SLAs are met. Collaborate with external partners to maintain effective operations. WHAT WE ARE LOOKING FOR Bachelor's degree in Computer Science, Information Technology, or related field 6-8+ years of experience in enterprise IT and incident/problem/change management and platform support or operations, including 4+ years of people leadership. Hands-on experience with enterprise scheduling systems (e.g., Control-M, AutoSys, Tidal) Strong technical expertise in IT operations and service management processes. Experience with AI and machine learning technologies, including their application in IT operations and support. (such as Robotic Process Automation (RPA), AI-Driven Monitoring Tools, and Predictive Analytics) Proficiency in data analysis and the use of AI tools to drive operational efficiencies and predictive maintenance. Understanding of AI-driven automation and its integration into existing IT processes. Proven ability to manage teams and achieve performance goals. Strong communication, collaboration, and problem-solving skills. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE Master's degree in Computer Science, Information Technology, or related field. Experience in managing support operations for Investment Management companies. #LI-MB1 Base Salary Range: $107,000.00 - $154,000.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

About the Role The Sales Consultant-Advisory Channel is a role within the Managed Account Strategies team. The position will be responsible for the suite of retail strategies including Mutual Funds, ETF's and SMA's and will be a key liaison to the Wealth Management space. Primary functions of the Sales Consultant-Advisory Channel are servicing existing clients, identifying sales opportunities for other Loomis strategies and representing the Loomis brand. The candidate will be expected to travel and build relationships on their own, as well as with their Natixis sales counterparts on the West Coast. Presence at conferences, industry events, and speaking opportunities to promote the Loomis Sayles investment lineup is an expectation. In addition to sales pull through efforts, client service will also be paramount. The Sales Consultant-Advisory Channel will serve as a primary contact for RIAs/FAs looking to connect with a Loomis product team or questions about their portfolio. The candidate must be a self-motivated, solutions-oriented team player with a sense of ownership and accountability for the retail business at Loomis Sayles. The role requires strong communication skills as well as investment knowledge. Job Responsibilities Capacity to speak to Loomis Sayles' history, organizational structure, and meaningful firm updates. Ability to speak to relevant product teams and key product and strategy messaging Serve as the primary Loomis contact for SMA accounts for servicing and account level questions. Track and contact Loomis SMA clients across all investment strategies Facilitate all RIA and FA requests for product updates on mutual fund business and develop existing RIA client list Provide feedback on advisor trends, concerns and themes to share with marketing and client service Attend client meetings/conference calls as needed Proactively develop working relationship with Natixis counterparts for meetings, strategy and client service as well as participate in Natixis business planning sessions Investment Knowledge Keep up to date on all Loomis macro views, risk tools, blog listings, and market trends Versed in the equity markets and being able to represent a strong level of understanding of the firm's equity portfolio offerings regarding investment process, attribution and performance history Versed in the fixed income markets to be able to relate how changing markets could affect our line up of fixed income portfolios as well as the differences among the suite of offerings Understanding of competitive landscape regarding peers, pricing and platform placement Business Management Set activity and business goals with quarterly reporting on client development Participate in all training for personal and professional development Appropriate use of Loomis' offices, entertainment opportunities and leveraging available product teams Qualifications & Education Requirements Bachelor's degree and 10+ years experience in the investment industry with at least 2 years experience working face to face with financial advisors FINRA Series 7 required CFA, CAIA or a degree in Asset Management preferred, not required Familiarity with fixed income and equity securities, as well as compliance procedures Exceptional communication skills- both verbal and written Ability to work and travel independently and also be a team player Proactive attitude and ready to share constructive feedback Ability to speak in public settings and articulate a firms' value proposition A powerful work ethic, self-starter, curiosity, client-first focus A great teammate- work collaboratively with your peers in a tightknit group, displaying an interest and ability to assist when needed- we cover each other all the time Location This location will be west of Mississippi Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $150,000 - $200,000 USD, plus bonus and benefits. 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.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Sr. Data Engineer will play a critical role in enhancing and maintaining a data platform for execution and operations research within the trading department. The candidate will be working as a part of a team of Quantitative Trading Strategists to store new data sets, ensure reliability of data pipelines, build out additional capabilities across multiple asset classes. The Sr. Data Engineer will work across vendors and internal teams to ensure seamless, scalable data flows are built in an accessible way throughout the trading ecosystem. WHAT YOU WILL DO Design, build, and maintain scalable data pipelines to ingest data from numerous sources. Proactively and independently work to enhance reliability of data capture. Collaborate with team to develop processes to transform raw data into more usable data sets. Find and action opportunities for automation in analytics production. Implement robust data quality checks and enhance monitoring for data pipelines. Partner with Quantitative Trading Strategists to improve current platform capabilities and performance. WHAT WE ARE LOOKING FOR Bachelor's degree in Computer Science or Engineering, with a focus on software engineering. Knowledge of data science or statistics is beneficial. Minimum of three to five years of experience in a data intensive field. Experience with Python, KDB/Q or other programming languages with a focus on interfacing with high volume data. Experience working with large data sets, structured and unstructured Experience with data visualization and concepts around display of data Equity and fixed income quantitative background, market structure knowledge, plus experience with trading processes and/or transaction cost analysis (TCA). Ability to work independently and proactively generate project ideas. Strong interpersonal and communication skills. Some international travel. Base Salary Range: $95,500 - $137,500 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE As a senior member of the Global Enablement & Strategic Projects team, this role designs, delivers, and manages cross-functional initiatives that support the business goals of the organization. The incumbent leads the development and execution of enablement programs, oversees strategic projects, and partners with stakeholders at all levels to ensure alignment with corporate objectives. Responsibilities include managing the full lifecycle of projects, developing training curricula, and fostering an environment of open communication and continuous improvement. WHAT YOU WILL DO Manage & Deliver Enablement Programs: Implement customized enablement and training programs for global distribution, leveraging technology platforms (e.g., Salesforce, Seismic). Project Management: Plan, execute, and oversee strategic, Enablement projects from inception to completion, including scope, budget, resource allocation, and communication plans. Stakeholder Engagement: Build strong relationships with internal client groups, business divisions, and departments globally. Training & Curriculum Development: Create role-based curricula, manage the development of instructional materials, and deliver live and virtual training sessions to diverse audiences. Strategic Analysis & Reporting: Analyze project and program effectiveness, create metrics to measure success, and report progress/issues to sponsors and steering committees. Resource & Budget Management: Monitor project budgets and resource needs, escalate issues, gaps and needs. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent experience required. Master's degree or equivalent preferred but not required. 6-8+ years of experience in financial services, project management, and/or enablement/training. Experience managing strategic, cross-functional projects and developing/delivering training programs. Strong presentation, communication, and relationship-building skills. Ability to work independently and collaboratively across all organizational levels. Proficiency with Salesforce, Seismic, and project management tools. Strong analytical, strategic thinking, and project management skills. Deep understanding of Salesforce, Seismic and Tableau. Experience developing on-demand training content and Enablement programs. Agile experience #LI-HD1 Base Salary Range: $107,000.00 - $154,000.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

About the Role The Investment Director Growth Equity Strategies (GES) will act as key GES liaison and 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. Represent GES 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 Excellent communication skills 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%+ Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $180,000 - $260,000 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.