Loomis Sayles jobs in Boston, MA - 49 jobs

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. Benefit Overview

Think independently. Achieve Collectively. The iconic image of the bull and bear shows the dedication and spirit of each member of our firm. We are individually and collectively committed to using the forces of the market to benefit our clients. This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE , FINRA , and SIPC . #J-18808-Ljbffr

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. Benefit Overview

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 ROLEAs part of the emerging markets research effort, works with portfolio managers and analysts in making investment recommendations for both local and hard currency sovereign bonds based on a thorough fundamental analysis of sovereign credit worthiness and a disciplined relative valuation approach. WHAT YOU WILL DO Make investment recommendations for hard and local currency in Emerging Markets debt. Monitor and analyze factors affecting sovereign fundamental creditworthiness, including economic, financial, political and technical developments. Monitor bond price movements and technical factors in EM hard and local currency markets. Maintain and develop analytic models pertaining to creditworthiness and bond valuations and currencies. Make presentations to internal and external audiences. WHAT WE ARE LOOKING FOR 5 to 10 years investment experience in Emerging Markets Debt. Masters or Ph.D., preferably in economics, finance, or related fields. Must have strong skills and experience with macroeconomics and country-level fundamental analysis. Strong communication skills, both written and oral. Foreign language proficiency desirable. Experience working in a diverse and collaborative team environment. Solid data analysis skills. Modeling experience beneficial. Base Salary: $175,000This 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 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. Benefit Overview

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. Benefit Overview

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.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established. Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office. Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Provide reports and other information to FA(s), as requested. Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager. What You'll Bring Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent Minimum Required: 2 years clerical/related industry Licenses & Credentials Preferred: FINRA SIE, Series 7 and 63 or 66. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook#LI-LL1 #LI-DL1 Compensation Range Salary: USD $40,000.00/Yr. - USD $59,800.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

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 Product Competitive Analyst supports the Global Distribution sales teams in growing and retaining assets. Additionally, the Competitive Analyst supports the Defined Contribution (DC), Registered Investment Advisor (RIA), and product leadership to provide actionable insights on competitor strategies, market dynamics, investment trends and investor perspectives across the retirement landscape. WHAT YOU WILL DO Competitive Analysis: Act as an in-house expert on external databases (e.g., Morningstar, Brightscope, FI 360, Strategic Insight, eVestment) for competitor research. Monitor, analyze and synthesize competitor activity across the DC and RIA markets. This includes reviewing DC investment menus, glide path features, active/passive trends. Develop and produce reports on MFS's sales, redemption, and flow trends. Track the product positioning, performance drivers, fees, flows and distribution strategies of major DC/RIA competitors as well. Evaluate trends in the ETF market, including: Growth of active ETFs and their role in retirement portfolios. Implications of ETF adoption in the retirement landscape (costs, liquidity, plan menu construction, etc). Provide regular and ad hoc analyses of MFS's competitive position, particularly in the DC market. Analysts provide timely briefings on industry developments, regulatory changes and plan sponsor behavior. Collaboration & Communication: Work closely with internal and external sales teams to strengthen DC and RIA sales efforts. Partner with Product Management as needed to assist with analysis of our strategies against competitors and provide insights on the evolving role of active management in plans. Act as the key contact for external sources regarding MFS product performance and address related issues. Establish competitive intelligence contacts to gather additional information. Process Improvement: Develop, automate and maintain recurring competitive intelligence data (monthly/quarterly) and ad hoc analysis used by sales leadership, global product and investment teams. Other Duties: Take on additional responsibilities as requested. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent experience. 7-9 years of related experience. FINRA Series 7 and 63 registrations (as per MFS licensing policy). In-depth knowledge of investment products (mutual funds, CITs, ETFs) and the defined contribution marketplace. Understanding of the legislative, competitive, and regulatory environment affecting these products. Strong written and oral presentation skills. Ability to work independently and establish objectives with minimal supervision. Team player with excellent interpersonal skills and experience in serving internal clients. #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.

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 Working in close partnership with digital publishing, the Senior Strategist of Taxonomy, and members of the content creation teams at MFS, the Content Management Lead Specialist assists in defining the standards and practices for digital content management and metadata application at MFS, communicates these standards to appropriate teams, and ensures that these standards are being regularly measured and met. This role will ensure that how we create, structure, manage, and label our digital content is aligned with business needs and evolves to support future digital capabilities and experiences. Extensive collaboration with internal partners and digital content owners is required, notably to identify content quality issues and to coordinate the correct mix of standards, communication, and cleanup to resolve problems. As an expert in content management and metadata practices and their impact on digital processes and experiences, this role should drive continual innovation and improvement in the tools and techniques that are used for content creation and publishing at MFS. WHAT YOU WILL DO Content Organization & Metadata Standards: Ensure digital assets are meticulously organized in alignment with published standards, tagged with appropriate metadata, and comply with brand, compliance, and quality guidelines. Documentation & Training: Develop, document, and communicate content publishing and tagging standards. Provide training for MFS team members to ensure ongoing adherence to these standards. Audits & Quality Assurance: Maintain overall consistency and quality of metadata across the enterprise content collection. Lead periodic audits of asset metadata to ensure accuracy. Implement corrections, advocate for improvements, and provide training opportunities to content owners where necessary. Stakeholder Interaction: Serve as the primary contact point within the Digital Publishing organization for metadata-related inquiries, bulk change or cleanup requests, and issue resolution. Tool Administration: Serve as the system administrator for the AEM DAM folder structure, ensuring optimal functionality and configuration. Collaboration for Innovation: Work closely with the Manager of Digital Publishing to design new approaches that enhance productivity, enable automation, improve asset findability, and innovate content management practices. Taxonomy Coordination: Collaborate with the Taxonomy Strategist to define, update, and implement metadata standards based on changes in the enterprise taxonomy. Continuous Improvement: Identify opportunities for cleanup and improvement within the digital asset library and advocate for prioritization of these initiatives. Publishing Updates: Own the folder structure design in AEM, perform necessary configuration changes, and execute publishing updates as required. Content Metrics Tracking: Maintain and track metrics related to content quality and publishing automation success to ensure ongoing process improvement. WHAT WE ARE LOOKING FOR Bachelor's degree in Library Science, Information Management, Digital Media, or a related field. A Master's degree in Library and Information Science (MLIS) or similar specialization is a plus. Minimum of 5-6+ years of experience in digital content management, metadata application, or digital asset management, preferably within the financial services sector or a similar industry. Proven experience with content management systems (CMS) and digital asset management (DAM) platforms, particularly Adobe Experience Manager (AEM). Familiarity with structured content organization, folder structure design, and digital publishing processes. Skilled in tools and technologies relevant to content management and metadata management, including automation solutions. Excellent written and verbal communication skills for documenting standards, developing training materials, and interacting with stakeholders. Demonstrated ability to work independently to lead initiatives, drive innovation, and advocate for improvements in content management practices. Strong problem-solving skills to address metadata-related inquiries, implement corrections, and resolve content quality issues. Ability to work well under pressure, manage multiple projects simultaneously and meet stringent deadlines. Knowledge of compliance and quality assurance processes related to content creation and publishing in the financial services sector a plus. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE Bachelor's degree, progress towards industry designation (CFA, IMC, etc.), or equivalent experience. Possesses previous experience related to assigned business unit with a high aptitude to acquire in-depth understanding of MFS products and services. #LI-JN1 Base Salary Range: $85,500.00 - $122,500.00 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.

About the Role Management of vendor contracts through dedicated legal contract management software; assume responsibility for initial review and negotiation of vendor contracts under supervision of in-house lawyers. Act as expert and point of contact for legal contract management software. Assist with the drafting and/or review of organizational and corporate governance documents, including articles of incorporation; bylaws; declarations of trust; partnership agreements; operating agreements; agendas, resolutions and minutes for board and committee meetings. Assist with the drafting and/or review of US and international regulatory filings. Assist with responses to audit, litigation and regulatory investigations and proceedings, including assisting with the drafting, review and coordination of document requests and other filings. Assist with the drafting and/or review of policies and procedures and other corporate documents. Coordinate and participate in periodic internal committee and/or project meetings, including the preparation of meeting materials; organize and track plans for special projects. Assume principal responsibility for shared document management in General Counsel's office. Other tasks/projects as may arise. Qualifications & Education Requirements At least 5 years of experience Bachelor's Degree Paralegal experience at law firm or general counsel's office Strong communication skills, both written and verbal Ability to complete multiple tasks timely and efficiently Strong attention to detail Additional Requirements Preferred Skills: Microsoft Office Suite Ironclad Contract Management System Diligent Boards Dilitrust SharePoint SEC EDGAR Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $75,000 - $85,000 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. Benefit Overview

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 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. Using discretion and judgment, the Internal Wholesaler assists in developing, maintaining, and uncovering relationships with brokers selling MFS products. Work with Directors to manage territory; places calls and provides information about portfolio composition, relative performance and product design. Helps to promote the sale of MFS products and the retention of MFS assets, while providing a superior service and CRM support for the territory. WHAT YOU WILL DO * Ability to help drive in new sales for MFS and to maintain the current asset level by developing relationships with existing clients. Provides sales support for the Directors in the maintenance of existing key clients relationships and the development of new accounts. * Works with Directors to ensure that all clients are provided with quality client service efficiently and accurately. * Assists in developing and implementing ideas to generate new sales. Works with the team to look for new and innovative ways to position existing products and generate additional interests. * Coordinates business development to uncover new opportunities with new clients. * Coordinates sales activities with Directors and Internal Sales Manager, and other departments in the company. Organizes conference calls, meetings and other activities. * Understands and responds to standard client questions regarding economic conditions and patterns, financial data, and fund trends. * Sends out requested literature, hypothetical illustrations and other sales supporting materials to prospective clients * Uses CRM system to maintain database, record all client interactions, and market for new opportunities. * Takes ownership of smaller accounts and takes clients through sales cycle * Assumes additional responsibilities as requested. WHAT WE ARE LOOKING FOR * 2-5+ years of industry experience required. * Degree educated or equivalent experience. * Experience as a Sales Representative or related experience at other financial services firm required. * strong preference for candidates who are bilingual, specifically those who are fluent in Spanish. * Demonstrated ability to work independently with a high degree of integrity. Proper organization and planning are must. * Self-motivated, driven, and results oriented individual. Demonstrated sales skills, opening the call, probing, offering solutions, and closing the call. Ability to build ongoing relationships with brokers. * Familiarity with Salesforce preferred but not required. * FINRA licensing in accordance with MFS policy will be required. SIE, Series 7 and Series 66 or 63. #LI-HD1 Base Salary: $62,000.00 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.

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. Benefit Overview

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 This leadership role oversees Infrastructure, Cloud, Platform Engineering and Platform Support at MFS, managing both strategic direction and day-to-day operations. The role leads through Sr. Managers and Directors and has full accountability to ensure availability, performance, and evolution of platform engineering and L1/L2 platform support; and infrastructure technologies across global offices-especially focusing on Microsoft Azure, open systems (Linux/Unix/Windows), storage optimization, and database platforms. The ideal candidate is a visionary, hands-on leader with deep technical expertise, strong business alignment, and a passion for operational excellence, innovation, and compliance. WHAT YOU WILL DO Technology Leadership & Strategy Lead Infrastructure, Cloud, Platform Engineering and Platform Support. This includes and is not limited to: Cloud (Azure), servers, storage, databases (Oracle, SQL, Sybase), and data center operations. Define Infrastructure, Cloud, Platform Engineering and Platform Support strategies/roadmaps that support MFS' business goals and align with corporate IT direction. Ensure 24/7 systems availability across corporate headquarters and satellite offices. Team Management & Talent Development Direct and mentor managers across teams such as Platform Engineering/Support, Database Services, UNIX/Windows Systems, Web Services, and Storage. Oversee hiring, training, performance management, and career development. Set departmental goals and ensure alignment with organizational standards. Operational & Project Execution Manage large-scale platform engineering/support and infrastructure projects, including planning, budgeting, implementation, and ongoing support. Establish and maintain technical standards and controls to meet audit, regulatory, and security requirements. Lead efforts to remediate audit/security gaps with clear operating plans. Vendor & Stakeholder Engagement Build and maintain relationships with vendors, managing contract negotiations and SLAs. Collaborate across departments and with Business Relationship Managers to ensure technology solutions align with business needs. Present infrastructure strategies and updates to senior leadership. Budget & Policy Oversight Develop and manage budgets for assigned areas and contribute to broader GIT financial planning. Propose and refine policies to improve resource efficiency, service delivery, and compliance. WHAT WE ARE LOOKING FOR Bachelor's degree in Business, Computer Science, IT, or equivalent experience. 12+ years in IT within financial services, with 7+ years in management. Deep technical expertise in infrastructure, cloud migration, systems architecture, databases, platform engineering and support models. Strong leadership, interpersonal, communication, and negotiation skills. Experience managing global IT operations, including off-hours support. Proven ability to coach and develop high-performing teams. Skilled in vendor management, contract negotiation, and setting service expectations. Committed to technology best practices and standardization. #LI-MB1 Base Salary Range: $155,000.00 - $233,000.00 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.

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 Quantitative Trading Specialist will assess trade execution quality across asset classes and globally, and work with the investment team to assess best execution, form and share actionable insights and provide recommendations on how to improve trading. As part of the team, the Quantitative Trading Specialist will work to expand and support the existing analytics platform in order to facilitate additional quantitative studies. With a lens of improving trading outcomes, the Quantitative Trading Specialist will build and apply models to drive automation and decision making by the Trading team. In addition, the Quantitative Trading Specialist will work to improve the accessibility of actionable insights through ownership of data visualization and reporting that will be used across Trading and other Investment team colleagues. Additionally, the Quantitative Trading Specialist will engage externally with vendors and trading counterparties to understand the market micro-structure context in which we operate, educate teams internally on the team's collective efforts and provide transparency to clients, the board and others around our best execution process. WHAT YOU WILL DO Conduct execution research and analysis globally, across asset classes. Proactively and independently develop quantitative analyses and tools to support and enhance the execution of trading ideas. Provide regular and ad hoc reporting/data visualization as output of analysis. Find and action opportunities for automation in analysis production and in the trading process. Collaborate with a variety of participants in the trading cycle, including PMs, traders, brokers, technologists, other trading analysts and third party providers to improve execution outcomes. Consult with PMs and traders on execution quality and efficiencies in the trading process. Improve the availability and quality of internal and external data and analysis. Maintain and manage third party post-trade execution analytic and vendor relationships. Participate in the firm's assessment of Best Execution. Independently discover and evaluate tools and vendors that can enhance the trading process. Additional responsibilities may extend beyond trading cost analysis. WHAT WE ARE LOOKING FOR Master's degree or equivalent in a relevant field such as finance with some experience in software engineering, statistics, or data science. Minimum of three to five years of trading, transaction cost analysis or related experience. Thorough understanding of quantitative financial and statistical concepts. 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: $134,000 - $180,000 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.