Loomis Sayles jobs in Boston, MA

About the Role Loomis Sayles has an opening for a Portfolio Analyst / Trading Assistant in its Mortgage and Structured Finance team. The team is responsible for the firm's investment activities across the global securitized universe, encompassing Agency MBS, Non-Agency Residential Mortgage Backed Securities, Commercial Mortgage Backed Securities, Asset-Backed Securities and CLOs. The team is also responsible for the investment management of several dedicated securitized asset strategies. The Portfolio Analyst / Trading Assistant will operate under the direction of the portfolio management and trading teams to take a leading role in the implementation of the recommended securitized strategies across hundreds of separate accounts and commingled vehicles managed by multiple product teams. This individual will report jointly to the Head of Mortgage and Structured Finance and the Head of Mortgage and Structured Finance Trading. About the Team The team is responsible for the firm's research and investment activities across the global securitized universe, of $46.8 bn in assets as of June 30th, 2025. The portfolio encompasses Agency MBS/CMBS pass-thrus and derivatives, Non-Agency RMBS, CMBS, ABS, and CLOs. The team has a 10+ year track record generating strong risk-adjusted returns across four dedicated strategies spanning from pure agency MBS to deep credit structured finance. Job Responsibilities Effectively communicate and assure proper and timely implementation of buy/sell orders from the Mortgage and Structured Finance portfolio managers and traders to the team of specialists who oversee the Order Management System (Charles River). Become the main person responsible for the on-going implementation of a series of tools designed to streamline the implementation of custom mortgage strategies across hundreds of separate accounts (Model Portfolio Implementation tools). Project management experience is a plus. In exercising these functions, the Portfolio Analyst / Trading Assistant will provide the critical link and support to these functional teams: Technology, for the completion and enhancements of the MPI tools Product teams & mortgage traders, to monitor the effectiveness of the MPI tools and assist in identifying the causes of unexpected dispersion Mortgage portfolio managers, to timely communicate and assure implementation of buy/sell orders to the team of Specialists Specialists and Compliance, to timely address compliance alerts and assist in progressively minimizing compliance alerts that require manual intervention Trading Assistant duties include security set-up in various systems, daily reconciliation and resolution of trade issues. Additional responsibilities will include: Run risk/attribution analysis on accounts managed by the Mortgage and Structured Finance team and assist with the preparation of materials for various internal and external meetings Assist with cash management tracking and hedging across multiple accounts and currencies Assist Mortgage and Structured Finance analysts and traders in assuring the data integrity of the portfolio Qualifications & Education Requirements Bachelor's degree in a relevant field is required, work towards CFA preferred 3+ years of related work experience in an investment or operational role Coding experience and excellent excel skills required Project Management (PMP) experience is a plus Proficiency in integrating technology systems, employing VBA, Python, quantitative toolkits, and AI prompt development Good understanding of structured product markets and ability/willingness to further learn its intricacies spanning from mortgage credit to agency MBS derivatives and TBA markets Ability to leverage existing tools to monitor multiple portfolios Experience working with OMS systems (e.g. Charles River), and/or history of analysis of OMS solutions Strong interest in financial markets and investment management industry Self-directed and with a strong attention for details and no tolerance for errors. A personality that thrives in a working environment that is demanding, informal and team oriented. Proficiency in Loomis Sayles' (or similar) internal information systems for trading and portfolio management reporting is a strong plus. Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $100,000 - $160,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

About the Role The Quantitative Associate reports to the Co-Director of the Applied Integrated Quant (Applied IQ) team and assists in providing quantitative support to fundamentally driven investment processes and portfolio management teams within the firm. In response to the ever-increasing complexity of capital markets and Loomis' investment philosophy to a disciplined investment process, the Applied IQ team has taken the initiative to build quantitative investment tools to support and enhance the firm's fundamental research capabilities and portfolio management capabilities. The position requires knowledge of the various credit (and some equity) strategies managed at the firm, and the underlying investment processes utilized to select stocks/issuers and build portfolios. The Quantitative Associate will act as a key liaison between the Applied IQ team and various fundamental investment product teams, conducting research to support bottom-up and some top-down investment processes in a systematic/quantitative fashion. The Associate will play a key role in early-stage model development and day-to-day operations, which entails structuring the core components of the quantitative models, building technology infrastructure to facilitate daily production, designing various reporting tools for model risk management and performance attribution. The position requires both strong quantitative/technical skills and effective written and oral communication skills. Although quantitative in nature, this individual is also expected to have a pragmatic, resourceful and strong problem-solving approach to help solve big picture challenges. The individual will work closely with the Applied IQ team as well as other investment teams across the firm. About the Team The Applied IQ team is a stand-alone team within Loomis' Investment Management department that works consultatively and collaboratively with investment teams throughout the firm to provide support and enhance and refine investment processes. The team is based in Boston, MA and is comprised of 9 individuals. Including the Head of Applied IQ, 2 Co-Directors and 6 Quantitative Analysts. Job Responsibilities Partner with investment teams to integrate quantitative tools into their investment processes Improve, maintain, run and distribute results of various credit valuation models. Contribute to the development of economic regime forecasts, default risk forecasts, risk premium forecast, expected credit returns. Contribute to backtesting relative value models. Contribute to various research projects in risk modeling Work with senior quantitative analysts to support their research efforts Follow newly published academic papers and industry trends to explore new product ideas Maintain code, database and documentation for relevant production processes Practical approach to problem solving and ability to blend quantitative models with fundamental ideas Qualifications & Education Requirements Degree in Computer Science, Data Science, or Engineering. Graduate degree preferred. 2+ years of work experience in an analytical capacity Hands-on programming skills along with a passion for investing in the financial markets. Proficiency with programming languages and statistical software (e.g., Python, MATLAB, SQL, VBA, Tableau) Experience with AI/Machine Learning algorithms and implementation is a plus. Demonstrated ability to conduct data analysis - strong Data Science, data visualization skills. Excellent communication skills Self-driven, highly accountable, resourceful and independent thinker; ability to take initiative to conduct independent research with limited or no guidance. Curious and entrepreneurial mindset Ability to "think outside the box" and to approach quantitative problems from a unique perspective Team orientation and the ability to build widespread credibility with a proactive and open-minded attitude Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $70,000 - $100,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

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.

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

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

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

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE 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-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.

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 Director of Portfolio Compliance will be an integral part of the legal and compliance department, primarily responsible for coding, validating, monitoring and maintaining client investment guidelines for Loomis Sayles client accounts in the Charles River Compliance System ("CRD") and working with investment professionals to resolve guideline exceptions. Additional responsibilities include reviewing responses to alerts addressed by the Compliance Specialists or Analysts, confirming accuracy of certain inputs for new accounts and reviewing the guideline coding of existing accounts in CRD. The Director of Portfolio Compliance must be skilled in analyzing new client guidelines and amendments. They must also ensure accurate and timely rule coding in CRD. The Director of Portfolio Compliance must be very familiar with all fixed income and equity instruments, and complex securities and derivatives. About the Team Loomis Sayles has established a Guideline Compliance Team within its Legal and Compliance Department whose primary responsibility is to code client guidelines in CRD and to monitor the Portfolio Managers' compliance with the guidelines that have been coded in the system. The team is primarily located in Boston with a few employees located in offshore offices. Job Responsibilities Directly supervising Compliance Staff Comment on new and amended proposed guidelines during the Client Intake process Code new and amended guidelines in CRD Validation of guideline coding in CRD Review responses to CRD Alerts addressed by the Compliance Specialists or Analysts Work with members of the investment teams (Portfolio Managers, Portfolio Specialists, and/or Client Service Representatives) to cure guideline issues in a manner consistent with Loomis' fiduciary duty to its clients Work closely with Portfolio Managers and Client Service Representatives to seek guideline clarifications, amendments, and waivers from clients as necessary Review the coding of existing accounts for accuracy and escalate any issues to the Deputy Chief Compliance Officer Review new issue prospectus documents for client eligibility Review Investment Company, Investment Adviser and ERISA regulations for investment eligibility requirements Respond to compliance questions for RFP and due diligence questionnaire Work on ad hoc compliance projects as necessary This position requires commuting to the Boston office 3 days a week, from Tuesday through Thursday Qualifications & Education Requirement Bachelor's degree in a business related field - MBA preferred At least 10 years of investment adviser guideline compliance experience is required Must have supervisory experience managing compliance employees Extensive rule coding knowledge of CRD is required - Must be able to code new rules and validate changes to existing rules in CRD Must have ability to work both independently and in a team environment to work effectively with other members of the Legal and Compliance Department and other departments within Loomis Sayles Strong knowledge of fixed income securities, equities and derivatives is required Must have exceptional follow up skills to ensure guideline issues are resolved in a timely manner to reduce Loomis Sayles' market risk Must have good judgment in knowing when to raise issues to the Deputy Chief Compliance Officer Must have ability to prioritize work in order to efficiently meet all deadlines Knowledge of the Investment Company Act of 1940 and the Investment Advisers Act of 1940 is required Strong computer skills, including competence with Excel and Word Strong knowledge of equity and fixed-income securities, prior experience with derivatives Demonstrated analytical ability Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $165,000 - $210,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE 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.

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

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 In conjunction with the Investment Data Management Office, the Lead Data Engineer contributes to a long-term strategic initiative to unify and harmonize our investment data. This initiative enables enhanced investment decision making, risk management and client reporting for our multi-asset platform by delivering consistent, timely, accurate and user-friendly data to investors, risk teams and clients. Are you a hands-on and detailed-oriented individual working on the cutting edge of financial instruments, investment data, and analytics? Are you interested in investment data strategies across a wide variety of traditional and alternative asset classes? Are you a thinker who enjoys devising innovative and flexible business solutions to meet emerging business needs? The MFS Investment Data Management Office is actively searching for a Lead Data Engineer to implement data engineering and analytics solutions . Primary responsibilities include full implementation and maintenance of data ingestion, data maintenance, data validation and data delivery of investment data. We are looking for someone who thrives in an agile, collaborative, team-based environment, working closely with technology peers across MFS, investment professionals and key vendor partners. This position offers the opportunity to shape the future of investment data at MFS. WHAT YOU WILL DO Develop and maintain data models in dbt (Data Build Tool) within Snowflake, implementing business logic and ensuring alignment with existing architecture and data standards. Manage and contribute to dbt projects, ensuring code quality, proper documentation, and alignment with modular, scalable design patterns. Design, build, and administer scalable data pipelines and a robust data warehouse to support reporting, analytics, and operational use cases. Lead and participate in all development activities, develop and implement solutions to meet business requirements that align with program strategic objectives Drive continuous improvement of data quality, resiliency, control, efficiency, and monitoring Troubleshooting complex system interactions to find the root cause to problems Partner with platform lead to design, develop, implement and deploy new software components to investment data platform Partner with data architect to evaluate and finalize the unified data model Partner with integration architect to upgrade and integrate data ingestion and data delivery tools with the unified data platform Upgrade and integrate transformation tool, data validation tool and orchestration tools with the unified data platform to implement data engineering, analytical engineering and data maintenance capabilities. Provide support during unexpected outages WHAT WE ARE LOOKING FOR Bachelor's degree in Computer Science or related disciplines. 5-6+ years of experience in design, development and building data oriented complex applications. Minimum of 2-4 years of hands-on progressive experience from SQL to Advanced SQL. Experience in developing and maintaining data models in dbt (Data Build Tool) Experience working in data integration (ETL/ELT), data warehouse, data analytics architecture and sound understanding of design principles. Knowledge of and experience with Snowflake and other cloud native databases is highly preferred. Development Experience in Cloud based PAAS platforms like Microsoft Azure, Google GCP or Amazon AWS Deep understanding of Agile SDLC, DevOps and Cloud technologies required, in addition to exposure to multiple, diverse technologies, platforms, and processing environments. Knowledge about various architectures, patterns such as unified data management architecture (UDM), data mesh architecture, event-driven architecture, real-time data flows, non-relational repositories, data virtualization, etc. Experience with building solutions in the financial services domain with an understanding of financial instruments, transactions, and positions, is desired. Good interpersonal and communication skills with the ability to lead cross-team collaboration and partnerships across a variety of internal and external constituencies. #LI-MB1 Base Salary Range: $107,000.00 - $154,000.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

About the Role The Investment Director Growth Equity Strategies (GES) will act as key GES liaison and subject matter expertise for Loomis Sayles' US-based wholesale/retail distribution efforts. Focused on driving increased awareness of and business development for GES retail vehicles in collaboration with external wholesalers in the field and internal sales desk distribution teams. Job Responsibilities Develop a deep knowledge of the GES investment philosophy and process, including an understanding of the alpha thesis, portfolio holdings, risk attributes, past and current positioning of the portfolio, and performance attribution and analysis. Represent GES products in prospect/client meetings and calls, in collaboration with distribution sales teams. Provide sales teams with information regarding product positioning, portfolio holdings, historical performance, attribution, and competitive landscape. Increase awareness and understanding of GES products through ongoing training by designing and delivering training to internal and external distribution partner departments. In collaboration with broader GES product management team and distribution partner teams, develop GES business development plans with measurable and trackable objectives. Based on in-the-field intelligence, define in-field marketing support materials. In conjunction with broader GES product management team, develop materials differentiating GES offerings relative to competitors. Stay abreast of key competitor performance and flows as well as competitor pricing and evolving product vehicles and structures. Coordinate and help provide responses to ad hoc questions, commentary, and performance inquiries from the field, in collaboration with GES product management. Serve as an expert source on product structure, fees, and operational specifics for vehicles offered through distribution channels and partners. Develop comprehensive and up-to-date understanding of the US-based distribution partner organizations to facilitate ongoing management and planning of GES business development. Qualifications & Education Requirements Bachelor's degree, with MBA preferred CFA required 10+ years of financial services experience Deep knowledge of equity markets and investment products Strong understanding of intermediary channel and business development Excellent communication skills Effective writing and editing skills Strong interpersonal skills and a positive demeanor Investment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc.) Ability to handle competing priorities May travel 50%+ Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $180,000 - $260,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

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.

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

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

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

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