Meketa Investment Group jobs - 26 jobs

Senior Human Resources Generalist Introduction The Senior Human Resources Generalist plays a key role in delivering an exceptional employee experience and supporting Meketa's culture, engagement and performance. This position partners closely with employees and leaders across the firm to strengthen connection and recognition, while also providing high-impact generalist support across employee relations, compliance reporting, recruiting and HR operations. This is an ideal role for someone who is highly people-centered, operationally strong, and motivated by building scalable programs and practices that improve the day-to-day employee experience. Job Responsibilities: Lead and deliver employee experience initiatives that strengthen engagement, connection and retention across offices and teams. Plan and execute firm-wide and office-based events and engagement, ensuring strong logistics, inclusive design, and clear communication Support and evolve employee recognition efforts, partnering with leaders to reinforce Meketa's values Serve as a trusted, confidential resource for employees and managers, providing guidance on workplace concerns, performance conversations, conflict resolution, and policy interpretation Support employee relations matters, including documentation, investigations support as needed, and consistent application of policies and practices Coach managers on effective communication, feedback, and employee development, helping to strengthen leadership capability and consistency across teams Support HR compliance deliverables and recurring reporting needs, including employee data requests, survey reporting and RFP related HR inputs Maintain accurate HR documentation and records; support audits and ensure process consistency and confidentiality Assist with tracking and reporting key people metrics (onboarding, engagement, turnover, recruiting) to inform decisions and improve the employee experience Provide full-cycle recruiting support as needed: job postings, candidate coordination, screening, interview scheduling, and candidate communications. Partner with hiring managers to ensure a strong candidate experience and smooth interview logistics. Support offer process coordination, pre-employment checks, and onboarding transition Support ongoing improvements to HR workflows and employee-facing processes Provide backup support for HR systems and tools (e.g. HRIS, ATS, engagement/performance platform) including data accuracy, reporting and troubleshooting. Contribute to HR projects that strengthen operational excellence and scalability Other projects, and duties, as assigned. Job Requirements: Bachelor's degree in Human Resources, Business Administration, or related field. 6+ years of progressive Human Resources generalist experience. PHR or SHRM-CP (or higher) certification preferred. Demonstrated strength in employee experience, culture/engagement programming, and employee relations. Working knowledge of employment laws and regulations (FMLA, FLSA, ERISA, ADA, etc.) Strong project management skills, able to manage multiple priorities, stakeholders, and deadlines with high attention to detail Excellent interpersonal and communication skills with judgement to handle sensitive issues with discretion Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), comfort working with HR systems and reporting. Experience supporting HR reporting, survey insights, or compliance/data requests Highly organized, proactive, and solutions-oriented; thrives in a fast-paced environment. Balances empathy with clarity and consistency; comfortable coaching managers. Brings a ‘builder' mindset, strengthening programs, processes and experiences over time. Uses feedback and data to improve engagement and operational outcomes. Experience within the financial services industry preferred. About Meketa Investment Group Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 250 employees among our six U.S. office locations and London. Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education. Meketa is an Equal Employment Opportunity and Affirmative Action Employer. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

A leading asset management firm located in Boston is seeking an Associate Counsel for its in-house legal team. The role involves providing legal support for the investment management business and requires a Juris Doctor with 1-2 years of experience. Candidates should have strong communication skills and a commitment to company values. This opportunity offers mentoring in a collaborative environment and competitive compensation. #J-18808-Ljbffr

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

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

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

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. Benefit Overview

About the Role Strategic Marketing serves as a connection point between portfolio management, distribution and all areas of the Marketing organization. Team members serve as point people on product positioning, messaging and execution, as well as extensive data reporting and analysis. The team also works closely with investment team members on product planning, and development. About the Team Strategic Marketing team members take responsibility for coverage of specific asset classes and associated firm investment capabilities. This position will be assigned coverage for our Full Discretion suite of products and focus their efforts on supporting those strategies. Job Responsibilities Marketing interface for institutional sales channels. Work with the Full Discretion team on many data analysis requests, marketing communications, product planning and other marketing initiatives Generate customized responses and reports for Institutional sales channels Serve as resource working on a wide variety of portfolio data reporting, analysis and quality control. Portfolio data of this nature is utilized in a variety of contexts including RFPs, RFIs, presentations, consultant databases, and in response to many ad hoc inquiries. Build and support product messaging within pitchbooks, RFP language, and other deliverables Work with Marketing Information to evaluate and manage customized presentation requests (what, why, messaging, edits, etc.) Collaborate with the Global Communications & Marketing Information groups to perform quality control and review of marketing collateral Actively participate in preparation of quarter-end deliverables Support production of product and distribution plans Work with product teams on product planning - strategy definition, positioning, distribution opportunities Coordinate and project manage new product development as appropriate working with product management and the product teams Develop competitive intelligence and other value add investment analysis to support sales process with particular focus on Full Discretion capabilities Actionable intelligence of broad market landscapes and market opportunity set Generate sales specific product comparisons, vulnerable competitor analysis and product positioning in the marketplace using third party analytical tools Interface closely with Sales, Consultant Relations, and Client Service in terms of utilization Development of value-added statistical analysis to highlight absolute, relative and risk-adjusted performance vs. peers and market indices under various market conditions Work with Corporate Communications concerning public relations, external presentations and web cast content Liaise with Technology and the product teams to develop and ensure quality control of various data management processes. These efforts require strong project management and problem-solving skills. Dedicated resource responsible for supporting Sales in their efforts to market our Full Discretion strategies Work effectively with internal and external constituents Liaising with Loomis legal department to ensure compliance with standard and customized data and presentation requests Provide timely information as needed for both Loomis (US, London and Singapore) and Natixis Reporting Relationship Deputy Head of Global Marketing Qualifications & Education Requirements 7-10 years investment management experience within product management or marketing strategy, consulting, relationship management, due diligence or other relevant areas. Strong knowledge of fixed income markets MBA and/or CFA is desirable Project management skills Strong quantitative/analytical ability including expertise in software packages such as Excel, Bloomberg, Zephyr, Morningstar and eVestment. Marketing strategy experience a strong plus Ability to effectively interact with and influence senior level portfolio management, distribution and operating executives Great attention to detail Comfortable managing numerous deadlines in a fast-paced environment Collaborative, team-oriented style Proactive, can-do attitude Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $130,000 - $150,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security. Benefit Overview

Your Team Responsibilities We are seeking a driven and strategic Vice President of Analytics Sales to join our high-performing team focused on deepening relationships with existing clients while actively hunting for new business opportunities. This role is ideal for a sales professional who thrives on the challenge of prospecting, enjoys the thrill of the chase, and is passionate about delivering value to clients across the financial ecosystem. You will work closely with senior account managers and the client success team to ensure client satisfaction, identify growth opportunities, and execute on strategic initiatives. Your ability to network internally and externally will be key to uncovering new prospects and expanding our footprint. Your Key Ressponsibilities Client Relationship Management: Maintain and grow relationships with existing clients, ensuring continued business and satisfaction through proactive engagement and strategic planning. Prospecting & Business Development: Relentlessly pursue new business opportunities through targeted outreach, networking, and market research. You should have a natural curiosity and a love for the hunt-energized by identifying prospects, opening doors, and converting leads into long-term clients. Growth Execution: Partner with the Client Success team to identify and execute on areas of expansion, upsell, and cross-sell opportunities. Internal & External Collaboration: Collaborate across MSCI's internal teams-including research, product, and marketing-to better understand client needs and deliver tailored solutions. Actively network externally to stay attuned to market trends and client challenges. Strategic Sales Support: Work alongside senior account managers to support and co-lead engagements with some of the world's largest financial institutions. Market Expertise: Leverage a deep understanding of the financial ecosystem-including asset owners, asset managers, banks, broker-dealers, hedge funds, and wealth advisory firms-to tailor sales strategies and messaging. Your skills and experience that will help you excel Experience: 7-10+ years of experience in financial services, preferably in a client-facing sales or relationship management role. Industry Knowledge: Strong understanding of the financial ecosystem and the unique needs of different client segments. Education: Bachelor's degree required; advanced degree or CFA/FRM a plus. Demonstrated academic or professional experience in financial markets, ideally with a quantitative or data-driven focus. Skills & Attributes: Passion for prospecting and business development Competitive yet collaborative mindset Strong interpersonal and communication skills Positive, can-do attitude with a high degree of ownership Relentless drive to deliver results for clients, colleagues, and shareholders Ability to thrive in a fast-paced, matrixed environment About MSCI What we offer you Salary range: $120,000 - $165,000 / year plus eligible for annual bonus Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women's Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose - to power better investment decisions. You'll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes. Note on recruitment scams We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

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

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

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. At Lazard's Boston office, Associates work as part of client teams which provide a wide range of services, including: general financial advice, mergers, acquisitions and divestitures, special committee assignments, takeover defenses, corporate restructurings, strategic partnerships/joint ventures and advice on capital structure. In the Technology Group, our Associates work in a generalist capacity spanning the following verticals: Software, Communications Equipment, Semiconductors, among other areas. Lazard is differentiated among the leading investment banks in our history of investing in Associates and developing them into successful senior bankers. We'll trust you to: Perform financial analyses and create models Prepare and create client presentations and meeting materials Interact with client senior executives Help to manage deal processes Mentor and coach Analyst bankers You'll need to have: At least two years of investment banking experience, or at least three years of combined experience across private equity, growth equity, consulting, tech corporate development, or transaction advisory services (preferably with M&A deal exposure) A passion for the Technology sector Strong financial modeling skills and quantitative background coupled with meticulous attention to detail Excellent verbal/written communication skills with ability to manage a variety of transactions and projects simultaneously Demonstrated leadership skills and be a team player with a strong motivation to contribute to a positive team culture Ability to effectively lead Analysts and provide training and guidance Top performance with comfort operating in a fast-paced environment that values initiative, creativity, maturity, and poise What we offer: 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 range for this role to be approximately $185,000 - $250,000 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, and relevant skills for the role. Base salary is one component of Lazard Financial Advisory's compensation package, which also includes comprehensive benefits and may include incentive compensation. 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. #LI-EF1

About the Role This is a role in the Loomis Sayles & Co. Finance department focused on US payroll and related transactions. The role will be dedicated full time to the support of in-house payroll processing functions for Loomis Sayles such as: processing, reviewing, accounting, reporting, vendor invoicing, and employee communication. It will require a strong attention to detail, professionalism in handling confidential information, strong organizational and time management skills, proficiency in Microsoft Office Suite, and ability to communicate effectively with employees, outside vendors, and internal stakeholders. It is preferred that the candidate have 2-3 years of accounting experience. This role is a hybrid role with flexibility on days in the office. About the Team This role is Boston based. This role will be closely interacting with the larger Finance and HR group across multiple functions, employees located in various states in the US as well as outside vendors as needed. The role will be working with multiple systems (i.e. primarily Dayforce, Microsoft, Excel, YOGA, Infor, etc.). The role will report directly to the Manager of Payroll & Tax Accounting at Loomis Sayles & Co. Job Responsibilities Timely and accurately process our US multi-state bi-weekly payroll Consistent detailed review of all new hires, salary changes, job assignment changes, and terminations Reconciling and verifying the information in our HR system, Dayforce, is accurate against control records (offer letters, promotion letters, resignation notices, compensation changes, benefit changes etc.) Apply knowledge of benefit offerings to review benefit deductions weekly to verify they are occurring properly in payroll and calculating adjustments as needed Coordinating with HR on benefit, compensation, and staffing changes relevant for payroll Reconciling payroll earnings weekly against internal record control to ensure data accuracy Reviewing employee pay statements to ensure proper earnings codes are being used and prepare data entry adjustments as needed Review and commit timesheets bi-weekly, coordinating with HR on any time entries that need clarification Learning relevant state applicable overtime rules and internal pay policies Conducting detailed review of overtime and calculating additional time owed to employees bi-weekly, if applicable Effectively and timely respond to employee questions Assist in accurate payroll accounting (general ledger entries, reconciliations, etc.) in financial systems (FSM, YOGA etc.) Closely review payroll general ledger postings Assist with payroll transaction posting within our financial system Reconcile and complete payments for payroll deductions and upload to AP system and verify accurate posting in our financial system Handle all internal and external payroll related reporting requests Assist with information gathering for internal and external audit requests Perform other payroll related duties as assigned Qualifications & Education Requirements Bachelors degree or equivalent required Public accounting experience strongly desired, CPA a plus 2-3 years of accounting experience Strong critical thinking skills Accurate and consistent attention to detail Proficiency in Excel (Vlookups, pivot tables, Index/Match, SUMIF) and Microsoft Suite products is required Advanced time management and organization skills Comfort and professionalism handling highly confidential information Excellent oral and written communication skills Effective collaboration skills Self-motivated and committed to excellence Dayforce experience is beneficial Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $80,000 - $100,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security. Benefit Overview

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. Benefit Overview

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.

Posted Monday, October 6, 2025 at 4:00 AM Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $425 billion in assets under management (as of 30 September 2025) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization. Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity: About the Role We are seeking an Associate Counsel to join our in-house legal team who wishes to make a career of providing pragmatic legal advice to our global institutional asset management business. This position will be a key contributor to the Legal and Compliance Department with respect to a wide variety of legal and business matters and will provide day-to-day support to the senior lawyers in the group. Duties will include providing support to the General Counsel's office of senior lawyers for their negotiation of investment management agreements and private fund subscription agreements, legal research, fund formation, marketing and advertising review, assisting with regulatory audits, general corporate work, and, under the supervision of the Assistant General Counsels, participating in special projects, such as new product development. This position will provide ample opportunity for professional growth and development, enjoying significant mentoring and guidance from senior-associate level lawyers in a collaborative, friendly environment. The ideal candidate will have a can-do attitude and excellent communication and interpersonal skills. The candidate will be eager to learn and develop their skills as an investment management lawyer. Job Responsibilities Under the supervision of senior lawyers: Provide legal analysis to senior lawyers in connection with their advice on day-to-day investment management activities, such as investment management agreements, private fund formation and investment documents, and general corporate/governance matters Assist in supporting all legal aspects of our separate account, private fund, SMA/wrap, group trust, and sub-advisory relationships Provide initial interpretations of statutes, rules and policies applicable to the business, and work closely with colleagues in the General Counsel's office to meet the firm's business objectives within the local regulatory environment Seek to make a positive contribution to the culture of the firm Qualifications & Education Requirements Juris Doctor from top-tier law school; strong academic credentials Member of the bar in Massachusetts (preferred) or other U.S. state 1-2 years of legal and regulatory experience at a leading law firm, or at an established investment manager, hedge fund, or other financial services firm Strong oral and written communication skills, including via phone, email and video conference Commitment to our culture, values and approach to doing business Additional RequirementsTechnical Skills Familiarity with and/or interest in the legal framework applicable to registered investment advisers, including Investment Advisers Act of 1940, Investment Company Act of 1940, Securities Act of 1933, Securities Exchange Act of 1934, CFTC Rules and Regulations, and ERISA, as well as general corporate law. Requisite Qualities Possessing excellent interpersonal skills, enjoys working both collaboratively and independently in a demanding virtual and physical environment Demonstrating a superior work ethic, applies strong legal analysis with attention to detail Maintaining a high degree of business ethics and professionalism, exercises sound business judgement and discretion Loomis Sayles is committed to offering competitive and equitable compensation. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security. EEOC and Diversity Statement Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn't completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. #J-18808-Ljbffr

About the Role This role is a new position reporting to the Director of Client Economics and provides strategic pricing and revenue analytics support across the book of business. Designed to help meet growing demands from increasing volume and complexity of pricing new business opportunities, and the implications of pricing and business trends on revenue results and outlook. An individual contributor, this role will work closely with the Director and the broader Pricing, GIPS, Billing, FP&A, and Accounting teams to support time sensitive pricing deliverables to develop and maintain enhanced revenue analytics, trend analysis, and predictive insights for scenario planning and forecasting. This role requires in depth understanding of asset management pricing and economics (including Asset Based Fees, Performance Fees, and terms such as Most Favored Nation considerations), strong accounting and financial modeling expertise, proven and effective collaboration and service oriented approach, and a tendency toward process improvements and leveraging systems capabilities to modernize complex processes and deliverables. About the Team This role joins the Client Economics and GIPS team, which includes 10 individuals across pricing, billing and GIPS reporting, and performance fees. This group is part of the broader Finance & Accounting team which includes over 30 people across Financial Planning, Accounting, Incentive Compensation, Treasury, Financial Systems, Payroll, and Benefits Accounting. Primary responsibilities: Supports Pricing Decision processes, performing market analysis, evaluating pricing parallels and implications to the existing book of business, and collaborating with finance peers and stakeholders across the business. This work is time sensitive and introduces both near-term and lasting financial implications, requiring due care and insightful recommendations. In depth analysis, sense of urgency, professional judgement, and effective communication with the Director of Client Economics, sales, consultant relations, investment teams, and other key stakeholders will be essential to successful outcomes. Develops timely, relevant and impactful pricing and revenue reporting tools and deliverables. Partners with Billing, Accounting and FP&A for accurate inputs, insight and alignment for scenario planning and forecasting. Partners well with experts across AUM, Billing, Planning and Accounting to provide insightful historical trend narratives and forward looking context for robust scenario planning at the Firmwide, Platform and Strategy levels. Works with the Director of Economics and peers in Institutional Services and Technology to advance the Opportunities Dashboard, and furthers connectivity for automation of downstream effects. Experienced in working directly with a host of enterprise systems to navigate pricing and revenue implications, including AUM and fee sourcing, CRM platforms, billing and financial modeling. Proven experience being highly responsive for time sensitive decision support and service oriented, while also introducing analytical inputs to better-inform decision considerations. Takes ownership of assigned responsibilities with autonomy and excellence, while bringing seasoned judgement about connecting and escalating issues that arise with the Director of Client Economics and other stakeholders. Supports modernization efforts across AUM, Billing, and Revenue reporting, analytics, and forecasting. Essential Skills and Prior Work Experience: Experienced, ideally, in Asset / Investment Management industry, or a business model with similar dynamics supporting complex pricing and revenue decisions and analytics. Excellent working knowledge of related financial data elements for pricing and revenue, including hands on experience working with Asset Based Fees, familiarity with pricing considerations including MFN, threshold pricing, and performance fees, and a solid accounting background including revenue recognition and reporting. Minimum 5 years experience as a subject matter expert with a deep understanding of revenue drivers and pricing trend within the asset management or similar industry. Prior experience working with CRM and financial systems, tools, reporting. Familiar with complex data sourcing, analytics and reporting. Experience in complex modeling and reporting, ideally leveraging modernized reporting and analytical tools Strong communication and collaboration skills and a partnering style, with experience working with varied internal stakeholders. Experience in complex modeling and reporting, ideally leveraging modernized reporting and analytical tools Masters in Finance or MBA preferred Work Location This is a Boston based, highly collaborative role that will be expected in the Boston office the majority (2-3) days / week Limited to no travel expected PC/Technical Skills MS Office Suite (including advanced Excel and Powerpoint skills) Experienced with CRM tools, analytics and reporting Experience with sophisticated modeling and reporting tools such as Anaplan, Hyperion, Essebase, others Solid background in asset management industry and financial reporting preferred Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $85,000 - $125,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security. Benefit Overview

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

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

About the Role The Mortgage and Structured Finance (MSF) team has an opportunity for an analyst to join its 20-person team. This position will report to the Head of Mortgage and Structured Finance. The analyst will primarily focus on a broad range of research activities in the Non-Agency Mortgage-Backed Securities markets under the direction of the Head of MSF and the RMBS sector portfolio manager. The position will focus primarily in the liquid RMBS space and will assist in the potential expansion into whole loan and private RMBS transactions. The analyst will also contribute to the overall development of the proprietary data management infrastructure that supports the investment activities of the entire MSF team. The analyst will be responsible for refining and contributing to the investment approach and will over time be responsible for generating ideas independently and implementing them. About the Team The team is responsible for the firm's research and investment activities across the global securitized universe, overseeing a portfolio 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 Support coverage of public and private Non-Agency RMBS, generate investment ideas and monitor the performance of the investment results. Perform broad surveillance, commentary, and contribute to the outlook for the performance of the U.S. Housing market. Maintain updated view on the regulatory landscape that governs U.S. Housing finance. Support and over time lead credit analysis of transactions in the new issue and secondary markets. Support delivery of credit analysis appropriate to invest across all parts of the capital structure. This requires extensive due diligence of sponsors, originators, servicers, and data providers. Perform cash flow and structural analysis, validating accuracy of third-party models. Independently apply and help refine internal credit rating methodology for each asset class. Monitor existing transactions. Set up surveillance models and monitor deal performance vs. expectations. Ensure each step of the investment process is followed and properly communicated: credit monitoring, updating forward looking excess return expectation, monitoring of analytics. Develop and maintain presentations and reports for internal meetings, client interactions and the portfolio management of securitized credit products. Contribute as an active member of the team to help identify relative value opportunities across the securitized markets and implement the best trade ideas across all clients' portfolios. Qualifications & Education Requirements BS degree in related field with exceptional academic achievement required 6+ years of financial services experience 3+ years of experience in the investment management arena with direct responsibilities in securitized assets. Investment experience in Non-Agency RMBS markets in a variety of collateral types and structures. Knowledge of RMBS structures, both cash flows and legal. Proficient in Intex and proven ability to independently create cash flow models for complex RMBS transactions. Technical proficiency in Python, SQL, and Intex API is preferred. Understanding of optionality inherent in mortgage assets and ability to consistently evaluate relative value across various structures and collateral types. Self-directed with a strong attention to detail and no tolerance for errors. A personality that thrives in a working environment that is demanding, informal and team oriented Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $100,000 - $160,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security. Benefit Overview