At a Glance
- Tasks: Expand our European client base and showcase investment strategies with a dynamic team.
- Company: Join Loomis Sayles, a leader in investment management with a collaborative culture.
- Benefits: Competitive salary, hybrid work model, and comprehensive benefits for your well-being.
- Other info: Opportunity for international travel and excellent career growth in a fast-paced industry.
- Why this job: Make an impact in the investment world while developing your expertise in a supportive environment.
- Qualifications: 10+ years in investment management, strong sales skills, and fluency in English plus another language.
The predicted salary is between 145000 - 245000 £ per year.
About the Role
The Investment Strategies & Solutions Specialist – Europe will represent Loomis Sayles overall and Loomis Sayles Fixed Income capabilities and selected equity strategies, together with the Investment Strategies & Solutions Director – Europe. The goal of this role is to expand the European client base for the investment teams in addition to servicing immediate needs of their European clients. This Investment Strategies & Solutions Specialist – Europe will work closely with the Investment Directors of the Product Management Group.
About the Loomis Sayles Fixed Income platform:
The Loomis Sayles Fixed Income investment engines are known for a tested and proven alpha thesis that allow their institutional and wholesale client audience to invest across the Fixed Income spectrum. Loomis Sayles has the capacity to invest in the Global, US or Euro investment universe (on a standalone basis or as part of multi sector fixed income strategies) or more specific sectors like mortgage and structured finance or emerging market debt. It is characterized by its fundamental bottom-up style whilst incorporating the latest innovations in data science.
Job Responsibilities
- This individual will serve as an investment expert and key advocate for Loomis Sayles Fixed Income capabilities and selected Equity strategies with a primary focus on the European client and prospect base.
- Mapping and building out the existing European client network for Loomis Sayles and Natixis Business Development Units (BDUs).
- Overseeing roadshows across Europe with Natixis BDUs to ensure they are well coordinated, efficient and effective with appropriate pre-planning and follow-up.
- Enhance Loomis Sayles relationship management and Natixis team effectiveness in presenting strategies by working with product marketing to provide education and support.
- Serve as first point of contact for Natixis to qualify new business opportunities, drive the sales process and help with ad hoc questions and analysis requests on investment strategies.
- Develop in-depth knowledge of the teams’ investment strategies, including alpha thesis, investment philosophy and process, and primary performance sources and peer group analysis.
- Directly present the Loomis Sayles Fixed Income platform and selected Equity strategies to prospects and clients in a credible, knowledgeable, and dynamic manner when appropriate.
- Serve as European market champion and generate investment content ideas for organizational efforts to create compelling and accurate messaging in marketing presentations, collateral, and client service material.
- Work with product marketing to develop and execute product positioning and business plans for the Loomis Sayles Fixed Income platform and selected Equity strategies.
- Feed new product development ideas driven by local market demand or custom solutions.
- Represent the firm at industry conferences and speaking engagements where appropriate.
- Support with ideas to create whitepapers and other thought leadership when such tools are beneficial.
- Partner with Investment Directors and RFP team to maintain standard RFP library of responses and write customized responses as requested.
- Work with technology and operations on implementation of tools which enhance efficiency in client and prospect management.
- Cross-fertilize to share best practices across members of the product management team and drive collaboration with other functions at firm to improve product related processes.
Qualifications & Education Requirements
- 10 plus years of relevant experience in the investment management industry.
- Proven Sales & Relationship management experience.
- Fixed income experience.
- CFA preferred.
- Fluent in English and either German/French/Spanish/Italian.
- Experience presenting to large, sophisticated asset buyers and influencers such as corporate plans, public plans, family offices, endowment/foundations and investment consultants.
- Strong verbal and written communication skills, including ability to develop positioning points and influence decision-makers.
- Self-motivated individual with the desire to collaboratively build and sustain a book of business. Sense of ownership and accountability are essential.
- Interest and ability to develop a good knowledge of each team’s investment strategies, including alpha thesis, investment philosophy and process, and primary performance sources and peer group analysis.
- Strong collaborative skills. Ability to work effectively among peers and across the organization, with a high level of professionalism, business acumen and sound judgment.
- Hands on orientation. Willingness to perform detailed tasks.
- Strong organizational skills with the ability to manage and track multiple detailed tasks and assignments with frequently changing priorities.
- International travel (focus on Europe) as necessary, 20% - 40% of time.
Additional Requirements
The position follows a hybrid schedule with two days work from home and three days work from office.
Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is 145,000 – 245,000 Euro. 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.
Investment Strategies & Solutions Specialist in London employer: Loomis Sayles
Loomis Sayles is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation within the investment management industry. With a strong commitment to employee growth, you will have access to comprehensive benefits and competitive compensation, including a discretionary annual incentive award. The hybrid work model allows for flexibility, while the opportunity to engage with European clients and industry leaders ensures a meaningful and rewarding career path.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Strategies & Solutions Specialist in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at events. The more people you know, the better your chances of landing that Investment Strategies & Solutions Specialist role.
✨Tip Number 2
Show off your expertise! Prepare to discuss investment strategies and market trends in detail during interviews. We want to see your passion for fixed income and equity strategies shine through.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your presentation skills. Being able to present complex information clearly is key for this role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Investment Strategies & Solutions Specialist in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Investment Strategies & Solutions Specialist role. Highlight your relevant experience in investment management and relationship building, as this will show us you understand what we're looking for.
Showcase Your Communication Skills:Since strong verbal and written communication skills are key for this role, don’t shy away from demonstrating these in your application. Use clear, concise language and make sure to articulate your thoughts well – we want to see how you can influence decision-makers!
Highlight Your Experience:We’re looking for someone with a solid background in fixed income and proven sales experience. Be sure to include specific examples of your past achievements and how they relate to the responsibilities outlined in the job description.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. This way, we can easily track your application and ensure it reaches the right people in our team!
How to prepare for a job interview at Loomis Sayles
✨Know Your Investment Strategies
Before the interview, dive deep into Loomis Sayles' Fixed Income capabilities and selected equity strategies. Understand their alpha thesis and investment philosophy so you can discuss them confidently and demonstrate your expertise.
✨Build Your Client Network Knowledge
Familiarise yourself with the European client landscape. Research potential clients and their needs, and think about how you can contribute to expanding Loomis Sayles' client base. This will show your proactive approach and understanding of the market.
✨Prepare for Dynamic Presentations
Practice presenting investment strategies in a clear and engaging manner. Use examples from your past experiences to illustrate your points. Being able to present confidently will be key, especially when discussing complex financial concepts with sophisticated asset buyers.
✨Showcase Your Collaborative Spirit
Highlight your ability to work effectively with others during the interview. Share examples of how you've collaborated with teams in the past, especially in sales and relationship management. This role requires strong teamwork, so demonstrating this skill will set you apart.
