Consultant Relations & Sales Support Associate

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 $310 billion in assets under management 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. 

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTION-ORIENTED 

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

The Consultant Relations & New Business Support Associate will support the Head of EMEA Consultant Relations in building and maintaining robust relationships with investment consultants across the EMEA region. This position entails supporting all aspects of EMEA consultant coverage and new business development pipeline. Responsibilities include coordinating communications, managing projects, administrative duties and ensuring seamless operations between Loomis Sayles and Natixis Investment Management. The ideal candidate will have outstanding organizational, communication, and interpersonal skills, with meticulous attention 

Job Responsibilities

• Support all aspects of EMEA consultant coverage, including marketing, assisting with the due diligence process, responding to strategy/fund-related enquiries, and onboarding pooled fund investors.
• Coordinate quarterly review meetings with investment consultants; prepare pre-meeting briefing notes and relevant materials, take comprehensive meeting notes, and co-ordinate follow-up actions.
• Assist with All EMEA New Business Development, closely collaborating with the Loomis and Natixis RFP teams in Boston and London.
• Co-ordinate with the consultant database team to ensure we are accurately reflecting focused strategies and funds in line with EMEA CR Strategy.
• Contribute to the EMEA consultant relations strategy in conjunction with the Head of EMEA Consultant Relations.
• Develop and maintain strong relationships with internal stakeholders across the business.
• Perform detailed market research and analysis, utilizing internal and external market data to generate reports on consultant positioning and strategy peer analysis.
• Monitor industry press for information related to prospects and competitors.
• Maintain the Loomis Sayles internal CRM system (Insite) and IS Dashboards, ensuring it is current for internal reporting purposes.
• Collaborate with the London Office Managers, Strategic Marketing, and Corporate Communications team to coordinate consultant conferences and events.

Qualifications & Education Requirements

• Undergraduate degree
• Relevant experience (3-5 years) in the asset management industry, preferably with existing exposure to consultants
• Strong interest in asset management with a desire to work directly with clients and consultants
• High proficiency in Microsoft Office (Word, PowerPoint, Excel) and experience managing a CRM system
• Team player with a positive attitude and proactive approach to work
• Eagerness to engage in challenging projects
• Ability to build and maintain positive relationships with diverse internal and external stakeholders
• Capacity to multi-task and thrive in a fast-paced, team-oriented environment
• Excellent interpersonal, analytical, and creative problem-solving skills
• Strong written and verbal communication abilities, including presentation preparation
• Self-motivated with keen attention to detail and accuracy
• Adaptable with a willingness to learn and grow

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.

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