Marketing Analyst

May 1, 2024

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Job Description

About the job
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.

I NCLUSIVE & DIVERSE – D EDICATED TO TEAMWORK – E XCELLENT – A CCOUNTABLE – L EADERS – S OLUTION-ORIENTED

About The Role

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:

The Marketing Analyst will play a pivotal role in handling and completing day-to-day responsibilities. The analyst will focus on ensuring accurate and timely database updates are made by collaborating with our database service provider, eVestment, and their OMNI team. The Analyst uses various tools to generate data reports, troubleshoot database / Omni-related issues, and contribute to process improvement. The ideal candidate will exhibit strong attention to detail, the ability to learn and adapt quickly, a natural curiosity and a proactive, positive, can-do attitude and a passion for data and analytics is crucial for this role.

About The Team

The Global Marketing Database Management team is an essential component of the global marketing group. The team is dedicated to the comprehensive management and distribution of a broad spectrum of qualitative and quantitative data about Loomis Sayles and its products. This data encompasses a growing portfolio of our company’s investment products and vehicles and spans all asset classes.

Our team is comprised of a group of skilled analysts who function as the primary interface for all database-related inquiries. Our analysts bring a wealth of expertise and knowledge, ensuring that we can efficiently handle a wide range of tasks and effectively collaborate with various internal groups and external parties. Our role extends beyond data management to include client servicing, unearthing new business opportunities, and providing solutions for data-related issues and improvements.

Our commitment to excellence ensures the highest standards of accuracy and reliability in our database management. Our work provides the foundation for effective product marketing in the growing marketing database space as well as successful engagement with institutional investors and investment consultants worldwide.

Job Responsibilities

Coordinate updates with the OMNI team, monitoring monthly and quarterly update progress, ensuring timely updates across all of the marketing and consultant databases.
Troubleshoot and resolve any database / Omni-related issues.
Maintain the integrity of marketing and consultant database information, ensuring accuracy and correcting discrepancies, as needed.
Keep both internal teams and external parties informed about database update progress.
Assist in process improvement and implementation.
Assist with team projects and initiatives.

Qualifications & Education Requirements

Bachelor’s degree in Marketing, Business Administration, Finance, or a related field.
A minimum of 0-3 years of experience in the investment or financial services industry.
Demonstrated good understanding of investment industry terminology and concepts.
Excellent verbal and written communication skills.
Exceptional attention to detail and commitment to accuracy.
Strong organizational and prioritization skills, with the ability to manage multiple tasks simultaneously.
Proven ability to work independently and as part of a team
Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word

EEOC and Diversity S tatement

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 vete ran, and basis of disability or any other federal, state or local protected class.

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