Investment Strategist - High Yield & Leveraged Loans
Occupations:
Financial and Investment AnalystsCredit AnalystsFinancial Risk SpecialistsInvestment Fund ManagersFinancial Quantitative AnalystsIndustries:
Oilseed and Grain FarmingOther Financial Investment ActivitiesSemiconductor and Other Electronic Component ManufacturingForest Nurseries and Gathering of Forest ProductsPulp, Paper, and Paperboard MillsAbout the Role
The Investment Strategist provides deep, fundamentally driven credit insights across developed markets, with a focus on stressed and distressed opportunities. The role evaluates complex capital structures and market risks, translating analysis into clear, investment-relevant perspectives. This individual partners closely with Credit Research, Trading, Investment Directors and contributes to portfolio decisions, cross-asset discussions, and client engagement.
About the Team
The Alpha Strategies team is a multi-asset investment team managing approximately $9 billion in AUM. The team invests across credit and equities combining fundamental research and quantitative insights.
Job Responsibilities
Deep Fundamental Credit Judgment
Ability to assess stressed balance sheets, liquidity runaways, and refinancing risk under pressure.
Stressed / Distressed Market Experience
Comfort operating in volatile markets where information is imperfect and timing matters.
Developed Markets Credit Expertise
Strong grounding in U.S. and European High Yield and Leveraged Loans with multiple industry exposure
Superior Communication Skills
Ability to distill complex credit situations into decisive, investment-relevant conclusions.
Works closely with Investment Directors
Comfortable with client and consultant presentations
Cross-Asset Awareness
Understanding how macro, rates, FX, and equity volatility impact credit outcomes.
Quantitative Curiosity (see Quantitative & Analytical Skills below)
Willingness and ability to incorporate data, models, and systematic signals into a fundamentally driven process
Qualifications & Education Requirements
Investment & Credit Skills:
5-10+ years of experience in:
Credit research
Credit strategy
Distressed / stressed situations
Strong understanding of
Credit documentation and covenants
Capital structure dynamics
Restructuring and recovery analysis
Familiarity with
HY indices, loan benchmarks, and EM credit markets
Rating agency methodologies and market technicals
Quantitative & Analytical Skills:
Comfort using data platforms (e.g. Bloomberg, internal tools).
Ability to leverage LLM's, factor, default and quantitative models into analysis process
Experience with Python is a plus, but not required.
Professional Attributes
High intellectual curiosity, team oriented with strong work ethic.
Independent thinker with sound risk judgment.
Comfortable operating in fast-moving, ambiguous environments.
Collaborative mindset with the confidence to challenge views constructively
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 $130,000 - $250,000 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.