Research Analyst (Global Equity Opportunities)

About the Role The individual will conduct research on companies consistent with the team’s investment philosophy. Complete alignment and commitment to the team’s philosophy and process is critical. The position will work with and report to the portfolio management team.  About the Team Our Global Equity Opportunities team runs a concentrated best ideas portfolio. The unconstrained strategy invests across all sectors and geographies and seeks to identify companies with quality characteristics, the ability to grow their intrinsic value and that trade at attractive valuations. Our process is a bottom-up, fundamental approach, with a longer-term investment horizon. Job Responsibilities  Develop a thorough understanding of the team’s investment philosophy and process Develop global expertise Research business fundamentals and competitive positioning Model company financial statements and future forecasts Develop investment recommendations for stocks under coverage Generate new ideas consistent with the team’s philosophy and pursue research agenda Qualifications & Education Requirements Candidates must possess an innate curiosity, a demonstrated passion for investing and be aligned with our investment philosophy and process. Specifically, the individual must be comfortable conducting in-depth company research to develop high conviction, long-term investment theses A self-starter with the capacity to work independently; must also be able to work as part of a close team and take direction from the portfolio managers Experience with all aspects of financial statement analysis and modeling Clear communication skills, both verbal and written Willingness to travel, both domestic and international International experience and/or foreign language skill a plus. An MBA and CFA designation are also viewed favorably. Loomis Sayles Benefit Overview 2025