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About the Role

The Manager, Portfolio Administration will lead and oversee a team responsible for critical portfolio administration and investment operations functions supporting the global business needs of Loomis Sayles. This role will manage day-to-day execution across areas such as derivative operations, collateral management, client cash flow confirmation, portfolio accounting, reconciliation, and operational reporting. The Manager will be responsible for developing team members, strengthening controls, improving processes, resolving escalated issues, and partnering with internal and external stakeholders to support the firm’s evolving global infrastructure.

Responsibilities

Manage, coach, and develop Portfolio Administration team members, including workload allocation, performance guidance, training, and career development
Oversee daily operational activities to ensure timely, accurate, and controlled execution of portfolio administration functions
Serve as an escalation point for complex operational issues, coordinating resolution across internal teams, custodians, vendors, and other external partners
Oversee cleared derivative operations, collateral management, reconciliation, margin instruction, and related issue resolution
Manage and improve the client cash flow confirmation process on behalf of portfolio management and trading teams working European hours
Ensure team procedures, controls, and documentation are current, consistently followed, and aligned with business needs
Oversee the input, verification, and control of cash transactions, securities data, pricing, and other portfolio accounting information
Ensure accurate and timely production of standard and ad hoc reports for internal stakeholders, external partners, and client-related requests
Partner with trading, portfolio management, technology, compliance, and client-facing teams to improve operational workflows and data quality
Monitor trade data flows from trading desks and counterparties to ensure accurate transformation into accounting systems and timely reporting to custodians
Oversee timely reconciliation of holdings, cash, and transactions between internal systems, custodian banks, and other external records
Maintain strong control standards by ensuring discrepancies are documented, escalated, resolved, and reviewed appropriately
Use operational metrics and reporting to identify trends, reduce risk, and improve team efficiency and service quality
Manage relationships with vendors, custodians, counterparties, and other institutions to improve service quality and stay current on industry and market developments
Represent Portfolio Administration in cross-functional initiatives, system enhancements, process redesign efforts, and business readiness activities

Requirements

Meaningful experience in investment operations, portfolio administration, portfolio accounting, derivatives operations, reconciliation, or related asset management operations functions
Prior experience managing, supervising, mentoring, or leading operational professionals
Strong knowledge of fixed income, equity, derivative, cash, and/or portfolio accounting workflows
Proficiency with Microsoft Excel and ability to use data, reporting, and operational metrics to manage risk and drive improvement
Strong problem-solving, analytical, organizational, and decision-making skills
Excellent communication and stakeholder management skills, including the ability to manage competing priorities and a high volume of communication
Ability to lead effectively in a remote/hybrid environment while fostering collaboration, accountability, and continuous improvement
Management experience in investment operations, asset management, or a related financial services environment preferred
Experience with process improvement, operational risk management, vendor oversight, and global team coordination is strongly valued

Skills

Microsoft Excel
Data analysis
Reporting
Operational metrics
Risk management
Process improvement
Vendor oversight
Global team coordination
Problem-solving
Analytical skills
Organizational skills
Decision-making skills
Communication skills
Stakeholder management

Location

Remote
Hybrid

Work Type

Full-time

Experience Level

Manager
Supervisory

Education Level

Bachelor's degree or equivalent experience

Salary/Compensations

£85,000-£110,000

Benefits

Medical, dental, and supplemental health plans
Retirement Savings
Paid Time Off
Company-Provided Leave Benefits
Life and Disability Insurance
Work/Life and Wellness Resources
Locally Relevant Perks and Programs

About the Company

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 $434.6 billion in assets under management (as of 30 June 2026) 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-SOLUTIONS-ORIENTED
Loomis Sayles is committed to the continual improvement of our performance, processes and people.

Equal Opportunity

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.