Legal Analyst - Sales and Marketing Legal Review
Loomis, Sayles & Company, Boston, MA, United States
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 $431 billion in assets under management (as of 31 December 2025) 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.
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 This role in our legal department will be responsible for the review of a variety of advertising and marketing materials and communications including one-on-one presentations, RFP/RFIs, fact sheets, commentaries and social media as well as certain client materials. In addition to experience working in a legal or compliance environment, the candidate should have some knowledge about SEC, FINRA, GIPS and other pertinent rules and regulations which govern the marketing of financial products and services for institutional and retail clients. The Candidate should have good interpersonal skills to work well within the team and with internal clients.
Job Responsibilities Review of Marketing Presentations and Related Materials
Comprehensive annual review of standardized materials to ensure compliance with firm policy, legal and industry regulations
Review and analyze new content and complex themes for inclusion in one-on-one presentations and other marketing and advertising materials.
Ensure that content of such material complies with and is consistent with firm policy and legal requirements and includes required disclosures, footnotes and legends
Provide annual and as-needed training to marketing groups on basic procedures, regulatory and compliance issues
Offer guidance to marketing groups and investment teams for new product material development; assess risks and concerns and communicate them as appropriate
Collaborate with marketing groups on the development and refinement of policies and procedures
Requests for Proposal (“RFP”)/Requests for Information (“RFI”)
Review customized RFP/RFI responses submitted for approval; edit content as necessary
Prepare quarterly memo to include legal and compliance and other firm updates for posting to our internal database
Review expired and updated subject matter as appropriate
Meet regularly with RFI/RFP writers to review changes to legal and regulatory content and to the review process
Determine process and conduct audit of RFP materials not submitted for legal review
Additional Responsibilities
Liaise with technology to develop and maintain updates and introduce enhancements to our electronic review system
Review of fact sheets, press releases, website and outside conference materials
Review and audit of website, Apps and social media
Review of monthly and quarterly market commentaries for use on the website, in annual reports, in client mailings and other distribution
Coordinate comments on mutual funds with Compliance at Natixis Distribution LLC, the Distributor of our mutual funds (and parent company)
Provide guidance and review of various internal materials, i.e., training presentations, talking points, Q&A's
Qualifications & Education Requirements
Prior sales and marketing review experience preferred
Excellent oral and written communications, organizational and time management skills, ability to collaborate with marketing and product groups
Ability to develop strong working relationships with marketing groups and product teams; provide support and training through conversation and frequent meetings
Experience in working under pressure, managing multiple conflicting priorities and meeting deadlines in a fast-paced environment
Competence in interacting with and influencing business associates at all levels
1 - 3+ years experience in legal and/or compliance department of an investment company or in a law firm
Excellent judgment and discretion
A team player
Knowledge and understanding in the following areas is preferred:
Rules and regulations for advertising and marketing investment services and products
Standards for marketing and advertising advisory services based on the Investment Advisors’ Act, no-action letters, and other legal authority rules
GIPS rules for one-on-one presentations and advertising/marketing materials
Institutional investment vehicles including separate accounts, mutual funds, private placements, and alternative investments
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 $70,000- $110,000 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.
At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.
Core Global Benefit Offerings: Health & Welfare: 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
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.
#J-18808-Ljbffr
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.
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 This role in our legal department will be responsible for the review of a variety of advertising and marketing materials and communications including one-on-one presentations, RFP/RFIs, fact sheets, commentaries and social media as well as certain client materials. In addition to experience working in a legal or compliance environment, the candidate should have some knowledge about SEC, FINRA, GIPS and other pertinent rules and regulations which govern the marketing of financial products and services for institutional and retail clients. The Candidate should have good interpersonal skills to work well within the team and with internal clients.
Job Responsibilities Review of Marketing Presentations and Related Materials
Comprehensive annual review of standardized materials to ensure compliance with firm policy, legal and industry regulations
Review and analyze new content and complex themes for inclusion in one-on-one presentations and other marketing and advertising materials.
Ensure that content of such material complies with and is consistent with firm policy and legal requirements and includes required disclosures, footnotes and legends
Provide annual and as-needed training to marketing groups on basic procedures, regulatory and compliance issues
Offer guidance to marketing groups and investment teams for new product material development; assess risks and concerns and communicate them as appropriate
Collaborate with marketing groups on the development and refinement of policies and procedures
Requests for Proposal (“RFP”)/Requests for Information (“RFI”)
Review customized RFP/RFI responses submitted for approval; edit content as necessary
Prepare quarterly memo to include legal and compliance and other firm updates for posting to our internal database
Review expired and updated subject matter as appropriate
Meet regularly with RFI/RFP writers to review changes to legal and regulatory content and to the review process
Determine process and conduct audit of RFP materials not submitted for legal review
Additional Responsibilities
Liaise with technology to develop and maintain updates and introduce enhancements to our electronic review system
Review of fact sheets, press releases, website and outside conference materials
Review and audit of website, Apps and social media
Review of monthly and quarterly market commentaries for use on the website, in annual reports, in client mailings and other distribution
Coordinate comments on mutual funds with Compliance at Natixis Distribution LLC, the Distributor of our mutual funds (and parent company)
Provide guidance and review of various internal materials, i.e., training presentations, talking points, Q&A's
Qualifications & Education Requirements
Prior sales and marketing review experience preferred
Excellent oral and written communications, organizational and time management skills, ability to collaborate with marketing and product groups
Ability to develop strong working relationships with marketing groups and product teams; provide support and training through conversation and frequent meetings
Experience in working under pressure, managing multiple conflicting priorities and meeting deadlines in a fast-paced environment
Competence in interacting with and influencing business associates at all levels
1 - 3+ years experience in legal and/or compliance department of an investment company or in a law firm
Excellent judgment and discretion
A team player
Knowledge and understanding in the following areas is preferred:
Rules and regulations for advertising and marketing investment services and products
Standards for marketing and advertising advisory services based on the Investment Advisors’ Act, no-action letters, and other legal authority rules
GIPS rules for one-on-one presentations and advertising/marketing materials
Institutional investment vehicles including separate accounts, mutual funds, private placements, and alternative investments
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 $70,000- $110,000 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.
At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.
Core Global Benefit Offerings: Health & Welfare: 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
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.
#J-18808-Ljbffr