Longfellow Investment Management | LIM | Boston

An inclusive, respectful, and collaborative culture

As a 100% employee-owned and majority women-owned firm, LIM recognizes the value of being inclusive and promoting diversity in our workplace. We recognize that our employees are our greatest asset.

Our commitment to achieving diversity begins at the top. LIM has been a nationally recognized Certified Women’s Business Enterprise since 2010. Over 51% of our firm’s ownership is held by women, and female executives comprise the majority of our Board of Managers.

We are committed to broadening diversity of all types throughout the workplace, recognizing the value of diverse backgrounds, age, and experience. Furthermore, we support that commitment in our recruiting efforts for open positions, internships, and returnships.

Other key components of our business philosophy include:

100% employee ownership, which allows us to expand ownership to our key contributors and develop the next generation of LIM’s leaders
A flat reporting structure in which individuals across all levels of the firm collaborate to deliver strong investment results and excellent client service
An outstanding package of competitive, comprehensive benefits along with substantial professional development
A longstanding emphasis on developing and promoting from within the organization

Work at LIM

Current opportunities

Portfolio Operations Manager

Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $16 billion in fixed income, equity, and alternative investment strategies. We manage separate accounts for our nationally based, institutional clients. LIM is a certified Women’s Business Enterprise and an affirmative action – equal opportunity employer. LIM provides a small firm environment with comprehensive investment industry exposure. In addition to salary, we offer an attractive benefits package.

Job Description
LIM is seeking a Portfolio Operations Manager to provide excellent back-office support to our growing fixed income, absolute return, and equity strategies. This position requires prior successful experience leading, managing, engaging, and developing a team; building and managing custodian, counterparty, and service provider relationships; and prioritizing high‐quality effective ongoing operations while driving forward real progress on projects and initiatives.

Primary Responsibilities:

Leading and managing the Portfolio Operations team in timely, efficient, and successful execution of daily, monthly, and ad‐hoc tasks, including but not limited to, daily reconciliation, trade processing , settlements, corporate actions, performance, monthly client statements and billing etc.
Taking ownership for operational issues that are raised and providing resolution and/or escalating in a manner that considers the impact to both internal and external parties;
Leveraging strong portfolio operations expertise to assist clients, custodians, administrators, and auditors in handling more complex issues, and liaising effectively both internally and externally to deliver a resolution;
Assisting in maintaining data integrity across all internal systems, with a full understanding of all dataflows and troubleshooting;
Driving ongoing process improvement on all levels – daily operations, project management, and strategic implementations – to constantly improve the efficiency, quality, and completeness of operations with a growth mindset

Qualifications:

Minimum of 7-10 years of relevant experience is required, with a pattern of steady increases in expertise and responsibility
At least 1-2 years in a supervisory role, with a strong emphasis on leading, engaging, and developing a team
Solid knowledge across a broad range of asset classes, including: US fixed income securities (e.g. TIPS, municipals, ABS, CMBS, FRN), distressed, privately‐held securities, derivatives, US and global equity
Outstanding Excel skills required; familiarity with Bloomberg, and DTCC post-trade applications and high degree of comfort working with IT on daily troubleshooting and projects.
Ability to handle multiple tasks simultaneously, with great accuracy, organization, attention to detail, and follow-through.

Qualified applicants should submit a cover letter and their resume using the form below.

Fixed Income Credit Analyst - Financials

Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $17 billion in fixed income, equity, and alternative investment strategies. We manage separate accounts for our nationally based, institutional clients. LIM is a certified Women’s Business Enterprise and an affirmative action – equal opportunity employer. LIM provides a small firm environment with comprehensive investment industry exposure. In addition to salary, we offer an attractive benefits package.

Job Description
LIM is seeking to hire a Fixed Income Credit Analyst to cover a blend of primarily investment grade insurance companies and banks. This analyst will be a member of LIM’s Credit Team, generate investment recommendations, provide investment strategy input, have daily interaction with LIM’s portfolio managers, analysts, and traders, and contribute to portfolio return. The candidate is expected to have developed an appreciation for risk management, together with evidence of investment acumen and superior analytical skills.

Responsibilities:

Perform in-depth fundamental credit analysis of investment grade financials primarily insurance companies and banks.
Independently construct investment opinions, including industry outlooks and trading recommendations; assess relative value metrics to identify investments with attractive risk-adjusted return profiles.
Develop views on economic, competitive, regulatory and ESG developments affecting assigned sectors and companies under coverage.
Effectively communicate investment recommendations verbally and in writing to portfolio managers, traders, and other members of the credit team.

Qualifications:

Ideally, 3-7 years of buyside credit research experience covering financial institutions. Preference for someone with experience analyzing Life and P&C insurance companies.
Strong analytical and problem-solving skills, attention to detail, and accuracy.
Excellent written and oral communication skills. Able to communicate complex concepts and investment recommendations succinctly and with conviction.
Solid work ethic, an intellectual curiosity and desire to learn, and the ability to operate effectively in a highly collaborative and entrepreneurial work environment.
Highly proficient in Excel, Bloomberg and/or FactSet.
Bachelor’s degree required. MBA/MSF or progress towards a graduate degree, is preferred.
CFA designation, or progress towards obtaining a CFA designation, is preferred.

Qualified applicants should submit a cover letter and their resume using the form below.

Client Service Associate

Job Description
LIM is seeking a highly motivated individual to join our Client Service team to provide excellent support to our growing firm’s institutional client and consultant relationships. As part of LIM’s collaborative marketing/client service team, the dynamic role will work closely with the broader firm including investment, operations, and compliance teams to effectively satisfy client requests and reporting needs.

Responsibilities:

Prepare and deliver monthly, quarterly, annual, and ad hoc client/consultant reports and questionnaires
Run internal tools to produce portfolio analytics, characteristics, performance attribution.
Create efficiencies for how data is exported, stored, and linked for client outputs.
Draft portfolio commentary based on performance attribution and market activity.
Understand fixed income analytics and strategy positioning to be able to identify data discrepancies.
Gain thorough knowledge of LIM’s client and consultant relationships; serve as a point person to service inquiries and fulfill client requests.
Assist with the coordination of client onboarding/offboarding across marketing, investments, operations, and compliance teams.
Update consultant databases with relevant data on LIM’s investment strategies.
Schedule and participate in client/consultant calls.

Qualifications:

Strong academic credentials, with an undergraduate degree in accounting, economics, or finance preferred. An MBA or CFA, or progress towards, is a plus.
2-5 years of relevant investment industry experience
Strong attention to detail, organizational skills; ability to manage multiple priorities and deadlines and work in a fast-paced environment
Effective communication (written and oral) and interpersonal skills with the ability to work collaboratively and independently and develop solid relationships across the firm and externally.
Analytical skills, as well as the ability to manipulate data through various technology applications.
Superior Microsoft Excel skills; ability to quickly learn and use industry-specific software. Experience with Salesforce a plus.

Qualified applicants should submit a cover letter and their resume using the form below.

To apply, use the form below.

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Our Diversity Statement

LIM is committed to cultivating and preserving a culture of diversity and inclusion — the cornerstones of effective organizational performance. All individuals are welcome at LIM. By fostering a respectful atmosphere of inclusion, we value and appreciate the strengths afforded by differences in the styles, ideas, and organizational contributions of each person.

Diversity not only complements our organizational values of teamwork, leadership, and client service, but also encompasses the way we work, the work environment, and our respect for all people and their ideas. The collective sum of each employee’s life experience, knowledge, inventiveness, capabilities, and talent is embedded in our culture and contributes significantly to LIM’s achievements and corporate reputation.

Affirmative Action – Equal Opportunity Employer / Veterans / Disabled
Longfellow Investment Management Co., LLC (LIM) is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [email protected]. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please call 617-399-9292.This phone number is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.

Strong history and focused mission

An inclusive, respectful, and collaborative culture

Other key components of our business philosophy include:

Work at LIM

Current opportunities

To apply, use the form below.

Our Diversity Statement