Jared Iglesias

Client Portfolio Analyst at Loomis Sayles

Jared Iglesias has gained extensive work experience in the financial services industry. Jared started their career as a Financial Services Intern at Charter Oak Financial in June 2017 and continued in this role until May 2019. Following this, they worked as a Banker at People's United Bank, N.A. from July 2018 to May 2019. Currently, Jared is employed at Loomis, Sayles & Company, where they have held various roles since May 2019. Jared began as an Investment Operations Analyst and later transitioned to the role of Portfolio Administrator from September 2020 to February 2022. In February 2022, they were promoted to the position of Senior Portfolio Administrator before assuming their current role as a Client Portfolio Analyst in June 2022.

Jared Iglesias obtained a Bachelor of Science degree in Finance and Economics from Westfield State University, where they studied from 2015 to 2019.

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Timeline

  • Client Portfolio Analyst

    June, 2022 - present

  • Senior Portfolio Administrator

    February, 2022

  • Portfolio Administrator

    September, 2020

  • Investment Operations Analyst

    May, 2019