The Investment Product Lead Analyst works closely with the Senior Strategist - Investment Product Specialist to provide support for MFS' investment strategies. The Investment Product Lead Analyst runs and analyzes various portfolio data and produces commentary and marketing collateral. The Lead Analyst collaborates with the Senior Strategist and investment team to maintain working knowledge of their product coverage and provides responses to client and prospect inquiries.
The position ensures the development of compelling and consistent communications to maximize the department's knowledge of the markets and all of MFS' investment products, as well as the conclusions of its ongoing research and analysis of the investment products relative to the competition and applicable benchmarks.
Responsibilities
Manages incoming inquiries on MFS' products including retail, MIL (MFS International Limited), and institutional sales channels. Partners with Senior Strategists on these inquiries.
Runs and evaluates various portfolio data, interprets performance attribution analyses, and understands investment philosophy, process, and outlook in order to formulate investment themes for client and prospect communications.
Aids in the retention of client assets by responding to product-related inquiries from clients, consultants, professional buyers, and financial advisors in an accurate and timely manner.
Leads the creation of product-related materials including presentations and attribution letters. Supports the creation of other material including product profiles and competitive analysis. Responsible for the final compliance review of materials developed.
Interfaces with other MFS groups outside of Global Product, including investment management team, Compliance, Legal, Client Service and reporting teams and manages and maintains strong relationships with these partners and internal stakeholders.
Identifies process improvements for team; identifies opportunities to increase work-flow efficiencies.
Assumes additional responsibilities as requested.
Requirements
Bachelor's degree, or equivalent investment industry experience.
Good experience of investment marketing and communications experience with strong background in presenting analytical investment information as well as economic trends in the market.
PREFERRED QUALIFICATIONS & EXPERIENCE
Advancement toward MBA and or CFA encouraged.
A global perspective and/or language skills are viewed favorably.
Working knowledge of investment strategies and markets.
Ability to work independently.
Strong relationship management expertise.
REQUIRED LICENSES/CERTIFICATIONS
Position requires appropriate license registrations in accordance with MFS' licensing policy.
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At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
Benefits
At MFS, we view our employees as family - and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.Health insuranceRemote work options
Additional Information
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
Mfs · London, UK