Using discretion and judgment serve as lead portfolio management representative for assigned products to internal and external clients. For the assigned strategies, take the lead role in strategically managing the business, partnering with distribution on investment-related client service and contributing to alpha generation. Act as a true investment professional who can credibly stand in for the portfolio managers with major institutional clients and consultants, retail due-diligence teams, large financial advisor audiences, etc.
Responsibilities
Establish a credible investment-based relationship with the applicable Portfolio Management group; serve as an integral member of the investment team.
Articulate investment style and portfolio strategy effectively to all audiences. Position the portfolios with consultants, clients and prospects; be able to communicate not only the record, but also the "message." Clearly articulate investment strategies and discuss specific holdings.
Work with distribution channels to develop overall, long-term distribution strategy for each product (addressable markets/channels, key competitor analysis, market share and product capacity analysis, product profitability, required resources, etc.).
Provide regular investment updates (quarterly, annual) to distribution groups on performance attribution, significant transactions, and investment outlook.
Contribute to investment team (as other portfolio managers do) by generating investment ideas, monitoring existing holdings, and managing risk by utilizing internal MFS fundamental and quantitative research, as well as attending company meetings, industry conferences, etc
Contribute to the firm's sustainability initiatives and communications with clients including providing detailed engagement examples illustrating MFS' integrated approach to material E,S,G issues with companies we invest in.
Requirements
MBA and/or CFA Charterholder preferred.
Minimum 7-10 experience in the investment management business, work experience as an Institutional Portfolio Manager preferred. Experience working with institutional clients, consultants and managing portfolios preferred.
Broad knowledge of the investment environment, economic trends, financial markets and competitive trends. In-depth knowledge of the US Equity markets in order to build credibility quickly and forge relationships throughout the organization.
Strong presentation skills and communication skills, both written and verbal.
High level of attention to detail; proactive and diligent in responding to business and client needs
Base Salary: $175,000
This position is eligible for competitive incentive bonus.
MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
Education Assistance: Tuition reimbursement up to $8,000 annually
Education Assistance: Access to discounted tutors and college coaches
Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
Choice of medical and dental plans and an and an employer
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 · Boston