Equity Institutional Portfolio Manager

MFS Investment Management • Boston, MA

7d • Hybrid

About The Position

Serve as the lead portfolio management representative for the US Core and SMID Value strategies to internal and external clients from within the investment team. Act as an investment professional who can credibly represent portfolio managers with clients and consultants across distribution channels, while serving as the strategy expert to position and support assigned capabilities with the objective of retaining and growing assets.

Work as an integral member of the investment team in partnership with the US Core and SMID Value portfolio management groups. Develop deep knowledge of assigned strategies, investment processes, portfolio construction, positioning and performance, and monitor existing holdings, risk metrics and portfolio characteristics. Take primary responsibility for portfolio management functions other than stock selection or portfolio construction, including negotiating client guidelines for new accounts and managing customized portfolios and cash in clone portfolios.

Collaborate with portfolio managers and distribution partners to define and refine investment philosophy and product strategy, support asset retention and new business, and provide industry intelligence and client insights. Communicate investment style, process, positioning, holdings and performance attribution to clients, consultants and prospects. Produce differentiated investment commentary and market perspectives, and contribute to sustainability initiatives and client communications, including examples of engagement on material ESG issues. Travel is required.

Requirements

• 8–12+ years of investment management experience, preferably as an Institutional Portfolio Manager or in investment product management.
• Experience working with institutional clients and consultants.
• Broad knowledge of the investment environment, economic trends, capital markets and competitive trends.
• Strong understanding of active investment processes.
• Strong written, verbal and presentation skills, including the ability to translate performance attribution into clear commentary.
• Ability to work effectively with investment, distribution, marketing, legal, compliance and operational teams at all levels.
• Ability to operate independently in a fast-paced, deadline-driven environment.
• Strong attention to detail and project management skills; proactive and diligent in responding to business and client needs.
• Willingness to travel.

Nice To Haves

• MBA and/or CFA Charterholder.

Responsibilities

• Serve as lead portfolio management representative for the US Core and SMID Value strategies with internal and external clients.
• Participate in investment discussions and attend relevant company meetings and industry conferences as part of the investment team.
• Develop detailed knowledge of assigned strategies, investment processes, portfolio construction, positioning and performance; monitor holdings, risk metrics and portfolio characteristics.
• Manage portfolio functions other than stock selection and portfolio construction, including negotiating guidelines for new accounts and managing customized portfolios and cash in clone portfolios.
• Work with portfolio managers to define and refine investment philosophy and style, validate style attributes, track consistency metrics, and help set client expectations and retain assets when style is out of favor.
• Explain investment style, process and portfolio positioning to clients, consultants and prospects, including discussion of holdings and performance attribution.
• Partner with distribution teams on long-term product strategy, asset retention, new business opportunities, competitive positioning and distribution effectiveness.
• Provide industry intelligence and client insights to senior management to inform product enhancements, customized mandates and new solutions.
• Produce investment commentary, market perspectives and thought leadership supporting assigned strategies.
• Contribute to sustainability initiatives and client communications, including engagement examples illustrating the integrated approach to material ESG issues.
• Travel as required.

Benefits

• Competitive incentive bonus based on individual and company performance.
• MFS contributes an amount equal to 15% of base salary to a retirement account separate from the company-sponsored 401(k).
• Education assistance: $100 monthly contribution toward a loan provider, up to a $10,000 lifetime maximum.
• Tuition reimbursement up to $8,000 annually.
• Access to discounted tutors and college coaches.
• Generous time off and fully paid leaves, including 20 weeks for maternity leave and 12 weeks for parental and caregiver leaves.
• Choice of medical and dental plans, with an employer contribution to a Health Savings Account.
• Tax-deferred commuter benefits and medical and dependent-care flexible spending accounts.
• Wellness programs, including wellness webinars, an employee assistance program with a mental-health focus, subsidized fitness benefits via Wellhub, virtual personal training and well-being apps.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed