Institutional Portfolio Manager, Quantitative Solutions

MFS • Boston, MA

2d • Hybrid

About The Position

Using discretion and judgment, serve as the lead portfolio management representative for the quantitative solutions team to internal and external clients. Act as a true quantitative investment professional who can stand in for the portfolio managers with major institutional clients and consultants, retail due-diligence teams, large financial advisor audiences, etc. Meet with clients to explain the investment philosophy, process, and performance of our quantitative investment products and to provide updates on overall financial market performance, economic trends, and the firm’s economic outlook. Work closely with MFS distribution and marketing groups to effectively communicate product information and increase product awareness.

Requirements

• MBA required.
• Minimum of ten years' experience in the investment management business.
• Broad knowledge of the global investment environment, economic trends, financial markets, and competitive trends.
• In-depth knowledge of the capital markets in order to build credibility quickly and forge relationships throughout the organization.
• Strong presentation skills and communication skills, both written and verbal.

Nice To Haves

• CFA is preferred.
• Quantitative experience preferred.
• Experience working with investment clients and managing portfolios and following assigned markets preferred.

Responsibilities

• Articulate quantitative investment style and portfolio strategy effectively to audiences of various sophistication levels.
• Establish a credible investment-based relationship with the applicable Portfolio Management group; serve as an integral member of the investment team.
• Maintain a high level of proficiency on portfolio holdings and portfolio positioning by utilizing investment resources (analysts, portfolio managers, company meetings, industry conferences, etc.).
• Ability to position complex portfolios with consultants, clients, and prospects; be able to communicate not only the record, but also the “message.”
• Clearly articulate investment strategies, metrics, and discuss specific holdings.
• Provide regular investment updates (quarterly, annual) to clients and distribution groups on performance attribution, significant transactions, and investment outlook.
• Support distribution groups in prospect and client meetings, due diligence meetings, investment conferences, media interviews, etc.
• 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.).
• Establish product availability and expand market share across appropriate distribution channels.
• Work with PMs to develop/define/refine investment philosophy and style.
• Develop materials (presentations, white papers) which validate style attributes.
• Identify and track metrics to monitor consistency of approach.
• Develop materials to help set appropriate client expectations and retain assets when style is out of favor.
• Develop customized products where appropriate (i.e., fixed-weight benchmarks for international/global).
• Assume primary responsibility for portfolio management functions other than stock selection, including negotiating client guidelines for new accounts, (as well as internal and external marketing and client service as mentioned above).
• Contribute to the 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.

Benefits

• 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 employer contribution into the Health Savings Account.
• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care).
• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior