Senior Strategist - Investment Product Specialist

MFS • Boston, MA

22h • Hybrid

About The Position

The Senior Strategist - Investment Product Specialist (IPS) is a member of the Global Product team. The role serves as a product expert and business leader on specific MFS strategies with a primary focus on institutional and intermediary distribution channels. The IPS collaborates with a broad group of functions across the organization, such as investment management, distribution, marketing, legal, compliance and operational groups, to position and support assigned capabilities with the objective of growing and retaining assets. The role is responsible for all aspects of investment product management, including conducting product presentations, leading internal training sessions, performing competitive analysis, supporting product development efforts, overseeing the creation and maintenance marketing collateral, supporting the RFP process, writing portfolio positioning and attribution commentary, reviewing performance composites, auditing consultant database as well as other ad-hoc activities.

Requirements

• 8-12+ years of investment management experience with a strong preference for in depth product management experience.
• Strong written and verbal communication skills, including demonstrated presentation skills.
• Ability to work effectively with a variety of functions across the organization and at varying levels, including distribution, investment management, marketing, compliance, legal and operational teams.
• Deep understanding and interest in capital markets.
• Strong understanding of active investment processes, and the ability to effectively communicate an investment process to external audiences.
• Ability to analyze, interpret and translate performance attribution reports into written commentary.
• Extensive project management experience with the proven ability to organize and coordinate multiple projects simultaneously and meet deadlines.
• Ability to work effectively in a team-oriented environment.
• Ability to function with a high degree of independence in a fast-paced, deadline-driven environment.
• Willingness to travel to attend applicable industry conferences, sales presentations, and client meetings.
• The position will require the appropriate licensing and registrations in accordance with MFS licensing policy.

Nice To Haves

• Understanding the complexities of global institutional, US retail and non-US retail marketplace and their respective differences is beneficial.
• Having an MBA and/or being a CFA charter holder is preferred.
• The ability to speak multiple languages is also desired.

Responsibilities

• Serve as the product expert on assigned capabilities to support the MFS sales, consultant relations, relationship management, and client service teams with the objective of retaining and growing assets under management.
• Maintain a comprehensive understanding of the capital market environment, MFS investment process, portfolio positioning and performance attribution.
• Deliver in-depth product presentations to clients, consultants, and prospects.
• Assess the strengths and weaknesses of assigned products.
• Conduct detailed competitive analysis to best position strategies in the marketplace.
• Develop and execute a strategic plan for existing products as well as new product development ideas.
• Work collaboratively with investment management to ensure active, enthusiastic support of the sales, marketing and client service process.
• Oversee the development and maintenance of investment marketing and client materials including presentations, product profiles, RFP responses, client reporting packages and quarterly performance commentary.
• Provide industry intelligence to senior management to ensure that products, extensions of products, and new products meet market demand.
• Develop training materials related to investment capabilities and lead in ongoing strategy training sessions.
• Work with the performance team to monitor and maintain performance composites.

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 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
• Education Level: No Education Listed