Equity Institutional Portfolio Manager

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.

THE ROLE

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.

WHAT YOU WILL DO

• 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.
• Assume primary responsibility for portfolio management functions other than stock selection including negotiating client guidelines for new accounts management of cash in clone portfolios management of customized portfolios (as well as internal and external marketing and client service as mentioned above). Maintain high level of proficiency on portfolio holdings and portfolio positioning by utilizing investment resources (analysts portfolio managers company meetings industry conferences 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.).
• 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.
• 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 firms sustainability initiatives and communications with clients including providing detailed engagement examples illustrating MFS integrated approach to material ESG issues with companies we invest in.

WHAT WE ARE LOOKING FOR

• 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 -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: $175000

This position is eligible for competitive incentive bonus.

At MFS we believe in fair and transparent compensation. For that reason were including the salary range for this position. This range reflects our good-faith expectation forwhat well pay depending on the candidates experience training and addition to the salary we also offer significant and competitive incentive compensationbased on both individual and company performance. Other components of our Total Rewards Package include:

• 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 $10000 lifetime maximum directly to loan provider

• Education Assistance: Tuition reimbursement up to $8000 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

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role well be happy to discuss them

#LI-HYBRID

At MFS we are dedicated to building a diverse inclusive and authentic workplace. If you are excited about this role but your past experience doesnt align perfectly we encourage you to apply - you might be just the right candidate for this role or others.

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 or email for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race color religion sex national origin age marital status sexual orientation gender identity genetic information disability veteran status or any other status protected by federal state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally retaliation including intimidation threats or coercion because an employee or applicant has objected to discrimination engaged or may engage in filing a complaint assisted in a review investigation or hearing or have otherwise sought to obtain their legal rights under any Federal State or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document linked for your reference.