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

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 a true investment professional who can credibly stand in for the portfolio managers with clients and consultants across all distribution channels, while serving as the strategy expert to position and support assigned capabilities with the objective of retaining and growing assets.

WHAT YOU WILL DO

• Serve as an integral member of the investment team in partnership with the US Core and SMID Value portfolio management groups: participate in investment discussion, attend company meetings and industry conferences where relevant.
• Develop deep knowledge of assigned strategies, investment processes, portfolio construction, positioning and performance. Monitor existing holdings, including risk metrics and portfolio characteristics.
• Assume 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.
• Work with portfolio managers to define and refine investment philosophy and style; develop materials that validate style attributes, track metrics for consistency of approach, and help set client expectations and retain assets when style is out of favor.
• Articulate investment style, process and portfolio positioning effectively to clients, consultants and prospects, providing consistency of message and discussing specific holdings and performance attribution.
• Work with distribution partners to develop long-term strategy for each product, supporting asset retention, new business opportunities, competitive positioning and distribution effectiveness. Provide industry intelligence and client insights to senior management to contribute to product enhancements, customized mandates or new solutions.
• Investment thought leadership: Produce differentiated investment commentary, market perspectives and content that reinforces and supports the strategy. Contribute to sustainability initiatives and client communications, including engagement examples that illustrate our integrated approach to material ESG issues.

WHAT WE ARE LOOKING FOR

• MBA and/or CFA Charterholder preferred.
• 8-12+ years of investment management experience, preferably as an Institutional Portfolio Manager or in investment product management, with experience working with institutional clients and consultants.
• Broad knowledge of the investment environment, economic trends, capital markets and competitive trends, and a 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, and to operate independently in a fast-paced, deadline-driven environment.
• High level of attention to detail and project management skills; proactive and diligent in responding to business and client needs.
• Travel required.

Base Salary: $175,000

This position is eligible for competitive incentive bonus.

At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation forwhat we'll pay depending on the candidate's experience, training and education. In 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 $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

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, we'll 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 doesn't 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 617-954-5000 or email talent_acquisition@mfs.com 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.