Portfolio Specialist Equity

MFS; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A financial services firm in Greater London seeks a Portfolio Specialist to manage equity order creation and trading support. You will liaise between investment and trading teams, ensuring compliance and accuracy of orders. The ideal candidate has a Bachelor's degree, strong knowledge of securities, and excellent communication skills. This position offers a hybrid work environment with competitive benefits, promoting a supportive workplace culture.

Benefits

Competitive benefits programs

Family-friendly policies

Work-life balance support

Qualifications

• Investment and trading operations experience.
• Proven expertise in equity, fixed‑income and derivative security types.
• Ability to perform responsibilities independently in a demanding environment.

Responsibilities

• Create cash-management equity program order baskets.
• Support the equity investment team by creating/modifying orders.
• Resolve compliance-related matters with portfolio management.
• Monitor email communication for order instructions.
• Confirm trading activity and ensure trade‑date matching.

Skills

Attention to detail

Strong oral communication

Organizational skills

Interpersonal skills

Flexibility in work schedule

Education

Bachelor’s degree or equivalent

Tools

MFS proprietary trading systems

Job description

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 strong investment and operational knowledge the Portfolio Specialist team provides 24‑hour coverage to the investment teams and performs a specialized set of duties related to the portfolio management and order entry process. Based on instruction from the portfolio management team the Portfolio Specialist Lead Specialist will create and prepare equity orders for the Trading department. Using discretion and judgment to assess portfolio complexities, workload and order volumes, the specialist prioritizes and adjusts workflow according to market deadlines and competing demands from the investment and trading teams. The Portfolio Specialist – Lead Specialist works closely with operations, equity and fixed‑income trading, and portfolio management to monitor significant upcoming cash flows and account transitions and assists in the implementation of any instruction provided by the investment teams.

WHAT YOU WILL DO

• Use MFS Proprietary Global Modeling tool to create cash‑management equity program order baskets that facilitate raising or spending cash, bringing portfolios in‑line with a model fund or loading a quantitative solutions transaction model based on specific instructions from the Portfolio Manager. The baskets are prepared and independently checked for quality control before handing off to trading for execution.
• Actively support the equity investment team by creating or modifying orders in the trading systems and ensuring accuracy prior to execution by the Trading Department.
• Work closely with the Global Client Administration and Investment Risk Monitoring team and portfolio management to resolve portfolio investment‑guideline client restrictions or other compliance‑related matters. Keep the Portfolio Manager aware of any and all compliance issues affecting their original order instructions, make adjustments per the manager’s instruction, and shepherd the order to the trading blotter for execution.
• Monitor email communication between the investment, trading and portfolio‑specialist teams to ensure all manager order instructions are acknowledged, understood and prioritized for timely and accurate completion. Act as liaison between investment teams and operations for swift resolution of any order‑entry, modification or transition issues.
• Conditional to non‑US market coverage, use DTCC CTM to confirm all daily trading activity, including cash (equity and fixed income) and derivative securities. Responsible for all trade‑date matching duties on the day trades are executed to ensure Straight‑Through Processing.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree or equivalent and related investment and trading operations experience.
• Proven expertise in equity, fixed‑income and derivative security types.
• Experience with MFS proprietary trading systems desired.
• Proven ability to perform job responsibilities independently and effectively in a demanding environment. Attention to detail and accuracy required.
• Strong oral and written communication skills required.
• Strong organizational, communication and interpersonal skills.
• Must have flexibility around work schedule.

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.

What we offer

At MFS we view our employees as family and, like you, we want our family happy and healthy. That’s why we provide competitive benefits programs and family‑friendly policies that support the work‑life balance needs of our employees.

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 [e-mail] 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 has 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.