Portfolio Specialist Lead Analyst

MFS Investment Management; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

MFS Investment Management is seeking a Portfolio Specialist Lead to oversee equity order entry and support investment teams. You will coordinate with operations and trading to ensure accurate, timely execution and manage workflow around market deadlines.

Expect to work closely with portfolio management and risk teams to monitor cash flows, transitions, and instruction-based adjustments. Hybrid work environment with strong emphasis on accuracy and collaboration.

Qualifications

• 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.

Responsibilities

• Use MFS Proprietary Global Modeling tool to create cash management equity program order baskets and hand off to trading for execution.
• Provide support to the equity investment team by creating or modifying orders in trading systems and ensuring accuracy prior to execution.
• Resolve compliance issues with operations and portfolio management and guide orders to trading blotter for execution by equity trading.
• Monitor email communication between investment, trading and portfolio specialist teams to prioritize and complete orders timely and accurately.
• For Non-US market coverage, uses DTCC CTM and ensures daily trade date matching and Straight Through Processing.

Skills

Equity trading

Fixed income

Derivative securities

Independent work

Communication skills

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, assess portfolio complexities, workload and order volumes in order to prioritize and adjust their workflow according to market deadlines and other competing demands from the investment and trading teams. The Portfolio Specialist - Lead Specialist will work closely with operations, equity and fixed income trading and portfolio management to monitor significant upcoming cash flows and account transitions and assist 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 which facilitate raising or spending cash, bringing portfolios in-line with a model fund, or loading a quantitative solutions transaction model, based on specific instructions received from the Portfolio Manager. The baskets are prepared and independently checked for quality control before handing off to trading for execution.
• Acting with specific instructions, provide support to 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 restriction or other compliance related matters. Ensures the Portfolio Manager is aware of any and all compliance issues affecting his/her original order instructions, makes any adjustments per the manager’s instruction, and shepherds the order to the trading blotter for execution by equity trading.
• Monitor email communication between the investment team, trading and portfolio specialist team to ensure all manager order instructions are acknowledged, understood, and prioritized for timely and accurate completion. Acts as liaison between investment teams and operations in the swift resolution of any order entry or modification, or transition related issues.
• Conditional to Non-US market coverage, uses DTCC CTM, confirms all daily trading activity, including Cash (Equity and Fixed Income) and Derivative securities. Is responsible for all trade date matching duties on the day the 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.

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 which 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 617-954-5000 or email [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 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.