Trading Operations Lead Specialist - Equities

MFS International Australia Pty Ltd; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading investment firm seeks a Portfolio Specialist in London. In this role, you'll manage equity orders, support investment teams, and ensure compliance with guidelines. You must have strong investment and operational knowledge, communication skills, and the ability to manage priorities effectively. This full-time position involves close collaboration with trading and portfolio management teams to achieve optimal outcomes for clients.

Qualifications

• Strong investment and operational knowledge in portfolio management.
• Ability to prioritize and adjust workflow based on market demands.
• Experience with trading systems and compliance-related matters.

Responsibilities

• Create and prepare equity orders for the Trading department.
• Assist in monitoring cash flows and account transitions.
• Provide support to the equity investment team by modifying orders.
• Liaise between investment teams and operations for order issues.

Skills

Investment knowledge

Operational knowledge

Attention to detail

Communication skills

Job description

Portfolio Specialist – Equity

Location: London | Time Type: Full time | Posted: Today | Job Requisition ID: MFS-231529

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, you will assess portfolio complexities, workload, and order volumes in order to prioritize and adjust 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 instructionapeed by the investment teams.

What You Will Do

• Use MFS Proprietary Global Modeling tool to create cash‑management Kuchen 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. Ensure the Portfolio Manager is aware of any and all compliance issues affecting his or her original order instructions, make any adjustments per the manager's instruction, and shepherd the order to the trading blotter for execution.
• Monitor email communication-Plate 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. Act 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, use DTCC CTM, confirm all daily trading activity, including Cash (Equity and Fixed Income) and derivative securities. Be +