Equity Institutional Portfolio Manager

MFS International Australia Pty Ltd; Boston (MA); Hybrid; USD 149,000 - 201,000; Full time

Benefits offered by this job

Retirement match 15%

Education assistance

Tuition reimbursement

Parental leave

Job summary

MFS is seeking a lead portfolio management representative to work with internal and external clients. You will articulate portfolio strategy, defend investment messages, and support alpha generation across assigned strategies.

Collaborate with distribution, prepare materials, monitor holdings, and participate in sustainability communications. MBA and/or CFA preferred with 7–10 years in institutional investing.

Qualifications

• MBA and/or CFA preferred with 7–10 years in investment management.
• Experience working with institutional clients and consultants is preferred.
• Strong communication and presentation skills.

Responsibilities

• Establish a credible investment-based relationship with Portfolio Management and clients.
• Articulate investment style and portfolio strategy to diverse audiences.
• Coordinate with distribution on client service and messaging.
• Develop materials and validate style attributes for portfolios.
• Monitor holdings, generate ideas, and manage risk using internal research.

Skills

Investment management

Presentation skills

Client relationship building

US Equity knowledge

Education

MBA and/or CFA designation

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 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 firm’s sustainability initiatives and communications with clients including providing detailed engagement examples illustrating MFS' integrated approach to material E,S,G 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 trends.
• In‑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: $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 for what we’ll pay depending on the candidate’s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based 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 [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.

For almost a century, investors around the world have trusted MFS to achieve their investment goals. Since 1924, when our founders invented the mutual fund, collaboration, a long‑term focus and skilled active research have fueled our success. As a leading global investment manager, we hire employees who share our values, align with investors who share our long‑term philosophy, and always act in the best interest of our clients.