Lead Institutional Portfolio Manager - Hybrid Role

MFS Investment Management; Boston (MA); Hybrid; USD 157,500 - 192,500; Full time

Benefits offered by this job

15% contribution to retirement account

Education assistance up to $10,000 lifetime

Tuition reimbursement up to $8,000 annually

20-weeks paid maternity leave

Choice of medical and dental plans

Wellness programs

Flexible spending accounts

Job summary

MFS Investment Management is seeking a Lead Portfolio Management Representative in Boston, MA. The role focuses on managing client relationships and overseeing portfolio strategies. Candidates should possess an MBA or CFA, with 7-10 years in investment management. Responsibilities include articulating investment strategies, managing cash portfolios, and providing regular updates to clients. MFS offers competitive compensation, including a base salary of $175,000 and various perks, such as education assistance and generous time off.

Qualifications

• 7-10 years of experience in the investment management business.
• Experience as an Institutional Portfolio Manager preferred.
• Broad knowledge of the US Equity markets.

Responsibilities

• Serve as lead portfolio management representative for assigned products.
• Articulate investment strategy and portfolio positioning.
• Negotiate client guidelines for new accounts.

Skills

Presentation skills

Attention to detail

Communication skills

Investment management

Client management

Education

MBA or CFA Charterholder

Job description

MFS Investment Management is seeking a Lead Portfolio Management Representative in Boston, MA. The role focuses on managing client relationships and overseeing portfolio strategies. Candidates should possess an MBA or CFA, with 7-10 years in investment management. Responsibilities include articulating investment strategies, managing cash portfolios, and providing regular updates to clients. MFS offers competitive compensation, including a base salary of $175,000 and various perks, such as education assistance and generous time off.