Lead Portfolio Management Representative at MFS

Compensation

$175,000/yr

Setup: Hybrid
Type: Full-time
Level: Lead

Description

MFS is seeking a Lead Portfolio Management Representative to manage assigned products, serving as a strategic partner for internal and external clients. The role involves leading portfolio management functions beyond stock selection, developing distribution strategies, refining investment philosophies, and communicating investment updates. The ideal candidate will possess strong analytical and communication skills, with a deep understanding of the investment environment and US Equity markets.

Required Skills

investment management
portfolio management
client service
alpha generation
distribution strategy

Additional Information

Required Previous Experiences: Minimum 7-10 experience in the investment management business, work experience as an Institutional Portfolio Manager.
Preferred Qualifications: Broad knowledge of the investment environment, economic trends, financial markets and competitive trends.
In-depth knowledge of the US Equity markets.
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.

About MFS

MFS

<p>MFS aims to attract, develop and retain the best and the brightest. We offer a wide range of career opportunities in locations around the globe and in roles across major fields and functions.</p>