Institutional Portfolio Manager, Quantitative Solutions

## Institutional Portfolio Manager, Quantitative Solutions Apply locations:
Boston time type:
Full time posted on:
Posted Todayjob requisition :
MFS-231853

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 the quantitative solutions team to internal and external clients.  Act as a true quantitative investment professional who can stand in for the portfolio managers with major institutional clients and consultants, retail due-diligence teams, large financial advisor audiences, etc. Meet with clients to explain the investment philosophy, process and performance of our quantitative investment products and to provide updates on overall financial market performance, economic trends and the firm’s economic outlook.  

Work closely with MFS distribution and marketing groups to effectively communicate product information and increase product awareness.### ###
** WHAT YOU WILL DO*** ### Articulate quantitative investment style and portfolio strategy effectively to audiences of various sophistication levels.* ### Establish a credible investment-based relationship with the applicable Portfolio Management group; serve as an integral member of the investment team.* ### Maintain high level of proficiency on portfolio holdings and portfolio positioning by utilizing investment resources (analysts, portfolio managers, company meetings, industry conferences, etc.).
* ### Ability to position complex portfolios with consultants, clients and prospects; be able to communicate not only the record, but also the “message.”  Clearly articulate investment strategies, metrics and discuss specific holdings.* ### Provide regular investment updates (quarterly, annual) to clients and distribution groups on performance attribution, significant transactions, and investment outlook.* ### Support distribution groups in prospect and client meetings, due diligence meetings, investment conferences, media interviews, 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.). Establish product availability and expand market share across appropriate distribution channels.* ### 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.  Develop customized products where appropriate (i.e. fixed-weight benchmarks for international/global).* ### Assume primary responsibility for portfolio management functions other than stock selection, including negotiating client guidelines for new accounts, (as well as internal and external marketing and client service as mentioned above).
* ### 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###
** WHAT WE ARE LOOKING FOR*** ### MBA required; in addition the CFA is preferred.* ### Minimum of ten years' experience in the investment management business, quantitative experience preferred.* ### Experience working with investment clients and managing portfolios and following assigned markets preferred.* ### Broad knowledge of the global investment environment, economic trends, financial markets and competitive trends.  In-depth…