Institutional Portfolio Manager-Equity

MFS Investment Management
Boston, MA, USA
08 Oct 2018
10 Oct 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

1. Promote Sales in Japan Equity and Japan concentrated and help retain existing clients. Serve as lead portfolio management representative for assigned products to internal and external clients.  Act as a true 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. Work closely with MFS distribution and marketing groups to develop and execute a strategic plan for how to grow both strategies.

2. Enhance client retention in Global Equity/Concentrated. Perform detailed client reviews on for Global Equity and Global Concentrated strategies in Japanese. Support the development of material to help explain performance to Japanese clients.

3. Provide Macro perspective.  Share MFS perspective on macroeconomic and political events along with how the represented portfolios are positioned relative to these events.  Develop materials to help communicate macro insights in the context of our bottom up approach to portfolio construction.


1. Articulate investment style and portfolio strategy effectively to all audiences.
2. Establish a credible investment-based relationship with the applicable Portfolio Management group; serve as an integral member of the investment team.
3. Maintain high level of proficiency on portfolio holdings and portfolio positioning by utilizing investment resources (analysts, portfolio managers, company meetings, industry conferences, etc.).
4. Meet with clients to explain the investment philosophy, process and performance of specific investment products and to provide updates on overall financial market performance, economic trends and the firm's economic outlook.  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.
5. Provide regular investment updates (quarterly, annual) to distribution groups on performance attribution, significant transactions, and investment outlook.
6. Support distribution groups in prospect and client meetings, due diligence meetings, investment conferences, media interviews, etc. Develop insightful analysis to help articulate the portfolio's positioning and long term performance.
7. 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. 
8. 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.  Coordinate communication of all portfolio related information to sales/marketing.
9. Develop customized products where appropriate (i.e. fixed-weight benchmarks for international/global).
10. 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).
11. 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

1. Fluent in Japanese and English
2. MBA and CFA Charterholder required.
3. Minimum of ten years experience in the investment management business. Experience working with investment clients and managing portfolios and following assigned markets preferred.  
4. Broad knowledge of the global investment environment, economic trends, financial markets and competitive trends.  In-depth knowledge of the equity business in order to build credibility quickly and forge relationships throughout the organization.
5. Strong presentation skills and communication skills, both written and verbal.