Managing Director Investment Solutions

Employer
MFS Investment Management
Location
Boston, USA
Salary
Competitive
Posted
17 Jun 2021
Closes
24 Jun 2021
Ref
11261090
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Whether you're an investment professional, an expert in sales or a technology specialist, you'll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

Job Description BASIC PURPOSE :
The Managing Director of Equities in the Investment Solutions Group leads the development and articulation of MFS's house views and positions on Equities globally. He/she may lead a team that works closely with the investment department to conduct research, deliver in depth analysis, insight and thought leadership related to the global equity markets to MFS' clients and internal constituents including distribution and investments. The Managing Director will guide the team in researching, writing and publishing MFS's thoughts via white paper, web, conference presentations and responses to client inquiries. Additionally, the Managing Director will establish the overall direction and priorities, develop the research and technical capabilities to apply the research to developing solutions for clients. Using discretion and judgment, he/she will work side by side with our institutional, sub-advisory and retail relationship management and sales teams around the world to understand client challenges and issues.
PRINCIPAL RESPONSIBILITIES :
Develop and implement a comprehensive research program related to all aspects and sub asset classes of the global equity markets. This includes the continuous development and maintenance of various capital markets dashboards and tracking of economic, political and market structures and forces and developing ongoing commentary, views and perspectives. Demonstrate a deep understanding of all relevant issues related to equity portfolio construction impacting client investment decisions, including governance, investment policy and implementation issues. Lead the development of MFS's equity thought leadership collateral to support an enhanced client engagement model by working closely with both client facing and investment management teams. This includes chairing meetings with investment team stakeholders to generate ideas, identifying and developing a perspective on investment topics that MFS's relationship management teams can bring to clients to build strategic partnerships. Develop and maintain deep subject matter expertise, be able to generate ideas independently and participate and present at conferences. Be able to network, research, analyze, construct models and developing thought leadership in chosen area of specialization. May lead or provide guidance to a team of technical experts that can conduct research and analysis related to equities. This team would also be required to interface extensively with the investment department and should therefore demonstrate a high level of technical knowledge related to all investment asset classes. Develop training tools, videos, white papers and discussion guides to enhance MFS's distribution expertise and dialog with clients. Performs additional duties as requested.
JOB REQUIREMENTS :
  • Bachelor's degree required; CFA, MBA or other Masters' degree required.
  • Minimum 10 + years' experience in client facing roles and in delivering technical and non- technical content. Experience in one or more of the following is required: asset manager, OCIO, plan sponsor or investment consulting.
  • Demonstrate a deep understanding and comfort level with highly technical subject matter related to all asset classes, global capital markets and equity asset classes in particular. Technical skills in equity portfolio managing, portfolio construction is required.
  • Thorough understanding of investment management industry, client issues across retail and institutional channels.
  • Expertise with traditional asset classes is required and familiarity with alternatives is preferred.
  • Excellent written and verbal communication skills as well as strong presentation experience required. Ability and willingness to create presentations, complex spreadsheet and discussion guides efficiently is required.
  • Ability to build and lead a highly qualified and technical team of investment experts.
  • Experience with some or all of the following tools is required: Factset, Optimization software, BARRA, Bloomberg, Morningstar. Extensive experience with Microsoft Office is required.
  • Ability to work both independently and collaboratively and manage multiple tasks simultaneously within tight deadlines.
  • Superior analytical skills required.


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 talent_acquisition@mfs.com for assistance.

MFS is an Affirmative Action and 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. " Click here to view the 'EEO is the Law' poster and supplement ."

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