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Job Description BASIC PURPOSE: Using discretion and judgment serve as 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. 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. Work closely with MFS distribution and marketing groups to effectively communicate product information and increase product awareness.
Articulate investment style and portfolio strategy effectively to all audiences.
Establish a credible investment-based relationship with Portfolio Management groups in all existing MFS investment offices; serve as a contributing member of the investment team.
Maintain high level of proficiency on portfolio holdings and positioning by utilizing investment resources (analysts, PMs, company meetings, industry conferences, etc.)
Position portfolios, macro-economic commentary, and fixed income department updates as necessary 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.
Provide regular investment updates (quarterly, annually) to 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 and other IPMs to develop/define/refine investment philosophy and style. Develop marketing materials (presentations, slide decks, white papers) which validate style attributes.
Masters or other advanced degree and/or CFA is preferred.
Ideally seven plus years direct experience in the investment management business.
Experience working with investment clients and managing portfolios and following assigned markets.
Broad knowledge of the global investment environment, economic trends, financial markets and competitive trends. In -depth knowledge of the global fixed income business in order to build credibility quickly and forge relationships throughout the organization.
Strong presentation skills and communication skills, both written and verbal.
Additional local language skills preferred. Willingness to travel extensively throughout Asia, and regular travel to other MFS investment offices in Boston and London.
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 firstname.lastname@example.org for assistance.
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