Institutional Portfolio Manager

PRINCIPAL RESPONSIBILITIES:

• 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.

JOB REQUIREMENTS:

• 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.