Senior Strategist – Investment Product Specialist (IPS)

Job Description

Senior Strategist – Investment Product Specialist | MFS Investment Management

The Tone:
This is a full-time role at MFS Investment Management, located in Boston, MA with a hybrid work environment. MFS helps millions of people and institutions build more secure and prosperous futures by providing investment management services. This role is critical as it serves as a product expert and business leader to grow and retain assets for specific MFS investment strategies. The company fosters a culture that supports employees, values the strongest ideas, and demonstrates care for its community and each other.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid, Boston, MA
• Pay: $140000 yearly
• Team: Global Product team
• Mission: Serve as the product expert and business leader to grow and retain assets for MFS strategies.

What You’ll Actually Do
• Product Expertise: Serve as the product expert to support sales, consultant relations, relationship management, and client service teams, aiming to retain and grow assets.
• Presentations: Deliver in-depth product presentations to clients, consultants, and prospects, with travel potentially up to 50% of the time.
• Market Analysis: Assess product strengths and weaknesses and conduct detailed competitive analysis to best position strategies in the marketplace.
• Material Development: Oversee the development and maintenance of investment marketing and client materials, including presentations, RFP responses, and performance commentary.
• Strategy Development: Develop and execute strategic plans for existing products and new product ideas, collaborating with distribution and investment teams.

The Must-Haves
• Background: Senior level investment management professional with a deep understanding and interest in capital markets and active investment processes.
• Experience: 8-12+ years of investment management experience, with a strong preference for in-depth product management experience and extensive project management.
• Skills: Strong written and verbal communication, demonstrated presentation skills, ability to work effectively with various functions, and the ability to analyze and interpret performance attribution.
• Bonus: An MBA and/or CFA charter holder is preferred; the ability to speak multiple languages is also desired.