At a Glance
- Tasks: Support investment teams by managing portfolio orders and ensuring compliance with guidelines.
- Company: MFS, a supportive and inclusive workplace focused on community and collaboration.
- Benefits: Competitive benefits, family-friendly policies, and a hybrid work environment.
- Other info: Diverse and inclusive culture with opportunities for personal and professional growth.
- Why this job: Join a team that values your input and helps shape secure futures for clients.
- Qualifications: Bachelor's degree and experience in investment operations required; strong communication skills essential.
The predicted salary is between 49500 - 60500 £ per year.
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favouring the strongest idea over the strongest individual. We put people first and demonstrate 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.
THE ROLE
Using strong investment and operational knowledge, the Portfolio Specialist team provides 24 hour coverage to the investment teams, and performs a specialized set of duties related to the portfolio management and order entry process. Based on instruction from the portfolio management team, the Portfolio Specialist Lead Specialist will create and prepare equity orders for the Trading department. Using discretion and judgment, assess portfolio complexities, workload and order volumes in order to prioritize and adjust their workflow according to market deadlines and other competing demands from the investment and trading teams. The Portfolio Specialist - Lead Specialist will work closely with operations, equity and fixed income trading and portfolio management to monitor significant upcoming cash flows and account transitions and assist in the implementation of any instruction provided by the investment teams.
What You Will Do
- Use MFS Proprietary Global Modeling tool to create cash management equity program order baskets which facilitate raising or spending cash, bringing portfolios in-line with a model fund, or loading a quantitative solutions transaction model, based on specific instructions received from the Portfolio Manager. The baskets are prepared and independently checked for quality control before handing off to trading for execution.
- Acting with specific instructions, provide support to the equity investment team by creating or modifying orders in the trading systems and ensuring accuracy prior to execution by the Trading Department.
- Work closely with the Global Client Administration and Investment Risk Monitoring team and portfolio management to resolve portfolio investment guideline, client restriction or other compliance related matters.
- Ensure the Portfolio Manager is aware of any and all compliance issues affecting his/her original order instructions, make any adjustments per the manager's instruction, and shepherd the order to the trading blotter for execution by equity trading.
- Monitor email communication between the investment team, trading and portfolio specialist team to ensure all manager order instructions are acknowledged, understood, and prioritized for timely and accurate completion.
- Act as liaison between investment teams and operations in the swift resolution of any order entry or modification, or transition related issues.
- Conditional to Non-US market coverage, use DTCC CTM, confirm all daily trading activity, including Cash (Equity and Fixed Income) and Derivative securities.
- Be responsible for all trade date matching duties on the day the trades are executed to ensure Straight Through Processing.
What We Are Looking For
- Bachelor's degree or equivalent and related investment and trading operations experience.
- Proven expertise in equity, fixed income and derivative security types.
- Experience with MFS proprietary trading systems desired.
- Proven ability to perform job responsibilities independently and effectively in a demanding environment.
- Attention to detail and accuracy required.
- Strong oral and written communication skills required.
- Strong organizational, communication, and interpersonal skills.
- Must have flexibility around work schedule.
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
What We Offer
At MFS, we view our employees as family — and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
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 Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, colour, 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.
Portfolio Specialist Lead Analyst (12 Month - Fixed Term Contract) employer: MFS Investment Management
At MFS, we pride ourselves on fostering a collaborative and inclusive work culture that prioritises employee well-being and professional growth. Our London office offers a dynamic environment where associates can develop their trading skills while contributing to meaningful outcomes for our clients. With competitive benefits and a commitment to work-life balance, MFS is an excellent employer for those seeking a rewarding career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Specialist Lead Analyst (12 Month - Fixed Term Contract)
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like MFS Investment Management.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like MFS Investment Management might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Portfolio Specialist Lead Analyst (12 Month - Fixed Term Contract)
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at MFS Investment Management will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at MFS Investment Management. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give MFS Investment Management confidence in your short-term commitment to the role.
How to prepare for a job interview at MFS Investment Management
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with MFS Investment Management.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure MFS Investment Management that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
