At a Glance
- Tasks: Lead the Portfolio Specialist team in managing investment orders and ensuring compliance.
- Company: Join MFS, a supportive and inclusive workplace that values collaboration.
- Benefits: Enjoy competitive benefits, work-life balance, and a hybrid work environment.
- Other info: Opportunities for growth in a diverse and authentic workplace.
- Why this job: Make a real impact in finance while working with a dynamic team.
- Qualifications: Bachelor's degree and experience in investment operations required.
The predicted salary is between 56700 - 69300 £ 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. Ensures the Portfolio Manager is aware of any and all compliance issues affecting his/her original order instructions, makes any adjustments per the manager's instruction, and shepherds 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. Acts 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, uses DTCC CTM, confirms all daily trading activity, including Cash (Equity and Fixed Income) and Derivative securities. Is 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 in London employer: MFS
At MFS, we pride ourselves on fostering a supportive and inclusive work culture that prioritises employee well-being and professional growth. As a Marketing Manager focusing on the DACH retail markets, you will benefit from our hybrid work environment, competitive benefits, and a collaborative atmosphere that encourages innovation and teamwork. Join us in making a meaningful impact while enjoying a fulfilling career in a company that values its people and their contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Specialist Lead Analyst in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like MFS. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Specialist Lead Analyst in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to MFS.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on MFS's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at MFS
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with MFS.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at MFS will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former MFS employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
