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About the Role

The Portfolio Specialist team provides 24-hour coverage to investment teams, performing specialized duties related to portfolio management and order entry. The Lead Specialist will create and prepare equity orders, assess portfolio complexities, and prioritize workflow according to market deadlines. This role involves close collaboration with operations, trading, and portfolio management to monitor cash flows and implement instructions from investment teams.

Responsibilities

Use MFS Proprietary Global Modeling tool to create cash management equity program order baskets.
Prepare and independently check baskets for quality control before handing off to trading.
Provide support to the equity investment team by creating or modifying orders in trading systems.
Ensure accuracy of orders prior to execution by the Trading Department.
Resolve portfolio investment guideline, client restriction, or other compliance related matters.
Ensure the Portfolio Manager is aware of compliance issues and makes adjustments per instruction.
Monitor email communication between investment, trading, and portfolio specialist teams.
Act as liaison between investment teams and operations to resolve order entry or modification issues.
Confirm all daily trading activity, including Cash (Equity and Fixed Income) and Derivative securities.
Perform trade date matching duties to ensure Straight Through Processing.

Requirements

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.
Flexibility around work schedule required.

Skills

Investment knowledge
Operational knowledge
Equity order preparation
Order entry
Portfolio management
Workflow prioritization
Cash flow monitoring
Account transitions
Quality control
Compliance resolution
Trade confirmation
Trade matching
Communication skills
Organizational skills
Interpersonal skills

Location

Work Type

Hybrid
Remote
Onsite

Experience Level

Lead Specialist

Education Level

Bachelor's degree or equivalent

Benefits

Competitive benefits programs
Family-friendly policies
Support for work-life balance

About the Company

At MFS, we offer a culture that supports employees in doing their best work.
Employees collaborate to achieve better outcomes, valuing strong ideas over individual dominance.
The company prioritizes people, demonstrating care and compassion for the community and its employees.
MFS helps millions of people and institutions build more secure and prosperous futures.

Equal Opportunity

MFS is dedicated to building a diverse, inclusive, and authentic workplace.
MFS is an Equal Opportunity Employer.
MFS does not discriminate against any employee or applicant for employment because of race, color, 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.
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.