At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring 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
TheClient Strategy Teamconductsresearch,developsMFS'sviewsanddeliversin depth analysis,insight,thoughtleadershipand consultingona wide array of topics including capital markets, retirement andsustainable investing.The team is also responsible for developing and delivering on the strategic plan to ensure that MFS is adopting and promoting best practicesin our marketplace.The work may be related to any/all clientsegments andengageswith teamsbothexternally and internallywithin MFS.
The Lead Strategist will partnerandcollaboratewith key stakeholderstohelp formulateMFS’s strategic prioritiesaroundsustainable investingand willberesponsible for theexecution of some of theseinitiatives. In addition, theLeadStrategistwillplay aleadershiprole in developing and executing on MFS' sustainabilitycontentstrategy andresearch agenda.TheLeadStrategistis alsoexpected torepresent sustainability subject matter expertise in due diligence,sales meetings withkeyclients,professional buyersandhigh-profile events. TheLead Strategist willcommunicateMFS’sviews and approach to incorporating sustainability in the investment process.
The Lead Strategist will draw upon resources from Client Strategy, investments, legal, distribution and other groups to helpexecute oninitiatives.
WHAT YOU WILL DO
- Work closely with both client-facing and investment teamsto formulate and represent MFS' views on sustainability and how we incorporate sustainability considerations into our investment process. This includes identifying and developing perspectivesonsustainability relatedinvestment topics that MFS's relationship management teams can bring to clients toadd value andbuild strategic partnerships.
- Actin partnership withother business leadersto leadstrategic projects pertaining to sustainable investing.
- Take responsibility fordevelopment anddelivery of thesustainability strategy.
- Lead the development of MFS house views,providedirectionto other members of the team responsible forcreatingpresentations to support the investment teams in the relevant area of expertise.
- Represent MFS at high-profile client meetings and events.
- Provide leadership and guidance for other team members responsible forstrategic projects and thought leadership.
- Demonstrateadeepunderstandingofallrelevantissuesrelated toclientinvestmentdecisionsincluding governance,investmentpolicy and implementation issues.
- Performadditionaldutiesasrequested.
WHAT WE ARE LOOKING FOR
- Bachelor’sdegreerequired;CFA,MBAorother Masters'degreestrongly preferred.
- Extensiveexperienceina relevant field.
- Demonstrationofexpertiseofcurrent sustainability topics, trends and best practices is.Ability to show vision and strategic clarity is required.
- Demonstrateexcellentstrategicthinking andchange managementskills,withtheabilitytobe highly adaptable in response to a dynamic field.
- Ability to build strong relationships,inspire trust, and exert influencewith key stakeholderson sustainability strategy issues.
- Demonstrateadeep understandingofquantitativetoolsand techniques,and comfortlevelwith technicalsubjectmatterrelatedtoallassetclassesand globalcapitalmarkets.
- Experiencewiththe followingpreferred:Factset,Bloomberg,Morningstar, MSCI.
- Excellentpresentation experience, with the abilityto deliverhigh-qualityclient engagements, is required.
- Abilitytoprovide inclusive leadership withinateamcomprisedofhighlyqualifiedandtechnically orientedexperts.
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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, 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. 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. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.
