THE ROLE
The Investment Product Analyst works closely with the Sr. Strategist -Investment Product Specialist to provide support for MFS' investment strategies. The IPA runs and analyzes fixed income data and supports the production of internal and external collateral. The IPLA collaborates with the Sr. Strategist and investment team to maintain working knowledge of their product coverage and provides responses to client and prospect inquiries. Position ensures the development of compelling and consistent communications to maximize the department's knowledge of the markets and all of MFS' investment products.
WHAT YOU WILL DO
Manages incoming inquiries on MFS' products including retail, offshore, and institutional sales channels. Partners with Sr. Strategists on these inquiries
Runs and evaluates various portfolio data, interprets performance attribution analyses, and understands investment philosophy, process, and outlook in order to formulate investment themes for client and prospect communications.
Aids in the retention of client assets by responding to product-related inquiries from clients, consultants, professional buyers, and financial advisors in an accurate and timely manner.
Maintains a working knowledge of a variety of investment sectors, including investment grade and high yield corporate credit, as well as securitized debt.
Supports the creation of product-related materials including presentations and portfolio commentaries and other material including product profiles and competitive analysis.
Interfaces with other MFS groups outside of Global Product, including investment management team, Compliance, Legal, Client Service and reporting teams and manages and maintains strong relationships with these partners and internal stakeholders. Identifies process improvements for team; identifies opportunities to increase work-flow efficiencies
Assumes additional responsibilities as requested.
WHAT WE ARE LOOKING FOR
Bachelor's degree, or equivalent investment industry experience, with 5+ years experience in investment marketing and communications experience with strong background in presenting analytical investment information as well as economic trends in the market.
Working knowledge of investment strategies and markets
Ability to work independently.
Strong relationship management expertise
Proven ability to organize and coordinate multiple projects simultaneously and deliver under tight deadlines.
Excellent verbal and written communication skills.
Working knowledge of the following analytical tools recommended: Morningstar Direct, eVestment Alliance, Factset SPAR, and Bloomberg.
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