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Bilingual Sr. Strategist Investment Product Specialist - Toronto or Montreal

MFS Investment Management Toronto, Canada
Posted 13 days ago Hybrid Job Permanent Competitive
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

The Investment Product Specialist (IPS) is a member of the Global Product team. The role serves as a product expert and business leader on specific MFS strategies with a primary focus o n our key sub-advisory relationship, SLGI. The IPS collaborates with a broad group of functions across the organization, such as investment management, distribution, marketing, legal, compliance and operational groups, to position and support assigned capabilities with the objective of growing and retaining assets. The role is responsible for all aspects of investment product management, including conducting product presentations and related macro insights, performing competitive analysis, supporting product development efforts, supporting the creation and maintenance marketing collateral, writing portfolio positioning and attribution commentary, as well as other ad-hoc activities.


WHAT YOU WILL DO
  • Serve as the product expert on assigned capabilities to support MFS Canada's sub-advisory business with SLGI with the objective of retaining and growing assets under management.
  • Maintain a comprehensive understanding of the capital market environment, MFS investment process, portfolio positioning and performance attribution.
  • Deliver in-depth product presentations and related macro-economic insights focused on MFS Canadian Sub-advisory relationship with SLGI as well as other clients and prospects. Traveling may be required up to 50% of the time.
  • Work closely with MFS Investment Solutions group to provide MFS' macroeconomic and equity and fixed income market insights to SLGI's Distribution Team and their clients and deliver these insights primarily through wholesaler-initiated advisor presentations and selected end investor presentations.
  • Assess the strengths and weaknesses of assigned products. Conduct detailed competitive analysis to best position strategies in the marketplace.
  • Collaborate with sub-advisory's distribution team to position MFS strategies successfully through appropriate investment strategy client messaging and leveraging best practices of MFS' US distribution team including external and internal sales and relationship management.
  • In conjunction with the distribution team, develop and execute a strategic plan for existing products as well as new product development ideas, including gathering insights into successful strategies with advisors in the US by leveraging MFS retail organization and potentially apply relevant findings to opportunities in Canada.
  • Work closely with the MFS Canadian sub-advisory team and MFS' Head of Canadian Distribution to understand overall business strategy and tactics with the client, specific compliance requirements related to the sub-advisory nature of the business.
WHAT WE ARE LOOKING FOR
  • Bilingual in English and French language essential
  • Bachelor's degree
  • CIM or Level 1 CFA preferred.
  • 8-12+ years of product management experience.
  • Demonstrated passion for developing and nurturing client relationships.
  • Strong interpersonal, communication, organizational and selling/presenting skills.
  • Have a deep understanding and interest in capital markets. The ideal candidate would have experience and expertise in a breath of market sectors and investment strategies.
  • Strong understanding of active investment processes, and the ability to effectively communicate an investment process to external audiences.
  • The ability to function with a high degree of independence in a fast-paced, deadline-driven environment.
  • Willingness to travel to attend applicable industry conferences, sales presentations, and client meetings.
  • The position will require the appropriate registrations in accordance with MFS' policy. Canadian Advising Representation registration status/eligibility preferred.


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:

MFS Investment Management Canada is committed to an inclusive and equitable workplace. We value the diversity of people, culture and ideas. MFS Investment Management Canada's equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated. We believe we must attract, develop, and retain the best and brightest individuals from all segments of the population in order to attain business objectives. We are dedicated to providing accommodations for applicants with disabilities during the recruitment process. If you are contacted for an interview, please advise if you require accommodations, so your accessibility needs are met during the recruitment process. We thank all applicants for their interest, however, only candidates selected for interviews will be contacted.

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 Affirmative Action and 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 and Pay Transparency Nondiscrimination Provision , linked for your reference.
Job ID  MFS-230703
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