Investment Strategist
5 days ago
At MFS Investment Management, we are dedicated to building a diverse and inclusive workplace. We believe that our employees' unique perspectives and experiences drive innovation and success.
About the RoleWe are seeking an experienced Investment Strategist - Equity Associate to join our team. This role is responsible for supporting the Investment Team in creating strategy-specific content materials, developing responses to custom client requests, and analyzing portfolio performance.
Key Responsibilities- Collaborate with the Institutional Portfolio Managers (IPMs) and Strategy and Insights Group (SAIG) to create quarterly client content materials across all equity strategies.
- Partner with the IPM team to develop responses to custom client requests, including analysis of portfolio level characteristics, turnover, exposure to various factors, sustainability engagement, and integration examples.
- Gather up-to-date information related to the performance of stocks and sectors, working with analysts, IPMs, and PMs as needed.
- Support the IPM team on ad hoc projects, such as examining Chinese revenue exposure vs. benchmark, evaluating strategy Net Debt/EV, customizing ESG dashboards, GHG emissions analysis, and Sustainable Development Goal Alignment analysis.
- Assist in developing strategy-specific materials, such as white papers on opportunities in US Growth and finding value in compounding returns through a cycle, as well as general investment presentations on growth vs. value, US vs. non-US, sector themes, and climate presentation for internal roundtable meetings.
- Maintain and update the Equity IPM Blog, highlighting relevant weekly research meetings, summarizing key external macro/strategy/ESG meetings, and other relevant materials/topics.
- Bachelor's degree required.
- Minimum of 5 years related experience.
- Proven analytical skills and ability to make independent decisions and develop creative solutions.
- Solid understanding of different security types.
- Excellent organizational skills and the ability to work in a high-pressure fast-paced environment.
- Excel spreadsheet and PowerPoint knowledge required, familiarity with FactSet and Bloomberg desired.
MFS Investment Management is a hybrid work environment, offering competitive total compensation programs, generous time-off policies, family-friendly benefits, and a commitment to diversity, equity, and inclusion. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply. We strive to build a workplace where everyone feels valued and empowered to succeed.
-
Chief Investment Strategist
3 days ago
Étreux, Hauts-de-France, United States State Street Corporation Full timeAbout the RoleWe are seeking a highly skilled Chief Investment Strategist to join our team at State Street Global Advisors. This is an exceptional opportunity to leverage your expertise in investment management and contribute to the growth of our organization.Job SummaryThe Chief Investment Strategist will be responsible for developing and implementing...
-
Private Credit Investment Strategist
7 days ago
Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full timeWe are seeking a Private Credit Investment Strategist to join our team at Wellington Management Company, LLP. This role is based in Boston or New York City.About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to meet the unique...
-
Senior Real Estate Investment Strategist
7 days ago
Étreux, Hauts-de-France, United States Soteriare Full timeJob SummaryWe are seeking an experienced Senior Real Estate Investment Strategist to join our team in Boston, Massachusetts.
-
Investment Stewardship Strategist
6 days ago
Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full timeAbout Wellington ManagementWellington Management is a leading investment management company that offers comprehensive capabilities across nearly all segments of the global capital markets. Our investment solutions are tailored to meet the unique return and risk objectives of institutional clients in over 60 countries, drawing on a robust body of proprietary...
-
Senior Investment Risk Strategist
7 days ago
Étreux, Hauts-de-France, United States State Street Full timeState Street is seeking a seasoned professional to fill the role of Senior Investment Risk Strategist. This is an exciting opportunity for someone with 8-10 years of experience in data analysis, risk management, and/or risk systems.The ideal candidate will have strong knowledge of stress testing and securities markets (fixed income, currency, or cash) in...
-
Risk Management Strategist
6 days ago
Étreux, Hauts-de-France, United States MFS Investment Management Full timeJob Description:MFS Investment Management is seeking a highly skilled Risk Management Strategist to join our team in shaping and implementing operational risk mitigation programs. As a key member of our risk management team, you will play a pivotal role in ensuring compliance with regulatory requirements, documented internal controls, and industry best...
-
Data Insights Strategist
7 days ago
Étreux, Hauts-de-France, United States MFS Investment Management Full timeAt MFS Investment Management, we foster a culture that empowers professionals to excel. We prioritize collaboration and collective growth over individual interests.We are seeking a seasoned Business Intelligence Consultant to join our team in driving data-driven insights and informed decision-making across all departments within the Distribution division....
-
Private Markets Strategist
7 days ago
Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full timeAt Wellington Management Company, LLP, we are seeking an experienced Private Markets Strategist to join our team. As a key member of our Private Investment group, you will play a crucial role in shaping our private markets strategy and driving growth in this area.About UsWe are a leading investment management firm with a long history of delivering...
-
Business Project Strategist
7 days ago
Étreux, Hauts-de-France, United States Franklin Resources Full timeWelcome to Franklin Resources, a leading global investment management organization. We are seeking a highly motivated and detail-oriented Business Project Strategist to join our team.As a Business Project Strategist, you will play a key role in driving improvements across people, processes, and technology to meet the evolving needs of clients and the...
-
Chief Portfolio Risk Strategist
7 days ago
Étreux, Hauts-de-France, United States Selby Jennings Full timeAn esteemed asset management firm, Selby Jennings, is seeking a Chief Portfolio Risk Strategist in Boston. This prominent international investment bank's Multi-Asset arm offers a rare opportunity to excel.Compensation:A competitive base salary of $125-$180K and a target bonus of $35-$50KResponsibilities:
-
Étreux, Hauts-de-France, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Digital Marketing Strategist for Email Campaigns to join our team at Fidelity Investments.In this role, you will be responsible for planning and executing email campaigns from strategy to deployment, using your expertise in digital marketing and email channel marketing to deepen customer relationships and drive...
-
Investment Relations Strategist
1 week ago
Étreux, Hauts-de-France, United States Seaport Therapeutics Full timeSenior Director, Investor RelationsWe are seeking a highly skilled Senior Director of Investor Relations to play a pivotal role in developing and executing our overall investor relations strategy.This key position will be responsible for effectively communicating our value proposition, program progress, and company plans to the investment community. Key...
-
Chief Financial Strategist
6 hours ago
Étreux, Hauts-de-France, United States KLR Executive Search Group Full timeKLR Executive Search Group is proud to partner with Park Street School to recruit a seasoned Chief Financial Strategist. This esteemed institution, located in the heart of Boston, Massachusetts, has established itself as a premier educational entity with a rich history of academic excellence.Position OverviewThe Chief Financial Strategist serves as the head...
-
Lead UX Design Strategist
7 days ago
Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeJob Summary:Fidelity Investments is seeking a talented Lead UX Design Strategist to join our Product Design Strategy team. As a member of this team, you will play a key role in shaping the future of digital products and experiences for our clients.About the Role:We are looking for a highly skilled UX design strategist with expertise in human-centered design,...
-
Étreux, Hauts-de-France, United States State Street Full timeAt State Street, we are seeking a highly skilled Global Risk Strategist to join our Investment Risk Team. The successful candidate will support senior risk managers in assessing and quantifying risks across our clients' portfolios.This role requires a strong analytical foundation, excellent communication skills, and the ability to work efficiently in teams....
-
Lead Product Strategist
1 week ago
Étreux, Hauts-de-France, United States Fenergo Full timeJob OverviewFenergo is seeking a skilled Lead Product Strategist to join our team. This role will lead by example in executing best practices in project delivery, including SME and solutioning support.The ideal candidate will have a strong ability to influence and partner amicably and tactfully across functional teams. They will oversee a share of the AMER...
-
Senior UX Accessibility Strategist
5 days ago
Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeJob Title: Senior UX Accessibility StrategistIn this key role, you will contribute to shaping Fidelity Investments' user experience (UX) accessibility strategy and practices for its customer-facing web, mobile, and hybrid experiences.Key Responsibilities:Empower designers to design inclusively by providing training, tools, and support.Champion a vision for...
-
Étreux, Hauts-de-France, United States oilandgas Full timeAbout the RoleWe are seeking a seasoned marketing leader to drive growth in our Public Sector markets. As Chief Growth Strategist, you will develop and execute innovative marketing strategies to increase revenue contribution and boost awareness among key decision-makers.This strategic role requires a deep understanding of customer needs and market trends in...
-
Senior Talent Acquisition Strategist
5 days ago
Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeFidelity TalentSource LLC is seeking a seasoned Talent Acquisition Strategist to lead our team in shaping the future of Fidelity by attracting, cultivating, and placing top talent. As a key member of our Enterprise Human Resources business unit, you will drive the recruitment and hiring of all Fidelity talent, including financial services, technology, and...
-
Executive Asset Strategist
7 days ago
Étreux, Hauts-de-France, United States WinnCompanies Full timeJob Overview:">We are seeking a highly skilled Executive Asset Strategist to join our team at WinnCompanies. This role is ideal for an individual with experience in asset management, strategic planning, and leadership. The successful candidate will be responsible for overseeing the value-add asset management and reputation management of Winn-owned...