Investment Portfolio Manager, Sr. jobs in Boston, MA

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Sr Marketing Manager- ETF
  • MFS Investment Management
  • Boston, MA FULL_TIME
  • 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

    This is a newly created role within the Global Investment Marketing team will support overall business growth objectives and lead all aspects of day-to-day marketing activity including campaign strategy, content strategy & development, and execution. The incumant will be responsible for the development and execution of the marketing strategy for Active ETFs at MFS in collaboration with the Director of Retail Marketing.


    WHAT YOU WILL DO

    • Drive the development of MFS's launch strategy for ETFs and lead ongoing marketing strategy to achieve our business goal for ETFs.
    • Be responsible for the development and the delivery of high quality, high impact campaigns to promote our ETF range including setting objectives, developing positioning, defining customer journey and project management.
    • Understand and be able to effectively leverage and drive strategy across a variety of touchpoints including advertising, email, events (industry and proprietary), web, and social media.
    • Lead development and creation of product marketing support and core content across a variety of formats including video, print, & online content.
    • Partner with key cross-functional teams in marketing including other client marketing teams, creative services, digital marketing, & research & analytics.
    • Collaborate with other internal teams outside marketing, including distribution, product management, legal, and compliance to ensure marketing materials meet business needs and comply with regulatory guidelines.
    • Manage the ETF marketing budget and track performance metrics to assess the effectiveness of all marketing activities being undertaken for ETFs.


    WHAT WE ARE LOOKING FOR

    • Relevant degree preferred, and proven product marketing experience in the financial services industry, ideally with a focus on ETFs.
    • Strong knowledge of ETFs and the asset management industry, including market trends, regulations, and competitors.
    • Experience in understanding of how to translate business objectives into marketing and sales programs that achieve both short-term and long-term goals.
    • Proven ability to deliver successful marketing plans and campaigns for investment products overall and with ETFs more specifically to drive growth.
    • Analytical mindset, with the ability to use data and metrics to make informed decisions.
    • Skilled communicator with the ability to work across functional teams including senior leaders to achieve business goals and influence others.
    • Superior organizational and prioritization skills - ability to work under pressure whilst producing high-quality work alongside strong time management skills.

    #MBLI

    #LI-HYBRID

    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:
    • Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
    • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
    • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
    • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
    • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
    • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

    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 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.


    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. Click here to view the EEO is the Law poster and supplement.

     

  • 19 Days Ago

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Manager, Portfolio - Investment Selection (Grant Making)
  • New Profit
  • Boston, MA FULL_TIME
  • Manager, Portfolio - Investment Selection (Grant Making)Location: Hybrid role with location preference for Washington, DC, or Boston areas. Could be fully remote with ability to travel 10-20% to atten...
  • 13 Days Ago

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Investment Portfolio Engineer
  • SF Demo - FMR LLC
  • Boston, MA FULL_TIME
  • Job Description:The TeamWith more than $700 billion in assets under management as of December 31st, 2023, Fidelity’s Strategic Advisers, LLC is a leading provider of asset allocation solutions for ret...
  • 1 Month Ago

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Investment Portfolio Engineer/Developer
  • SF Demo - FMR LLC
  • Boston, MA FULL_TIME
  • Job Description:The TeamWith more than $700 billion in assets under management as of December 31st, 2023, Fidelity’s Strategic Advisers, LLC is a leading provider of asset allocation solutions for ret...
  • 1 Month Ago

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Investment Portfolio Analyst
  • MASSMUTUAL
  • Boston, MA FULL_TIME
  • Investment Portfolio Analyst Portfolio Strategy and Macroeconomic Research Team Full-Time Boston, MA The Opportunity As an Investment Portfolio Analyst you will work in a fast paced, analytical, and c...
  • 29 Days Ago

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Sr. Counsel
  • MFS Investment Management
  • Boston, MA FULL_TIME
  • 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 peo...
  • 8 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Boston, MA area

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Financial Reporting Analyst
  • Allspring
  • Boston, MA
  • Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments™ is a leading independent ass...
  • 4/23/2024 12:00:00 AM

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Market Rate Portfolio/Regional Manager- Lease Up
  • Jones Street Residential
  • Boston, MA
  • Job Description Job Description Company Profile Jones Street Investment Partners, LLC (“JSIP”) is a real estate investme...
  • 4/23/2024 12:00:00 AM

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Market Rate Portfolio/Regional Manager
  • Jones Street Residential
  • Boston, MA
  • Job Description Job Description Company Profile Jones Street Investment Partners, LLC (“JSIP”) is a real estate investme...
  • 4/23/2024 12:00:00 AM

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Senior Quantitative Portfolio Analyst, Quantitative Model Management
  • Fidelity TalentSource LLC
  • Boston, MA
  • Job Description: Senior Quantitative Portfolio Analyst Quantitative Model Management Team, Strategic Advisers, LLC At Fi...
  • 4/23/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 4/22/2024 12:00:00 AM

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VP, Liquid Alternatives
  • Fidelity TalentSource LLC
  • Boston, MA
  • Job Description: The Role Are you an experienced capital introduction professional with deep knowledge of the alternativ...
  • 4/21/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 4/21/2024 12:00:00 AM

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AVP, Utility/Energy Management
  • Berkshire Residential Investments
  • Boston, MA
  • Company Overview Berkshire Residential Investments is a people-first real estate investment company who values not only ...
  • 4/19/2024 12:00:00 AM

Boston has an area of 89.63 square miles (232.1 km2)—48.4 square miles (125.4 km2) (54%) of land and 41.2 square miles (106.7 km2) (46%) of water. The city's official elevation, as measured at Logan International Airport, is 19 ft (5.8 m) above sea level. The highest point in Boston is Bellevue Hill at 330 feet (100 m) above sea level, and the lowest point is at sea level. Situated onshore of the Atlantic Ocean, Boston is the only state capital in the contiguous United States with an oceanic shoreline. Boston is surrounded by the "Greater Boston" region and is contiguously bordered by the citi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$161,939 to $268,929
Boston, Massachusetts area prices
were up 2.5% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020