Trading Operations Lead Specialist Equities

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.

Using strong investment and operational knowledge the Portfolio Specialist team provides 24‑hour coverage to the investment teams and performs a specialized set of duties related to the portfolio management and order entry process. Based on instruction from the portfolio management team the Portfolio Specialist Lead will create and prepare equity orders for the Trading department. Using discretion and judgment, the Specialist assess portfolio complexities, workload and order volumes to prioritize and adjust their workflow according to market deadlines and other competing demands from the investment and trading teams.

The portfolio specialist works closely with operations, equity and fixed‑income trading and portfolio management to monitor significant upcoming cash flows and account transitions and assist in the implementation of any instruction provided by the investment teams.

• Use MFS Proprietary Global Modeling tool to create cash‑management equity program order baskets which facilitate raising or spending cash, bringing portfolios in‑line with a model fund or loading a quantitative solutions transaction model based on specific instructions received from the portfolio manager. The baskets are prepared and independently checked for quality control before handing off to trading for execution.
• Act with specific instructions to provide support to the equity investment team by creating or modifying orders in the trading systems and ensuring accuracy prior to execution by the Trading Department.
• Work closely with the Global Client Administration and Investment Risk Monitoring team and portfolio management to resolve portfolio investment guideline, client restriction or other compliance‑related matters. Ensures the portfolio manager is aware of any and all compliance issues affecting his or her original order instructions and shepherds the order to the trading blotter for execution by equity trading.
• Monitor email communication between the investment team, trading and portfolio specialist team to ensure all manager order instructions are acknowledged, understood and prioritized for timely and accurate completion. Acts as liaison between investment teams and operations in the swift resolution of any order entry, modification or transition‑related issues.
• For non‑US market coverage, use DTCC CTM to confirm all daily trading activity including cash (equity and fixed income) and derivative securities. Is responsible for all trade‑date matching duties on the day the trades are executed to ensure straight‑through-processing.

• Bachelor’s degree or equivalent and related investment and trading operations experience.
• Proven expertise in equity, fixed income and derivative security types.
• Experience with MFS proprietary trading systems desired.
• Proven ability to perform job responsibilities independently and effectively in a demanding environment. Attention to detail and accuracy required.
• Strong oral and written communication skills required.
• Strong organizational, communication and interpersonal skills.
• Must have flexibility around work schedule.

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 against an employee or applicant who has objected to discrimination, engaged in or may engage in filing a complaint, assisted in a review, investigation or hearing, or 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.

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 or email for assistance.