Kelly Tran, CFA

Critic
DISC Type : C

Managing Director, Institutional, UK at MFS Investment Management

London Area, United Kingdom

Overview

Kelly Tran is the Managing Director for UK Institutional business at MFS Investment Management, bringing two decades of industry experience. A CFA charterholder and LSE graduate, her expertise covers portfolio management, ESG, and client relationship management, with previous senior roles at Newton Investment Management and J. P. Morgan.

She is a passionate advocate for creating an inclusive culture within the financial industry. Outside of her professional life, she is an accomplished musician, having achieved an advanced performance certification in piano (ABRSM Grade 8).

Kelly co-led the award-winning "Fish out of water" campaign, which was named the Diversity Projects Campaign of the Year in 2020.

Personality Overview

Precise

Negotiator

Objective Thinker

They like to take decisions independently and do not seek others' support often.  It is very likely that they will negotiate pricing or other important terms. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Diversity in Finance
A core passion demonstrated by her advocacy for inclusive culture and her award-winning campaign to improve socio-economic diversity in the investment industry.
Institutional Investing
Her current role as Managing Director and past senior positions are focused on serving the evolving and complex needs of institutional clients.
ESG & Sustainability
Previously served as a Commercial Sustainability Lead, indicating deep professional experience and interest in sustainable and responsible investing principles.

Media Appearances

Kelly has no verified media appearances

Work History

11-2021
Managing Director, Institutional, UK at MFS Investment Management
11-2014 - 10-2021
Head of UK Institutional Sales, Commercial Sustainability Lead, Client Director at Newton Investment Management
10-2006 - 9-2014
Investor, Multi asset, Emerging Markets team - Vice President at JPMorgan Chase & Co.

Education

BSc from The London School of Economics and Political Science (LSE)

More Information

Social Presence :

Prographics :

Exp : 19 Location : London Area, United Kingdom Job Level : Mid-senior Designation : Managing Director, Institutional, UK at MFS Investment Management
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready for penetrating questions and critical examination of your pitch
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Kelly

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Kelly take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Kelly

Personality Compatibility


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