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 Regulatory Specialist is a member of the Fund Product Group within Legal's Fund and Fund Board Group. The Fund Product Group consists of attorneys ("product attorneys") and paralegals who provide day-to-day legal services to the U.S. Registered funds supervised by the MFS Funds Board (the "MFS Funds") and/or advised by MFS. The Regulatory Specialist is a senior member of the product paralegal team and reports to the Legal Regulatory Manager. As part of the Specialist's responsibilities, from time to time, the Specialist may be asked to oversee a group of paralegals within the Fund Product Group in their performance of certain legal services with respect to the MFS Funds and for independently developing, maintaining, and overseeing specific projects , processes, or other types of work for the department. department. As a senior member of the Fund Product Group's paralegal team, the Specialist may from time to time provide assistance in the implementation of the procedures and processes of the Disclosure Group (a group within the Fund and Fund Board Group responsible for overseeing the disclosure in the funds' registration statements and offering materials).

Principal Responsibilities:

• Participate in the preparation and provide legal review of numerous regulatory filings with the SEC and other regulatory agencies/authorities for the MFS Funds and/or U.S. -registered funds advised by MFS. Gather data for inclusion in these filings and make assessments as to its use and relevance. Develop and maintain regulatory filing calendars and group resources, and maintain active awareness of changes in MFS, its funds, its subsidiaries and its clients in relation to the impact on regulatory filings, disclosure language/matters, or group procedures. Suggest and implement improvements to the regulatory filing processes. Work within the Legal Department and with other areas of MFS to develop procedures that enhance the quality and flow of work.
• Oversees and coordinates a group of paralegals within the Fund Product Group in their performance of certain assigned legal services with respect to the MFS Funds (e.g., oversees the process for supplementing the registration statements of the MFS Funds). Trains, directs, and delegates work and supports paralegals on such team in the understanding of and use of job-specific systems and procedures with respect to the assigned service. Provides feedback to the Legal Regulatory Manager with regard to job performance of members of said team.
• Assists the Disclosure Group in the implementation of its procedures and processes and serves as an ad hoc member of such group as provided in such procedures and processes. As a member of such group, assists in the oversight of disclosure-related programs and/or operating systems employed by MFS.
• As a senior member of the product paralegal team, assist the Legal Regulatory Manager in assigned tasks related to the management of the product paralegal team and the management of the fund registration process, including the oversight and coordination of the onboarding of new fund paralegals and the ongoing training and development of current team members. Maintain an appropriate level of awareness and education with regard to MFS' regulatory practices to support ongoing educational development. Mentor junior associates to facilitate their growth and development.
• Participate in highly specialized projects that involve multiple concerns throughout MFS and its subsidiaries. Interact with others to achieve project goals and ensure timely and efficient production. Work closely with clients to bring assigned projects to fruition. Analyze process with clients to seek process improvements in next endeavors. Negotiate and resolve issues with concerned parties. Interact with vendors and third parties, evaluate products and services, resolve issues with same, etc.
• Stay abreast of new and emerging rules and regulations, and aid in the assessment and impact of same to MFS, its companies and its funds.
• Demonstrate leadership skills and be able to implement, execute, and exemplify MFS business culture with limited supervision, effectively collaborating with attorneys and various business partners.
• Assume additional responsibilities, including special projects, as required.

Qualifications:

• Bachelor's Degree and a minimum of six years legal experience required. Significant prior exposure to investment management operations and its related rules and regulations is required as is experience working in a legal and disclosure-related function.
• Strong interpersonal, organizational, communication, customer-service, team-working and problem-solving skills. Must be able to write effectively, and present research, analysis and conclusions in a persuasive manner.
• Must be thorough, detail-oriented, persistent, self-motivated, and able to function with a high degree of independence and accuracy, and to work on multiple projects while meeting competing deadlines.
• Effective analytical abilities are required, including solid research skills and the ability to recommend solutions from that analysis.
• Must be able to take ownership for the delivery of projects while also operating successfully in a cross-functional team environment. Demonstrated ability to work effectively with employees and outside parties at all organizational levels. The desire to further develop and foster strong interpersonal relationships and to maintain effective cross-functional teams is needed.
• Understanding of the business operations and practices, procedures and controls specific to the areas/functions supported is required. Desire to keep abreast of best practices as well as evolving issues within scope of the position is required.
• Must be proficient in MS Office (Outlook, Word, Excel, PowerPoint) and able to develop proficiency in MFS proprietary systems as required to perform the duties of this position. Must be able to conduct on-line research and to utilize applicable tools. Must employ and embrace the use of technology in the performance of the job.
• Able to work overtime as necessary to keep current with work.

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• 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

During the Covid pandemic, MFS Employees are currently working from home. When safe to do so and in accordance to local government guidelines, MFS will be a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

This position will require individuals to be fully vaccinated against COVID-19 as part of their job responsibilities, unless MFS approves an exemption as an accommodation due to a medical condition or sincerely held religious belief. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.

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 EEO is the Law document and Pay Transparency Nondiscrimination Provision, linked for your reference.