Institutional Consultant Relations Analyst
Boston, MA 
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Job Description

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.

What you will be responsible for:

As a Institution Consultant Relations Analyst, you will work with the Global Consultant Relations team to develop and expand investment consultant relationships. You will populate and review information on MFS' investment strategies in global consultant and third-party databases in order to support new business opportunities and existing client inquiries. As an analyst, you will collaborate with the team to coordinate, support and maintain an active relationship-building effort between MFS Institutional Advisors (MFSI) and field consultants. Additionally, utilize a wide variety of internal and external systems, builds relationships with external parties, collaborates with internal departments globally and serves as a subject matter expert for databases within their coverage.

Principal Responsibilities

Provide product information to consultant databases including performance, data, holdings, characteristics, narrative descriptions, fees/vehicles, marketing materials, and overall information on MFS.

  • Perform fee/vehicle reviews periodically and provide MFS organizational/strategy/team updates in a timely, coordinated fashion

  • Demonstrate expertise in navigating a variety of systems to locate, analyze, and appropriately format data. Utilize key reporting systems such as Fundstation, EDW, Invest, GRIP, SharePoint, OMNI Smart Click, and the Consultant Database Matrix to ensure efficiency, accuracy and transparency.

  • Develop partnerships with departments including HR, Legal and Compliance to ensure that all information provided is accurate and in accordance with company policies.

  • Maintain current MFS investment, product and services knowledge to ensure accurate database content (via coordination with the RFP team).

  • Create and modify standard operating procedures for database maintenance.

Partner with the Institutional Consultant Relations Directors to build/strengthen relationships with research and field investment consultants.

  • Respond to requests for qualitative information by using discretion and subject matter knowledge to identify existing content within MFS' content management systems or marketing materials to provide a comprehensive and accurate response. If limited editing is required accurately edit content and confirm material changes with SME.

Identify and evaluate quantitative data requirements (across a broad variety of fund statistics) and utilize knowledge of data resources to locate appropriate data to conduct review and ensure accuracy of data. Collaborate on the creation of internal reports, testing the data integrity and identify any areas that need modification. Leveraging capabilities of BOT automation.

Qualifications

  • Bachelor's degree or equivalent work experience, with 0-2+ years of financial services experience

  • Exceptional analytical, organizational, editorial, research, verbal and interpersonal skills required. Includes ability to work under pressure and manage several deadline-oriented projects simultaneously.

  • Proven ability to work independently and with other professionals at all organizational levels.

  • Knowledge of investments, finance and/or economics is preferred.

#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.

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 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.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
0 to 2 years
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