Investment Product Competitive Analyst (DC & RIA)

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

The Investment Product Competitive Analyst supports the Global Distribution sales teams in growing and retaining assets. Additionally, the Competitive Analyst supports the Defined Contribution (DC), Registered Investment Advisor (RIA), and product leadership to provide actionable insights on competitor strategies, market dynamics, investment trends and investor perspectives across the retirement landscape.

WHAT YOU WILL DO

Competitive Analysis:

• Act as an in-house expert on external databases (e.g., Morningstar, Brightscope, FI 360, Strategic Insight, eVestment) for competitor research.

• Monitor, analyze and synthesize competitor activity across the DC and RIA markets. This includes reviewing DC investment menus, glide path features, active/passive trends.

• Develop and produce reports on MFS’s sales, redemption, and flow trends. Track the product positioning, performance drivers, fees, flows and distribution strategies of major DC/RIA competitors as well.

• Evaluate trends in the ETF market, including:

  • Growth of active ETFs and their role in retirement portfolios.

  • Implications of ETF adoption in the retirement landscape (costs, liquidity, plan menu construction, etc).

  • Provide regular and ad hoc analyses of MFS’s competitive position, particularly in the DC market. Analysts provide timely briefings on industry developments, regulatory changes and plan sponsor behavior. 

Collaboration & Communication:

• Work closely with internal and external sales teams to strengthen DC and RIA sales efforts.

• Partner with Product Management as needed to assist with analysis of our strategies against competitors and provide insights on the evolving role of active management in plans.

• Act as the key contact for external sources regarding MFS product performance and address related issues.

• Establish competitive intelligence contacts to gather additional information.

Process Improvement:

• Develop, automate and maintain recurring competitive intelligence data (monthly/quarterly) and ad hoc analysis used by sales leadership, global product and investment teams.

Other Duties:

• Take on additional responsibilities as requested.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree or equivalent experience.

• 7-9 years of related experience.

• FINRA Series 7 and 63 registrations (as per MFS licensing policy).

• In-depth knowledge of investment products (mutual funds, CITs, ETFs) and the defined contribution marketplace.

• Understanding of the legislative, competitive, and regulatory environment affecting these products.

• Strong written and oral presentation skills.

• Ability to work independently and establish objectives with minimal supervision.

• Team player with excellent interpersonal skills and experience in serving internal clients.

#LI-JN1

At MFS, we believe in fair and transparent compensation. For that reason, we’re including the salary range for this position. This range reflects our good-faith expectation for what we’ll pay depending on the candidate’s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:

• MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) 

• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider

• Education Assistance: Tuition reimbursement up to $8,000 annually 

• Education Assistance: Access to discounted tutors and college coaches

• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves

• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account

• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)

• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we’ll be happy to discuss them

#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.

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 [email protected] for assistance. 

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, 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, linked for your reference.