Investment Product Lead Analyst

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 Lead Analyst works closely with the Senior Strategist - Investment Product Specialist to provide support for MFS’ investment strategies. The Investment Product Lead Analyst runs and analyzes various portfolio data and produces commentary and marketing collateral. The Lead Analyst collaborates with the Senior Strategist and investment team to maintain working knowledge of their product coverage and provides responses to client and prospect inquiries.

The position ensures the development of compelling and consistent communications to maximize the department’s knowledge of the markets and all of MFS’ investment products, as well as the conclusions of its ongoing research and analysis of the investment products relative to the competition and applicable benchmarks.

WHAT YOU WILL DO

• Manages incoming inquiries on MFS’ products including retail, MIL (MFS International Limited), and institutional sales channels. Partners with Senior Strategists on these inquiries.

• Runs and evaluates various portfolio data, interprets performance attribution analyses, and understands investment philosophy, process, and outlook in order to formulate investment themes for client and prospect communications.

• Aids in the retention of client assets by responding to product-related inquiries from clients, consultants, professional buyers, and financial advisors in an accurate and timely manner.

• Leads the creation of product-related materials including presentations and attribution letters. Supports the creation of other material including product profiles and competitive analysis.  Responsible for the final compliance review of materials developed.

• Interfaces with other MFS groups outside of Global Product, including investment management team, Compliance, Legal, Client Service and reporting teams and manages and maintains strong relationships with these partners and internal stakeholders.

• Identifies process improvements for team; identifies opportunities to increase work-flow efficiencies.

• Assumes additional responsibilities as requested.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree, or equivalent investment industry experience.

• 5-6+ years of investment marketing and communications experience with strong background in presenting analytical investment information as well as economic trends in the market.

PREFERRED QUALIFICATIONS & EXPERIENCE

• Advancement toward MBA and or CFA encouraged.

• A global perspective and/or language skills are viewed favorably.

• Working knowledge of investment strategies and markets.

• Ability to work independently.

• Strong relationship management expertise.

• Position requires appropriate license registrations in accordance with MFS’ licensing policy.

#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.