Women Investment Professionals

Jobs

Current Positions Available

The following are employment listings received by the Women Investment Professionals for posting on this website. These jobs are posted for 30 days, and can be resubmitted for an additional 30 day posting, if desired. Currently, there is no charge for posting a job. You can submit a job to be posted by email to: info@wipchicago.org

Please Note: Most recent positions are posted at the end of the list.

CWRU Investment Analyst (job#9346)

POSITION OBJECTIVE

The Investment Analyst will provide analytical support for all investment functions related to the strategic and tactical oversight of Case Western Reserve’s $.9 billion of endowment assets and also defined-benefit (DB) and defined-contribution (DC) pension assets. The investment analyst position will report to the Chief Investment Officer and work under the close supervision of the Investment Directors.

The endowment is the university’s bellwether portfolio and holds investments in a diversified portfolio of public equity and fixed income, private equity and venture capital, hedge funds, private real estate, timberland, commodities, and natural resources, as well as derivatives used for adding and reducing exposures to achieve target asset and risk allocations.

The Office of Investments team of investment professionals is led by the chief investment officer. The group’s objective is to create risk-adjusted investment returns for the endowment that support a consistent annual spending distribution to the university, outpace inflation, outperform benchmarks and peers, and support intergenerational equity. The staff is responsible for modeling asset and risk allocation, sourcing investments, performing due diligence, and allocating capital to external managers and direct investments. The portfolio is diversified by liquidity and geography, as well as by asset class.

ESSENTIAL FUNCTIONS

  1. Responsible for analysis, modeling and decision support for endowment and pension portfolios invested globally across all asset classes via externally managed funds. This includes support for macro-level decisions such as strategic asset and risk allocations and asset-class-level decisions on individual investment funds and exposures. (25%)
  2. Conduct extensive research, interpret and analyze investments in all asset classes for endowment, DB and DC pension assets, to support hiring/ termination of external managers. (20%)
  3. Assist the directors with ongoing oversight of funds and managers as assigned, including attendance at investor meetings and preparation of meeting and due diligence notes. (20%)
  4. Provide back-up for operations functions such as performance calculations and capital call/distribution transactions. (10%)

NONESSENTIAL FUNCTIONS

  1. Create and compile quarterly reports and meeting materials for Investment Committee of the Board of Trustees. (5%)
  2. Build and maintain internal databases utilized by the investment team to track investment manager analytics and performance. (5%)
  3. Assist with all material, reports and data requests related to university’s annual financial audit. (5%)
  4. Research and remain current with global financial markets, as well as economic and political news/trends in established and emerging markets. (5%)
  5. Assist with the ongoing work and special projects of the Office of Investments as assigned. (2%)
  6. Develop and utilize a solid professional network of other leading institutional investors. (2%)
  7. Promote the academic reputation of Case Western Reserve University and the investment reputation of its endowment through all professional and community activities. (1%)

CONTACTS

Department:  Frequent contact with supervisor and staff in the Offices of Investments, Treasurer, and Controller.

University:  Regular contact with staff within the Offices of Treasurer and Controller.

External:  Regular or occasional contact with investment fund managers, custodian banks, auditors, and industry colleagues and counterparts.

Students:  Little to no contact with students.

SUPERVISORY RESPONSIBILITY

No direct supervision.

QUALIFICATIONS

Experience: 0 to 3 years of relevant work experience.

Education: Bachelor’s degree required, (finance/accounting, economics, mathematics preferred).  Strong academic performance desired.

REQUIRED SKILLS

  1. Competency with financial applications (Excel, Word, PowerPoint, Access, Bloomberg, etc.)
  2. Superior oral and written skills, can communicate analysis effectively. Ability to interact with colleagues, supervisors, and customers face to face.
  3. Collaborative team member with intellectual curiosity for investment management with attention to detail and ability to multitask.
  4. Conduct qualitative and quantitative analysis as it pertains to evaluating an investment manager
  5. Self-starter who has a passion for investing.
  6. Ability to meet consistent attendance.

WORKING CONDITIONS

General office environment with occasional traveling up to 10 to 15 percent of time, including overnight stays.

DIVERSITY STATEMENT

In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity.  Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.

REASONABLE ACCOMMODATION

Case Western Reserve University provides reasonable accommodations to applicants with disabilities.  Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Equity at 216-368-3066 to request a reasonable accommodation.  Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.

COVID VACCINATION POLICY

Case Western Reserve University has implemented a COVID Vaccination policy requiring evidence of COVID-19 vaccination for all students, faculty and staff with an on-campus presence. Religious and medical exemptions may be provided in accordance with applicable federal and state laws. For more information go to: https://case.edu/equity/covid-19-accommodations. Applicants may contact the Office of Equity at 216-368-3066 /equity@case.edu for information regarding religious or medical exemptions as an accommodation.

APPLY ONLINE

We invite interested, qualified applicants to browse our website at jobs.case.edu for job ID 9346.

Segall Bryant & Hamill is an investment firm headquartered in Chicago, Illinois with offices in Denver, CO; St. Louis, MO; Philadelphia, PA; and Naples, FL. Since our founding in 1994, we have grown close to $25 billion in
assets under management as of June 30, 2021. We provide fee-based investment management of equity, fixed income and balanced investment portfolios. Our growing client list includes high net worth individuals and families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country.

Segall Bryant and Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin,
disability status, protected veteran status, or any other characteristic protected by law. 

Compensation: commensurate with experience

SBH seeks a Research Associate to assist with data production and analysis for the wealth management, equity and alternatives teams across the firm, primarily through the use and integration of Factset and Excel. The successful
candidate will also provide asset allocation modeling, macro research, performance attribution, performance reporting, and other analysis of SBH strategies and client portfolios to various internal constituents for portfolio management, planning and performance assessment purposes.

Essential Duties and Responsibilities:

  • Participates in the development of new and enhancement of existing analysis metrics for investment managers, leveraging resources from various market data providers
  • Creates analytical reports and models using data from sources such as Factset and Bloomberg, and frequently utilizing the Microsoft office suite
  • Produces regular output reports using the FactSet platform, used to help understand performance trends across various strategies, sectors, and asset classes
  • Prepares and presents periodic reports for the Investment, Management, and Asset Allocation committees
  • Responsible for collecting, maintaining, automating, and monitoring various datasets, models, and internal processes
  • Responds to special requests and projects from other departments, will often be collaborating with crossfunctional teams including alternative assets 

Qualifications:

  • Undergraduate degree in economics, finance, accounting, statistics or math, or other relevant degrees
  • 1-3yrs of experience in the financial services industry
  • Strong interest in investing and working for a buy-side firm
  • Familiarity with Financial Statements
  • Proficient in Microsoft Excel and experience with Factset a plus
  • Excellent quantitative skills
  • Demonstrated ability to work well within a team, and with multiple customer constituents
  • Proactive, detail-oriented approach with strong ability to prioritize tasks and projects to meet deadlines
  • Effective written and verbal communication skills
  • Progress toward CFA (Chartered Financial Analyst) a plus
    All submissions must include a resume, cover letter and salary requirements.

Apply via the SBH Career Center

Description

The Opportunity:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

The VP of Compliance will be responsible for the implementation of the investment advisory/brokerage compliance programs for both retail and institutional business units.  Depending on the applicant’s qualifications, the position will interact with various businesses and products including private client investment advisory, direct trading funds, mutual funds, alternative investments, capital markets, and/or investment banking.  The position will join a 13-member legal and compliance team and report directly to the Chief Compliance Officer.

Responsibilities:

  • Responsible for the maintenance, continued development and ongoing implementation of an investment advisor/brokerage compliance program
  • Conduct ongoing surveillance of fund, client and employee investment activity by utilizing exception reports, trading reports and other resources
  • Conduct annual supervisory reviews and other ad hoc compliance reviews
  • Review and approve sales literature and advertising material
  • Review certain client account documentation
  • Assist in facilitating regulatory audits
  • Monitor the Firm’s compliance with securities offering exemptions and advisor regulation
  • Identify new and proposed regulatory rules and regulations and design the Firm’s response to those rules and regulations
  • Effectively assess/identify potential issues and risk to the organization in performing day-to-day tasks.

Requirements:

  • Minimum of 5-10 years in the financial services industry preferred
  • Solid regulatory knowledge base of investment advisor/company/brokerage, SEC, FINRA, MSRB regulation
  • Knowledge of trading and operations departments
  • Ability to interact in a team environment as well as work independently on special projects
  • Ability to interact with all levels of management
  • Ability to communicate supervisory procedures and regulatory notices: orally and in writing
  • Knowledge of RedOak, Hearsay and RFPIO systems
  • Required: Series 7, 66 or (63 and 65), 24; Preferred: Series 4, 52, 53

Apply Online

EOE

 
 
Description

The Opportunity:

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

We are looking for an Administrative Assistant to join our Investment Banking team.  We are seeking a dynamic individual with an entrepreneurial spirit, who has strong attention to detail and can independently exercise good judgment, discretion, and sound reasoning in making important decisions.  You will engage with leaders and team members within the Investment Banking business as well as throughout the organization.

Responsibilities:

Support multiple investment banking professionals with general business and administrative needs, which may include but not limited to: 

  • Coordinate travel and lodging arrangements
  • Create and submit expense reports
  • Calendar maintenance
  • Prepare and plan meeting and events
  • Answer phones and receive guests
  • File preparation, scanning documents, maintain computer and manual filing system, etc.
  • Resolve a wide range of administrative problems and inquiries
  • Assist in coordinating with senior level executives in preparation of marketing materials for presentations
  • Support on maintaining the Investment Banking CRM (Salesforce / DealCloud)
  • Compose, edit, proofread correspondence and reports; respond to a variety of written inquiries in a timely manner
  • Sort, screen, review and distribute incoming and outgoing mail
  • Ensure operation of department equipment, including stocking supplies and resolving issues when they arise
  • Handle confidential information in a professional and discreet manner
  • Perform other duties and special projects as needed or assigned

Requirements:

  • Bachelor’s degree
  • Possess skillful knowledge of MS Outlook, Word, Excel and PowerPoint
  • Superior professional communication skills required, both verbal and written; including strong telephone skills
  • Proficiency in managing multiple projects effectively, with a high degree of accuracy and in a timely manner
  • Self-starter, ability to work with autonomy in a team environment, able to prioritize and proactively anticipate and solve critical issues
  • CRM/Salesforce/DealCloud experience an added plus
  • Exposure to Concur or similar expense system preferred
  • Must possess high level of motivation, initiative and leadership potential

Apply Online

EOE

 
 
 
Job Details

Description

The Company:

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

The Opportunity:

Mesirow Institutional Sales and Trading provides sophisticated market analysis, individualized service, customized investment strategies and market liquidity to serve the unique needs of your institution. Through customized service, proprietary research, longstanding relationships and steady growth, we have established a highly-regarded reputation in the industry. As one of the nation’s most active desks with 60+ traders, sales professionals and analysts aligned by fixed income sector with an average secondary volume of $500m.

We are actively recruiting for an experienced trader to join our High Yield Municipal trading desk.  We are open to locations in Chicago, New York, Boston, Boca Raton and Nashville. The ideal candidate will have a proven track record of success combined with well-established industry relationships.  We are looking for someone that is ambitious and enthusiastic about implementing new trading ideas and concepts combined with a demonstrated ability to operate within established trading risk parameters. The successful candidate will bring deep expertise in the evaluation of high yield municipal credits and able to successfully leverage the support and resources of a dedicated research analyst team.

Responsibilities:

  • Successfully negotiate over-the-counter transactions on behalf of Mesirow’s fixed income clients with an emphasis on best execution.
  • Consistently strive to maintain good relations with the broker dealer community in order to maximize best execution.
  • Communicate with portfolio managers and analysts market events/opportunities as they pertain to the Mesirow fixed income investment strategy.
  • Evaluate high yield municipal credits and leverage the resources of a dedicated research team to formulate trade /investment ideas and communicate effectively to the group.
  • Consider new technologies to further best execution.

Requirements:

  • Bachelor’s Degree in Finance, Economics, Mathematics, Computer Science, or a related field.
  • A demonstrated track record of successful trading combined with established relationships.
  • Series licensed (7 & 63).
  • Extensive sell-side trading experience and demonstrated record of success.
  • A strong commitment to performance, self – motivation and business success.
  • The ability to work to strict deadlines under pressure and multitask across analytical, administrative, and research activities in a detail oriented and timely manner.
  • Excellent analytical skills and the ability to effectively communicate.
  • Willingness to learn and apply from direct developmental feedback.  
  • Excellent interpersonal and communication skills with peers, management, and clients.

Apply Online

EOE

 

CORPORATE PROFILE

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!               

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

  • Gender Equality Index Member, Bloomberg
  • Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN’S Magazine

We’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.

FRONT OFFICE SOLUTIONS PROFILE

Front Office Solutions is a new strategic business for Northern Trust, which provides a holistic digital+ service offering for some of the most sophisticated institutional investors across the globe, including foundations, endowments, pension funds, corporations, insurance companies, central banks and sovereign wealth funds. As asset owners engage in more complex, data-driven investment approaches to asset allocation, their operational needs and demands for high quality data have skyrocketed. Front Office Solutions provides a holistic, full-service, multi-asset solution that aims to empower in-house investment teams and support their important mission by providing a more comprehensive set of operational services and analytics including portfolio management, investment decision support, operational risk management, CRM/document management and workflow tools.

 

DESCRIPTION

Under general supervision, the Associate Consultant will be responsible for investment data management that will provide clients with the holistic data sets they need to fulfil their various stakeholder requirements. The Associate Consultant will assist in researching solutions for data challenges for institutional clients.

PRIMARY RESPONSIBILITIES

  • Acts as point of initial entry for all investment data. Includes entry of (but not limited to):
  • Investment transactions (typically statement-based for alternative assets; file-based for public markets)
  • Investment valuations (typically statement-based for alternative assets; file-based for public markets)
  • Manager Estimates
  • Plan Income / Expense Items
  • Plan Contributions / Spending Withdrawals
  • Underlying Manager Exposure Data
  • Benchmark Data
  • Responsible for preparing all investment reconciliations. Includes reconciliation of cash, positions, performance, transactions, alternative investment metrics (unfunded commitment, etc.).
  • Import, normalize, and configure large amount of historical data sets from multiple systems into FOS technology platform.
  • Responsible for initial review of NAV, allocation and underlying client performance for alternative investments.
  • Serves as initial reviewer of investment and composite performance calculations, including time weighted return and IRR calculations.
  • Serves as initial reviewer of single, conventional and blended benchmark calculations.
  • Responsible for the input of all historic data entry and initial preparation of all reconciliations during client onboarding.
  • Able to serve as a key subject matter expert and assist in training FOS partners in specific areas of expertise
  • Participates in ongoing process improvements based on specialized skills, knowledge, and experience.

REQUIRED KNOWLEDGE & SKILLS

  • Knowledge of the investment industry, including markets and instruments.
  • Basic investment concepts knowledge: IRR, time-weighted return, NAVs, accruals, etc.
  • Investment operations knowledge: hedge fund accounting, private equity funds, performance reporting, etc.
  • Alternative asset class knowledge: hedge funds, private equity, non-marketable securities, marketable securities, etc.
  • Advanced understanding of Microsoft Suite (Excel, Word, PowerPoint, Visio), with particular emphasis on Excel Advanced Excel skills (Excel Pivot Tables, Charts, V-lookup, etc.).
  • Analytical skills
  • Understanding of instances when performance issues need to be escalated to a supervisor.
  • Ability to prioritize, multi-task, and perform effectively under deadlines.
  • Ability to handle multiple concurrent projects and to reconcile any conflicting priorities.
  • Commitment to project success as it may require working unconventional hours during critical project phase.

PREFERRED KNOWLEDGE & SKILLS

  • Functional /industry knowledge of and experience with complex asset allocators such as endowments, foundations, family offices, institutional asset managers, pension funds or sovereign wealth funds.
  • Understanding of alternative investment custodians, administrators, and service providers.
  • Work experience in one of the following
  • Alternative Asset Operations
  • Performance Measurement
  • Investment Accounting (analytics, reporting, etc.)
  • Technical skills / systems knowledge (Investment Administration & Portfolio Analytics Platforms).
  • Experience using VBA, Python or other programming language to format large data sets.
  • Orientation to operational process improvement.
  • Client servicing experience. High level of comfort communicating directly with clients and client advocacy.
  • Ability to work closely and collaborate with internal stakeholders.

QUALIFICATIONS

  • A College or University degree, preferably in Finance, Accounting, Mathematics, Economics or a related field
  • Minimum of 1 year of industry experience in one or more of the following fields:
  • Alternative Asset Operations
  • Performance Measurement
  • Investment Accounting (analytics, reporting, etc.)
  • Interest in pursuing: CFA, CAIA, CIPM, CPA, MBA.
  • A genuine desire and capability to work in a fast-paced, professional, inclusive environment which requires teamwork, well-honed problem-solving skills, frequent re-prioritization, deadline management, ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices.

Submit resume to gp123@ntrs.com 

Summary
What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders every day, and help them achieve their investment goals through active, cost aware investing. This approach has served us well, becoming one the largest and most highly regarded manager of managers in the industry. We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting shareholders first, and we are currently looking to grow our firm with talented, intellectually diverse people with excellent work ethic.

If you are passionate about putting shareholders first and enjoy the unique nature of working with the very best asset managers in the world, please click on “Apply” to start your application!

Key Responsibilities

This role will serve as a key part of a growing Distribution organization within Harbor focused on building new sales & marketing capabilities, increasing Harbor’s brand to new audiences, and creating a differentiated customer experience.

  • Manages planning process throughout the year to ensure strategic alignment across the firm, communication of key initiatives, and progress towards goals.
  • Prepare the messaging and narrative for Distribution updates to Harbor’s various governance boards.
  • Increase consistency and discipline in Harbor governance processes including improved structure, uniformity, and documentation.
  • Lead the communication process and cadence for the Distribution leadership team – including the agenda, materials, and key takeaways for follow-up.
  • Participate in key strategic projects identified by the Distribution Leadership to advance our sales, marketing, and distribution intelligence capabilities.
  • Review, curate, and synthesize market research on trends in the investment, retirement, and wealth management industries and create recommendations for senior management.
  • Help to form key performance indicators, metrics, and goals for Distribution organization, work with partners to develop tracking, and integrate those metrics into management reports.
  • Serve as a primary contact for Harbor with key partners across the firm including finance, human resources, IT, and operations.

Key Behavioral Expectations

  • Creates a Culture of Collaboration
  • Communication & Engagement
  • Drives for Results
  • Strategic Thinking
  • Change Leadership
  • Agility & Adaptability

Minimum Qualifications

  • 5+ years of working in financial services, wealth management, or investment management.
  • Bachelor’s degree required. Graduate degree (e.g. MBA) or advanced designation (e.g. CPA, CFA, etc.) preferred.
  • High technical proficiency including mastery of Microsoft Office applications (Excel, PowerPoint, etc.).

Knowledge, Skills & Abilities Required

  • Excellent interpersonal and communication skills including the ability to articulate and thoughtfully present to leaders of the firm.
  • Team oriented.
  • Data driven with strong analytical skills.
  • Able to work in a fast paced and constantly changing environment.
  • Strong attention to detail.
  • Basic understanding of CRM technology (Salesforce preferred).
  • Strong time management and organizational skills with the ability to handle multiple projects on an ongoing basis in an evolving work environment.
  • Understanding of sales and marketing processes.

Apply Online

Summary

The Learning & Development team is a part of Distribution and our goal is to help sales and marketing be more effective and efficient by providing targeted education on skill-development capabilities, tools, systems, processes, products and data to support business outcomes and drive distribution impact at scale.

We are seeking an experienced Learning and Development Manager who is responsible for enabling learning and growth of firm capabilities through experience, alignment, accountability, and execution and provides thought leadership, strategic direction, and continuous improvement for learning programs, processes, tools, and solutions that positively impact the development of key capabilities across the firm. Through a consultative approach, the Learning & Development Manager understands the training and development needs of their internal client(s), recommends and crafts training/development strategies, uses available resources, and executes accordingly.

The ideal candidate has an excellent grasp of adult learning methodologies, fosters a culture that encourages individual capability development and learning, and ensures that the organization has the right capabilities to deliver business results, now and in the future.

This position will report to the Head of Learning and Development of Harbor Funds Distributors, Inc.

Key Responsibilities

  • Supports overarching Learning strategy in alignment with the firm strategy and optimizes training programs by ensuring curriculum remains relevant, progressive, and engaging by staying current in learning and development trends that reach across all levels of employees and delivery methods
  • Responsible for defining, developing and/or refining learning and development strategies, programs, curriculum, and processes for the firm
  • Work cross-functionally within the firm to develop L&D programs and provide end to end L&D expertise
  • Conducts needs analysis, scoping and consulting with stakeholders, providing design input, managing delivery, and the evaluation of L&D content
  • Demonstrates change management tactics to align understanding, communicate the why, and provide the overall big picture to support firm initiatives
  • Proactively identifies ways to optimize training processes and deliverables
  • Creates and maintains program materials (e.g., presentation decks, course outlines, job aids, handouts, etc.)
  • Evaluates the effectiveness of training programs
  • Assesses training needs and develops/recommends the training approach, programs, and objectives, and executes accordingly
  • Facilitates learning sessions; onboarding programs, ongoing needs and coaching at all levels
  • Partners with internal subject matter experts regarding training needs and appropriate delivery of content
  • Manages the creation of a portfolio of learning programs and training paths
  • Leverages insights in Financial Services/Asset Management to proactively inform approaches to learning
  • Supports Distribution Communication requests
  • Supports the maintenance and back end of Learning Management System, scorecard/KPI reporting, usage and overall enablement
  • Makes recommendations for improvements that support business outcomes and executes accordingly

Key Behavioral Expectations

Drives for Results

  • Executes on deliverables aligned with Harbor’s vision and strategy.
  • Drives execution by identifying training gaps and needs. Develops and communicates implementation plans and priorities while removing barriers and obstacles that impact performance
  • Embodies a sense of urgency and accountability for results.

Agility & Adaptability

  • Adapts style and communication based on circumstances and learner needs.

Creates Culture of Collaboration

  • Engages stakeholders through effective communication.
  • Developing others – multiplier of talent, through the consistent transfer of knowledge. Facilitates training and education across firm.
  • Expresses learning recommendations with clarity and confidence.

Unleashes Innovation

  • Explore and recommend areas to drive efficiency and innovation, while helping to guide the business to think unconventionally and push boundaries.
  • Promote and foster an iterative mindset, with the ability to self-scope work that creates learning solutions while improving performance and results.

Develops Talent Pipeline

  • Empowers others to own their development and encourages them to push beyond their boundaries

Minimum Qualifications

  • 7+ years of combined professional experience as a Learning & Development Consultant
  • Bachelors’ degree (Masters Preferred)
  • Successful track record in leading designing and executing on learning strategy
  • Asset management industry experience, preferred. Distribution experience a plus

Knowledge, Skills & Abilities Required

  • Strong facilitation and communication skills (both oral and written).
  • Experience in designing and developing virtual. instructor-led and hybrid training programs.
  • Ability to work independently and to effectively manage time and priorities
  • Is energized by working in a fast-paced company and thrives in a transformative environment
  • Strong organizational skills
  • Possesses a balance of strategic, technical, operational and tactical training skills with a demonstrated ability to operationalize learning best practices
  • Ability to effectively build and maintain rapport with internal stakeholders to develop and deliver training initiatives
  • Demonstrated experience in leading change management
  • Proven critical thinker who can pull pieces together to identify key themes that drive innovation and holistic learning solutions to complicated problems
  • Turn incomplete, conflicting, or ambiguous inputs into solid action plans and can step back, simplify and connect the dots
  • Successful experience working cross-functionally across multiple departments with an ability to influence and drive decisions
  • Communicates proactively, clearly and concisely, tailoring messages to different audiences to aid understanding
  • High resilience, a “can do” attitude
  • Considerable experience working with diverse types of learners across career stages
  • Flexible and adaptable to change
  • Familiarity with sales and marketing tech ecosystem including CRM, marketing automation, content management and learning management systems

Apply Online 

About Harbor

For over 30 years, Harbor has served as a gateway for clients to access talented asset managers through active, cost-aware investments. We identify specialists in each asset class to manage portfolios,  and apply a comprehensive oversight program to monitor their performance and ensure their decisions are in the best interest of our clients. Harbor offers the benefit of an institutional caliber portfolio manager, in addition to a professional adviser to maintain manager accountability.

Because Harbor partners with asset class experts for targeted strategies, we are not constrained by a single, overarching investment style. This flexibility allows us to examine any investment approach and enter any asset class, without bias, and has led to a diverse array of investment solutions to meet investor needs.

Harbor offers a diverse family of cost-aware investment solutions managed by institutional-caliber firms. We find talented investment teams to manage portfolios and apply a rigorous fiduciary oversight program to monitor their performance and investment decisions. As of June 30, 2019, Harbor Funds has combined net assets of approximately $48 billion.

Summary

What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders every day, and help them achieve their investment goals through active, cost aware investing. This approach has served us well, becoming one the largest and most highly regarded manager of managers in the industry. We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting shareholders first, and we are currently looking to grow our firm with talented, intellectually diverse people with excellent work ethic. If you are passionate about putting shareholders first and enjoy the unique nature of working with the very best asset managers in the world, please click on “Apply” to start your application!

Sitting within the Digital Marketing team, this individual will be responsible for managing the end-to-end production of email marketing campaigns and marketing automation across the enterprise, analyzing client and prospect behavior to implement marketing strategies, and taking lead in cross-functional projects to ensure our email program scales effectively with brand growth.  

Key Responsibilities

  • Own daily production, scheduling, delivery and reporting of promotional and transactional email and marketing automation campaigns.
  • Serve as business owner of Salesforce Pardot and Salesforce Engage solutions.
  • Validate email functionality and appearance across browsers and platforms.
  • Utilize client and prospect behavior and data to target email lists.
  • Partner closely with Digital Marketing Team colleagues to incorporate email goals and deliverables across all aspects of the digital strategy.
  • Collaborate to develop and implement customized customer journeys and email templates in Pardot to improve communication and conversion of leads.
  • Drive cross-functional marketing initiatives with Marketing, Sales Enablement, and IT teams to increase client engagement from awareness to sales
  • Follow established tones, including brand standards, and execute within platform.
  • Analyze results of promotional campaigns to propose tests and ideas for improvement. Influence marketing strategy and develop new email ideas.
  • Maintain relationships and work with partners to traffic assets needed to support campaigns.

Key Behavioral Expectations

  • Drives for results
  • Creates Culture of Collaboration
  • Communication & Engagement
  • Unleashes Innovation

Minimum Qualifications

  • BA/BS or equivalent
  • 3-5 years’ experience preferred
  • Job requires digital email platform and HTML/CSS experience

Knowledge, Skills & Abilities Required

  • Experience with building scalable, broad reach email campaigns, while assisting onboarding programs to maximize engagement.
  • Experience with marketing automation software like Salesforce Pardot (preferred), Salesforce Marketing Cloud (ExactTarget), Eloqua, and Marketo required.  Harbor Capital uses Pardot. 
  • Experience setting multi-channel campaigns.
  • Experience building landing pages, dynamic content-based e-mails, and forms with basic working knowledge of Salesforce- and Google Analytics- reporting.
  • Strong quantitative, strategic, and data visualization skills highly recommended, and expert knowledge of HTML/CSS and email design is required.
  • Understand the nature of email design, delivery, CAN SPAM, and analytics.
  • Ability to effectively communicate complex concepts to non-technical stakeholders.

Apply Online

About Harbor

For over 30 years, Harbor has served as a gateway for clients to access talented asset managers through active, cost-aware investments. We identify specialists in each asset class to manage portfolios, and apply a comprehensive oversight program to monitor their performance and ensure their decisions are in the best interest of our clients. Harbor offers the benefit of an institutional caliber portfolio manager, in addition to a professional adviser to maintain manager accountability.

Because Harbor partners with asset class experts for targeted strategies, we are not constrained by a single, overarching investment style. This flexibility allows us to examine any investment approach and enter any asset class, without bias, and has led to a diverse array of investment solutions to meet investor needs.

Harbor offers a diverse family of cost-aware investment solutions managed by institutional-caliber firms. We find talented investment teams to manage portfolios, and apply a rigorous fiduciary oversight program to monitor their performance and investment decisions. As of June 30, 2021, Harbor Funds has combined net assets of approximately $62 billion.

Summary

What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our clients every day, and help them achieve their investment goals through active, cost aware investing. This approach has served us well, becoming one the largest and most highly regarded manager of managers in the industry. We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting clients first, and we are currently looking to grow our firm with talented, intellectually diverse people with excellent work ethic. If you are passionate about putting clients first and enjoy the unique nature of working with the very best asset managers in the world, please click on “Apply” to start your application!

The Content Marketing Analyst works as part of a center of excellence within Harbor Marketing around developing and promoting Harbor’s brand via content and messaging development. The candidate will work closely in the Marketing Strategy/Marketing team.  Additionally, the candidate will have opportunities to collaborate across the organization, with Investments, EO, and Distribution, by supporting the content marketers with the building, curating, and promotion of sales and marketing strategies, plans, and programs.  Candidate is charged with supporting greater ongoing engagement across multiple platforms to drive ongoing positive client experiences with content resulting in increased awareness, consideration, and eventual commercialization of Harbor solutions.

Key Responsibilities

  • Supporting the content marketing team in the tactical development of primarily digital and some traditional print content strategies across all relevant mediums/platforms using the appropriate formats (Create Once Publish Everywhere: COPE).
  • Accountable for managing content pipeline and status report, supporting Harbor’s Editorial Board, working closely with project management representing content marketing interests/POV, and partnering with the Client Experience (CXP) team to ensure campaign needs/tactics are timely and suited for specific experiences.
  • Ability to simplify complex topics and publishing tasks for external and internal content development and dissemination.
  • Proactively works closely with Subject Matter Experts (SMEs) and other key stakeholders to manage deadlines, streamline workflow, ensure content backup and sourcing are intact and appropriate for publishing.
  • This role is meant for a candidate with a brand publisher mindset and nimbleness and creativity around content creation and dissemination. Candidate will work in tandem with the CXP team to ensure content developed is aligned to audience journeys.
  • Working with CXP and DI&E teams, measuring the results of marketing activity to inform future content marketing activities/campaigns and programs.
  • Understanding of editorial requirements that CXP team will implement (Ex: SEO, content categorization/taxonomy, digital distribution, advertising, content hubs, social channels, email/newsletter, third party content aggregators).
  • Collaborating with a team of writers/designers/illustrators (agency or in-house), digital marketers, and data analysts.
  • Working across the content marketing team to support editorial governance so content is consistent with our brand voice, style and tone along with developing and managing editorial calendar(s).
  • Assisting the Director of Marketing Strategy with day-to-day team/content activities.

Key Behavioral Expectations

  • Creates Culture of Collaboration
  • Communication & Engagement
  • Unleashes Innovation

Minimum Qualifications

  • BA/BS or equivalent
  • 3-5 years industry experience preferred
  • Job requires both marketing experience and project management background

Knowledge, Skills & Abilities Required

  • Ability and desire to work with a super engaged Marketing team to drive content work forward; must work collaboratively across Harbor and help us try new ways to engage using content as a strategic asset.
  • Responsive yet thoughtful to client/internal requests; advocates for driving content engagement and audience learning and Harbor strategic initiatives equally.
  • Seeks to learn and enhance marketing activities (and approach) based on data/results (quantitative/qualitative).
  • Ability to think creatively and has the initiative to not only learn but also present and advocate for new ideas.
  • Must thrive working in a fast-paced, innovative environment while remaining flexible, proactive, resourceful and efficient.
  • Excellent written and verbal communication and emerging data/analytical skills.

 Apply Online

Summary

What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders every day, and help them achieve their investment goals through active, cost aware investing. This approach has served us well, becoming one the largest and most highly regarded manager of managers in the industry.

We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting shareholders first, and we are currently looking to grow our firm with talented, intellectually diverse people with excellent work ethic. If you are passionate about putting shareholders first and enjoy the unique nature of working with the very best asset managers in the world, visit our website for more details: Harbor Capital | Careers

Key Responsibilities

This position supports distribution efforts by managing recurring performance reporting responsibilities, as well as ongoing project management of ad hoc requests and deliverables related to competitive positioning of the firm’s products, contributing to both new sales as well as the retention of existing client assets.

  • Updating and proofing of monthly/quarterly product reporting (quarterly reports, fact sheets, presentations, holdings, etc.)
  • Manage deliverables for new content and new products
  • Content management and maintenance on content technology platform (Seismic)
  • Ad-hoc and custom client reports
  • Marketing project management to help drive marketing goals
  • Continually looks for ways to improve Marketing processes and procedures. Identifies best practices, celebrates successes, and recommends options for improvement/enhancement.
  • Analyze data for accuracy and troubleshooting using pivot tables and other functions
  • Accountable for the accuracy, timeliness, and effectiveness of marketing deliverables

Key Behavioral Expectations

Drives for Results

  • Executes deliverables in line with the organizational vision and strategy
  • Strives to achieve the goals set forth by your manager

Creates Culture of Collaboration

  • Proactively seeks and/or embraces opportunities to work across departments and teams to achieve shared objectives
  • Places company and team contributions before personal objectives

Agility & Adaptability

  • Welcomes new solutions and takes on stretch assignments for own development
  • Acknowledges small mistakes and actively course corrects

Courageous & Resilient

  • Tackles challenges with optimism and remains confident
  • Rebounds from setbacks and reflects in order to grow from experiences

Minimum Qualifications

  • Bachelor’s degree preferred or equivalent experience
  • 5+ years of marketing experience in financial services industry
  • Extensive PowerPoint experience
  • Experience using Excel for data analysis and recurring reporting
  • Experience with Seismic, Red Oak or SharePoint a plus

Knowledge, Skills & Abilities Required

  • Functional investment, distribution and market environment knowledge preferred
  • Technically capable, excellent communicator, and a desire to improve processes
  • Ability to pivot as firm continues to grow and evolve
  • Must be a self-starter, but also a team player
  • Strong time management and organizational skills, with the ability to lead and prioritize multiple projects under tight deadlines
  • Thrives in a fast-paced environment
  • Meticulous attention to detail
  • Demonstrated ability to collaborate effectively with others
  • Creative, strategic thinker and problem solver with strong analytical skills
  • Demonstrated record of successfully transforming business partners’ objectives into effective deliverables

Apply Online

 About Harbor

For over 30 years, Harbor has served as a gateway for clients to access talented asset managers through active, cost-aware investments. We identify specialists in each asset class to manage portfolios, and apply a comprehensive oversight program to monitor their performance and ensure their decisions are in the best interest of our clients. Harbor offers the benefit of an institutional caliber portfolio manager, in addition to a professional adviser to maintain manager accountability.

Because Harbor partners with asset class experts for targeted strategies, we are not constrained by a single, overarching investment style. This flexibility allows us to examine any investment approach and enter any asset class, without bias, and has led to a diverse array of investment solutions to meet investor needs.

Harbor offers a diverse family of cost-aware investment solutions managed by institutional-caliber firms. We find talented investment teams to manage portfolios, and apply a rigorous fiduciary oversight program to monitor their performance and investment decisions. As of August 31, 2021, Harbor Capital has combined net assets of approximately $66 billion.

About the Position
As an associate consultant, you will assist the general consultants in all phases of Callan’s investment consulting to asset owner clients, including strategic planning, investment implementation, performance evaluation, education, and new business development. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences.
These positions are available in Callan’s Atlanta, Chicago, and Summit, NJ offices. Our day-to-day environment is changing rapidly due to COVID-19, and Callan is committed to prioritizing your safety. We are looking for a professional who is able to adapt to these changes, which means initially working remotely, moving to a hybrid work schedule, and potentially returning to the office full time.*
As an associate consultant, you will be supporting investment consultants in:
Strategic Planning:
• Engage with Callan team members in investigating and developing strategic advice and asset allocation analysis for our clients
• Support the consulting team in providing guidance to our clients as they navigate financial markets and their own changing circumstances
• Draft/review statements of investment policy
Performance Evaluation:
• Assist consultants in monitoring existing client portfolios by understanding and reviewing quarterly performance measurement and ad-hoc reports
• Lead the production of custom quarterly executive summary reports, which are presented during client committee and board meetings
• Create detailed analysis at the total fund level, asset class level, and investment manager level 
• Prepare ad-hoc client presentations as needed
• Coordinate prep meetings with consulting team to ensure all client needs are met on a timely basis

Plan Implementation:
• Assist in manager/product research as needed
• Draft/review client and manager profiles for specific manager searches that are delivered to our clients as they look to add or replace a manager within their lineup
• Coordinate meetings with the team and investment managers
• Assist in creating a plan to successfully implement manager transitions
Client Education:
• Assist in researching special topics for general consultants and clients
• Assist in developing customized educational information and/or seminars for clients
• Provide general consultants with quarterly capital markets detail
New Business Development:
• Collaborate with consultants and other departments to respond to requests for proposal, ensuring the delivery of high-quality, well-written responses
• Assist in general marketing efforts as needed
• Assist in researching and providing consultants with information to build a successful relationship with prospective clients
Education & Characteristics
We’re looking for a teammate who:
• Holds a bachelor’s degree or equivalent, preferably in finance, economics, or a related discipline (we are also open to those with differing backgrounds and a strong interest in financial markets)
• Is interested in becoming a CFA or CAIA Charterholder (if not yet earned) or in attaining an MBA
• Values diversity, equity, and belonging as key tenets of an impactful culture and successful business
• Has a keen and demonstrated interest in investing and following the markets
• Asks questions unabashedly and listens intently, and asks for help when needed
• Admits to not having all of the answers but is determined to do what it takes to find them
• Demonstrates passion for learning and seeking new ideas
• Enjoys working within a team to find the right solutions for clients
• Believes that acting ethically is paramount in everything you do
• Is willing to hone writing and presentation skills (and any other skills) and is open to feedback
• Understands the importance of attention to detail, strong organizational skills, prioritization of tasks, and meeting
deadlines
• Acts with humility and expects to be held accountable for your work and actions alongside your team
• Maintains a sense of humor in a challenging industry while supporting the team and always putting our clients first
• Works well remotely as we navigate the continued pandemic work environment
• Seeks to constantly improve and looks for ways to create an impact and better outcomes for the organization and our clients
Compensation, Benefits & Training
At Callan, you can expect:
• A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
• Training for all Callan databases, research, and other systems
• Access to team-building events, community outreach opportunities, and wellness events
As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners.
Click here to learn more about Callan’s culture, benefits, and more.
About Callan
Founded in 1973, Callan is a one of the largest employee-owned investment consulting firms in the U.S., with more than $3 trillion in assets under advisement. We provide thoughtful, research-driven advice to large institutional investors including pension and defined contribution plans, endowments, foundations, insurance companies, and health care
organizations. Because we are independently owned and not beholden to outside shareholders, we help raise the industry standard by orienting everything we do around our clients’ goals.
Callan has 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S.
Callan is an equal opportunity employer.
Please email a cover letter and resume referencing “Atlanta Associate Consultant,” “Chicago Associate Consultant,” or “Summit Associate Consultant” to hr@callan.com.
*Subject to applicable law, only fully vaccinated employees will be permitted to enter Callan offices, travel on company business, and attend company sponsored events. A proof of vaccination will be required upon hire

A LITTLE ABOUT US

Founded in 1951, the Nature Conservancy is a global conservation organization dedicated to conserving the lands and waters on which all life depends. Guided by science, we create innovative, on-the-ground solutions to our world’s toughest challenges so that nature and people can thrive together. We are tackling climate change, conserving lands, waters and oceans at unprecedented scale, providing food and water sustainably and helping make cities more sustainable.  One of our core values is our commitment to diversity. Therefore, we strive for a globally diverse and culturally competent workforce. Working in 72 countries, including all 50 United States, we use a collaborative approach that engages local communities, governments, the private sector, and other partners. To learn more, visit www.nature.org or follow @nature_press on Twitter.

YOUR POSITION WITH TNC

The Financial Manager provides highly specialized finance, accounting and award-related management services for the global Protect Oceans, Lands and Waters (POLW) business unit. A primary focus will be supporting the Durable Protection Strategies programs, with integration into the highly networked efforts of the entire team and organization.

The location for this position is flexible within countries where The Nature Conservancy is a registered NGO, and has an already established office. This position is not eligible for relocation, immigration assistance or sponsorship.

ESSENTIAL FUNCTIONS

The Finance Manager will be a key member of the POLW Operations Team and manage responsibilities for large, multi-year and collaborative protection outcome projects across highest priority geographic regions. The Finance Manager has multiple clients including conservation teams, finance and business unit leadership, centralized finance and accounting staff, philanthropy relationship managers and donor stewards, and external partners. Examples of specific responsibilities include multi-year planning and budgeting for programs and fund portfolios; leading and coordinating with global, regional and country teams (especially financial contacts) on planning, fund allocation and reporting; preparing and reviewing monthly/quarterly/annual reports for internal and external stakeholders; carrying out accounting activities including adjustments, journal entries and balance sheet maintenance; guiding program leads regarding financial positions, best practices, processes and systems; participating in Operations Team and extended operations team efforts and special projects; and coordinating with philanthropy and conservation staff on proposals and donor reports. They will employ strong relationship and information management skills to advance priorities and meet goals and outcomes, respond to complex employee/management questions and problems based on advanced knowledge of finances, and provide assistance to all levels of personnel to help raise financial literacy and sustainability. They have a high level of expertise in their areas of management and administers and maintains finance and accounting activities in accordance with TNC policies and procedures and best practices.

RESPONSIBILITIES & SCOPE

  • Works toward meeting the strategic priorities of the program by developing and coordinating tactics for approved plans and completing day-to-day tasks. This will include working directly with program leads and field teams to develop budgets and manage to and adapt plans, prepare and communicate reports, prepare adjustments and journal entries, meet donor intent and fund restrictions, coordinate with centralized functions, and maintain data and systems.
  • Coordinates projects and team efforts around shared funds and fund management, including leading remote and diverse teams of finance managers and specialists to ensure integrated efforts and outcomes.
  • Ensures programmatic commitments, TNC policies and procedures, financial standards and legal requirements are met and managed for compliance.
  • Reinforces consistency in the organization’s policies and procedures and provides support related to relevant field.
  • May participate in complex negotiations.

MINIMUM QUALIFICATIONS

  •  Bachelor’s Degree in Finance, Accounting, Business Administration or related field and 4 years’ related experience or equivalent combination.
  • Experience with relational databases/ enterprise financial systems.
  • Experience with grants award accounting issues.
  • Experience, coursework or other training with U.S. Federal Uniform Guidance, state and local regulations, multilateral and international regulations, and standard contract clauses, as applicable.
  • Experience using accounting and financial reporting systems.
  • Experience with government regulations related to grants and contracts.

DESIRED QUALIFICATIONS

  •  Experience working with diverse cultures, international teams, currencies and/or international operational considerations.
  • Multi-lingual skills and/or multi-cultural experience appreciated.
  • Excellent analytical and quantitative skills.
  • Non-profit accounting experience preferred.
  • Experience in manipulating, analyzing and interpreting data.
  • Excellent verbal and written communication skills.
  • Strong organizational skills and attention to detail.
  • Knowledge of current trends in financial management.
  • MBA, CPA and/or CIA preferred.

 ORGANIZATIONAL COMPETENCIES

 

Builds Relationships

Builds productive relationships by interacting with others in ways that enhance mutual trust and commitment.

Collaboration & Teamwork

Works collaboratively with stakeholders across levels, geographies, backgrounds, and cultures to improve decisions, strengthen commitment, and be more effective.

Communicates Authentically

Communicates proactively and in a timely manner to share information, persuade, and influence with the appropriate level of detail, tone, and opportunities for feedback.

Develops

Others

Takes ownership to help develop others’ skills, behaviors, and mindsets to help them maximize their workplace contributions.

Leverages Difference

Demonstrates commitment to harnessing the power of differences strategically; consistently sees, learns from, and takes strategic action related to difference; and demonstrates the self-awareness and behaviors to work across differences of identity and power respectfully and effectively with all stakeholder. Actively seeks to build and retain a diverse workforce and fosters an equitable inclusive workplace by drawing upon diverse perspectives.

Systems

Leadership

Thinks and acts from a broad perspective with a long-term view and an understanding of 1) the dynamic nature of large-scale challenges and 2) the need for integrating five key practices: skillfully engaging appropriate people; providing a clear process for change; taking a holistic view of situations; focusing on a small number of strategic actions, while learning from and adapting them over time; and being aware of how one’s own thinking or patterns of behavior may be limiting change.

 

This description is not designed to be a complete list of all duties and responsibilities required for this job.

HOW TO APPLY

To apply for the Finance Manager position visit https://careers.nature.org/ and search job ID 50488, submit your resume and cover letter online by using the Apply Now button. Need help applying? Visit our recruitment page or contact applyhelp@tnc.org.

 

Segall Bryant & Hamill is an investment firm headquartered in Chicago, Illinois with offices in St. Louis, MO; Philadelphia, PA; Denver, CO; and Naples, FL. Since our founding in 1994, we have grown to approximately $25 billion in assets under management as of September 30, 2021. We provide fee-based investment management of equity, fixed income, and balanced investment portfolios. Our growing client list includes high net worth individuals and families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. Segall Bryant & Hamill is a wholly owned subsidiary of CI Financial, an independent Canadian investment firm.

Segall Bryant and Hamill is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Segall Bryant & Hamill is seeking a Compliance Manager to work within a team managing the oversight and monitoring of the firm’s compliance program. The ideal candidate will have had experience with the securities laws, rules and regulations applicable to registered investment advisers and private fund offerings, in particular the Investment Advisers Act of 1940 and Investment Company Act of 1940. Additionally, the candidate must possess an
understanding of the business operations and practices, procedures and controls specific to the business units supported. The candidate must be able to take ownership for the delivery of projects while also operating successfully
in a cross-functional team environment.

This position reports to the Senior Compliance Manager and has no direct reports. Occasional travel to other offices less than 15 percent of the time.

General Responsibilities

  • Enforce the Code of Ethics and Compliance Manual including, maintaining, updating and overseeing the compliance monitoring program across the firm
  • Analyze client investment guidelines to implement and monitor investment restrictions.
  • Assists with compliance reviews of marketing related materials, such as strategy presentations, due diligence questionnaires, and other forms of communication
  • Monitor and test home and branch office activities on an ongoing basis and as part of the annual review process 
  • Compile various data requirements for financial and regulatory reporting to various agencies
  • Collaborate with the compliance team on review of regulations and make appropriate updates and recommendations to regulatory documents and policies and procedures
  • Create and deliver compliance training annually and on an ongoing basis to educate and engage employees on compliance policies and procedures, including ethics and conflicts of interest
  • Monitor, review and track soft dollar arrangements and invoices
  • Perform supervision activities for registered representatives
  • Carry out additional duties as assigned

Qualifications

  • Bachelor’s Degree required, preferably in a business-related area of study, additional certifications a plus
  • 3-5 years of work experience in the financial services industry, preferably with a Registered Investment Advisor or Broker Dealer
  • Securities licenses required or willingness to obtain licenses: Series 7, 63 and 24
  • Commitment to high ethical standards
  • Strong writing and verbal communication skills
  • Must be thorough, detail-oriented, and function with a high degree of accuracy
  • Must be persistent, self-motivated, and able to function with a high degree of independence
  • Ability 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
  • Desire to keep abreast of best practices as well as evolving issues within scope of the position is required
  • Desire to further develop and foster strong interpersonal relationships and to maintain effective cross functional teams
  • Proficient in MS Office (Outlook, Word, Excel, PowerPoint, Teams)
  • Knowledge of the following software is a plus but not required:

o Advent Rules Manager, APX, and Moxy or other investment compliance and/or trading systems
o Schwab Compliance Technologies or other compliance software system

Apply via the SBH Career Center
All submissions must include a resume, cover letter and salary expectation
Company website: www.sbhic.com

The Group

The Morningstar Investment Management group consists of our investment advice, consulting, and retirement-solutions businesses. Through our investment advisory subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients.

The Role

The Investment Management group seeks a Senior Operations Manager to oversee the day-to-day management of operational teams supporting the Morningstar® Managed PortfoliosSM wealth management platform. As a senior member of our operations team, you will be responsible for executing across the organization with a focus on creating a highly collaborative culture of accountability, accuracy, efficiency, and transparency. The Senior Operations manager will oversee teams based in the US and offshore involved in daily transaction processing and custodian interaction, billing operations, implementation and account maintenance functions, as well as recurring performance report production. This position is based in our Chicago office.

Job Responsibilities

  • Demonstrate superior level of industry/product knowledge of Managed Portfolios business and custodian and advisor workflows.
  • Oversee and liaise on vendor relationships through the lens of an advisor advocate.
  • Advise on overall policies and workflows by partnering with Product, Technology, and other internal teams as well as custodians and other third party vendors.
  • Support and execute operations processes in support of the U.S. Managed Portfolios business and Global Operations initiative including: monthly and quarterly billing, proposal and new account linking and onboarding, data feeds and transmissions, client directed transactions including distributions from managed accounts, handling escalated requests, and providing consultative solutions.
  • Collaborate on strategic initiatives, product roadmap, and innovative ideas to enhance service delivery and standards.
  • Maintain exemplary working relationships with custodians, vendor partners, and internal stakeholders.

Qualifications

  • 8-10 years’ experience in investment operations roles, Custodian and TAMP subject matter expertise is a plus.
  • A self-starter with excellent leadership, communication, organization, time management, and interpersonal skills.
  • Strong organizational and problem-solving skills along with excellent attention to detail and accuracy; the highest ethical standards are expected in this role.
  • Ability to communicate to senior leaders internally and externally.
  • Ability to thrive in a dynamic, fast paced environment.
  • Maintains an execution focus while looking for process improvements.
  • A bachelor’s degree is required; an advanced degree is a plus

Apply via LinkedIn

002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

The Opportunity:

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with locations around the world, we serve clients through a personal, custom approach to reaching financial goals. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

We are looking for a results focused recruiter to source and attract exceptional talent to our company. In this blended role, you will be responsible for the recruitment of candidates and overall program management of our summer internship and rotational analyst programs. The successful candidate will also partner with Hiring Managers across a number of our businesses to develop and implement comprehensive recruitment strategies to attract both entry-level and experienced hires to the Company with an emphasis on diverse talent. You will be a self-starter with the ability to build strong relationships, consultative in your approach and comfortable working in a highly collaborative team environment.

Responsibilities:

  • Responsible for the management of our summer internship and rotational analyst programs including but not limited to candidate recruitment, onboarding and program management.
  • Act as the primary recruitment point of contact with key external partners including Universities, HBCU’s and organizations focused on diverse talent.
  • Work directly with hiring managers to understand their business staffing needs, develop recruiting strategies to attract exceptional candidates to the firm across all levels (summer interns, entry level and experienced hires).
  • Manage the interview and selection process, delivering qualified and diverse candidate slates to fill identified positions and ensuring a superior experience for candidates.
  • Prepare recruitment advertising and job postings that utilize the latest recruitment marketing concepts including social media.
  • Source active candidates from online databases, contact lists, internal databases, employee referrals and passive candidates through networking, cold calling, and Internet research.
  • Prepare weekly, monthly and quarterly recruitment reports with metrics on filled positions and current openings.
  • Assist with the pre-employment, onboarding and orientation of new hires to the Company.

Requirements:

  • BS/BA degree in Human Resources or related field.
  • A min of 3 years financial services recruitment or related experience.
  • AIRS Certified diversity recruiter or equivalent highly preferred.
  • Must have excellent written and verbal communication skills.
  • Extremely detail-oriented, professional attitude, and the ability to maintain confidentiality. 
  • Self-directed and excellent interpersonal skills.
  • Team player with the ability to work in a highly effective team environment.
  • Great networking abilities.
  • Sound knowledge of recruitment practices and current with key workplace trends.
  • Strong project management, organization and planning skills with the ability to critically evaluate data and feedback with a view to implementing continuous improvements and enhancements to processes and execution of flagship programs. 

Apply Online

EOE

Duff & Phelps Investment Management Company, A Virtus Investment Partners Affiliate:

At Duff & Phelps, we pursue a limited number of specialized investment strategies with exceptional depth of resources, expertise and intellectual rigor. In this way, we leverage the substance, perspective and culture of a respected fundamental research boutique to meet the needs and enhance the outcomes for our clients.  All positions required a willingness to work in a hybrid office environment (i.e., combination of in-office and remote work).

SUMMARY:  This position is responsible for broadly assisting compliance department staff and the Chief Compliance Officer (“CCO”) in ensuring that the firm is in compliance with applicable regulatory requirements.  Some specific duties include: assisting in reviewing fund and client account activity to detect potential compliance problems; monitoring compliance with the firm’s Code of Ethics for Personal Trading; and review of the firm’s Institutional Marketing campaigns (i.e., presentations, market commentaries, RFP responses, consultant database review, marketing related website content and similar ad hoc marketing pieces) to ascertain if they are in compliance with GIPS® and all regulatory requirements.

DUTIES AND RESPONSIBILITIES: (List in order of importance; include any supervisory or management responsibilities)

  • Interprets, provides advice, administers and monitors the Firm’s Code of Ethics and STAR Compliance System for personal trading along with all required employee reporting requirements.
  • Assists the CCO with onsite due diligence meetings and certifications for our institutional clients.
  • Participates in complying with audits scheduled by external auditors.
  • Reviews SSAE16 reports of service providers and prepares assessments.
  • Assists in portfolio monitoring for SEC registered funds, institutional accounts and UCITs
  • Participates in the review of the firm’s Institutional Marketing campaigns; this includes presentations, market commentaries, RFP responses, consultant database review, marketing related website content and similar ad hoc marketing pieces and approving the firm’s marketing and advertisement materials to ascertain they are complying with GIPS® and all regulatory requirements.
  • Help maintain compliance files and records including product/account documentation.
  • Assist with preparation and filing with the SEC of 13F report, Form N-PX, Forms 3, 4 and 5 and other required regulatory reports.
  • Assists with revision of procedures, Code of Ethics and Compliance Manual and updating & filing of Form ADV.
  • Performs other duties as required by DPIM-CCO or other senior management.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required for the position.  Other duties may be assigned from time to time by management.

MINIMUM QUALIFICATIONS: (education, experience, certifications, licenses, skills required).

  • BA/BS degree with 3-6 years of compliance experience or, an equivalent combination of education and experience.
  • Must possess knowledge of the investment business and investment terminology.
  • Some experience working with Institutional Marketing Review preferred.
  • Some experience with other rules and regulations under the Securities Act of 1933, ERISA, FCPA and FINRA a plus.
  • Must possess strong analytical aptitude.
  • Excellent PC skills with high proficiency using MS software and internet research capabilities.
  • Detail-oriented with the ability to manage multiple projects simultaneously, establish priorities, work independently, handle interruptions and proceed with objectives without supervision.
  • Excellent communication (verbal and written), presentation and time management skills.
  • Ability to exchange complex information effectively to reach agreement in ambiguous or difficult situations.
  • Collaborates with fellow team members to achieve objectives within the project timeline.

PHYSICAL REQUIREMENTS:

  • Willingness to work in a hybrid office environment (i.e., combination of in-office and remote work).
  • Sit for prolonged periods.
  • Ability to operate a computer and communicate via telephone and computer technology.
  • Lift up to 25 pounds.

Apply Online

Duff & Phelps Investment Management Company, A Virtus Investment Partners Affiliate:

At Duff & Phelps, we pursue a limited number of specialized investment strategies with exceptional depth of resources, expertise and intellectual rigor. In this way, we leverage the substance, perspective and culture of a respected fundamental research boutique to meet the needs and enhance the outcomes for our clients.  All positions required a willingness to work in a hybrid office environment (i.e., combination of in-office and remote work).

www.dpimc.com

SUMMARY:  This position’s function will be to perform comprehensive administrative duties to assist in the completion of the department’s functions for the sales, marketing and client service departments.

  • Supports the general administrative and office needs with tasks assigned by Sales & Marketing, and Client Services teams.
  • Maintains calendar(s) of assigned group including scheduling meetings, coordinating meeting materials and making travel arrangements and logistics of meetings as directed.
  • Updates marketing materials, presentations, and fact sheets under the direction of the Senior Marketing Associate and MD of Marketing & Communications.
  • Produces client and presentation books as needed.
  • Assists with the coordination sales and support activities, while maintaining a close working relationship with sales, portfolio managers, and/or client service teams.
  • Maintains the department’s folders on the firm’s shared and updates Satuit.
  • Assists with client and consultant deliverables, due diligence, and questionnaires.
  • Assists with the establishment and maintenance of relationships with potential and existing institutional clients and consultants.
  • Assists with internal and external marketing efforts including email campaigns, books, promotional and others, as assigned.
  • Performs other duties as required by senior management in Sales, Marketing, and Client Services.

 

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities

required for the position.  Other duties may be assigned from time to time by management. The time for each duty or

responsibility may vary in response to business needs.

 

MINIMUM QUALIFICATIONS:  (education, experience, certifications, licenses, skills required)

  • BA/BS degree or equivalent experience in a marketing or client services role is preferred.
  • Excellent communication skills (oral and written) to create and proofread correspondence and presentations, and interface with customers.
  • Excellent PC skills with ability to test proficiency using MS software (i.e., Word, Excel and PowerPoint), Adobe and internet research capabilities.
  • Detail-oriented with the ability to manage multiple projects simultaneously, establish priorities, work independently, handle interruptions and proceed with objectives without supervision.
  • Knowledge of modern business terminology, with the ability to comprehend new company-specific terminology and policies & procedures to respond to inquiries appropriately.
  • High energy, positive “can do” attitude demonstrating flexibility and teamwork.

 

PHYSICAL REQUIREMENTS:

  • Willingness to work in a hybrid office environment (e., combination of in-office and remote work).
  • Willingness to work within a flexible schedule to meet the firm’s client service, marketing and sales needs.
  • Sit for prolonged periods.
  • Ability to operate a computer and communicate via a telephone.
  • Lift up to 35 pounds.

Apply Online

The Duff & Phelps team brings together a rare mix of skill, experience, education and credentials in a collegial, collaborative environment.

Job Description

SUMMARY:   (This position requires some days working in the office as well as working remotely) This position’s responsibility is to participate as a research analyst within the Utilities/Infrastructure team.  The analyst will take ownership of a primary coverage list and actively contribute to the overall investment process.  The analyst is expected to work closely with the senior portfolio managers and rest of the Infrastructure team and consistently generate risk-adjusted, excess-return ideas supported by thorough, bottom-up research.

DUTIES AND RESPONSIBILITIES:

  • Independently conducts necessary sector and individual security research for applicable product.
  • Generates write-ups and valuation models for assigned companies.
  • Challenges consensus assumptions with own research findings.
  • Makes buy, sell, and hold recommendations.
  • Actively communicates with senior portfolio manager and other members of Infrastructure team.
  • Maintains relationships and proactively communicates with senior management of covered companies and industry contacts.
  • Helps support the generation of marketing and board materials.
  • Exchanges complex information effectively to reach agreements in ambiguous or difficult situations.
  • Performs other duties as required by senior management.

 

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required for the position.  Other duties may be assigned from time to time by management. 

MINIMUM QUALIFICATIONS:

  • BA/BS degree and 4+ years of investment experience or an equivalent combination of education and experience. Applies expertise and knowledge or in-depth experience of several areas within a function.
  • Previous work experience in infrastructure, utilities, or alternative energy sector required.
  • Advanced degree (MBA and/or CFA designation) preferred.
  • Foreign language proficiency/fluency, cultural knowledge and travel experience preferred.
  • Proven ability to have delivered consistently strong performance and judgment in the field.
  • Good communication (verbal and written), interpersonal and presentation skills.
  • Detail-oriented with the ability to manage multiple projects simultaneously, establish priorities, work independently, handle interruptions and proceed with objectives without supervision.

PHYSICAL REQUIREMENTS:

  • Ability to work flexible hours, travel globally, attend conferences, and meet with company management.
  • Willingness to work in a hybrid work environment (i.e., combination of in-office and remote work).
  • Ability to operate a computer and perform repetitive motion activities.
  • Lift 25-30 pounds.

ABOUT THE POSITION

Founded in 1996, Cook M&A is recognized as one of the leading buy-side M&A advisory firms in the industry. Our focus is on creating value for private equity, family offices and corporate acquirers by serving as a true intermediary to manage and facilitate the acquisition process.

Cook M&A works on behalf of clients to help originate proprietary M&A deals.

Research Associates will have the opportunity to work collaboratively with internal professionals and clients to help define, organize, strategize, and pursue an M&A strategy across various markets. Research associates conduct both top-down and bottoms-up research to map out market landscapes and identify M&A target opportunities. Research encompasses both quantitative and qualitative attributes about target companies with particular emphasis on analytical abilities to size up markets and provide value-added market insights to clients.

RESPONSIBILITIES

  • Conduct top-down, macro-level market research on a given industry.
  • Define and organize an M&A strategy to identify platform and add-on acquisition target companies based on a defined thesis.
  • Analyze markets and market participants to provide an estimated target landscape.
  • Conduct diligent bottoms-up research, utilizing various tools and databases, to map out a given market and profile out company attributes, including ownership, management, business model, end market, and estimated size characteristics.
  • Participate in client meetings to provide research updates and findings.
  • Update and manage CRM system for company, contact, and project-related information.
  • Manage 2 to 5 projects at any given time.

DESIRED SKILLS

  • Attention to detail
  • Self-motivated
  • Problem-solving
  • Creative/critical thinking
  • Resourceful
  • Time management
  • Team player
  • Presentation skills

JOB CHARACTERISTICS

  • Natural curiosity into different industries, company participants, and M&A strategies.
  • Prioritizing and organizing M&A strategies.
  • Translating M&A strategies into identifiable attributes and characteristics in target companies.
  • Utilizing various tools and databases to identify market participants.
  • Interest in reconciling macro-level research with bottoms-up target identification.
  • Deep passion for research and the grit it takes to uncover market insights into sometimes small, niche markets.
  • Analysis on market dynamics including market size, growth drivers, supply chain, competitive analysis, risks, etc.
  • Strong communication and collaboration with internal deal team members as well as with clients.
  • Providing helpful M&A strategy recommendations based on market research findings.
  • Efficient time management of multiple projects.
  • Well-documented research to ensure thorough and accurate findings.
  • Ability to stay abreast of recent M&A transactions across various industries.
  • Work within established systems, standards, and procedures.
  • Leadership focused on accurate, consistent, well-documented, and high-quality work output.

JOB SUMMARY

The focus of this job is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete one task at a time. Job knowledge and competency is built through structured step-by-step training and positive, supportive coaching from management and peers. Consistent, error free work based on defined standards are key measures of job performance success. The job environment promotes steady, methodical work output so that job routines can be completed on time and error-free.

We (Cook M&A) believe job fit is foundational for performance and engagement. To that end, we ask all qualified candidates to complete a Behavioral Assessment as part of our selection process. The data from this assessment is considered along with all other candidate information to create a clear picture of each candidate’s fits and gaps relative to the requirements of the position. Set aside 10 uninterrupted minutes to complete this assessment. Click the link below (or copy and paste into your Internet browser) when you are ready. Thank you again for your interest in joining our team.

https://assess.predictiveindex.com/ryO9d

REQUIREMENTS

  • Bachelor’s degree

REPORTS TO

  • Director of Research & Strategy

COMPENSATION

  • Salary range is $45k to $60k (based on experience)

BENEFITS

  • Healthcare, 401k

Email resumes to Keith Seebeck (kseebeck@cookma.com) or apply online via LinkedIn:

(38) Research Associate | Cook M&A Advisory Services | LinkedIn

Summary

Harbor is seeking an experienced Salesforce/Pardot Business Analyst as part of the Distribution Intelligence team. The Distribution Intelligence team’s goal is to create competitive advantage, accelerate growth, and delight customers by bringing together high performing Data, Analytics, & Technology.

As the Salesforce/Pardot Business Analyst, you will be a creative and innovative thinker, being part of a team driving efficiency and innovation across the business and supporting the firm’s strategy and vision to optimize the effectiveness of distribution tools within our overall technology platform

The Senior Business Analyst in this role will be working with teams across the enterprise to better understand their individual or department needs and work on initiatives to meet those needs in innovative ways. The Senior Business Analyst will learn about the distribution intelligence ecosystem and spot opportunities, scope the effort, and define value to the organization. In this role you will also work across the enterprise to teach, educate, and train on how to leverage the tools to provide value to the business. The Senior Business Analyst will develop and deliver standard processes and guiding principles to maximize the enablement of the technological capabilities. Working alongside users, gathering feedback, and refining approaches is a key part of the role.

Key Responsibilities

  • Work closely with the stakeholders/SMEs to understand needs and expectations, features, user stories, dependencies, business rules, UAT support, trouble shooting and training
  • Optimizing the value of the work the Development team by clarifying stakeholder requirements, business rules and acceptance criteria definitions
  • Manage product backlog including publication and prioritization of user stories based on stakeholders’ needs, criticality and ROI
  • Manage all phases of platform releases including user training
  • Maintain end-to-end oversight and technical support of Salesforce and Pardot, helping data issues, platform performance and related quality assurance activities
  • Continuously improve the quality and efficiency of the platform capabilities by researching, understanding the implications, data opportunities, other system integrations and implementing enhancements
  • Collaborate with reporting analysts to understand how data is used in reporting and analytics and impacts of gaps or changes to reporting strategies
  • Driven by an in-depth understanding of business and user needs, contribute to product vision and product roadmap development

Key Behavioral Expectations

  • Unleashes Innovation
  • Strategic Thinking
  • Agility and Adaptability
  • Drives for results

Minimum Qualifications

  • 3+years in relevant work experience as a Business Analyst or similar role.
  • 3+ years of experience working with Salesforce technologies as Salesforce, Pardot, Marketing Cloud
  • Salesforce CRM knowledge, proficient in both classic and lightning enabled Salesforce.com instances.
  • Experience with sales-focused content management, marketing automation and CRM technologies
  • Experience training platform users
  • Proficient using Salesforce Dataloader to maintain CRM data.
  • Bachelor’s degree

Knowledge, Skills & Abilities Required

  • Analytical thinking and problem solving – experience performing root cause analysis on internal and external processes to answer specific business questions and identify opportunities for improvement, stakeholder analysis, requirements engineering, process modeling
  • Experience working with cross-functional teams in a dynamic environment.
  • Ability to display independent judgment to make decisions where no clear precedents exist; adjusts plans and deliverables with the right approvals and the business goals in mind. Ensures that all standards are followed, and controls are adequately designed and implemented
  • Being detail-oriented and capable of delivering a high level of accuracy
  • Self-starter with the ability to dig for answers without heavy direct instruction
  • Strong organization and project management skills
  • Exceptional written and oral communication skills
  • Salesforce Certified Administrator, Salesforce Certified Business Analyst, Certified Pardot Specialist credentials
  • Understanding of databases, data models, effective data architecture principles
  • Experience of data strategy including data governance, Metadata and MDM process
  • Comfortable with object-oriented scripting languages Python, C#, HTML
  • Exposure to any visualization or BI tool like Tableau, QlikView, Power BI etc. is a plus.
  • Understanding of sales and marketing processes.
  • Asset management or financial services industry experience preferred.

Apply Online

 


Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

Job Description

Using discretion and judgment, calculates and reviews performance numbers; researches complex performance issues; generates and distributes performance reports to internal and external customers.

Principal Responsibilities:

  • Responsible for accuracy of data within performance database, including total net assets, shares outstanding, net asset values, distributions, loads, expense ratios, etc.
  • Ensures proper historical data exists within performance database to meet all regulatory and reporting requirements.
  • Responds to complex questions regarding performance calculations and performance reports posed by various departments (legal, sales organizations, investments, operations).
  • Provides performance data to various market data services to ensure accurate calculations by third parties (i.e. Lipper, Morningstar). Identifies differences between third parties and MFS, researches and resolves the  differences, as appropriate.
  • Develops and maintains procedures relative to performance related tasks.
  • Comprehensive understanding of how to use the systems and technology required to calculate and report performance numbers. Participates in testing of new or upgraded systems and  technology.
  •  Assists Team Leader in reviewing daily reports, resolving performance issues, etc.
  • Understanding of the GIPS standards and applying the standards to ensure that MFS stays in compliance with the standards.
  • Create and maintain GIPS composites.
  • Assumes additional responsibilities as requested.

Job Requirements:

  • Bachelor’s degree in business or equivalent work experience.
  • Minimum 3-5 years related experience is preferred.
  • Experience working in a diverse environment where production, controls, and daily deadlines are required.
  • Experience with performance calculations required.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the’EEO is the Law’ poster and supplement.”

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

PURPOSE:

The Assistant Counsel provides legal counsel and assistance with respect to transactional matters, including front-end and distressed investment analysis and assistance with related regulatory processes, policies and procedures. Review, monitor and resolve related legal and regulatory issues as they pertain to assigned matters and other projects/areas as determined by the Legal Department.

Principal Responsibilities:

  • Advise investments professionals in connection with workouts, restructurings, bankruptcies and asset sales related to existing investments.
  • Negotiate and interpret transactional documents, including investor letters, consents, waivers, amendments, forbearance agreements, confidentiality agreements, indemnity agreements, lock-up agreements, bank trading documents and related investment documents.
  • Provide legal analysis relating to investment opportunities, including structured products and conventional bond financings, and provide guidance regarding collateral, structure, counterparty risk, payment waterfalls, covenants and other provisions relevant to investment analysis.
  • Assist with regulatory initiatives relating to transactions, including investment sanctions compliance, and adherence to internal policies and procedures.
  • Work with and oversee the work provided by outside counsel on legal matters ensuring that standards for service delivery and cost are met.
  • Assume additional responsibilities as required.

Qualifications:

  • Bachelor’s Degree and Juris Doctorate Degree required. Must have at least two to five (2 – 5) years of directly relevant work experience as an attorney at a law firm or in investment management, financial services or industry-related firm.

  • Must be a member in good standing of a state bar, and maintain good standing for all necessary license(s) and/or professional qualifications.

  • Excellent interpersonal, organizational, communication and problem-solving skills. Must be able to write effectively, and present research, analysis and conclusions in a persuasive manner. Must have excellent attention to detail.
  • Proven ability to exercise judgment, pursue initiatives and implement changes necessary to align functional area with strategic/long-term goals of MFS and of the Legal Department is required.
  • An understanding of business operations and practices, procedures and controls specific to the business units supported is required as is the ability to apply same to dealings with the business units supported. Must maintain awareness of best practices and evolving issues within the scope of the position, and able to relate same to MFS’ operations and practices.
  • Must be proficient in MS Office (Outlook, Word, Excel, PowerPoint) and able to develop proficiency in MFS 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 performance of the job.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the’EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

PURPOSE:

The Data Scientist in collaboration with HR and business stakeholders will analyze and evaluate large quantities of data. Leveraging your advanced data analysis skills, you will create, develop and iterate innovative approaches to answer business questions. You will apply a data-driven analytical approach to a variety of questions related to the employee life cycle.

PRINCIPAL RESPONSIBILITIES:

Your work will be project-oriented: you will often be responsible for the entire analytical process – from data preparation to outlining the type of solution (implementation and interpretation of the results). You will constructively discuss your findings in dialog with the business strategies and senior leaders.

The primary function will include, but are not limited to:

  • Working with the HR and business stakeholders to integrate business needs with data analytics solutions
  • Identifying and preparing the data (from internal and external sources)
  • Building models using advanced analytical techniques. This will include descriptive, prescriptive and other advanced analytical techniques
  • Work with cross-functional stakeholders and leaders to gather and synthesize relevant data, analyzing and developing final recommendations.

JOB REQUIREMENTS:

  • Master’s degree in Computer Science, Statistics, Mathematics, Physics, Operations Research, or related discipline; Advanced degree is a strong plus
  • 2+ years’ work experience in an analytics role. Workday experience is preferred
  • Proficiency in Python, SQL, R and/or SAS; additional knowledge of other data mining software a plus
  • Experience with analyzing complex, high volume, high dimensionality data from varying sources and both structured and unstructured
  • Advanced knowledge of machine learning /statistical techniques, data mining, regression, decision trees, text mining, etc.; Gradient boosting, random forest, deep learning/AI a plus
  • Ability to work collaboratively in a team environment and work effectively with people at all levels in the organization
  • Skills to communicate complex ideas effectively and willingness to understand the business implications of a wide variety of data

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the’EEO is the Law’ poster and supplement.”

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the’EEO is the Law’ poster and supplement.”

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

Using discretion and judgment under the direction of an Assistant Treasurer, Fund Treasury Manager and Fund Treasury Supervisor, you will perform expense, product, and securities lending related work with respect to an assigned number of mutual funds. In addition, the incumbent will assist in the preparation of various Fund Treasury initiatives including preparation of financial statements and board materials . In partnership with the management team, you will help ensure the unit meets or exceeds client and department service expectations.

Principal Responsibilities

  • Prepare and monitor asset based fees, expense caps, fund expense ratios, expense budgets, and prepare additional deliverables as needed.

  • Instruct and coordinate payment instructions to external vendors to ensure payments are made timely and accurately.

  • Provide securities lending oversight by reviewing daily reports from lending agents. Items monitored include collateral levels, approved borrowers, and lending limitations.

  • Provide support and review of regulatory reporting requirements to financial reporting and legal departments surrounding financial statement and prospectus filings.

  • Research and discuss fund accounting issues with supervisors and custodian bank personnel as needed.

  • Assist in the preparation of product initiative documentation surrounding fund and share class mergers, launches and closings and in-kind transactions.

Qualifications

  • Bachelor’s degree, preferably with a concentration in accounting or other related financial discipline with a minimum of two(2) years experience in fund accounting, or administrative areas of the investment advisor, auditing firm or custodian bank preferred.

  • Experience working in a diverse environment where production, controls, and deadlines are required.

  • Knowledge of the generally accepted accounting principles, the Internal Revenue Code section on mutual funds, tax preparation experience or the Investment Company Act is desirable.

  • Good analytical, organizational, and written and verbal communication skills.

  • Experience with MS Excel.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the’EEO is the Law’ poster and supplement.”

Apply Now

 
Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

BASIC PURPOSE:

Using professional judgment and in-depth knowledge of investment strategies to work with the Investment Team in order to support strategy-specific content development, client communications, performance analytics and other value-added analyses. With investment knowledge, individual will build a solid understanding of research process, portfolio construction, and portfolio performance to assist in and assume leadership for the preparation of materials for client meetings. This is to include details of market activity and portfolio performance, including stock specific discussion

PRINCIPAL RESPONSIBILITIES:

  • Participate in the creation of quarterly client content materials across all equity strategies in collaboration with the Institutional Portfolio Managers (IPMs) and the Investment Solutions Team.
  • Partner with the Institutional Portfolio Management team in the development of responses to custom client requests/questions – including the analysis of portfolio level characteristics, turnover, exposure to various factors, sustainability engagement and integration examples, etc..
  • Assume responsibility for ESG Data Analysis and Report Generation for the IPM team utilizing Style Analytics, Trucost, FactSet for specific portfolios, benchmarks and relative comparisons.
  • Gather up-to-date information related to the performance of stocks and sectors, working with analysts, IPMs and PMs, where appropriate. Demonstrate an understanding of portfolio performance in written format, summarizing portfolio transactions, articulating the investment case for buy and sell decisions, and explaining drivers of portfolio performance.
  • Support the IPM team on ad hoc projects (eg, examine Chinese revenue exposure vs. benchmark, evaluate strategy Net Debt/EV, customize ESG dashboards for a range of strategies, GHG emissions analysis, Sustainable Development Goal Alignment analysis, etc..)
  • Assist in the development of strategy specific materials – (eg, Sustainability Report for Transformative Capital, Equilibrium Time Analysis for Large Cap Value) – and general investment presentations (Growth v Value, US v Non-US, sector themes, Climate Presentation for internal Roundtable meeting, etc…)
  • Maintain and update the Equity IPM Blog highlighting relevant weekly research meetings, providing summaries of key external macro/strategy/ESG meetings and other relevant materials/topics. Work collaboratively with fixed income counterpart on joint IPM Blogs updates.
  • Performs additional investment-related responsibilities as requested.

JOB REQUIREMENTS:

  • Bachelor’s degree required
  • Minimum of 5 years related experience;
  • Proven analytical skills and ability to make independent decisions and develop creative solutions;
  • Sound judgment regarding escalation practices as well as excellent interpersonal skills and written communication skills;
  • Solid understanding of different security types and derivative instruments;
  • Excellent organizational skills and the ability to work in a high pressure fast paced environment;
  • Excel spreadsheet and PowerPoint knowledge required, familiarity with Barra, FactSet, Bloomberg desired.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the’EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

Utilizes strong investment and operational industry knowledge to provide operational support to the trading/investment department. As a global team, Trade Support is responsible for the trading systems’ data integrity, order entry monitoring, trade date matching, internal & external reporting, preparation of documentation and execution of internal control reviews that mitigate process risk. Using knowledge and experience, Trading Associate (TA) acts to fulfill these responsibilities across their assigned desks.

Principal Responsibilities:

  • Performs trade date matching of fixed income and derivative trades utilizing CTM, Heliograph, and other industry applications. Working with various US and Non-US brokers, matches MFS trade details with the counterparty on trade date.
  • Handles all inquiries into the trading desk from sell side broker operations and sales offices, MFS Operations (trade settlements, pricing, and performance groups) and MFS Compliance.
  • Ensures data integrity within the trading/investment systems. Uses attention to detail and daily audit reports to ensure all data entered into the investment systems is complete, timely and accurate.
  • Prepares Director of Trading reporting and other risk mitigation reporting packages on a daily, monthly, quarterly and semiannual basis. Uses industry knowledge and understanding of commission reporting and daily trading system data audit reporting to identify, rectify, and escalate, data anomalies.
  • Communicates unique properties of fixed income and derivative instruments. Includes working with other internal teams at MFS to ensure account readiness and mapping within MFS’ trading systems are complete and accurate.
  • Maintains order-entry user access in the trading platform for all investment personnel ensuring proper approvals and documentation are obtained to mitigate the risk of entering orders for unauthorized portfolios.
  • Works closely with internal technology teams on enhancements to the current workflow including, but not limited to, risk mitigation reporting. Has a familiarity with applications, such as Tableau, that could provide enhancements to our current spreadsheet or reporting creation process.
  • Monitors a variety of system checks to ensure the accuracy of data within the Trading and accounting systems to minimize risk of using erroneous information during any step of the investment process.
  • Performs additional duties as requested.

Job Requirements:

  • Bachelor’s Degree or equivalent experience.
  • 4 years financial services experience and/or 1-2 years in a trading environment preferred.
  • Specific investment management front office knowledge preferred.
  • Knowledge of Charles River Trading Systems, or similar trading platform functionality preferred.
  • Knowledge of electronic trade date matching using CTM or similar industry trade matching platform preferred.
  • Familiarity with Tableau and/or other data visualization software a plus.
  • Familiarity with Python and/or other coding application software a plus.
  • Strong organizational, interpersonal and communication skills
  • Personal initiative/problem solving skills.
  • Ability to cover off-hour shifts when needed
  • Ability to cover off-hour shifts when needed

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

 

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. Click here to view the’EEO is the Law’ poster and supplement.”

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

Basic Purpose:

For a leading and rapidly growing Asset Management firm, the Investment Data Office champions a long-term, strategic initiative to unify and harmonize our investment data. This initiative enables enhanced investment decision making, risk management and client reporting for our multi-asset platform by delivering consistent, timely, accurate and user-friendly data to investors, risk teams and clients. Using strong investment data and operations knowledge, the Investment Data Trustee (Fixed Income) maintains leadership and accountability for investment data related matters relating to Fixed Income. The role seeks to provide superior support to the FI investment teams and performs a specialized set of duties related to managing how data is used and governed in the business context. The individual will work closely with the Investment Data Leader on prioritization of investment data improvement opportunities. The position is part of the Investment Data Team and will be based in Boston with a focus on fixed income securities, including derivatives, covering portfolio level data, metrics and methodologies.

Principal Responsibilities:

1. Performs a leadership role within the Investment Data Management Office and demonstrates strong understanding of business use of investment data.
2. Acts as a single point of contact and exercises leadership and accountability for investment data related matters relating to Fixed Income.
3. Sets data quality standards and definitions for investment data. Monitors, certifies and reports on investment data quality related to Fixed Income investment data.
4. Advises on investment data access and use.
5. Provides oversight on investment data quality collaborating with the Investment Data and Stewardship leaders ensuring best practices are being followed.
6. Advocates for new and enhanced data requirements and how data is used in the business context.
7. Supports prioritization and budgeting for investment data improvement projects coordinating with the Investment Data Leader.
8. Coordinates with Enterprise Data Strategy & Governance to align with enterprise data strategy and standards.
9. Assumes additional responsibilities as required.

Qualifications:

1. Bachelor’s Degree or equivalent with a major in finance, computer science, data science or related fields.
2. 8-10 years of industry experience, with preferably 5 or more years of related experience in data quality and management.
3. Significant knowledge of fixed income across multiple sectors including emerging market debt, investment grade, high yield, and derivatives securities.
4. Significant experience with data management as a discipline along with exposure to data quality concepts, best practices and tools.
5. Strong negotiation and communication skills. Proven ability to lead and influence.
6. Strong business focus with demonstrated ability to form effective working relationships, be resourceful and resolve conflicts.
7. Proven analytical and problem-solving skills with the ability to develop creative solutions to meet business needs.
8. Demonstrated ability to perform job responsibilities collaboratively as well as independently, and effectively in a demanding environment.
9. Strict attention to detail and accuracy required.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the’EEO is the Law’ poster and supplement.”

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

Using discretion and judgment, while following established procedures, you will analyze and coordinate the timely and accurate processing of company Procurement requests. You will be responsible for proactively reviewing any upcoming expiring contracts and will partner with business and IT stakeholders on future plans. The IT Procurement and Contract Manager works as a liaison between IT, functional areas, Finance, Legal, and Procurement to help drive contract compliance and create cost savings.

Principal Responsibilities

  • Develop strategies and policies around contract management & vendor performance. Benchmark and recommend the industry’s best practices to provide the best overall value to MFS.

  • Establish and maintain open communication channels with internal customers to identify sourcing opportunities, define requirements, to expedite the resolution of problems and to make recommendations to managers utilizing presentation of budget, payment terms, general language and provisions.

  • Act as the subject matter expert for software licensing, provide advice and guidance to internal customers and Procurement teammates.

  • Work closely with Legal Department and internal customers on high-level, complex business negotiations with vendors.

  • Establish and maintain vendor relations and help identify, qualify and onboard new vendors. Participate in review of vendor performance. Meet with vendors to resolve problems that arise. Develop standards for vendors.

  • Create, approve and document PO’s in accordance with department guidelines. Resolve any issues related to PO’s by working collaboratively with involved parties including MFS Receiving, Accounts Payable, and Vendor.

  • Assume responsibility for special projects/analysis of a complex nature.

  • Review and supervise the work of less senior Procurement teammates within IT as necessary.

Qualifications

  • Bachelor’s degree, or equivalent combination of education and work experience, with a minimum of five years of procurement experience and a strong working knowledge of IT product technology.

  • Experience with ERP systems (Peoplesoft preferred), Contract Management systems (Icertis, Sharepoint, and other Microsoft products.

  • Must work collaboratively with Procurement team and all internal stakeholders.

  • Strong negotiation skills.

  • Strong computer and analytical skills.

  • Strong organizational, planning and communication skills.

  • Ability to work overtime as needed.

  • Preference is for a candidate to have deep understanding and experience negotiating enterprise agreements with large vendors such as Cisco, Oracle, Microsoft.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the’EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

Purpose:

For a leading and rapidly growing Asset Management firm, the Investment Data Office champions a long-term, strategic initiative to unify and harmonize our investment data. This initiative enables enhanced investment decision making, risk management and client reporting for our multi-asset platform by delivering consistent, timely, accurate and user-friendly data to investors, risk teams and clients. Using strong investment data and operations knowledge, the Investment Data Quality & Stewardship Team seeks to provide superior support to the investment teams and performs a specialized set of “first response” duties related to managing and ensuring data quality, accuracy and availability to Portfolio Managers and Traders. Team members work closely with our investment teams on improving investment data quality, discoverability, accessibility, user experience, and trustworthiness by driving greater adherence to data quality standards. This position is part of the Investment Data Team, is based in Boston, MA with a focus on fixed income securities, including derivatives, covering portfolio level data, metrics and methodologies.

Principal Responsibilities:

  • Identify, problem solve and track investment data quality and accuracy concerns to resolution, including detecting, analyzing, and remediating root causes.
  • Manage and prioritize the backlog of data quality issues and requests, incorporating Portfolio Manager input and risk mitigation principles, for both short-term and long-term end-to-end quality remediation.
  • Understand end-to-end data flows and data dependencies to track data lineage, resolve data ambiguities, and conduct data quality impact analysis.
  • Coordinate cross-functionally, including with operations, technology, distribution, legal and compliance, to determine resolution path for data issues, and escalate decisions and thematic challenges where appropriate to the Investment Data Governance Council.
  • Execute data standardization activities where possible to achieve short-term resolution of issues.
  • Ensure data policies and standards, as determined by the Investment Data Governance Council, are adhered to within investment systems and any reports prepared by the investment team.
  • Inform funding decisions with respect to data and technology needs in support of Investment data management related requirements.
  • Develop and improve the Investment Data Quality & Stewardship Team Processes, manage Investment Data Quality Dashboards, and provide input in their design and development.
  • Collaborate and coordinate with other members of the Investment Data Management Program, especially the Data Trustees, to ensure consistent stewardship of data and to maintain data quality in accordance with data quality standards.
  • Contribute to the Investment Data strategy, roadmap, business planning, literacy program, as well as setting standards, policies, and rules, in conjunction with the broader Investment Data Team.
  • Assume additional responsibilities as required.

Qualifications:

  • Proven analytical and problem-solving skills and ability to develop creative and scalable solutions to meet business needs.
  • Deep understanding of how data is used within investment and related processes and its impact on desired process outcomes.
  • Broad knowledge of equity and fixed income security types, including derivatives, as well as associated data standards.
  • Business focus with demonstrated ability to form effective working relationships, be resourceful and resolve conflicts.
  • Experience with basic data analysis techniques such as descriptive analysis, diagnostic analysis, regression analysis, etc. is preferred.
  • Ability to communicate at all levels of an organization.
  • Demonstrated ability to perform job responsibilities collaboratively as well as independently, and effectively in a fast paced and demanding environment.
  • Strong project management skills to guide point-in-time and ongoing targeted data quality improvement projects.
  • Bachelor’s Degree or equivalent with a major in finance, computer science, engineering, data science or related field.
  • 5-7 years of industry experience, with preferably 5 or more years of related experience in investment data quality and management.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the’EEO is the Law’ poster and supplement.”

AEM Front-end Developer
Boston, MA 
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Posted 1 day ago
 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

As a Senior Developer, you will participate in all aspects of the software development life-cycle which includes development, implementation, documentation, testing, deployment and support of the applications developed. These applications include customer-facing websites and company/departmental intranet sites. As a team member working in an Agile/Scrum environment, collaborate with architects and other team members on translating wireframes/creative designs into functional & technical requirements and subsequently into a working application.

Principal Responsibilities

  • Shepherd projects through to completion. Gather all appropriate business information, analyze environment, document technical requirements, and map requirements to a design. Code, test and debug to deliver final product. Work with Product Owner, Scrum Master and Business Analysts to understand and evaluate business activities.
  • Develop, test, and implement internet and intranet applications using enterprise approved technologies, ensuring high performance and security when released to production. Assist with story creation and sizing for a projects. Work with Jira and Confluence to manage user stories, requirements, and support documentation.
  • Serve as an expert in UI development, including knowledge of UX best practices and pattern library development. Design and build reusable AEM and UI components. Keep technical skills current and is well-versed in several areas of technology. Evaluate new products & libraries and recommend those that are appropriate for current or future working environment.
  • Provide technical leadership for the development team, representing them in business-facing dealings, take ownership in the sprint delivery and resolve functional & technical issues.
  • As a Senior Developer, ensure that quality of code is high for themselves as well as for other team members. Perform code reviews and ensure that the team adheres to common coding standards. Expected to lead, coach, and mentor junior team members and offshore developers.
  • Assumes additional responsibilities as requested.

Qualifications

  • Bachelor’s degree in Computer Science or related field with seven (7) plus years of software development experience – at least two (2) years of hands-on experience with AEM UI development
  • Strong technical expertise in web development technologies including HTML, HTML5/CSS3, JavaScript, JQuery, JSON, XML, Bootstrap, SASS/LESS or another pre-processor
  • Experience developing responsive web pages and with web accessibility (WCAG)
  • Working knowledge ofApache Sling, Apache Felix, Apache and Application server logs, JCR, OSGI, RESTful web services
  • Experience with Java, JSP, Servlets, Spring MVC, Angular and AJAX
  • Ability to write well-designed, well-tested, high quality code in an Agile development environment
  • Familiarity with continuous integration, unit & automated test execution and build tools such as Jenkins & Maven
  • Excellent interpersonal, communication (both written and oral) & analytical skills; must be team-oriented and deadline-driven
  • Knowledge of financial services preferred

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the’EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

PURPOSE

As a Data Architect, you will analyze, assess, document and design scalable and sustainable data architecture and data management solutions, addressing critical business use cases. You will partner with cross-functional teams to provide subject matter expertise on data architecture that includes designing, creating, deploying and managing solutions that align with enterprise data strategy.

Skills

  • Significant experience working in complex data environments in an engineering, design and architecture capacity; including enterprise warehouses, marts, ODS’
  • Experienced with cloud technologies.
  • Proficiency at understanding enterprise data architecture concepts, master data management, data modeling and design techniques.
  • Proven success in composing and executing on long term data strategies
  • Solid experience in driving Automation, Data Quality, Security and Governance practices.
  • Passionate about technology and delivering solutions in integrated data environments.
  • A strong influencer who can integrate effectively into the organization, combining facilitation skills with a results orientation to deliver excellence and execution.
  • Demonstrated organizational ability and maturity, for working effectively across different organizational units and business groups.
  • Good interpersonal and communication skills with the ability to lead cross-team collaboration and partnerships across a variety of internal and external constituencies.

Responsibilities

  • Partners with business and technology teams to define and implement solutions supporting the Distribution department.
  • Drives the database architecture and technology vision for Distribution, aligning with the enterprise data strategy.
  • Proactively investigates, proves out and incorporates new technologies and capabilities as required.
  • Defines patterns and standards for data platforms, design, engineering and development.

Job Requirements

  • Bachelor’s Degree with a major in Computer Science, Business Data Processing, Computer Information Systems or related field is required.
  • Minimum five – seven (5-7) years’ data modeling experience in an agile work-environment delivering transactional and operational, reporting/analytical (EDW/Data Lake/NoSQL) solutions.
  • Extensive hands on experience in data warehousing design, ETL/ELT, BI/Analytics Data Repositories development.
  • Understanding of enterprise and reporting modeling concepts, including dimensional modeling, snowflakes, slowly changing dimensions, schema on read, irregular dimensions, and surrogate, compound and intelligent keys.
  • Experience with Data Modeling Tools (Embarcadero ER/Studio preferred), Knowledge of Data Modeling in Agile Software Development Framework.
  • Minimum five – eight (5-8) years Relational database (Sybase, Oracle or MS SQL server) experience (SQL scripts, stored procedures, triggers, etc.).
  • Industry: 3 years’ experience within the investment and mutual fund management industry, high level knowledge of securities & products, counterparties, positions, and transactions data.
  • Ability to describe the role of data architecture in supporting diverse use cases such as business processes, Cloud solution, Data Lake, BI, data migration or master data management (MDM).
  • Experience with ETL (Informatica’s PowerCenter), data quality, data profiling and ad-hoc query tools.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

BASIC PURPOSE:

Using discretion and judgment, the Senior Business Systems Analyst helps develop systems technology projects that address the business needs of the equity, quant and fixed income departments as well as the front, middle and back office areas that support the investment process at MFS. They independently meet with project stakeholders and business partners at all levels of the organization to elicit and gather business requirements. They develop and maintain formal specifications that clearly outline the key requirements. The Senior Business Systems Analyst collaborates with Program and Scrum Master, Enterprise Architecture (EA), Enterprise Information Management (EIM), external vendors and internal IT resources to develop, test, and deploy investment technology solutions. The Senior Business Systems Analyst follows the MFS system-development life cycle while working to release projects and maintenance items for the benefit of our clients and internal business partners.

PRINCIPAL RESPONSIBILITIES:

  • Serves as primary point of contact for business users and other technology teams to provide support for business processes and enhancements to different functions in the MFS implementation of Eagle. Leverage understanding of system and business processes to take ownership of questions or problems that the business may raise to determine solutions.
  • Performs analysis of business activities to determine business requirements. Works with investment and operations business users to understand and define needs above and beyond requirements provided by the business. Converts business requirements into functional specifications. Works closely with the Scrum Masters, business users, QA, developers, and other technology professionals to ensure that project deliverables are completed on time and within budget.
  • Acts as the primary liaison between business stakeholders and the technology organization to ensure proper implementation of requirements within the expected timetable. Communicates any material modifications of business requirements to business stakeholders.
  • Formulates and defines systems scope and objectives based on both user needs and an understanding of investment and operations systems and industry requirements.
  • Ensures proper data processing through the use of data checks and reports to facilitate error free business processes.
  • Collaborates with the QA team in developing high level test plans. Reviews test cases developed by the QA team. Works with automated testing team when needed for performance/load testing as well as automated regression testing.
  • Works to ensure a positive end product for business stakeholders by overseeing the implementation of new software. Creates and maintains proper training materials and business documentation.
  • Follow the MFS Software Development Lifecycle in the Agile Framework, ensuring that all steps of the process have been followed prior to releasing any code.
  • Provides application and production support as needed for the investment departments and systems.
  • Mentors and advises less experienced Business Systems Analysts.
  • Provides input into the strategic planning of the departments initiatives and resources.

JOB REQUIREMENTS:

  • Bachelor’s degree or equivalent experience in a business or technology related field.
  • Minimum of seven to ten years’ experience in the financial services industry, working with or supporting middle and/or back office operations in investment data management or fund accounting environment.
  • Strong technical skills including a solid understanding of SQL, PL/SQL with a focus on Eagle STAR, PACE and their respective data models.
  • Experience with Eagle utilities such as Message/Automation Center, Web Panel Designer and STAR processing knowledge is highly preferred.
  • Proven ability to efficiently utilize resources and communicate with others, both verbally and in writing.
  • Project management skills, proven analytical skills and a demonstrated ability to make independent decisions.
  • An in-depth understanding of systems development lifecycle. Ability to perform detailed analysis on these systems at all phases of the project lifecycle.
  • Ability to consider the business implications of the application of technology to the current and future state business environment.
  • Proven ability to develop and implement creative work arounds and solutions to meet business needs.
  • Strength in providing application and production support as needed to various business and systems teams.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

 

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

BASIC PURPOSE:

The Engineer is a senior technical resource in Windows and is responsible for the implementation and effective and efficient maintenance of related technologies. In addition, this individual has advanced knowledge of Information Technology at large, with an understanding of related disciplines and how they interoperate. The Senior Wintel Engineer is responsible for leading implementation and troubleshooting efforts and aiding in design efforts.

PRINCIPAL RESPONSIBILITIES:

  • Serves as senior subject matter expert in the field of Windows, maintaining a strong understanding of the field and its related technologies.
  • Provides technical support to ensure the ongoing efficient and reliable operations of related MFS information systems, escalating more complex issues to a senior team member or Manager.
  • Proactively develops and maintains strong knowledge of MFS information systems and their related components, and makes recommendations to improve the reliability, scalability, performance, or security of these systems as appropriate, including proactive performance tuning and capacity analysis to ensure MFS is maximizing its technology investment.
  • Leverages technology to automate manual tasks, and seeks to improve efficiency wherever practicable and appropriate.
  • Develops, enforces and maintains MFS Information Security controls, procedures, and standards.
  • Receives broad goals and overall objectives from management and assists in establishing and implementing the methods to attain them.
  • Accountable for meeting assigned project objectives including timelines and budgeting. Works on the most complex projects and provides innovative suggestions for solutions.
  • Serves as technical mentor to other members of the team.
  • Provides installation, maintenance, advanced troubleshooting and on-going support for Windows, VMware ESX, VDI.
  • Takes a lead role in proposing and implementing system changes and upgrades including version upgrades, drivers, firmware, patching, etc.
  • Ensures monitoring is conducted in a timely, accurate and efficient manner that allows for proactive intervention by the appropriate IT support organizations once an actionable event has been detected.
  • Provide third tier support for all client-related issues related to the supported environment.
  • Collaborates with other IT and business groups, readily sharing information with others.
  • Performs additional duties as required

JOB REQUIREMENTS:

  • Bachelor’s degree or equivalent experience in a related technical field. Seven or more years of related Information Technology experience. Strong subject matter expertise in the field, with familiarity with other related Information Technologies. Knowledge of server hardware and all related components.
  • Knowledge of various automated build processes.
  • Knowledge of enterprise monitoring concepts and or solutions
  • Proficient with the use of Remedy Service Desk, Change Management and Problem Management modules and processes.
  • Strong analytical, problem solving, writing, ad organizational skills; ability to work effectively under pressure. Able to work flexible hours, may have to work nights and weekends.
  • Able to be part of an on-call rotation, approximately every 7 weeks.
  • Demonstrated ability to interact, communicate, build relationships, and negotiate well with members of team and senior management (including the ability to design and deliver effective presentations).

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

 
 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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 successful candidate will serve as Tableau Subject Matter Expert (SME) working with dedicated Agile teams and business users to understand requirements and recommend/implement solutions.

PRINCIPAL RESPONSIBILITIES:

  • Support self-service reporting and analytics by business users in a consultative role.
  • Design and develop dashboards in collaboration with the dedicated Agile teams.
  • Define and conduct training on Tableau development standards and best practices.
  • Plan, schedule and manage Tableau installations and upgrades.
  • Design, control and monitor system resources for reliability and performance; user access.
  • Support Tableau day-to-day operations and end-users.
  • Assume additional responsibilities as requested.

JOB REQUIREMENTS:

  • Bachelor’s degree in technical or business discipline or equivalent experience.
  • Strong analytical, problem-solving and planning skills required.
  • Strong interpersonal and communication skills required.
  • At least 7 years of experience developing and maintaining Tableau solutions.
  • At least 3 years of experience in administering Tableau server.
  • Knowledge of user-experience design and best practices preferred.
  • Strong SQL development and optimization skills required.
  • Experience in Agile methodology preferred.
  • Knowledge of financial services industry preferred.

 

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

Using discretion and judgement, the Senior Business Systems Analyst (Derivative Specialist) helps design, test, and deploy technology solutions that address the business needs of the Investments department focusing on derivatives (Credit Default Swaps (index and single name), Interest Rate Swaps, Total Return Swaps, Swaptions, Futures, Options on Futures, etc.). This entails knowledge of the front, middle and back office applications that support the investment process at MFS.

They meet with project stakeholders and business partners at all levels of the organization to engage, gather business requirements and determine the application technology strategy. They develop and maintain specifications that clearly outline the key requirements. Additionally, they collaborate with the Enterprise Architecture (EA), Data Governance, external vendors and internal IT resources. They follow the MFS system-development life cycle while working to release projects and maintenance items for the benefit of our clients and internal business partners.

PRINCIPAL RESPONSIBILITIES:

  • Serves as primary point of contact for business users and other technology teams to provide support for business processes and enhancements to functions related to derivative processing.
  • Performs analysis of business activities to determine business requirements primarily related to derivatives. Works with fixed income portfolio managers, traders, strategists and investment operations business users to understand and define the full trade life cycle. Converts business requirements into stories and functional specifications.
  • Acts as a liaison between business stakeholders and the technology organization to ensure proper implementation of requirements within the expected timetable. Communicates any material modifications of business requirements to business stakeholders.
  • Formulates and defines systems scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements.
  • Ensures proper data processing through the implementation of data checks and reports to facilitate error free business processes.
  • Works closely with project team members, business users, QA, developers, and other technology professionals in an Agile environment to ensure that project deliverables are completed on time and within budget.
  • Collaborates with the QA team in developing high level test plans. Reviews test cases developed by the QA team. Works with automated testing team when needed for performance/load testing as well as automated regression testing.
  • Works to ensure a positive experience for business stakeholders by overseeing the implementation of new software. Creates and maintains proper training materials, business documentation and trains users as needed.
  • Follows the MFS Software Development Lifecycle (SDLC), ensuring that all steps of the process are followed prior to releasing any code.
  • Provides application and production support as needed to the departments and systems that they support.
  • Mentors and coaches less experienced Business Systems Analysts.

JOB REQUIREMENTS:

  • Bachelor’s degree or equivalent experience in a business or technology related field.
  • Minimum of seven years’ experience in the financial services industry, ideally supporting buy-side technology.
  • Minimum 3 years of fixed income derivative experience required – Credit Default Swaps (index and single name), Interest Rate Swaps, Total Return Swaps, Swaptions, Futures, Options on Futures, etc.
  • Strong technical skills including an understanding of SQL, messaging protocols, underlying relevant technical architecture and business processes. Background in the entire trade lifecycle and derivative processing required.
  • Proven ability to efficiently utilize resources and communicate with others, both verbally and in writing.
  • Previous experience working with Derivative management systems such as Calypso or Murex.
  • Proven analytical skills and demonstrated ability to make independent decisions.
  • A firm understanding of systems development lifecycle and Agile framework.
  • Ability to consider the business implications of the application of technology to the current and future state business environment.
  • Proven ability to develop creative solutions to meet business needs.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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 Enterprise Architecture (EA) Lead Analyst plays a pivotal role in driving all the Enterprise Architecture assurance operational processes including the Enterprise Architecture Review Board (EARB) reviews, general communications, training, metrics, and ongoing application portfolio analysis/reporting to help with tracking, rationalization, and application lifecycle planning for the company. The Analyst regularly co-ordinates with stakeholders across the firm and facilitates discussions along with the necessary follow-up as part of these activities. Another important element is continuous improvement to refine and evolve EA processes to ensure they continue to stay efficient and effective.

RESPONSIBILITIES:

  • Manage all aspects of the EA operational processes including communications, creation/maintenance of dashboards, tracking, management, and data updates for the EA products/platforms (such as Jira, SharePoint, etc.) and connected systems.
  • Own the execution of the Enterprise Architecture Review Board (EARB) processes such as planning, communication, co-ordination, and reviews. This includes scheduling meetings, Q&A and other sessions for Domain Architects to be able to perform reviews. Actively partner with the EA team and other stakeholders across the company as part of these activities. Ensure meetings are scheduled and processes followed as required by the EARB charter including the capture and dissemination of minutes and the associated follow up for action items.
  • As the subject matter expert on EA processes, conduct training sessions, provide clarifications, and support stakeholder questions on the overall process and use cases.
  • On a regular basis, in partnership with the EA team, help analyze and publish metrics and recommendations for MFS’ portfolio of software applications/platforms/services including progress updates.
  • As needed, analyze and extract data to create reports, graphs, charts for different EA focus areas with details by Business Units, Technology, etc.
  • Assist Principal Enterprise Architects and team on projects requiring Information Technology reviews to determine form, fit, and function of incoming technology requests.
  • Provide support in the planning, design, configuration, and deployment of continuous improvement of the technology intake processes. Continuously improve the presentation and visualization of information in the EA repositories and ensure information is up-to-date. Improve the processes for maintaining EA data to ensure high quality with minimal manual effort.
  • Facilitate the collection, analysis, and prioritization of EA process enhancement requests. Utilize surveys and other mechanisms to gather input from stakeholders, document requirements, and incorporate into process improvement efforts. These include, but are not limited to, business requirements, use cases / user stories, functional requirements, configuration requirements, data and reporting requirements and integration requirements.
  • Provide insights and recommendations to the EA team related to the development of new standards and best practices. In addition, provide team coverage in other areas as needed. MFS’ job descriptions reflect management’s assignment of essential functions, which may be subject to change at any time due to constantly changing business needs.

JOB REQUIREMENTS:

  • Bachelor’s degree or equivalent experience in a related technical field. Master’s degree preferred.
  • Seven or more (7+) years of business and process analysis experience in Information Technology preferably in the Investment Management industry. Six Sigma or other process certifications a plus.
  • Strong facilitation, project management skills, and proven analytical skills are required.
  • Excellent communication skills required with a proven ability to efficiently utilize and manage team resources and communicate with others, both verbally and in writing.
  • Proficiency with presentation and documentation tools such as Powerpoint, Excel, and Visio required. Working knowledge of Jira, Confluence, Sharepoint desired. Experience with BI tools such as Microstrategy and Tableau a strong plus.
  • General understanding and exposure to emerging technologies and trends with a strong understanding of systems development lifecycle. Experience with governance and/or Enterprise Architecture processes and tools/methodologies a plus.
  • Strong understanding of Application Portfolio Analysis, and the ability to consider the business implications of the application of technology to the current and future business environment.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

For a leading and rapidly growing Asset Management firm and in conjunction with the Investment Data Office, the Investment Data Architect contributes to a long-term strategic initiative to unify and harmonize our investment data. This initiative to harmonize investment data enables enhanced investment decision making, risk management and client reporting for our multi-asset platform by delivering consistent, timely, accurate and user-friendly data to investors, risk teams and clients.

The Investment Data Architect will analyze, assess, document and design scalable and sustainable data architecture and data management solutions, addressing critical investment data goals and desired outcomes. The Investment Data Architect will partner with cross-functional teams to provide subject matter expertise on data architecture that includes designing, creating, deploying, managing, and sustaining solutions that align with the Investment Data Management strategy. The Investment Data Architect will oversee and must have intimate knowledge of investment data domains including but not limited to securities (e.g., Equities, Fixed Income, Derivatives, Structured Products), analytics (e.g., last price, yield to maturity, average life, duration), cash, portfolios, transactions, legal entities, indexes, market data (e.g., pricing, ratings), and reference data (e.g., calendar, country currency).

Reporting to the Director of Investment Data Harmonization, and working in conjunction with the Enterprise Data Architecture team, this position will ensure that all enterprise standards, guidelines, practices, and metrics are defined and followed within the Investment Data implementations.

PRINCIPAL RESPONSIBILITIES:

  • Drives the investment data architecture and technology vision to implement solutions supporting the Investment Data Management strategy and desired business outcomes.
  • Understands the needs for investment data; and supports the exploration and thinking for how the investment data needs may be satisfied by information and technology.
  • Leads the overall design of the investment data architecture and data models, ensuring investment data is available and shared consistently; provides and uses expert knowledge in design activities to translate high-level business requirements into data model and appropriate metadata, test data, and data quality standards
  • Creates and maintains blueprints for current and target-state reference architectures for investment data and their inclusion in enterprise and line of business reference architectures.
  • Defines patterns and standards for investment data platforms, design, engineering, and development; and continuously drives out ambiguity and streamline data architectures.
  • Develops and sustains conceptual, logical, and physical data models to support the investment data management strategy and ensures alignment with the enterprise data strategy.
  • Promotes alignment of the Investment Data Management strategy with the enterprise data strategy and standards.
  • Contributes to the understanding and evolution of a modern data architecture to support best in class data management.
  • Works in a complex data environment in an engineering, design and architecture capacity; including enterprise warehouses, marts, ODS’, and cloud data platform technologies.
  • Supports and provides expertise to Data Trustees, Investment Data Product Owner(s), the Investment Data Leader, and the governance bodies with the development, sustainment and usage of the conceptual data model, taxonomies, and business glossary for investment data.
  • Works with Investment Data Office team members, business analysts, Investment and Operations team members, and IT teams to understand investment data consumers’ needs and develop solutions.
  • Proactively investigates, proves out and incorporates new technologies and capabilities as required.
  • Drives automation, data quality, security and governance practices for investment data.
  • Ensures investment data management architecture patterns and practices comply with regulatory requirements.

JOB REQUIREMENTS:

  • Bachelor’s Degree with a major in Computer Science, Business Data Processing, Computer Information Systems or related field is required.
  • Minimum seven (7) years’ data modeling experience in an agile work-environment delivering transactional and operational, reporting/analytical (EDW/Data Lake/NoSQL) solutions.
  • Minimum five – eight (5-8) years relational database (Sybase, Oracle or MS SQL server) experience (SQL scripts, stored procedures, triggers, etc.).
  • 3 years’ experience within the investment and asset management industry, high level knowledge of Charles River, Eagle, IBOR technologies and master data management solutions.
  • Understanding of metamodels, taxonomies, ontologies, and challenges of applying structured techniques (data modeling) to less-structured sources.
  • Experience with data modeling tools (Embarcadero ER/Studio preferred), experience with diverse modeling methods or techniques (e.g., entity relationship, hierarchical, relational, network/graph, object-oriented, knowledge graphs, UML, etc.), and expertise in data modeling within an agile software development paradigm.
  • Experience with ETL (Informatica’s PowerCenter), data quality, data profiling and ad-hoc query tools.
  • Extensive hands-on experience in data warehousing design, ETL/ELT, BI/Analytics Data Repositories development.
  • Understanding of enterprise and reporting modeling concepts, including dimensional modeling, snowflakes, slowly changing dimensions, schema on read/write, irregular dimensions, and surrogate, compound and intelligent keys.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

In conjunction with the Investment Data Office, the Investment Data Modeler contributes to a long-term strategic initiative to unify and harmonize our investment data. This initiative enables enhanced investment decision making, risk management and client reporting for our multi-asset platform by delivering consistent, timely, accurate and user-friendly data to investors, risk teams and clients.

The Investment Data Modeler, working closely with the Investment Data Architect, is responsible for developing conceptual and logical investment data models, rationalizes to physical data models and determines physical design considerations. The Investment Data Molder uses a family of techniques to describe and visualize information that is critical for making decisions and developing solutions related to MFS Investment Data Harmonization, which includes the data model designs and machine algorithms used in ML data processing. Their work informs the design of many technology artifacts, including databases (both relational and nonrelational), data-integration solutions, runtime models (including message models passed between software services), and end-user visible data marts and data presentation layers.

The Investment Data Modeler develops business-focused models to articulate and achieve consensus on business expressions of investment and other business data that serve as the foundation for many artifacts and programs, such as data governance, data quality, data privacy and security, and investment/business data glossaries.

Reporting to the Director of Investment Data Harmonization and working in conjunction with the Enterprise Data Architecture team, this position will ensure that all enterprise standards, guidelines, practices, and metrics are followed within the Investment Data Models and Artifacts.

PRINCIPAL RESPONSIBILITIES:

  • Develop conceptual/subject area data models for investment data and data flow diagrams in an Agile Software Development environment to support the common data model for Investments.
  • Facilitate data requirements conversations with the Investment Data Management office and technical stakeholders while resolving conflicts to drive decisions and consensus.
  • Create, document, and maintain logical and physical database models that are compliant with enterprise standards.
  • Assist in establishing, maintaining, and enforcing data model and metadata design principles, techniques, and standards.
  • Ensure consistency of and across data models (e.g., consistent use of naming convention standards)
  • Establish and maintain comprehensive data model and associated metadata documentation including detailed descriptions of business entities, attributes, and data relationships as well as the definition of business rules governing the integrity, archiving, and audit requirements of the data.
  • Analyze existing systems using manual or automated data profiling, lineage, impact analysis, and other data analysis methods to reverse engineer data requirements.
  • Determine suitable data modeling approach for each project based on business requirements for data capture and access.
  • Assist developers with complex query development and performance optimization as associated with data models and their usage.
  • Periodically review data models to ensure quality, remove redundancy, ensure resiliency of supported data applications, increase data quality and data flow performance.
  • Collaborate with the Investment Data Office for the modeling of investment data for the purposes of governing, managing, and increasing the value of investment data.

JOB REQUIREMENTS:

  • Bachelor’s Degree with a major in Computer Science, Business, Data Analysis/Processing, Computer Information Systems, or related field is required.
  • Minimum three – five (3-5) years data modeling experience in an agile work-environment delivering transactional and operational, reporting/analytical (EDW/Data Lake/NoSQL) solutions.
  • Industry: 3 years’ experience within the investment and mutual fund management industry, high level knowledge of securities & products, counterparties, positions, and transactions data.
  • Understanding of enterprise and report modeling concepts, including relational modeling, dimensional modeling, snowflake schemas, slowly changing dimensions, schema on read, schema on write, irregular dimensions, and surrogate, compound, and intelligent keys.
  • Experience with Embarcadero ER/Studio (preferred) and other enterprise-class data modeling and analysis tools.
  • Experience with enterprise data warehouse, data lakes, ETL and data integration tools, and multilocational data stores.
  • Relational database (Sybase, Oracle or MS SQL Server) experience (SQL scripts, stored procedures, triggers, etc.).
  • One to three (1-3) years database administration experience including tuning and optimization.
  • Ability to describe the role of data models in supporting diverse use cases such as business processes, BI, data migration or master data management (MDM).
  • Experience with ETL (Informatica’s PowerCenter), data quality, data profiling and ad-hoc query tools (preferred).
  • Experience with data flow diagrams, conceptual/logical/physical data models, data integration, data standards and APIs, data analysis, metadata management, NoSQL modeling and querying, and coding standards, decision modeling, and process modeling.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.
As a member of the Data Strategy & Governance department, the Data Literacy Program Lead is responsible for building a strategy and framework for promoting data literacy throughout the enterprise to help stakeholders achieve their data-driven objectives.

In this role, you will design and develop world-class data and analytics learning experiences, specifically for our Investment Data Management program, and other data-related training needs. Training topics may include: reading, writing and communicating data in context; understanding data sources and constructs, analytical methods and techniques; use-case application of data and resulting value; as well as data governance, stewardship, ethics and privacy. This role will help to increase awareness and adoption of these training offerings as well as the enterprise data strategy.

 

Reporting to the Director of Data Strategy and Governance, this position will ensure that all standards, guidelines, practices, and metrics are defined and followed across the data strategy and literacy initiatives.

 

PRINCIPAL RESPONSIBILITIES:

 

  • Responsible for the advancement of the Enterprise Data Literacy strategy and framework, including development of an engagement model for stakeholders.
  • Define, monitor and track Data Literacy KPIs.
  • Assess data literacy levels across the enterprise to measure improvement over time.
  • Coordinate training programs on data and tool usage, ensuring a coordinated approach across business units. This includes designing and implementing a range of data and analytics related training programs and workshops for various target audiences.
  • Develop online and in-person learning curriculums in support of business priorities and evolving data needs.
  • Engage with technical and non-technical audiences to understand their priorities and related data skill needs.
  • Contribute to creating awareness and adoption of data strategy and literacy initiatives, programs and training across the company (newsletter, communities of practice, presentation materials, emails, etc.).
  • Create graphic assets for training and communications materials.
  • Help with organizing the enterprise data literacy initiatives, priorities, roadmap planning and contributing to budget discussions.
  • Support Data Governance (Data Quality and Stewardship best practices) including delivery of online and in-person data governance trainings from course design to participant management and course evaluation.

 

JOB REQUIREMENTS:

  • Bachelor’s degree required, master’s degree preferred. In lieu of a degree, 10 or more years of relevant experience may suffice.
  • Minimum of three (3) or more years of work experience in the Financial Services Industry. Understanding asset and investment management business concepts, practices and business domain language. Understanding the business data including structure, ownership and use within an organization.
  • Excellent facilitation and presentation skills with the ability to deliver content to diverse audiences, including senior management, technical and non-technical personnel.
  • Excellent writing skills including creating new content and editing others work.
  • Prior experience in curriculum development as well as training program delivery.
  • Results Oriented and focused on quality and continuous improvement, with an enthusiasm for identifying and developing creative solutions.
  • Proven strength in teamwork, collaboration and relationship management.
  • Proven ability to apply a strategic perspective to the development of a framework, roadmap and communications plan.
  • Working knowledge of data related topics including Data Management, Architecture, Structures, Governance & Stewardship, BI & Analytics, Automation & AI as well as the tools and technologies leveraged within each.
  • Program management experience desirable.
  • Basic understanding of UX/Design methods and techniques is desirable to collaborate with design/development teams in creating communications and visualizations that are easy to work with and support the activities required by the end users.

 

#MBLI

 

 

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

 

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. Click here to view the’EEO is the Law’ poster and supplement.”

 
 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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 Senior Security Engineer is a senior technical resource in Information Security and is responsible for the implementation and effective and efficient maintenance of related technologies. Additionally, this individual has advanced and broad knowledge of Information Technology at large, with an understanding of related disciplines and how they interoperate. The Senior Security Engineer is responsible for leading analysis, design, implementation, execution and troubleshooting efforts.

PRINCIPAL RESPONSIBILITIES:

  • Serves as senior subject matter expert in the field of Information Security, maintaining a strong understanding of the field, its practices and controls, and its related technologies.
  • Stays abreast of current technologies, threats, vulnerabilities and exposures.
  • Provides technical support to ensure the ongoing efficient and reliable operations of related MFS security solutions and controls supporting business products and services.
  • Proactively develops and maintains strong knowledge of MFS security solutions, controls, and processes.
  • Makes recommendations to improve the reliability, scalability, performance, or security of these solutions as well as improvements to increase effectiveness of controls.
  • Leverages technology to automate manual tasks, and seeks to improve efficiency wherever practicable and appropriate.
  • Assesses, recommendation and implements security process improvements.
  • Develops, enforces and maintains MFS Information Security controls, procedures, and standards.
  • Works closely with Information Technology and business units to take a risk-based approach that security controls are properly implemented across the environment, both during design and after deployment.
  • Leads security risk assessments and due diligence efforts to methodically analyze MFS technology, solutions and processes, identifying risks from both a technical and business perspective, and recommending mitigation strategies to mitigate those risks to an acceptable level.
  • Receives broad goals and overall performance and project objectives from Management and assists in establishing and implementing the methods to attain them.
  • Accountable for meeting assigned performance and project objectives including timelines and budgeting.
  • Works on the most complex projects, provides innovative suggestions for solutions and executes plans.
  • Serve as senior-level mentor to other members of the team.
  • Collaborates with other IT and business groups, readily sharing information.
JOB REQUIREMENTS:
  • Bachelor’s degree or equivalent experience in a related technical field. CISSP preferred.
  • Seven or more years of related Information Technology experience with three or more (3+) years of Information Security-specific experience.
  • Strong subject matter expertise in the field, with familiarity with other related security technologies, controls and processes.
  • Strong analytical, problem solving, writing, and organizational skills; ability to work effectively under pressure; prioritizes and manages multiple complex tasks, activities and projects.
  • Strong interpersonal, communication, and negotiation skills.
  • Demonstrates solid financial skills, strategic and tactical planning.
  • Demonstrated ability to interact, communicate, build relationships, and negotiate well with members of team and senior management including delivering effective presentations.
  • Proven ability to manage projects efficiently and effectively and to meet project deadline.
  • Ability to multi-task and shift priorities as circumstances warrant.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

Using discretion and judgment, designs, develops and maintains Informatica processes for business groups throughout the organization.

PRINCIPAL RESPONSIBILITIES:

  • Works with managers/business analysts to define system needs and design.
  • Design, develop and maintain Informatica processes for business groups throughout the firm.
  • Creates technical specifications and support documentation.
  • Provide Production support for Informatica processes, including on-call responsibilities.
  • Acts as a consultant to others within the department to share information and advise other development efforts.
  • Designs and implements database changes.
  • Performs additional related responsibilities as necessary

Job Requirements:

  • Bachelor’s degree, preferably in Computer Science.
  • 3+ years of hands-on experience of Informatica Powercenter versions 6x/7x.
  • A minimum of 3-5 years of Oracle development (SQL, PL/SQL) required. One to two years of SQL/Server, DB2, & Sybase experience is a plus.
  • Strong troubleshooting skills required. Strong analytical, planning and estimating skills required.
  • Strong systems architecture, database modeling and design skills an advantage.
  • Excellent interpersonal and communication skills required.
  • Ability to be on call in support of nightly production cycles.
  • Knowledge of Maestro scheduler and Perl helpful.
  • Experience as an Informatica Administrator advantageous.
  • Knowledge of financial services industry/data preferred.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

 

Job Description

Whether you’re an investment professional, an expert in sales or a technology specialist, you’ll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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 Investment Quality Assurance Engineer is a member of the Global information Technology team responsible for validating end-to-end trading systems workflows. Working in an Agile environment with developers and business analysts, and product owners and business partners such as portfolio specialists, and traders, this individual will be required to analyze and test complex end to end trading systems workflows, quantitate analysis concisely, and communicate to the team clear results, issues, and at times recommendations visualization techniques.

This position requires strong investment research, ESG and analytical skills in order to support MFS’ Investment applications.

As a member of an agile development team, this Investment QA Analyst will be participating in all agile ceremonies, assisting in sprint planning, daily stand-ups, iteration review and retrospectives.

Working in collaboration with Developers, Analysts and other stakeholders to understand the requirements surrounding new or enhanced features this position is responsible for writing test case documents, test plan documents and test results that adhere to MFS standards. He or She will be responsible for performing peer reviews of testing artifacts and demonstrate to the technology team and business participants their test results, evidence, and any related analysis.

PRINCIPAL RESPONSIBILITIES:

  • Creating comprehensive test plans with well defined, reusable test cases from acceptance criteria defined in scrum stories.
  • Executing software testing for trading and portfolio management systems to include functional testing, system end to end testing, regression testing, and performance testing.
  • Working with the automation engineers to record and maintain automated test script libraries for functional regression testing for assigned applications.
  • Assist with the development, integration and coordination of cross-organization test projects
  • Generate effective status and progress reports to the QA manager and scrum team

JOB REQUIREMENTS:

  • Successful candidate will have an aggregate of minimum two years of experience in testing investment management systems.
  • Experience working with market data platforms such as Bloomberg or Factset
  • Expert knowledge of at least one of the following: Python, R is strongly preferred.
  • Strong experience with trading systems end to end workflow, including modeling and post trade processing is strongly preferred.
  • Experience with Charles River Investment Management system is preferred.
  • Good experience in Agile scrum framework
  • Experience with the JIRA platform for SDLC.
  • Working knowledge of industry standard best practices as related to software testing of financial products and workflows
  • Experience in the software application design, development and testing process.
  • Ability to translate from business requirements to technical testing solutions.
  • Understanding of relational, XML, NoSQL database models and associated data access methods (SQL)
  • Strong ability to manipulate and analyze complex, high-volume, high-dimensionality data from varying sources
  • Good interpersonal communication skills with ability to work with other members in a scrum team

PREFFERED:

  • Advanced degree – Statistics, Computer Science, Mathematics, Economics, Analytics or Applied Mathematics are preferred
  • Strong partnership and relationship building skills.
  • Exceptional organizational skills and attention to detail.
  • Strong problem solving abilities.

MFS currently requires all employees to be fully vaccinated against COVID-19, except employees who are entitled to an exemption from vaccination as an accommodation for medical or religious reasons.

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. Click here to view the ‘EEO is the Law’ poster and supplement.”

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