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.

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.”

SUMMARY

Harbor Capital Advisors, Inc. (“Harbor Capital”) is an investment management firm headquartered in Chicago, Illinois with over $62 billion in assets under management as of September 30, 2021.  Harbor Capital’s mission is to curate the most innovative active strategies and solutions from around the globe to inspire and empower people to invest better for the financial security they deserve.  We primarily utilize a manager-of-managers approach in managing the majority of our clients’ assets, but also have a multi-asset solutions team that manages certain client assets internally.  We offer clients a full suite of product offerings, including mutual funds, exchanged traded funds (ETFs), collective investment trusts (CITs) and model portfolio solutions.

Harbor Capital maintains and staffs Harbor Trust Company, a subsidiary and non-depository trust company that serves as trustee to Harbor CITs; Harbor Funds Distributors, a subsidiary and the principal underwriter for distributing shares of Harbor mutual funds and CITs; and Harbor Services Group, a subsidiary and internal transfer agent for maintaining the accounts of the shareholders of Harbor mutual funds and CITs.  More information about Harbor Capital can be obtained at harborcapital.com.

The Legal and Compliance Team is responsible for providing a full range of legal, regulatory and compliance services and solutions to Harbor Capital and our subsidiaries. While the primary focus of this role is records management, the successful candidate will have experience in a number of substantive compliance areas, including code of ethics administration and forensic testing, and will serve as a trusted partner with the business as Harbor expands in new and innovative ways.  As a result, this role requires significant hands-on work in all areas of involvement and will support a range of projects touching all aspects of the firm. A successful candidate will need to demonstrate strong attention to detail, well developed organizational skills, and the ability to handle multiple tasks at the same time in a fast-paced and increasingly complex organization. This position can be based in Boston, Chicago or fully remote.  Remote employees would be expected to travel to our Chicago or Boston offices from time-to-time.

KEY RESPONSIBILITIES

Records Management

  • Serve as Records Manager
  • Oversee the day-to-day administration and maintenance of the records management system
  • Implement updated records framework

Forensic Testing

  • Assist with periodic forensic testing and surveillance of firm-wide operational activities

General Compliance Matters

  • Support the administration of Harbor Capital’s code of ethics
  • Support the CCO annual reviews and updating of policies and procedures
  • Assist with various compliance monitoring activities

KEY BEHAVIORAL EXPECTATIONS

  • Drive for Results
  • Communication & Engagement
  • Agility & Adaptability
  • Creates Culture of Collaboration
  • Unleashes Innovation

MINIMUM QUALIFICATIONS

  • Bachelor’s Degree or equivalent required
  • 0-3 years of experience in a financial services firm or law firm
  • Committed to maintaining the highest ethical standards

KNOWLEDGE, SKILLS & ABILITIES REQUIRED

The ideal candidate will be an intelligent, energetic and goal-oriented, conceptual thinker with the ability to quickly assess a situation and exercise sound business judgment and will possess the following attributes:

  • Meticulous attention to detail
  • Independent, self-starter with a positive, can-do attitude and the ability to follow through and complete tasks in a team environment
  • Ability to work individually and with other team members under pressure and prioritize competing tasks that require the highest level of attention to detail and accuracy
  • Must demonstrate a cooperative attitude and strong interpersonal skills
  • Pride in producing excellent work product and meeting deadlines
  • Drive for continuous improvement and pursuit of challenging goals
  • Strong oral and written communication skills
  • Ability to prioritize and shift focus dependent upon the need of the department to support teamwork
  • Advanced proficiency with learning and administering technological applications
  • An interest in a compliance career path within the financial services industry and understanding of the laws that govern its activities, including the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, the Commodity Exchange Act, and FINRA rules and regulations

Harbor Capital Advisors, Inc. is an equal opportunity employer committed to a diverse workforce.  M/F/D/V

Apply Online

SUMMARY

Harbor Capital Advisors, Inc. (“Harbor Capital”) is an investment management firm headquartered in Chicago, Illinois with over $62 billion in assets under management as of September 30, 2021.  Harbor Capital’s mission is to curate the most innovative active strategies and solutions from around the globe to inspire and empower people to invest better for the financial security they deserve.  We primarily utilize a manager-of-managers approach in managing the majority of our clients’ assets, but also have a multi-asset solutions team that manages certain client assets internally.  We offer clients a full suite of product offerings, including mutual funds, exchanged traded funds (ETFs), collective investment trusts (CITs) and model portfolio solutions.

Harbor Capital maintains and staffs Harbor Trust Company, a subsidiary and non-depository trust company that serves as trustee to Harbor CITs; Harbor Funds Distributors, a subsidiary and the principal underwriter for distributing shares of Harbor mutual funds and CITs; and Harbor Services Group, a subsidiary and internal transfer agent for maintaining the accounts of the shareholders of Harbor mutual funds and CITs.  More information about Harbor Capital can be obtained at harborcapital.com.

The Legal and Compliance Team is responsible for providing a full range of legal, regulatory and compliance services and solutions to Harbor Capital and our subsidiaries. The focus of this role is supporting the distribution organization within Harbor Capital, primarily the review of marketing and advertising materials, including social media.  The successful candidate will be well-versed in the applicable SEC, FINRA, and NFA marketing and advertising rules and will serve as a trusted partner with the business as Harbor expands in new and innovative ways.  As a result, this role requires significant hands-on work in all areas of involvement.  A successful candidate will need to demonstrate strong attention to detail, well developed organizational skills, and the ability to handle multiple tasks at the same time in a fast-paced and increasingly complex organization. This position can be based in Boston, Chicago or fully remote.  Remote employees would be expected to travel to our Chicago or Boston offices from time-to-time.

KEY RESPONSIBILITIES

Marketing and Advertising

  • Primary reviewer of marketing and advertising materials to ensure compliance with applicable regulatory requirements (e.g., FINRA, SEC, NFA) and filing of materials with regulators as needed
  • Determine how existing regulations apply to various categories of communications including retail, institutional, and internal use only materials
  • Draft new disclosure language as needed
  • Work closely and collaboratively with the Marketing Team on new initiatives, including social media campaigns
  • Provide thought leadership on existing marketing and advertising initiatives and the evolution of investment adviser and pooled vehicle marketing and advertising
  • Effectively and promptly remediate non-compliant situations
  • Implement and enhance compliance policies, procedures and processes
  • Design and deliver marketing and advertising training to internal constituents as needed
  • Be able and willing to articulate point of view and provide a compelling and inspiring rationale to persuade decision makers
  • Effectively manage and resolve conflicts and differences of opinions; build consensus among internal/external stakeholders
  • Quickly synthesize complex information to distill critical issues and recommendations that consider risks, benefits and alternative perspectives

KEY BEHAVIORAL EXPECTATIONS

  • Drives for Results
  • Creates Culture of Collaboration
  • Change Leadership
  • Communication & Engagement
  • Unleashes Innovation
  • Agility & Adaptability

MINIMUM QUALIFICATIONS

  • Strong academic credentials. Bachelor’s Degree or higher required
  • Minimum of 5 years of hands-on advertising/marketing review experience in a financial services firm, consulting firm, or law firm
  • Experience with ETFs and multi-asset products and solutions and/or operating in a manager-of-managers structure would all be pluses
  • Committed to maintaining the highest ethical standards

KNOWLEDGE, SKILLS & ABILITIES REQUIRED

The ideal candidate will be an intelligent, energetic and goal-oriented, conceptual thinker with the ability to quickly assess a situation and exercise sound business judgment and will possess the following attributes:

  • Experience in the investment management industry and strong knowledge of the regulations that govern its activities, including the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, the Commodity Exchange Act, and FINRA rules and regulations.
  • Advanced proficiency with learning and administering technological applications. Experience with Red Oak or similar advertising review software helpful.
  • Series 7 and 24 preferred
  • Excellent interpersonal and communications skills, both written and verbal; must be able to interact with senior business professionals and address issues in a thoughtful and timely manner
  • Experience and strong knowledge of GIPS standards
  • Independent, self-starter with a positive, can-do attitude and the ability to follow through and complete tasks in a team environment
  • Ability to work individually and with other team members under pressure and prioritize competing tasks that require the highest level of attention to detail and accuracy
  • Responsible for coordinating, and in certain cases managing, complex projects with multiple internal and external parties; therefore, candidate must demonstrate a cooperative attitude and exceptional interpersonal and consensus building skills
  • Responsible for managing diverse and complex projects according to timelines that the candidate will create and monitor; therefore, strong project and time management skills are a must
  • Drive for continuous improvement and pursuit of challenging goals
  • Ability to shift focus dependent upon the need of the department to support teamwork

Harbor Capital Advisors, Inc. is an equal opportunity employer committed to a diverse workforce.  M/F/D/V

Apply Online

SUMMARY

Harbor Capital Advisors, Inc. (“Harbor Capital”) is an investment management firm headquartered in Chicago, Illinois with over $62 billion in assets under management as of September 30, 2021.  Harbor Capital’s mission is to curate the most innovative active strategies and solutions from around the globe to inspire and empower people to invest better for the financial security they deserve.  We primarily utilize a manager-of-managers approach in managing the majority of our clients’ assets, but also have a multi-asset solutions team that manages certain client assets internally.  We offer clients a full suite of product offerings, including mutual funds, exchanged traded funds (ETFs), collective investment trusts (CITs) and model portfolio solutions.

Harbor Capital maintains and staffs Harbor Trust Company, a subsidiary and non-depository trust company that serves as trustee to Harbor CITs; Harbor Funds Distributors, a subsidiary and the principal underwriter for distributing shares of Harbor mutual funds and CITs; and Harbor Services Group, a subsidiary and internal transfer agent for maintaining the accounts of the shareholders of Harbor mutual funds and CITs.  More information about Harbor Capital can be obtained at harborcapital.com.

The Legal and Compliance Team is responsible for providing a full range of legal, regulatory and compliance services and solutions to Harbor Capital and our subsidiaries. While the primary focus of this role is compliance monitoring and administration across a number of substantive areas, the successful candidate will be well-versed in a number of compliance areas, including compliance-related training and education, and will serve as a trusted partner with the business as Harbor expands in new and innovative ways.  As a result, this role requires significant hands-on work in all areas of involvement and will support a range of projects touching all aspects of the firm. A successful candidate will need to demonstrate strong attention to detail, well developed organizational skills, and the ability to handle multiple tasks at the same time in a fast-paced and increasingly complex organization. This position can be based in Boston, Chicago or fully remote.  Remote employees would be expected to travel to our Chicago or Boston offices from time-to-time.

KEY RESPONSIBILITIES

Compliance Monitoring

  • Administration and monitoring of compliance areas such as Gifts/Entertainment, Conflicts of Interest and Political Contributions, among others
  • Serve as the primary review officer and point of contact in each of the above areas

Compliance-Related Training and Education

  • Assist with the development and administration of Harbor’s Continuing Education Program
  • Create and conduct Annual Compliance meetings and other firm training (e.g., Code of Ethics, New Hires, etc.)
  • Lead periodic Compliance Open Houses, which serve as a forum for the broader firm to increase familiarity with Compliance policies, processes, and initiatives

General Compliance Matters

  • Support the CCO annual reviews and updating of policies and procedures
  • Perform periodic forensic testing and surveillance of firm-wide operational activities
  • Draft and implement new policies and procedures as requested
  • Assist with implementation of new compliance initiatives
  • Monitor for rule changes and determine impact to Harbor
  • Serve as Compliance liaison with other departments for Information Security/BCP and vendor oversight

KEY BEHAVIORAL EXPECTATIONS

  • Drive for Results
  • Communication & Engagement
  • Agility & Adaptability
  • Create Culture of Collaboration
  • Unleash Innovation

MINIMUM QUALIFICATIONS

  • Strong academic credentials. Bachelor’s Degree or higher required.
  • Minimum of 5+ years of broad experience as a compliance professional or paralegal (or similar position) in a financial services firm or law firm.
  • Committed to maintaining the highest ethical standards.
  • Experience with ETFs and multi-asset products and solutions and/or operating in a manager-of-managers structure would all be pluses

KNOWLEDGE, SKILLS & ABILITIES REQUIRED

The ideal candidate will be an intelligent, energetic and goal-oriented, conceptual thinker with the ability to quickly assess a situation and exercise sound business judgment and will possess the following attributes:

  • Experience in the investment management industry and strong knowledge of the regulations that govern its activities, including the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, the Commodity Exchange Act, NFA rules and regulations, and FINRA rules and regulations
  • Excellent interpersonal and communications skills, both written and verbal; must be able to interact with senior business professionals and address issues in a thoughtful and timely manner
  • Independent, self-starter with a positive, can-do attitude and the ability to follow through and complete tasks in a team environment
  • Ability to work individually and with other team members under pressure and prioritize competing tasks that require the highest level of attention to detail and accuracy
  • Responsible for coordinating, and in certain cases managing, complex projects with multiple internal and external parties; therefore, candidate must demonstrate a cooperative attitude and exceptional interpersonal and consensus building skills
  • Responsible for managing diverse and complex projects according to timelines that the candidate will create and monitor; therefore, strong project and time management skills are a must
  • Demonstrates drive for continuous improvement and pursuit of challenging goals
  • Advanced proficiency with learning and administering technological applications
  • Ability to shift focus dependent upon the need of the department to support teamwork

Harbor Capital Advisors, Inc. is an equal opportunity employer committed to a diverse workforce.  M/F/D/V

Apply Online

SUMMARY

Harbor Capital Advisors, Inc. (“Harbor Capital”) is an investment management firm headquartered in Chicago, Illinois with over $62 billion in assets under management as of September 30, 2021.  Harbor Capital’s mission is to curate the most innovative active strategies and solutions from around the globe to inspire and empower people to invest better for the financial security they deserve.  We primarily utilize a manager-of-managers approach in managing the majority of our clients’ assets, but also have a multi-asset solutions team that manages certain client assets internally.  We offer clients a full suite of product offerings, including mutual funds, exchanged traded funds (ETFs), collective investment trusts (CITs) and model portfolio solutions.

Harbor Capital maintains and staffs Harbor Trust Company, a subsidiary and non-depository trust company that serves as trustee to Harbor CITs; Harbor Funds Distributors, a subsidiary and the principal underwriter for distributing shares of Harbor mutual funds and CITs; and Harbor Services Group, a subsidiary and internal transfer agent for maintaining the accounts of the shareholders of Harbor mutual funds and CITs.  More information about Harbor Capital can be obtained at harborcapital.com.

The Legal and Compliance Team is responsible for providing a full range of legal, regulatory and compliance services and solutions to Harbor Capital and our subsidiaries. While the primary focus of this role involves the oversight of our business partners including subadvisers and index/model providers, the right candidate will drive to improve the related compliance processes and will serve as a trusted partner with the business as Harbor expands in new and innovative ways.  This role requires significant hands-on work. A successful candidate will need to demonstrate strong attention to detail, well-developed organizational skills, and the ability to handle multiple tasks at the same time in a fast-paced and increasingly complex organization.  This position can be based in Boston, Chicago or fully remote.  Remote employees would be expected to travel to our Chicago or Boston offices from time-to-time.

KEY RESPONSIBILITIES

Subadviser/Model/Index Provider Oversight

  • Perform substantive review and cross-monitoring of subadvisers’ and model/index providers’ monthly, quarterly and annual questionnaires and related materials, including policies and procedures and internal control reports
  • Daily work on web-based platform to update tracking logs, monitor information received and run reports. Collaborate with teammates and/or request additional information from subadvisers/model/index provider contacts when appropriate
  • Determine completeness and reasonability of information/data provided in response to requests or questionnaires initiated. Materials flow to quarterly Board reporting, including materials received to comply with annual 15(c) request
  • Potential travel in connection with participation in virtual or onsite subadviser/model/index provider inspections
  • Routine and off-cycle updating of questionnaires on platform due to regulation changes, product launches, etc.

Document Drafting

  • Assist in drafting comprehensive due diligence reports and PowerPoint presentations covering subadviser/model/index provider inspections
  • Assist with drafting memoranda relating to quarterly board reporting

Environmental, Social and Governance (ESG)

  • Assist with environmental, social, and governance (ESG) factor analysis

General Compliance Matters

  • Support the administration of Harbor Capital’s oversight functions
  • Assist with other compliance monitoring activities as needed
  • Seek to implement process improvements within the compliance framework

KEY BEHAVIORAL EXPECTATIONS

  • Drive for Results
  • Communication & Engagement
  • Agility & Adaptability
  • Creates Culture of Collaboration
  • Unleashes Innovation

MINIMUM QUALIFICATIONS

  • Strong academic credentials. Bachelor’s Degree or higher required
  • 5-7 years of experience working with the Investment Advisers Act of 1940 and/or Investment Company Act of 1940 in a financial services firm, compliance consulting firm or law firm required
  • Committed to maintaining the highest ethical standards
  • Invested in the success of the team and organization as a whole

KNOWLEDGE, SKILLS & ABILITIES REQUIRED

The ideal candidate will be an intelligent, energetic and goal-oriented conceptual thinker with the ability to quickly assess a situation and exercise sound business judgment and will possess the following attributes:

  • Experience in the investment management industry and strong knowledge of the regulations that govern its activities, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, the Commodity Exchange Act, and FINRA rules and regulations
  • Advanced proficiency with learning and administering technological applications (experience with the Diligend platform a plus)
  • Excellent interpersonal and communications skills, both written and verbal; must be able to interact with senior business professionals and address issues in a thoughtful and timely manner
  • Meticulous attention to detail
  • Reliability
  • Independent, self-starter with a positive, can-do attitude and the ability to follow through and complete tasks in a team environment
  • Ability to work both individually and with other team members under pressure
  • Skilled at prioritizing competing tasks that require the highest level of attention to detail and accuracy
  • Responsible for coordinating, and in certain cases managing, complex projects with multiple internal and external parties; therefore, candidate must demonstrate a cooperative attitude and exceptional interpersonal and consensus building skills
  • Accountability to project timelines that the candidate will create and monitor; therefore, strong project and time management skills are a must
  • Pride in producing excellent work
  • Drive for continuous improvement and the pursuit of challenging goals
  • Ability to shift focus dependent upon the needs of the department

Harbor Capital Advisors, Inc. is an equal opportunity employer committed to a diverse workforce.  M/F/D/V

Apply Online

 

SUMMARY

Harbor Capital Advisors, Inc. (“Harbor Capital”) is an investment management firm headquartered in Chicago, Illinois with over $62 billion in assets under management as of September 30, 2021.  Harbor Capital’s mission is to curate the most innovative active strategies and solutions from around the globe to inspire and empower people to invest better for the financial security they deserve.  We primarily utilize a manager-of-managers approach in managing the majority of our clients’ assets, but also have a multi-asset solutions team that manages certain client assets internally.  We offer clients a full suite of product offerings, including mutual funds, exchanged traded funds (ETFs), collective investment trusts (CITs) and model portfolio solutions.

Harbor Capital maintains and staffs Harbor Trust Company, a subsidiary and non-depository trust company that serves as trustee to Harbor CITs; Harbor Funds Distributors, a subsidiary and the principal underwriter for distributing shares of Harbor mutual funds and CITs; and Harbor Services Group, a subsidiary and internal transfer agent for maintaining the accounts of the shareholders of Harbor mutual funds and CITs.  More information about Harbor Capital can be obtained at harborcapital.com.

The Legal and Compliance Team is responsible for providing a full range of legal, regulatory and compliance services and solutions to Harbor Capital and our subsidiaries.  The primary focus of this role is to prepare, review, maintain and organize corporate governance and other documents but the successful candidate will be well-versed in a number of substantive legal areas and will serve as a trusted partner with the business as Harbor expands in new and innovative ways.  The role requires a significant drive for results and the ability to manage multiple competing priorities in a fast-paced environment, attention to detail, strong organizational abilities, and excellent written and verbal communication skills.  The ideal candidate for this role must consistently demonstrate critical problem solving and analytical skills and commitment to continuous learning and improvement.

The role requires significant hands-on work in all areas of involvement.  In addition, this individual will work on special projects as assigned and assist on other matters relating to the firm’s current businesses and any new business initiatives as requested.  This position can be based in Chicago, Boston or fully remote.  Remote employees would be expected to travel to our Chicago or Boston offices from time-to-time.

KEY RESPONSIBILITIES

  • Review and/or draft legal documents such as memoranda, resolutions, written consents, contract amendments, registration statement supplements, meeting minutes and other legal and business communications
  • Manage the corporate governance framework for the firm’s products while maintaining a high standard of quality, by promptly and effectively incorporating new products into the existing framework, ensuring prompt completion of action items resulting from board of directors’/trustees’ meetings and organizing related materials
  • Conduct research with respect to legal and regulatory requirements related to the ongoing management of the firm’s existing products and considerations related to new product initiatives
  • Effectively and promptly remediate non-compliant situations, implement enhancements to the firm’s processes and keep key stakeholders apprised of the same
  • Be able and willing to articulate point of view and provide a compelling rationale to persuade decision makers and present on various topics to internal and external stakeholders
  • Effectively manage and resolve conflicts and differences of opinions; build consensus among internal/external stakeholders
  • Quickly synthesize complex information to distill critical issues and recommendations that consider risks, benefits and alternative perspectives
  • Assist with the implementation of new legal and regulatory requirements
  • Monitor for regulatory changes and assist in determining impact to Harbor

KEY BEHAVIORAL EXPECTATIONS

  • Drives for Results
  • Communication & Engagement
  • Agility & Adaptability
  • Creates Culture of Collaboration
  • Unleashes Innovation
  • Change Leadership

MINIMUM QUALIFICATIONS

  • Bachelor’s Degree or higher with strong academic credentials
  • Certificate of completion from an ABA-approved paralegal certification program of education or training would be a plus
  • Minimum of 5 years of experience as a compliance professional or paralegal (or similar position) in a financial services firm or law firm
  • Experience with products registered under the Investment Company Act of 1940 and solutions and/or operating in a manager-of-managers structure would all be pluses
  • Committed to maintaining the highest ethical standards

KNOWLEDGE, SKILLS & ABILITIES REQUIRED

The ideal candidate will be an intelligent, energetic and goal-oriented, conceptual thinker with the ability to quickly assess a situation and exercise sound business judgment and will possess the following attributes:

  • Experience in the investment management industry and strong knowledge of the regulations that govern its activities, including the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, the Commodity Exchange Act, and FINRA rules and regulations.
  • Advanced proficiency with learning and administering technological applications; experience with ArcPro or similar content management software is a plus
  • Excellent interpersonal and communications skills, both written and verbal; must be able to interact with senior business professionals and address issues in a thoughtful and timely manner
  • Independent, self-starter with a positive, can-do attitude and the ability to follow through and complete tasks in a team environment
  • Drive for continuous improvement and pursuit of challenging goals
  • Ability to work individually and with other team members under pressure and prioritize competing tasks that require the highest level of attention to detail and accuracy
  • Responsible for coordinating, and in certain cases managing, complex projects with multiple internal and external parties; therefore, candidate must demonstrate a cooperative attitude and strong project and time management skills
  • Ability to shift focus dependent upon the need of the department to support teamwork

Harbor Capital Advisors, Inc. is an equal opportunity employer committed to a diverse workforce.  M/F/D/V

Apply Online

Summary

The Client Engagement Specialist will be responsible for building and delivering extraordinary client service to Harbor Capital Advisor’s Intermediary and Consultant clients.  This individual will partner closely with senior sales staff, engage directly with clients, and develop a strong partnership with National Accounts, Consultant Relations, Field Sales, and various other internal groups at Harbor to provide our clients with a seamless client experience.  The Client Engagement Specialist serves a critical role as it supports Harbor’s growth and relationship management priorities.

As a member of the Client Engagement team, the Client Engagement Specialist will be expected to leverage their deep knowledge of various Intermediary clients (ideally national B/Ds, private banks, TAMPs) to cross-train other team members and identify opportunities and efficiencies to expand and deepen client relationships.

Key Responsibilities

  • Support National Account and Consultant Relations Managers with service, prospecting & planning efforts for Harbor’s largest and most complex relationships
  • Assigned coverage of a number of clients that generally require only reactive engagement
  • Build relationships with clients to understand client mandates and reporting needs
  • Keep abreast of key internal activities (i.e. new product launches, fund actions, etc.) and ensure that senior sales staff is aware of (and implementing) new policies, procedures, etc.
  • Support ongoing efforts to ”institutionalize” National Accounts knowledge, by creating and maintaining robust resources & cheat sheets which can easily be accessed by both National Accounts & Field Sales
  • Support the tactical execution of defined distribution campaigns
  • Execute client research and operational tasks
  • Provide pre and post-sales, operational and relationship management support
  • Lead activities for client conference calls and on-site visits for investment and due diligence reviews
  • Offer general organization support based on client needs and/or defined requests
  • Maintain data quality and sales pipeline hygiene
  • Coordinate internal resources as necessary (e.g. Competitive Analysis, RFPs/Bid Delivery)

Key Behavioral Expectations

  • Agility and Adaptability
  • Drives for Results
  • Communication and Engagement

Minimum Qualifications

  • Bachelor’s degree required
  • 5 – 7 years of working in financial services, wealth management, or investment management.
  • FINRA Series 7 and 63

Knowledge, Skills & Abilities Required

  • Deep knowledge of traditional wealth management clients typically covered by National Accounts team (ideally, the 4 wire houses, LPL & Raymond James)
  • Deep knowledge of the financial markets and Harbor’s competitors’ products
  • Strong business acumen across all distribution market segments, but particularly within the wealth channel
  • Excellent organizational skills with consistent attention to detail
  • The ability to work independently to meet tight deadlines
  • A service-oriented attitude with the ability to create, build and maintain positive working relationships
  • Professional presence and the ability to present and interact with clients and senior level executives
  • Technologically savvy with strong command of Microsoft Excel
  • Familiarity with salesforce.com a plus
  • Team player with positive attitude and ability to adapt to the changing environment of a firm focused on growth
 
 

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, researches corporations and quasi sovereigns in emerging market regions to develop investment recommendations for the fixed income portfolios managed by MFS. 

PRINCIPAL RESPONSIBILITIES:

  • Conduct independent research to develop investment recommendations for the fixed income portfolios managed by MFS.
  • Develop internal models and use external research sources to provide perspective on emerging markets corporations and quasi sovereigns
  • Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations.
  • Attends conferences interviews corporate management at all levels, travels to emerging market countries to gather investment ideas and develop investment themes.
  • Performs additional duties as directed

JOB REQUIREMENTS:

  • Masters of Business Administration or CFA charterholder preferred
  • Minimum 3 years of fixed income credit experience
  • Working knowledge of various investment vehicles and investments, the international financial market, global credit, and emerging market debt.
  • Proven ability to work independently and think critically in formulating and assessing investment recommendations.
  • Strong oral and written communication skills for work in a team environment and for interactions with clients.

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.

JobDescription

Following established procedures, the Clarification Representative responds to incoming telephone inquiries from various MFS clients.

Principal Responsibilities

  • Communicate by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.

  • Interact with other departments within the MFS Service Center (MFSC) to resolve problems and answer questions.

  • Maintain proper documentation of telephone calls.

  • Execute outgoing phone calls about MFS direct transaction and maintenance requests while utilizing all available resources.

  • Process various financial and non-financial transactions as requested by customers following documented department procedures.

  • Resolve basic account problems and questions; initiate research on more complex problems by directing to appropriate work area for resolution.

  • Maintain proper documentation of telephone calls.

  • Meets or exceeds the department standards for productivity and quality.

  • Assists in the training of new Representatives, providing knowledge and direction to less experienced Representatives.

  • Assists other departments as needed.

Qualifications

  • Associate’s Degree or equivalent work experience in a call center environment

  • Proven effective customer service skills

  • Strong communication and analytical skills

  • Strong attention to detail and organizational skills

  • General knowledge of Microsoft Office products preferred

  • Strong ability to multitask and handle inquiries on multiple product lines simultaneously

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 Global Investment Recruiting Sr. Specialist is a member of the investment team, with specific responsibilities for the global investment recruiting efforts for the investment department. Responsible for early to mid-career level positions as well as undergraduate campus recruitment programs. Accountable for successful employee sourcing, recruiting and selection functions.

PRINCIPAL RESPONSIBILITIES:

  • Develops and administers strategies for identifying, sourcing, recruiting and hiring potential qualified candidates for the investment team globally. Partners with hiring managers from the Investment Department to learn the business need and assist with hiring needs.
  • Conducts screening, interviewing and hiring in a professional and effective manner. Collects, assesses candidate feedback to review with hiring manager. Acts as intermediary to both the candidate and investment team by screening the candidate and understanding the teams’ needs and culture.
  • Manages and implements strategic direction for investment undergraduate campus recruiting programs by developing and maintaining relationships with key personnel from targeted schools. Educates school personnel and students about our employment opportunities, culture and other benefits of working at MFS.
  • Coordinates logistics for potential candidates and recruiting related events which include candidate outreach, correspondence, travel arrangements, campus relationships, scheduling and planning of events and marketing to potential candidates.
  • Ensures all recruiting practices are in compliance with MFS policies, practices and procedures. Stays abreast of all current MFS HR practices, legal and regulatory policies and participates in scheduled updated training meetings as necessary.
  • Works in conjunction with global mobility and designated legal immigration firm to manage the relocation and visa process for new hires.
  • Partners with managers to successfully on-board new hires for the positions that have been sourced and filled. Ensures that all IT, infrastructure, processes, procedures are accurately executed and all systems needed are in place for new hires. Works to arrange and orchestrate training, education and introductions for new hires for their start with MFS.

JOB REQUIREMENTS:

  • Bachelor’s degree in human resources or a related field and a minimum of five years’ experience. At least three years in recruiting, interviewing and fair employment practices, or equivalent. Recent recruiting experience and investment data management recruitment experience preferred.
  • Ability to identify, establish and access applicant sources to successfully fill openings. Ability to utilize effective interviewing techniques in order to analyze applicants’ qualifications in relation to job requirements and to determine a quality match.
  • Exceptional presentation and communication skills with the ability to project a positive and professional image on behalf of the organization both internally and externally. Able to present credibly and effectively the investment strategy, process and culture.
  • Demonstrated organization and time management skills with the ability to effectively manage multiple priorities and meet deadlines in a high-volume environment. Must be detail oriented with strong follow through skills.
  • Understands and proactively supports Equal Employment Opportunity and Affirmative Action legislation and other legal aspects of interviewing and hiring.
  • Travel as 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. Please see the EEO is the Law document and Pay Transparency Nondiscrimination Provision, linked for your reference.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
 
 

Job/Internship 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.

MFS is a premier investment management firm with a rich history and a growing global reputation. Since 1924, when our founders invented the mutual fund, collaboration and innovation have fueled our success. When you join our team, you will be challenged by the work you do, and you will share your talents with a vibrant network of vested individuals to create an elite organization and build a rewarding career.

This internship experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including:

  • Intern New Hire Orientation
  • Senior Leadership Speaker Series
  • Social & Networking Events
  • Presentation Challenges

At the conclusion of this position, interns will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how sales works at an asset manager.

The MFS Summer Internship program is a 10-12-week program, (June 6, 2022 – August 12, 2022). Students work full-time, Monday through Friday, 35- 40 hours per week and are paid hourly. All applicants must be authorized to work in the United States. All applicants must be current juniors (graduating 2023).

At MFS, our sales units are aligned with our clients. MFSI (MFS Institutional Advisors, Inc.), offers a range of equity and fixed-income products through institutional vehicles and separately managed accounts. MFD (MFS Fund Distributors, Inc.) holds our retail teams that offer MFS mutual funds and managed account products to U.S. based customers.

Our sales interns are considered to be an integral part of the team and are provided with tasks that provide tremendous educational exposure. These positions offer a great opportunity for someone interested in starting a career in sales. The interns will assist all areas of the department on product distribution activities. In addition, the interns will gain a fundamental understanding of the financial services industry by working with numerous stakeholders of the organization. The environment is fast paced, dynamic, fun and engaging.

Some principle responsibilities of interns in this group may include:

  • Utilizing SalesLogix CRM database as central resource to maintain and track all appropriate contacts and activities. Generating regular and custom activity/opportunity/consultant reports as necessary. Thinking creatively about how the team can best leverage the CRM system to meet sales goals.
  • Territory specific mailings: ordering literature (either through Harte-Hanks or by the copy center) stuffing envelopes, and creating labels.
  • Scheduling and setting up for meetings, booking conference rooms, organizing video conferencing needs.
  • Running call reports for the team on a daily and monthly basis.

Qualifications

  • Seeking students with a strong interest in financial services, ideally in sales and marketing. Creativity, flexibility, and a sincere interest in learning are highly valued.
  • Strong Excel and PowerPoint skills.
  • Team-oriented, yet able to work independently, providing simultaneous support to several individuals.
  • Strong communication, organizational and interpersonal skills, with a keen attention to detail.
  • Must be extremely adaptable and resourceful, and able to thrive in a fast paced 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. Please see the EEO is the Law document and Pay Transparency Nondiscrimination Provision, linked for your reference.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
 
 

Job 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.

MFS is a premier investment management firm with a rich history and a growing global reputation. Since 1924, when our founders invented the mutual fund, collaboration and innovation have fueled our success. When you join our team, you will be challenged by the work you do, and you will share your talents with a vibrant network of vested individuals to create an elite organization and build a rewarding career.

This Co-op experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including:
* Co-Op New Hire Orientation
* Senior Leadership Speaker Series
* Social & Networking Events
* Presentation Challenges

At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how human resources works at an asset manager.
MFS co-op positions are a 6-month commitment (January 11th, 2022 – June 30th, 2022), working Monday – Friday and work between 35-40 hours. Our program is designed for undergraduate students who are currently enrolled in a co-op program through their college or university and can meet our requirements.
About the Human Resources Co-op
The Human Resources Co-op is a great opportunity for students looking to broaden their knowledge of how Human Resources (HR) functions in a corporate setting. If you are interested in learning how hiring, training, benefits, and compensation decisions are made within organizations, this position may be the one for you. You will have a chance to work with a wide range of HR professionals on meaningful projects that impact the work we do every day, from shadowing Talent Acquisition associates through the candidate application proves, to assisting HR Business Partners (HRBP) with presentations to senior leadership.
Principle Responsibilities

  • Partners with the Campus Recruiter to assist in coordination, set up and attendance at some recruitment events
  • Compiles onboarding materials for newly hired employees
  • Exposure to full-cycle recruitment practices
  • Researches information for the Talent Acquisition team, including competitive insights, new tools and technology, etc.
  • Organize and execute major volunteer events including Global Week of Giving Back and Co-op Volunteer Day
  • Help manage internal communications regarding volunteer programs with employees, nonprofit and community organizations
  • Research and present information on trends in Corporate Citizenship and Diversity to MFS Corporate Citizenship Committee
  • Assist the HRBP team with presentations to senior leaders, including creating and editing PowerPoint decks
  • Distribute weekly reports to HR teams regarding hiring information and other HR-related activities

Qualifications

  • Strong interpersonal, organizational, and written and verbal communication skills
  • Have a genuine interest in Human Resources and talent development
  • Strong Microsoft office skills and a keen eye for detail
  • Ability to multi-task, prioritize projects and meet deadlines
  • Proactive in approach
  • Commitment to learning, problem solving and customer service
  • Comfortable working as part of a team and independently

Interviews for those selected will be held virtually via Zoom on October 18-20.

While our co-ops typically work out of our Boston, MA office, provisions will be made to adapt to a wholly or partially virtual environment should circumstances require. Co-ops will need to work from the US even if partially remote.

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.

We are seeking ambitious, quick-learners, who are looking to establish a career in investment management. As an Inbound Sales Representative, you are the first level of response for financial advisor inquiries. You will play a key role in building our sales pipeline by engaging with advisors, displaying extensive knowledge of the market and MFS products. Our Inbound Sales team take calls from financial advisors who currently or are interested in, recommending MFS funds. The successful candidate is a self-starter, with a positive phone presence, has a team-player mentality and is eager to learn. We provide on-going training, deliver constant feedback and coaching to aid you in developing your knowledge and skills. MFS offers exceptional opportunities for growth and advancement.

PRINCIPLE RESPONSIBILITIES:

  • Responds to telephone inquiries regarding information on investment updates utilizing various internal resources to keep abreast of the stock and bond market outlooks, portfolio strategies and legislative changes.
  • Ability to leverage the Morningstar analytical tool to run hypotheticals, fund vs fund comparisons, Investment Growth, Investment Details, Stock Intersection Rolling Return, and Correlation Reports and interpret and convey information to advisors in a manner that is compliant with FINRA and MFS standards.
  • Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
  • In-depth knowledge of Independent and Wirehouse firms including advisor structure, appropriate materials, platforms and ideas that align with home office directed themes.
  • Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis.
  • Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
  • Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters, new products and various related external wholesaler tasks.

QUALIFICATIONS:

  • Bachelor’s degree preferred.
  • Minimum 1 year of relevant experience required.
  • Position requires FINRA Series 63 and FINRA Series 6, which must be obtained promptly after hire in accordance with MFS’ licensing policy.
  • Demonstrated initiative in assuming additional responsibilities in current/prior roles.
  • Demonstrated team player.
  • Strong verbal communication skills.
  • Self-motivated to learn complex topics and articulate in simple terms to our clients.

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Global Client Group (GCG) comprises Dimensional’s sales channels and client services that seek to acquire, retain, and strengthen long-term client relationships. Using a team-based, collaborative system, GCG distributes products and services designed to help clients meet their business goals and deliver a better investment experience— in both the institutional and finance advisor spaces. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. Our Retirement Distribution team is responsible for working with fee-only defined contribution financial advisors across the country.

Reporting to a Client Service Manager, the Associate will be an integral member of the Retirement Distribution relationship management team and will support business development and client retention activities for various prospects and clients. With proven success, the Associate will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand Dimensional’s relationships in the Retirement market.

Responsibilities:

  • Maintain CRM tool, ensuring data governance practices are in place and upheld
  • Develop and prepare marketing and educational investment presentations for current and prospective clients
  • Collaborate across departments – including, Portfolio Management, Research, Investment Analytics & Data, Asset Class Specialists, and Consultant Relations – to develop responses to inquiries and efficiently communicate findings to clients and senior staff
  • Respond and manage client inquiries and provide solutions to ad hoc investment questions with senior staff oversight
  • Collect, organize, and analyze data from various internal and external sources and databases
  • Collaborate with team Associates to manage and complete RFI and DDQ reporting process, ensuring quality and uniformed responses
  • Provide quality control on data to ensure consistency and accuracy
  • Contribute to business development activities by researching media sources and databases
  • Develop a robust understanding of Dimensional’s investment philosophy and process
  • Seek opportunities for professional growth; mentor others by sharing expertise and experiences

Qualifications:

  • Bachelor’s degree with a strong academic record
  • 1-3 years’ experience in the Financial Services Industry
  • Excellent verbal and written communication skills
  • Ability to work on multiple projects at once while adhering to strict deadlines and producing high quality work
  • Work independently, prioritize, stay organized, and exercise time management
  • Demonstration of initiative and accountability
  • Maintain a strong sense of professional and personal integrity
  • Heavy CRM experience preferred; ability to learn and become a subject matter expert on Microsoft Dynamics 365 CRM tool is essential
  • Strong PC skills and proficiency in MS Office applications are essential
  • Ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

Dimensional may require proof of COVID-19 vaccination as a condition of employment for newly hired employees. Currently, employees must be fully-vaccinated for COVID-19 in order to enter Dimensional’s office, subject to legally required accommodations.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

 Job Description:

The Senior Manager for the Practice Management (“PM”) Team will primarily focus on the practice management tools and resources, including two world class global studies, used to gather insights and gain a better understanding of Dimensional’s Global Client Group (“GCG”) clients. The Senior Manager will report directly to the Head of Practice Management. The position will be responsible for engaging with clients, business partners, and Dimensional leadership, ensuring continued success of these cornerstone studies while proactively enhancing the value-add for advisors and the internal sales teams.

To be successful, the Senior Manager must have superior data gathering, statistical analysis, and program development skills. A solid foundational knowledge of business strategy and practice management as it relates to the financial services industry is key. The Senior Manager must also have a strong client service orientation, understand the issues and challenges Advisors face in building a client-centric, fee-based business, and able to apply thought leadership to study and analysis findings.

Responsibilities:

  • Anchored by the Dimensional philosophy and approach to business analytics, manage the process to develop, deploy, and analyze the data gathered through our studies and surveys
  • Analyze, interpret and effectively communicate proprietary benchmark and survey data to identify key findings and trends then formulate thought leadership based on the findings
  • Formulate and execute tailored Dimensional practice management initiatives designed to support the advisor community
  • Present practice management study and survey findings to GCG sales team, groups of advisors through study groups and conferences, and through one-on-one firm engagement
  • Be a team-player with a creative spirit within the Dimensional APM team and broadly
  • Regularly demonstrate leadership characteristics within the team and actively develop team members associated with the study work
  • Effectively and credibly communicate with advisors and their teams practice management concepts
  • Train the GCG sales team to effectively communicate and employ practice management studies and surveys with clients
  • Develop in-depth understanding of Dimensional’s GCG business, personnel, and clients
  • Be a spokesperson and champion of the Dimensional brand and investment theory throughout the industry and marketplace

Qualifications:

  • Bachelor’s degree or equivalent experience required; Master’s degree in relevant discipline preferred
  • Must have 10+ years of experience years of experience in financial services with specific focus on statistical analysis, project planning and development, and product development
  • Exceptional data analytical abilities
  • Excellent interpersonal skills with ability to influence and build solid relationships
  • An entrepreneurial spirit with high energy and passion; a self-starter.
  • Team-oriented: ability to establish effective relationships, gain commitment and credibility and work effectively across internal constituencies
  • Highly collaborative with the ability to work both independently and in a team environment
  • Strong understanding and belief in Dimensional’s investment philosophy
  • Significant experience with data or business analysis
  • Demonstrates the ability to integrate research into the success of the business
  • Excellent organizational skills and ability to manage and prioritize multiple projects at once
  • Ability to present Dimensional’s business strategy research to small and large groups.

Dimensional may require proof of COVID-19 vaccination as a condition of employment for newly hired employees. Currently, employees must be fully-vaccinated for COVID-19 in order to enter Dimensional’s office, subject to legally required accommodations.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

 Job Description:

Virtual interactions have been a key part of how Dimensional has engaged with clients for many years. Now more than ever, connecting with clients, prospects, and colleagues virtually is not only necessary but also extremely valuable. The Associate will work collaboratively with the Virtual Strategy team to strategically support the needs of GCG and our clients.

Responsibilities:

  • Managing webcasts@dimensional.com inbox to quickly field ad-hoc requests and inquiries from GCG, clients, prospects and end-investors
  • Executing webcast email communications to GCG and webcast attendees including follow up emails to GCG with webcast information and “Thank You” and “Sorry We Missed You” emails to webcast registrants and attendees
  • Assisting with sales channel and national webcast strategy from start to finish including live production of broadcast and post-production deliverables
  • Collaborating with multiple groups outside of GCG including Marketing, Corporate Services, Research, and ISG to execute webcast deliverables
  • Ensuring timely preparation, reconciliation, and distribution of webcast attendance CRM records
  • Collaborating with GCG to update and maintain sales lead intake records for both Dimensional and third-party webcasts
  • Assisting with the preparation and execution of internal training webcasts for various departments
  • Assisting with the preparation and execution of GCG Monday Call meeting

Qualifications:

  • Bachelor’s degree required with a strong academic record
  • 1-2 years’ experience in the Financial Services Industry (including internships)
  • Strong project management skills including project planning, time management, organization
  • Ability to quickly and effectively respond to rapidly changing business needs and urgent requests
  • Excellent verbal and written communication and interpersonal skills
  • Comfortable collaborating across departments and with senior leadership
  • Ability to work equally well in a team environment and independently
  • Detail-oriented
  • Strong computer skills with the ability to learn programs as needed
  • Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
  • Ability to successfully pass the Series 7 within the first 6 months of employment

Dimensional may require proof of COVID-19 vaccination as a condition of employment for newly hired employees. Currently, employees must be fully-vaccinated for COVID-19 in order to enter Dimensional’s office, subject to legally required accommodations.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Analyst, Global Client Group (GCG) Operations will support sales data processes that are critical to the firm’s strategic sales efforts. Working with the global sales operations team, sales teams, and technology team, the analyst will be responsible for maintaining the accuracy of internal data systems related to client assets, cash flows, and CRM data. The daily work will involve processing incoming data from vendors, working with the sales teams to proactively maintain client data, and other related functions to support efficient data governance, sales operations, and reporting.  The role falls within the GCG Sales Operations division, which supports the day-to-day operational needs of the sales group in the areas of business insights, product management, intermediary relationships, client onboarding, reporting and administrative services.

Responsibilities

  • Collaborate with sales teams and leadership to maintain critical client and asset data in various sales systems, including CRM
  • Analyze and evaluate change requests from sales teams
  • Proactively identify data gaps and eliminate data discrepancies across sales systems
  • Coordinate, organize, and process registration information, assets, and flows data from external vendors
  • Update and configure internal asset reporting system to improve data accuracy
  • Maintain and improve process maps and documentation regarding sales data governance
  • Communicate data analysis and updates across sales teams
  • Coordinate with colleagues globally to align on best practices
  • Ensure implementation of firm data compliance procedures with sales systems as necessary
  • Identify areas to improve data automation and partner with colleagues to implement solutions

Qualifications

  • Bachelor’s degree required; coursework in finance/accounting, economics, mathematics, or computer science is preferred.
  • 1-2 years’ relevant work experience (including internships).
  • Excellent computer skills (advanced Excel, querying data, working with databases, Visio or equivalents, and automation) with the ability to quickly learn and become proficient in new programs
  • Experience with CRM (especially Microsoft Dynamics) and/or data visualization tools (Power BI, Tableau, etc.) a strong plus.
  • Documented analytical and quantitative skills; strong background with large data sets and the data analysis process
  • Ability to gather requirements amid ambiguity; Focused on customer needs with the ability to build trust and confidence
  • Strong interpersonal communication, verbal, and written skills; adept in explaining technical concepts to non-technical users
  • Proactive in nature, and capable of managing multiple projects and meeting deadlines
  • Creative problem-solving skills
  • Detail-oriented while maintaining a big picture focus
  • Define as well as manage change within existing business processes; always looking for ways to improve the business and processes
  • Work equally well in a team environment and independently

Dimensional may require proof of COVID-19 vaccination as a condition of employment for newly hired employees. Currently, employees must be fully-vaccinated for COVID-19 in order to enter Dimensional’s office, subject to legally required accommodations.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Global Client Group (GCG) comprises Dimensional’s sales channels and client services that seek to acquire, retain, and strengthen long-term client relationships. Using a team-based, collaborative system, GCG distributes products and services designed to help clients meet their business goals and deliver a better investment experience— in both the institutional and finance advisor spaces. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. Our Retirement Distribution team is responsible for working with fee-only defined contribution financial advisors across the country.

Reporting to a Client Service Manager, the Associate will be an integral member of the Retirement Distribution relationship management team and will support business development and client retention activities for various prospects and clients. With proven success, the Associate will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand Dimensional’s relationships in the Retirement market.

Responsibilities:

  • Maintain CRM tool, ensuring data governance practices are in place and upheld
  • Develop and prepare marketing and educational investment presentations for current and prospective clients
  • Collaborate across departments – including, Portfolio Management, Research, Investment Analytics & Data, Asset Class Specialists, and Consultant Relations – to develop responses to inquiries and efficiently communicate findings to clients and senior staff
  • Respond and manage client inquiries and provide solutions to ad hoc investment questions with senior staff oversight
  • Collect, organize, and analyze data from various internal and external sources and databases
  • Collaborate with team Associates to manage and complete RFI and DDQ reporting process, ensuring quality and uniformed responses
  • Provide quality control on data to ensure consistency and accuracy
  • Contribute to business development activities by researching media sources and databases
  • Develop a robust understanding of Dimensional’s investment philosophy and process
  • Seek opportunities for professional growth; mentor others by sharing expertise and experiences

Qualifications:

  • Bachelor’s degree with a strong academic record
  • 1-3 years’ experience in the Financial Services Industry
  • Excellent verbal and written communication skills
  • Ability to work on multiple projects at once while adhering to strict deadlines and producing high quality work
  • Work independently, prioritize, stay organized, and exercise time management
  • Demonstration of initiative and accountability
  • Maintain a strong sense of professional and personal integrity
  • Heavy CRM experience preferred; ability to learn and become a subject matter expert on Microsoft Dynamics 365 CRM tool is essential
  • Strong PC skills and proficiency in MS Office applications are essential
  • Ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

Dimensional may require proof of COVID-19 vaccination as a condition of employment for newly hired employees. Currently, employees must be fully-vaccinated for COVID-19 in order to enter Dimensional’s office, subject to legally required accommodations.  

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Marketing department enables sales by answering, “Why Dimensional?” They partner with sales groups, investment teams, and executive leadership within Dimensional to extract, package, and spread Dimensional’s message and philosophy. Marketing teams work to best reflect Dimensional’s unique offer to clients and advance its position in the marketplace.

The Channel Marketing team is responsible for designing, developing and executing a dynamic global marketing strategy and program that enables our sales teams to connect meaningfully and successfully with our clients and prospects.

Reporting into a Channel Marketing Manager, the Senior Associate will be a key contributor to digital activation as it pertains to our sales enablement efforts. In this role, the Senior Associate will be expected to partner closely with all the groups within the marketing and sales organization to execute client facing campaigns. They will also collaborate with stakeholders like technology, CRM, legal and compliance. The Senior Associate will take a role in strategic positioning while bringing ideas to life through Dimensional’s digital platforms including email marketing, client site promotions, and paid LinkedIn efforts.

Responsibilities:

  • Take lead on email marketing functions that support sales channels, events, and notifications.
  • Partner with internal teams to establish key goals for email marketing and execute accordingly.
  • Use analytics to influence email marketing campaigns and be able to make recommendations on what should change for future activations.
  • Own testing structure for the email marketing program to continue refining firm-wide best practices.
  • Establish strong relationship with sales teams to influence their individual email marketing initiatives.
  • Lead email automation efforts and opportunities across evergreen initiatives and sales campaigns.
  • Work with CRM team on updates and ensuring optimal functionality of email marketing platform and subscription management.
  • Understand and collaborate on all digital marketing functions within the Channel team.

Qualifications:

  • Minimum 4 years digital marketing experience
  • Solid understanding of email marketing, LinkedIn, and experience executing marketing campaigns
  • Ability to think strategically and problem solve
  • Good written and verbal communication skills
  • Experience working within CRM is a plus 

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Global Client Group (GCG) leads Dimensional’s efforts to acquire long-term client relationships and increase the firm’s reach in the marketplace. Using a team-based, collaborative system, GCG distributes the firm’s financial science-based products and peerless client services across the globe. Working closely with both institutions and financial advisors, GCG seeks to help clients meet their business goals and deliver a better investment experience.   

GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience.  Our Traditional Institutional Group is responsible for working with large institutional clients across the country, including defined benefit and defined contribution plans, foundations, endowments, family offices, and corporations. This position will be responsible for supporting the institutional client service teams to build, maintain and strengthen our client relationships.

Responsibilities:

  • Support the day-to-day activities of the team’s Regional Directors and Senior Associates
  • Prepare presentation materials to be used in meetings with institutional clients and prospects. Examples of deliverables include introductory presentations, portfolio reviews and follow-up materials.
  • Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.
  • Provide quality control for the data included in client reports and requests
  • Facilitate the completion of due diligence requests and client questionnaires
  • Help maintain CRM database
  • Build marketing lists for institutional luncheons, investment forums and conferences
  • Review and edit RFPs
  • Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.

Qualifications:

  • Bachelor’s degree
  • 1+ years of experience in the Financial Services Industry
  • Background or strong interest in finance/investments
  • Detail-oriented, organized, proactive, team-player
  • Able to work equally well in a team environment and independently
  • Self-starter who is capable of completing multiple projects within set deadlines
  • Strong computer skills (Excel and Word) with the ability to learn programs as needed
  • Solid quantitative problem-solving skills
  • Ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Associate Analyst – Entry Level

Driehaus Capital Management is a privately held investment management firm that manages global, emerging markets, US growth equity and alternative investment strategies.  The firm has a diverse institutional client base comprised of corporate and public pensions, endowments, foundations, sub-advisory, family offices, wealth managers and financial advisors, globally.  

We are seeking an entry level Associate Analyst to support our U.S. Growth Equity investment team in our downtown Chicago office.

Primary responsibilities include:

  • Researching and evaluating new investment ideas for assigned portfolios which meet investment objectives and portfolio requirements.
  • Analyzing markets, competitive positioning, industry publications, data releases, regulatory events, earnings reports, published research and technical factors.
  • Preparing written reports for Portfolio Manager(s) to review which include investment ideas and reasons supporting ideas based on analysis of relevant factors.
  • Recommending stocks to purchase within the assigned area(s).
  • Conducting research on existing holdings to determine whether they continue to meet stated investment objectives and recommending changes in holdings if no longer compatible with investment objectives.
  • In conjunction with other members of the team, assessing fundamental and technical trends within the assigned area(s) to generate appropriate investment ideas and contribute to asset allocation decisions.

Knowledge/Experience:

  • Bachelor’s degree is required.
  • Relevant internship experience and/or participation in a college investment program; ideally one year of relevant industry experience.
  • Demonstrated interest in investment management and equity markets.
  • Passion for growth investing and demonstrated interest in pursuing a career in equity research.
  • Ability to communicate ideas, strong presentation skills, decisive, curious and willingness to learn.
  • High impact individuals who are able to think independently, make decisions quickly, and have the confidence and drive to be successful.

Interested candidates must send a cover letter and resume to HR@Driehaus.com and reference job code [AAMS] when applying.

Driehaus Capital Management LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Driehaus Capital Management LLC is a privately-held investment management firm that manages international, emerging markets, US growth equity and alternative investment strategies.  The firm has a diverse institutional client base comprised of corporate and public pensions, endowments, foundations, sub-advisory, family offices, wealth managers and financial advisors, globally.  

We are seeking an Institutional Sales Associate with 3+ years of experience to work in our downtown Chicago office.  

Responsibilities include but are not limited to:

  • Support two SVPs of Institutional Sales to maximize territory sales and retention efforts across the Northeast and Southeast US regions.
  • Develop relationships with prospective investors across the institutional, RIA and investment consultant channels.
  • Represent Driehaus and its strategies and vehicles to advisors knowledgeably and effectively.
  • Coordinate discussions with prospective investors and assist with meeting preparations, presentations and follow-up.
  • Attend industry conferences and regional events to raise brand awareness and generate additional interest in Driehaus strategies.
  • Maintain current knowledge of all markets, Driehaus analytics and market commentaries.
  • Provide exceptional customer service consistent with client expectations.
  • Enter and maintain data in the contact management system to properly track all sales efforts, client contacts and any other necessary information.
  • Work with internal departments and investment teams to increase the quality of communication with assigned clients.

 Knowledge, Skills and Experience:

  • Bachelor’s degree and minimum of 3 years of experience in a professional services or consulting firm.
  • Prior investment management or institutional sales experience preferred.
  • Strong verbal and written communication skills, along with working knowledge of Microsoft Word, Outlook, Excel and Power Point. Experience with Salesforce and FactSet a plus.
    • Understanding of asset management, investment strategies and equity asset classes and markets.
    • Must be able to work independently, exercise appropriate discretion and maintain confidentiality.
  • Ability to prioritize work and exercise flexibility to meet demands of a busy department.
  • Team player and team builder; driven, honest and hardworking.
    • Travel necessary as business opportunities dictate.

Driehaus Capital Management LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Interested candidates must send resume to HR@driehaus.com and reference job code [ISA] when applying.

Interested candidates must send resume to HR@driehaus.com and reference job code [ISA] when applying.

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Job Description:

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.  GCG is responsible for developing new business as well as managing current relationships with our global clients.

Senior Associates provide relationship management and analytical support in helping to grow existing relationships and develop net new business for Dimensional. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, fixed income, ETF, and/or SMA offerings. 

Responsibilities:

  • Articulating complex investment principles and capital market research to financial advisors
  • Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do
  • Interacting with advisors on practice management related issues
  • Partnering with Regional Directors to develop strong business and personal relationships with key advisor clients
  • Developing and delivering complex and educational investment presentations to financial advisors
  • Developing and facilitating the production of complex client driven requests among a team of Associates
  • Developing a robust understanding of the advisor industry and related business practices

 Qualifications:

  • MBA and/or CFA preferred
  • 5+ years of experience in the Financial Services/Investment Management industry
  • Strong analytical skills and quantitative problem-solving skills
  • Excellent verbal and written communication and interpersonal skills
  • Detail-oriented with capability of managing multiple projects and meeting deadlines
  • Intellectual curiosity with desire for self-improvement
  • Able to work equally well in a team environment and independently
  • Strong computer skills (Excel and Access) with the ability to learn additional technical applications as needed
  • Ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

Dimensional may require proof of COVID-19 vaccination as a condition of employment for newly hired employees. Currently, employees must be fully-vaccinated for COVID-19 in order to enter Dimensional’s office, subject to legally required accommodations. 

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
  • Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
Job Description:

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.  GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience. 

Our Associates/Analysts provide relationship management and analytical support to the Sales & Client Service teams in business development and retention activities for our clients. They will gain an understanding of clients’ evolving needs, identify where we can add value and collaborate to provide a better investment experience, especially as it relates to growing our ESG, fixed income, ETF, and/or SMA offerings. With proven success, Associates/Analysts will have the opportunity to work directly with clients, prospects and intermediaries to develop and expand personal and professional relationships.

Responsibilities:

  • Developing and constructing complex portfolio analysis for current Advisor clients and prospects
  • Identifying and discussing key findings of portfolio analyses to clients
  • Delivering educational investment related webinars to Advisor clients
  • Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service
  • Assisting in the initial development of investment related marketing materials and charts
  • Developing a robust understanding of Advisor business practices
  • Developing a deep understanding of capital market research and application to portfolio management

Qualifications:

  • Bachelor’s degree required with a strong academic record
  • 1-2 years’ experience in the Financial Services Industry (including internships)
  • Solid understanding of Dimensional’s investment philosophy
  • Strong analytical skills  
  • Solid quantitative problem-solving skills
  • Excellent verbal and written communication and interpersonal skills
  • Detail-oriented
  • Able to work equally well in a team environment and independently
  • Self-starter who is capable of managing multiple projects and meeting deadlines
  • Strong computer skills (Excel and Access) with the ability to learn programs as needed
  • Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
  • Ability to successful pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

Dimensional may require proof of COVID-19 vaccination as a condition of employment for newly hired employees. Currently, employees must be fully-vaccinated for COVID-19 in order to enter Dimensional’s office, subject to legally required accommodations.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Job Purpose

Execute buy and sell transactions of corporate bonds, utilizing best execution efforts to maximize returns to the portfolios. Manage broker relationships to facilitate good and timely information exchange. Support the various portfolio managers and credit analysts with consistent up-to-date market information.

Essential Responsibilities

  • Trade corporate securities, working closely with the appropriate Portfolio Manager to determine issuers and issues to buy and sell.
  • Maintain primary daily communications with Brokers, Traders and Analysts to maintain up-to-date knowledge of new developments, including issuance and trading flows.
  • Understand PPM America, Inc.’s fixed income holdings in corporate bonds, in order to recognize opportunities as they appear in the market and effectively communicate those ideas to the Portfolio Manager.
  • Recommend value-added trading strategies given changing market conditions.
  • Interface with other fixed income traders, investment professionals and support personnel to exchange ideas on developments in the fixed income markets.

Other Duties

  • Performs other duties and/or projects as assigned.
  • Knowledge, Skills and Abilities
  • Knowledge of corporate bond spreads and bond structure and the ability to make relative value judgments based on spread and structure of a bond issue.
  • Must be proficient in technical applications such as computer spreadsheets, Bloomberg and Microsoft Office.
  • Strong oral communication skills and interpersonal abilities.
  • Advanced accounting and finance knowledge.
  • Ability to manage and prioritize numerous tasks simultaneously.
  • Credit analysis skills a plus.

Qualifications

  • Bachelor’s Degree required.
  • Work towards an MBA and/or CFA preferred.
  • 2-7 years of experience in fixed income with emphasis on corporate bond trading required.
  • Credit analysis skills a plus.

Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual’s race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.

Apply

The Investment business at Willis Towers Watson has over 1000 colleagues worldwide who provide services and advice to a diverse range of institutional investors, including large pension funds, insurance companies, endowments and foundations. As a trusted partner to over 1,200 clients, it advises on over $2 trillion of global assets and has discretion over more than $250 billion of assets. It works closely with teams in the Human Capital and Benefits business, particularly those providing actuarial and other services to many of the world’s top pension funds.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

The individual in this role will be involved in the end to end investment operations lifecycle. The focus of the role is on project management within our operations team.

The position will have oversight for managing and monitoring investments in client portfolios. As a member of the team, you will initiate processes for reviewing and implementing investment instructions and related materials on behalf of our clients. The role requires the candidate to work with multiple internal teams, while effectively communicating opinions and ideas.

The selected candidate will be provided on-the-job training in addition to a mentor.

Duties and Responsibilities

  • Project managing client investments
  • Monitor client portfolio positioning and movements
  • Preparation of agreements and investment instructions
  • Keeping internal and external stakeholders appraised of progress
  • Gaining an understanding of the wider investment business
  • Developing relationships with internal and external parties

The Requirements

  • Undergraduate Degree
  • Effective oral and written communication skills
  • Project management skills
  • Attention to detail and the ability to meet deadlines
  • At least two years of experience in an investment operations role is preferred

Please note that as part of our recruitment process, any offer of employment will be subject to the receipt of satisfactory background checks.

Willis Towers Watson may be subject to mandatory employment-related COVID-19 vaccination requirements.  Therefore, to the extent any such mandates apply, you may be required to certify and provide documentation of full vaccination against COVID-19 if you are hired in the U.S. If you accept an offer from WTW and are subject to a mandate but are unable or unwilling to be vaccinated because of medical reasons or sincerely-held religious beliefs, you may request a medical or religious accommodation.  If you require an accommodation, the Company will evaluate your request and work with you to identify reasonable alternatives to vaccination, if available.

EEO, including disability/vets

 

Minimum Qualifications

A bachelor’s degree in business, finance, accounting, or related field AND a minimum of six (6) years of professional investment experience, including: at least three (3) years analyzing, evaluating, recommending or monitoring institutional private and/or public market investments, and at least three (3) years supervising/mentoring staff.

Preferred Qualifications

– Commitment to providing exceptional customer service
– Excellent communication skills
– Excellent interpersonal skills
– Demonstrated experience in analyzing complex private and public investment structures
– Experience in commercial real estate asset management and/or commercial loan servicing
– Experience managing professional staff
– CFACAIACPA or MAI designation

Physical Demands

  • None

EEO Statement

NYSTRS is an equal opportunity employer. We are committed to fostering an inclusive environment where diversity is valued and recognized as a source of strength and enrichment. We seek to attract talented people from a diverse range of backgrounds and cultures, and encourage women, people of color, LGBTQ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Job Duties 

Description
The Assistant Manager- CRE Portfolio Management and Loan Servicing is responsible for, but not limited to, the following duties:
• Participate in the development of the Department’s strategic plan on an annual basis, including the evaluation of current strategies versus opportunities in the market
• Coordinate and implement activities to evaluate, develop and enhance portfolio, asset management and loan servicing processes designed to maximize performance and minimize downside risk
• Evaluate NYSTRS’ equity real estate advisors regarding development of annual property business plans and goals, operational and capital budgets, property level financing and disposition strategies
• Analyze and, when appropriate, recommend approval of asset business plans and significant property activities
• Perform a leadership role in annual business plan meetings
• Serve on advisory boards of commingled real estate funds to evaluate execution of the approved fund strategy and perform other duties as described by the fund documents
• Monitor manager performance and compliance with approved investment guidelines and strategy for domestic and global public real estate managers
• Supervise asset management and loan servicing staff in relation to carrying out their responsibilities including oversight of operations and performance and coordination of external audits and appraisals
• Perform a leadership role in Departmental meetings
• Perform market and property inspections
• Attend conferences and meetings to stay abreast of industry trends and establish business relationships, especially with peers
• Evaluate investment manager performance vs. benchmarks and peers
• Prepare management reports and make presentations to the Internal Investment Committee, Real Estate Advisory Committee and Board regarding performance and transactions
• Coordinate with the Investment Operations and Finance Departments regarding custody, accounting and reporting for real estate investments
• Review, with assistance of counsel, transaction agreements, loan documents, advisory/management agreements and other related legal documents
• Manage Department resources to help develop staff skills and expertise
Posting NumberAS124P
Application Deadline01/06/2022
Special Instructions to Applicants
THIS IS NOT A REMOTE WORK POSITION.
This position does not come under the jurisdiction of the Department of Civil Service. It comes under the Manager/Executive Plan. New appointees to Manager/Executive Plan positions must serve a one-year review period. If you are currently employed by NYSTRS in a Confidential or Negotiating Unit position, you will be granted leave without pay from your current position while you are serving the review period. Upon successful completion of the review period, the hold on your current position will be discontinued and you will no longer have any rights under Civil Service.
This position falls under NYSTRS’ Personal Trading policy, which requires pre-clearance of personal trades and reporting of trading activity.
Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Do you have a bachelor’s degree in business, finance, accounting, or a related field?
    • Yes
    • No
  2. * Do you have a minimum of six (6) years of professional investment experience which includes at least three (3) years analyzing, evaluating, recommending, or monitoring institutional private and/or public market investments?
    • Yes
    • No
  3. * Do you have at least three (3) years of experience supervising/mentoring staff?
    • Yes
    • No
Documents Needed To Apply

Required Documents

  1. Resume
  2. Cover Letter

Apply

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

We are seeking ambitious, quick-learners, who are looking to establish a career in investment management. As an Inbound Sales Representative, you are the first level of response for financial advisor inquiries. You will play a key role in building our sales pipeline by engaging with advisors, displaying extensive knowledge of the market and MFS products. Our Inbound Sales team take calls from financial advisors who currently or are interested in, recommending MFS funds. The successful candidate is a self-starter, with a positive phone presence, has a team-player mentality and is eager to learn. We provide on-going training, deliver constant feedback and coaching to aid you in developing your knowledge and skills. MFS offers exceptional opportunities for growth and advancement.

PRINCIPLE RESPONSIBILITIES:

  • Responds to telephone inquiries regarding information on investment updates utilizing various internal resources to keep abreast of the stock and bond market outlooks, portfolio strategies and legislative changes.
  • Ability to leverage the Morningstar analytical tool to run hypotheticals, fund vs fund comparisons, Investment Growth, Investment Details, Stock Intersection Rolling Return, and Correlation Reports and interpret and convey information to advisors in a manner that is compliant with FINRA and MFS standards.
  • Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
  • In-depth knowledge of Independent and Wirehouse firms including advisor structure, appropriate materials, platforms and ideas that align with home office directed themes.
  • Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis.
  • Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
  • Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters, new products and various related external wholesaler tasks.

QUALIFICATIONS:

  • Bachelor’s degree preferred.
  • Minimum 1 year of relevant experience required.
  • Position requires FINRA Series 63 and FINRA Series 6, which must be obtained promptly after hire in accordance with MFS’ licensing policy.
  • Demonstrated initiative in assuming additional responsibilities in current/prior roles.
  • Demonstrated team player.
  • Strong verbal communication skills.
  • Self-motivated to learn complex topics and articulate in simple terms to our clients.

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
 
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

The Investment Operations Settlements Team is responsible for the timely settlement of all transactions traded by our Equity, Fixed Income, and Foreign Exchange trading desks. The Senior Trade Management Specialist partners with other teams within the Global Technology Investment Support Department and other teams across the organization. The role includes daily interaction with MFS counterparties and custodians to support the entire trade lifecycle. The Senior Trade Management Specialist will leverage their expertise in investment operations to help enhance processes and procedures that will bring efficiencies to the team and firm as a whole.

Principal Responsibilities:

  • Works closely with Front /Middle office, custodians and counterparties to identify and resolve settlement issues.
  • Monitors and resolves unmatched transactions and trade discrepancies for both security and Foreign Exchanges.
  • Communicates with counterparties to expedite timely settlement of Equity Fixed Income, Foreign Exchanges, derivatives and Money Market trades.
  • Works closely together with the Trade processing team to ensure the timely settlement of TBA transactions and cash flows.
  • Monitors trade exception reporting and completes domestic trade affirmation
  • Handles special projects for team and helps direct Supervisor/Manager monitor overall team performance
  • Identifies opportunities to leverage technology in order to streamline manual processes.
  • Updates and maintains accurate static data for new and existing accounts in internal systems as well as third party applications
  • Ensures that operating procedures are current and that the team adheres to department standards, as well as client and regulatory requirements
  • Trains new employees on departmental function and MFS functions

Job Requirements:

  • Bachelor’s degree with preferred (but not essential) five years industry experience
  • Knowledge of financial transaction processing, settlements and corporate actions concepts
  • Strong PC skills including Microsoft Office applications
  • Ability to learn and master all inventory, accounting, and trading systems
  • Ability to provide exceptional client service to internal and external contacts.
  • Superior communication, organization and prioritization skills
  • Ability to consistently perform in a time sensitive environment with multiple daily deadlines
  • Attention to detail, multi-tasking and problem solving skills are essential
  • Experience with Bloomberg, Fiserv Trade Flow, CLS, Trade Nexus, CTM and SWIFT Messaging preferred but not necessary
  • General knowledge of international Markets and their different settlement guidelines 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. Please see the EEO is the Law document and Pay Transparency Nondiscrimination Provision, linked for your reference.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
 

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, the Senior Asset Control Specialist assists in the day-to-day operations of the Asset Control Team. They are responsible for the daily cash and position reconciliation’s of Institutional clients and retail mutual fund accounts, as well as the investigation and resolution of any resulting exception items. The Senior Asset Controller will work with an increased volume and complexity, assist management by serving as a knowledgeable resource for research and resolution of complex operational issues. The Senior will also be expected to manage special projects, assist with the review of daily and monthly reconciliations and providing general support to Assistant Manager.

Principal Responsibilities:

  • Reconciles cash and assets (including shares/par, market value, cost, etc.) between MFS and custodians on a daily basis, using software as appropriate.
  • Researches all differences with custodian and resolves differences in a timely manner, with a focus on more complex accounts and issues, working with other areas of Global Investment Support, such as trade settlements, as appropriate.
  • Ensures accuracy of system by working with the Global Client Administration team to update the portfolio accounting system daily for all appropriate adjustments.
  • Assists Assistant Manager in reviewing daily and month-end reconciliations for accuracy, completeness and timeliness, assisting the Asset Controller’s with resolution of exception items as necessary.
  • Monitors foreign currency balances and overdrafts, assisting the team to ensure appropriate repatriation.
  • Identifies potential risks, workflow inefficiencies and suggests improvements to Assistant Manager.
  • Assists in developing, writing, implementing and auditing procedures and processes.
  • Assists with user acceptance testing of new systems/processes/procedures, provides coverage as assigned and trains new employees on daily tasks.

 

  • Performs additional duties as requested.

Job requirements:

  • Bachelor’s degree in business or equivalent work experience
  • Preferred 3-5 years related experience
  • Intermediate Excel skills essential
  • Comprehensive understanding of investment products and investment operations will be useful
  • Advanced CheckFree and Portfolio Accounting system skills desirable, along with SWIFT Messaging
  • Experience in training new employees
  • Exhibits independence and autonomous work habits (researches issues independently)
  • Consistently resolves complex reconciling issues
  • Regularly communicates with other departments (settlements, GCAT, CO-AC, etc) at MFS on ACT Teams behalf
  • Assist other team members in meeting group deadlines
  • Proactive in resolving ACT Team issues (strong team player)
  • Strong organizational and interpersonal skills
  • Proficient written and verbal communication abilities
  • Solid analytical skills and attention to detail
  • Ability to interact with individuals at all organizational levels.

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
 
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

The Digital Media Manager performs a digital publishing and web development function for the enterprise leveraging MFS’ content management system, Adobe Experience Manage (AEM). This individual is responsible for authoring within the DAM (Digital Asset Management) and publishing in a controlled, accurate, and timely manner following a prescribed publishing procedure. In addition, the Digital Media Manager will interact with various business partners and content owners across the organization to create and manage client experiences across MFS’ global websites.

Principal Responsibilities

  • Uphold publishing quality standards to ensure consistent and timely dissemination of content to internal and external environments.
  • Perform any necessary technical data check rules, to verify that all publishing efforts incorporate defined quality controlsand procedures.
  • Support all web development and maintenance efforts across MFS’ global websites.
  • Participate in site(s) maintenance and troubleshooting efforts including general updates, when needed.
  • Proactively investigate and troubleshoot content and platform related issues and coordinate necessary actions for timely resolution as needed.
  • Develop procedural documentation and deliver training on daily responsibilities from authoring, publishing a web development.
  • Direct participation in various projects, from content creation to agile development efforts.
  • Perform other duties as necessary to support global marketing and distribution goals.

Qualifications

  • Bachelor’s degree combined with a minimum of five (5) years of experience in advertising or marketing, preferably within or servicing a financial services organization
  • Knowledge of financial products, investment techniques and strategies, and local regulations as well as investment industry
  • Proven knowledge and execution of digital publishing best practices and procedures; willingness to adapt process to changing needs of the business
  • Experience working with automated project management workflow system(s) and content management systems required. Specific experience with Workfront and Adobe Experience Manager, a plus.
  • Strong organizational and time management skills with a focus on quality and attention to detail; ability to manage multiple tasks simultaneously while consistency meeting deadlines.
  • Solid interpersonal communication skills (written and verbal); ability to interact successfully with individuals at all levels.
  • Positive, collaborative, flexible disposition with the ability to work independently and/or as part of a team.
  • Customer oriented with a commitment to proactive problem solving; ability to implement sound judgement and to handle escalated situations

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
 
Job 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.

 

 

JobDescriptionUsing discretion and judgment, the Regulatory Analyst III – Funds is responsible for the review and development of regulatory filings for the U.S. Registered Funds supervised by MFS, and/or advised by MFS. Additionally, this position will be responsible for developing and maintaining certain group resources. This position will also assist with specialized projects as well as in implementing new processes and procedures relating to the impact of regulatory changes on funds or client accounts, and help to draft changes to applicable documentation, procedures, and filings as needed. Principle Responsibilities:
  • Participate in the preparation and provide legal review of numerous regulatory filings with the Securities and Exchange Commission (“SEC”) and other regulatory agencies/authorities for the MFS Funds and/or U.S.-registered funds advised by MFS. Gather data to determine documentation requirements, make assessments and offer suggestions as to what is required to meet requirements and deadlines. Maintain active awareness of changes in MFS, its funds, subsidiaries and clients in relation to the impact on regulatory requirements and documentation requirements. Work with outside counsel as necessary to review documentation and resolve issues related to disclosure filings.
  • Develop and maintain functional policies and procedures and group resources that involve multiple departments at MFS and its affiliates. Suggest and implement improvements to these materials and regulatory processes. Work within the Legal Department, other divisions within MFS and external business partners/vendors to develop or enhance procedures that improve the quality and flow of work relating to filings and documentations in this Area. Maintain reference files and communications regarding documentation and filings. Maintain and update filing related materials or other schedules, and provide updates to various departments at MFS that require this information on a regular basis.
  • Participate in specialized projects that involve multiple concerns throughout MFS, its funds and its subsidiaries. Interact with others to achieve project goals and ensure timely and efficient production. Analyze process with various departments within MFS, counterparties and clients to seek process improvements in future endeavors. Negotiate and resolve issues with concerned parties. Interact with counterparties and business partners/vendors, evaluate products and services, resolve issues with same, etc.
  • Train new employees and coordinate project work so as to ensure that all departmental and regulatory deadlines are met. Mentor junior associates to facilitate their growth and development.
  • Keep abreast of rules and regulations affecting fund matters as well as other investment management issues.
  • Assume additional responsibilities as requested.
Qualifications:
  • Bachelor’s Degree or equivalent work experience. A minimum of four years of investment management, financial services or industry-related legal experience is preferred.
  • Solid interpersonal, organizational, communication, customer-service, writing/drafting, team-working and problem-solving skills.
  • Must be thorough, detail-oriented, persistent, self-motivated, and able to function with a high degree of independence and accuracy, while adhering to departmental and corporate policies and procedures.
  • Must be able to handle multiple projects while meeting competing deadlines and inflexible deadlines.
  • Demonstrated ability to work effectively with employees and outside parties at all organizational levels.
  • Must be proficient in MS Office (Outlook, Word, Excel, PowerPoint) and be able to develop proficiency in MFS proprietary systems required to perform the duties of the position.
  • An aptitude for analytical work and an interest in that work.
  • Understanding of the regulations, practices, procedures and controls specific to the legal function(s) supported is required.
  • Must be able to work overtime as necessary to keep current with work.
#LI-KC1

 

 

 

 

 

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


MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
 
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

The Director of Quality Assurance (QA) is a leadership position that provides strategy, direction and management to a global QA team. Operating under our ‘Follow the Sun’ global operations model and in accordance with MFS’ technology governance, the Director of QA is responsible for all quality assurance and testing on all platforms and capabilities used in the investment management and trading, global distribution, corporate and technology departments. The key to your success will be your ability to lead in a collaborative agile application delivery framework and execution of comprehensive testing strategies, such as, functional, integration, regression, performance, user acceptance, interface, and release testing

PRINCIPAL RESPONSIBILITIES:

  • Directly accountable to lead, direct and manage a global team responsible for ensuring overall quality of software within the MFS application environment
  • Develops overall strategy and implements QA methodologies, tools, and metrics.
  • Being a visionary to look at best quality assurance practices, processes, and tools.
  • Leads collaboration efforts with all teams to implement the framework within existing Agile framework while ensuring adherence to operational controls.
  • Quantitatively tracks defect rates, identifies, and analyzes trends, and directs teams with effective steps to improve software delivery processes.
  • Advocates and champions overall quality delivery framework and responsibility with all team members involved with the application development and release process
  • Ensures compliance of test plan release policies and other related MFS technology governance processes.
  • Mentors and trains teams on testing methodologies and procedures.
  • Directs staff in the development and implementation of departmental policies, procedures, and programs.
  • Coordinates work associated with the Infrastructure and Information security standards and requirements.

JOB REQUIREMENTS:

  • Bachelors degree and aggregate of 15 years of experience in software testing, including functional testing, system testing, integration testing, automation, performance, and stress testing. Recent experience must include hands-on testing experience.
  • Minimum of 4 years of working through Agile development methodologies.
  • Strong domain knowledge in the Investment management or financial industry.
  • Knowledge of multiple functional domains preferred.
  • Knowledge of various application platforms including SAAS platforms, in-house custom applications, Cloud, etc., are required.
  • Knowledge of various types of applications from high-performance transactional systems to high-volume web applications to batch processes, and associated testing paradigms is required.
  • Strong database and data knowledge required
  • Ability to lead and coordinate the workload of a team of onshore and offshore QA professionals
  • Experience with full cycle testing
  • Strong communication and collaborative skills required
  • Experience in knowledge of industry standard best practices as related to software testing

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
ob 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.

 

 

JobDescription

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 meetsor 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.

 

 

 

#LI-PA1

 

 

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


MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
 
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

BASIC PURPOSE:

Using discretion and judgment, researches corporations and quasi sovereigns in emerging market regions to develop investment recommendations for the fixed income portfolios managed by MFS. PRINCIPAL RESPONSIBILITIES:

  • Conduct independent research to develop investment recommendations for the fixed income portfolios managed by MFS.
  • Develop internal models and use external research sources to provide perspective on emerging markets corporations and quasi sovereigns
  • Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations.
  • Attends conferences interviews corporate management at all levels, travels to emerging market countries to gather investment ideas and develop investment themes.
  • Performs additional duties as directed

JOB REQUIREMENTS:

  • Masters of Business Administration or CFA charterholder preferred
  • Minimum 3 years of fixed income credit experience
  • Working knowledge of various investment vehicles and investments, the international financial market, global credit, and emerging market debt.
  • Proven ability to work independently and think critically in formulating and assessing investment recommendations.
  • Strong oral and written communication skills for work in a team environment and for interactions with clients.

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/Internship 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.

Job Description

MFS is a premier investment management firm with a rich history and a growing global reputation. Since 1924, when our founders invented the mutual fund, collaboration and innovation have fueled our success. When you join our team, you will be challenged by the work you do, and you will share your talents with a vibrant network of vested individuals to create an elite organization and build a rewarding career.

This internship experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including:

  • Intern New Hire Orientation
  • Senior Leadership Speaker Series
  • Social & Networking Events
  • Presentation Challenges

At the conclusion of this position, interns will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how the legal department works at an asset manager.

In this position, the candidate will be responsible for assisting members of the Legal Department in a variety of projects.

Principal Responsibilities:

  • Research various issues under the laws applicable to the global asset management and fund industry as well as research various issues with respect to employment, privacy, cyber-security, business continuity, technology, corporate governance, bankruptcy and tax matters.
  • Assist with the drafting and/or review of organizational and corporate governance documents, including articles of incorporation; bylaws; declarations of trust; partnership agreements; operating agreements; agendas, resolutions and minutes for director/trustee meetings; and resolutions and proxy statements for shareholder meetings.
  • Assist with the drafting and/or review of various agreements and amendments, including investment advisory agreements; distribution agreements; subscription and participation agreements; custodian and fund accounting agreements; fund administration agreements; shareholder servicing and transfer agency agreements; vendor contracts; licenses and leases.
  • Assist with the drafting and/or review of various investment-related agreements, amendments and related documentation, including derivative contracts; repurchase agreements; securities lending agreements; forward transaction agreements; rights offerings; stock splits and reverse stock splits; and notes and credit agreements.
  • Assist with the drafting and/or review of regulatory filings, including prospectuses, offering memorandums, shareholder reports, proxy statements, and registration filings on Form ADV and Form BD.
  • Assist with respect to litigation and regulatory investigations and proceedings, including assisting with the drafting, review and coordination of pleadings, discovery requests, motions and other filings.
  • Assist with the drafting and/or review of policies and procedures, internal committee charters, agendas and minutes, and coordinate periodic internal committee meetings including the preparation of meeting materials.
  • Attend meetings to learn about Legal topics and projects.
  • Other tasks/projects as requested.

Qualifications:

  • J.D. candidate that has completed at least one full year of study at an ABA-accredited law school including completion of course work in legal research and writing
  • Completion of course work in business organizations and securities law or comparable work experience strongly preferred
  • Demonstrated commitment to promoting diversity and inclusion and/or have overcome obstacles, challenges or other factors (financial or otherwise) in the pursuit of a legal career
  • Strong legal research and writing skills
  • Strong attention to detail.
  • Strong communication skills, both written and verbal
  • Ability to complete multiple tasks timely and efficiently

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.”

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

Basic Purpose:

Fixed Income Municipal Analyst with an emphasis on recommending investment risks and opportunities to add value across the MFS municipal bond platform and beyond. Specific experience in the municipal space analyzing state and local general obligation and related credits, single and multi-family housing, and structured credits is a plus; covered sectors may evolve.

Principal Responsibilities:

  • Conduct independent research on borrowers and sectors via financial statements, rating agency reports, and various other sources.
  • Using this research, build and maintain financial models.
  • Integrate ESG factors into analysis.
  • Incorporating a relative value framework, develop borrower and sector investment recommendations/actions for fixed income portfolios.
  • Participate in team meetings to develop group investment strategies.
  • Verbally communicate research and investment recommendations to portfolio managers, traders, and other analysts.
  • Write investment reports synthesizing research for distribution across the fixed income platform and inclusion in the fixed income database.
  • Additional projects as needed.

Representative Skills & Attributes Contributing to Success in Analyst Role:

  • Strong modeling and data management skills.
  • Ability to analyze detailed documents and financial statements.
  • Effective written and verbal communication including the ability to organize, interpret, and summarize information into concise written and verbal formats.
  • Thrive within a collaborative team structure, including cross-asset class collaboration.
  • Receptiveness to and incorporation of feedback from manager and peers.
  • A constant growth mentality to meet evolving market expectations and an openness to developing new skills and tools.

Qualifications:

  • Bachelor’s degree in relevant field. MBA, CFA, or other relevant advanced degree preferred.

 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.”

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

About MFS: In 1924 MFS Investment Management established the first mutual fund in the United States. Today, MFS offers a wide range of products and services to investors, including more than 70 mutual funds, fixed and variable annuities, separately managed accounts, and retirement plans to retail customers, institutional investors, and insurance offerings. At MFS we hire talented people and allow them to work in an environment that fosters teamwork. We strive to make MFS a company where our employees can grow and succeed. While MFS provides a supportive work environment, we maintain high standards of accountability to ensure that employees meet our standards of excellence. We value intelligence and hard work. We value the perspective you bring. We will reward you for your good ideas, your work ethic, and your experience. We believe that our unique culture directly benefits our business.Basic Purpose:At MFS, the Fixed Income Research Associate Program is designed to allow associates to become fully immersed in the investment management world of fixed income. The Fixed Income Research Associate will work on either the Investment Grade or High Yield team and will work with the portfolio management and research analyst team in the development of proprietary, bottom-up investment research. The Fixed Income Research Associate Program is designed to be a 3 – 4 year program, with the possibility of being offered an analyst position on the fixed income team.Principal Responsibilities:

  • Analyze company and industry fundamentals relevant to securities being reviewed; help to formulate investment decisions under the supervision of the covering Analyst
  • Keep abreast of market developments in the coverage area – regulatory and business environment and financial trends
  • Build and update financial models, charts, and other supporting materials
  • Develop and write research reports on company events, news, earnings, and other relevant topics
  • Gather and communicate Environmental, Social and Governance (“ESG”) risks and opportunities
  • Collaborate and engage with Research Associates, Analysts and Portfolio Managers across the investment platform
  • Assume additional projects and responsibilities as required

Representative Skills & Attributes Contributing to Success in Research Associate Role

  • Working knowledge of Microsoft Excel, Word, Powerpoint
  • Ability to gather, synthesize, and analyze large amounts of information
  • Effective communicator with the ability to organize, interpret, and summarize information into concise written and verbal formats
  • Receptiveness to and incorporation of feedback from managers and peers
  • Thrives within a collaborative team structure
  • Ability to work on complex projects in a self-directed manner
  • Organized and attentive to detail
  • Passion for learning with an interest in developing a career in asset management
  • Possesses a constant growth mentality

Qualifications:

  • Bachelor’s degree or higher

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.”

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.

 

JobDescription

At MFS, the Quantitative Research Associate Program is designed to allow associates to become fully immersed in the investment management business by working in support of MFS’ quantitative research, portfolio management, and investment risk management teams. The Quantitative Research Associates work with analysts and portfolio managers through the development and maintenance of risk management and portfolio construction processes. Quantitative Research Associates participate in research projects aimed at the enhancement of quantitative research tools/systems, quantitative selection models, portfolio construction, and/or investment risk management. In addition, Quantitative Research Associates actively engage with the broader investment team to meet the team’s analytical needs. The Quantitative Research Associate Program is designed to be a 2 – 4-year program, where incumbents generally will pursue graduate school or another opportunity inside or outside of MFS at the end of their term. 

PRINCIPAL RESPONSIBILITIES:

  • Address data and analytical requests from the investment department through active engagement and outreach.
  • Work within quantitative research team on projects related to development of quantitative alpha models and/or the technology underlying those subjects.
  • Assist in the development and implementation of disciplined quantitative processes focused on alpha generation, portfolio construction and risk management.
  • Effectively communicate results of processes and research within and outside of the quantitative group as appropriate.
  • Assume additional projects and responsibilities as required.
JOB REQUIREMENTS:
  • Bachelor’s degree in a relevant field (e.g. Finance, Economics, Mathematics, Engineering, or other quantitatively oriented discipline) or equivalent experience.
  • Exceptional analytical skills, ability to gather and concisely compile large amounts of information.
  • Strong problem solving skills and ability to work independently on complex projects.
  • Strong communication skills; both written and verbal.
  • Proficiency in Microsoft Excel and matrix based programming languages such as R, Python, Matlab preferred.
  • Familiarity with financial data software such as Bloomberg or FactSet is a plus.
  • Attention to detail and commitment to accuracy.

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.”

Work within the Investment’s Line of Business at Willis Towers Watson, a leading investment consulting firm, to assist our institutional clients with regard to their investment portfolios. 

Create a career that goes in the direction you choose. Get to know opportunity.

This role is for candidates that are currently enrolled in college.

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Business  

The Investment business aims to create sustainable competitive advantage for clients in their investment portfolios. This is delivered to clients by providing expert advice on their investments and decision-making processes, making investment decisions on their behalf through delegated investment services and providing investment tools.

Our clients are a diverse range of institutional investors, including large pension funds, sovereign wealth funds, endowments, foundations, and family offices. As a trusted partner to over 1,200 clients, we advise on over $2.6 trillion of global assets and have discretion over more than $180 billion of assets globally.

Clients require portfolios that are tailored to their goals, are cost effective and deliver strong returns with controlled risk.  As an innovative firm with multi-asset capability and a fiduciary mind-set, the team can change the way clients govern themselves and invest as well as influence the way the investment industry operates – our ethos is ‘Investing today for a more sustainable tomorrow.’

The Role

You will be part of a collaborative team, working alongside some of the industry’s top consultants.  You will work on a wide variety of projects working for sophisticated clients, including many household names.

The investment business offers a range of career paths to suit individual skills and interests.  Whether your career path focuses on deep research of global asset classes, managing risk through sophisticated modelling, improving investment outcomes through expert advice or implementing innovative investment solutions.

You will work in one or more of the following teams:

  • Client Team – as part of the Client Team you will manage client relationships to offer best-in-class advice or solutions to address a range of investment matters ranging from investment strategy, liability hedging and manager structure through to performance and manager monitoring.  You will also provide solutions to institutional clients that enhance their governance and allow them to construct best-in-class investment portfolios.  You will work with specialist teams to construct and implement efficient investment portfolios that will achieve a client’s given risk and return objectives. Clients that you will be working with will include defined benefits pension schemes, defined contribution pension schemes, sovereign wealth fund, endowments, foundations, and family offices.
  • Manager Research – you will work as part of a research team, using robust research techniques to form a view of Investment managers across the world and across asset classes.  This research contributes to building investment portfolios that seek to deliver differentiated investment outcomes, both from a return and risk perspective.

 

We support graduates to develop a broad range of technical and soft skills. This breadth of knowledge across the investment spectrum will allow you to identify which topics you find most interesting and explore them further.  There are also opportunities to contribute to extra-curricular projects.

As part of a forward-thinking organization, you will work in an inclusive environment that recognizes the importance of diversity of thought in achieving success.  While working hard and having fun, our ultimate mission is to create better outcomes for beneficiaries and ensure fairness for asset owners.

The Requirements

  • Bachelor’s Degree and a minimum GPA of 3.0 shown on resume (no major/minor specification)
  • Proactive team player
  • Project management skills, with good attention to detail and the ability to meet deadline
  • A desire and curiosity to learn
  • Knowledge of spreadsheet and presentation computer software, for example Microsoft Office or similar

The start date for the US graduate program will be September 2022. 

Our graduate position will likely be remote for most of 2022, however, we are looking for graduates who would be willing to relocate to Chicago, New York, Pittsburgh, or Atlanta if offered a position. 

First-round on-demand video Interviews will take place during the months of December and January.  Final round interviews will take place starting Mid-January and the beginning of February 2022.

Willis Towers Watson may be subject to mandatory employment-related COVID-19 vaccination requirements.  Therefore, to the extent any such mandates apply, you may be required to certify and provide documentation of full vaccination against COVID-19 if you are hired in the U.S. If you accept an offer from WTW and are subject to a mandate but are unable or unwilling to be vaccinated because of medical reasons or sincerely-held religious beliefs, you may request a medical or religious accommodation.  If you require an accommodation, the Company will evaluate your request and work with you to identify reasonable alternatives to vaccination, if available.

EEO Policy

APPLY NOW

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

In conjunction with the Investment Data Office, the Investment Data Business Analyst (Architect) 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.

Reporting to the Director of Investment Data Harmonization, the Investment Data Business Analyst conducts data analysis and usage requirements and focuses on data- and integration-intensive initiatives for investment data. Primary responsibilities include working with understanding Investment and Trading data analysis and integration requirements and guiding solution design and architecture to meet these needs, in addition to core business analyst responsibilities. Familiarity with front, middle and back-office applications at MFS is critical to defining the future-state business architecture.

PRINCIPAL RESPONSIBILITIES:

  • Core Business Analyst Responsibilities
    • Manage requirements elicitation, analysis, and documentation processes to capture business and end user needs for investment data. Prioritize needs within and across projects based on business impact
    • Performs analysis of business activities to determine business cases and requirements primarily related to end-to-end workflows related to Investment data management. Works closely with the Investment Data Office and converts business requirements into stories and functional specifications.
    • Communicate solution tradeoffs to business partners to frame and influence project decisions
    • Engage delivery teams to communicate solution vision and priorities. This includes guiding development and QA teams in sharing details
    • Promote usability standards and design solutions with a high-quality, effortless UX
    • Proactively monitor industry, functional, and technology trends to guide business partners on emerging opportunities
    • Assess the risks of solution options and develop plans to mitigate them
    • Define, set up, and execute test cases to validate that the solution meets functional and non-functional requirements
    • Provide consultative support and advice on technology projects led by business partners
    • Provides advanced application and production support as needed to the departments and systems that they support.
    • 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.

Specialized Data Specialist Responsibilities

    • Work with Investment Data Office and business partners tounderstandrequirementsfor data usage, analysis, and quality
    • Identify and aggregate investment data from internal and external sources
    • Guide solution design to meet data and integration requirements for investment purposes and outcomes
    • Envision future use cases/scenarios/capabilities for investment data and roadmap solutions to fulfill those use cases
    • Identifynewopportunitiesto leveragedataand to integrate data or applicationstoenhancebusiness value from investment data across the front-, middle-, and back-office.
    • Coordinate with Investment Data Trustees, Investment Data Production Owner, and the others in the Investment Data Office to ensure data discoverability, understandability, accessibility, and quality
    • Contribute to management of investment data stores and metadata

JOB REQUIREMENTS:

  • Bachelor’s degree in finance, economics, computer science, or mathematics
  • Minimum 10 years of experience with Business Analysis within the investment management of financial services industry
  • Deep domain knowledge of the Equity, Fixed Income and / or Derivatives asset types
  • Solid understanding and experience with investment management focused application platforms (Charles River, Eagle, IBOR technologies, and data management solutions)
  • Experience working with Client and Regulatory reporting would be plus
  • Experience working on complex projects using Agile SDLC
  • Strong technical skills including usage of SQL, messaging protocols, data and integration architecture, and business processes.
  • Knowledge of data analysis and usage requirements
  • Ability to think creatively, and guide solution design and architecture to meet business needs
  • Possess strong analytical and problem-solving skills along with Attention to detail
  • Outstanding verbal and written communication skills along with ability to various types of users from business experts to development & QA teams
  • Ability to quantify resource requirements and measure and communicate proposed project benefits
  • Demonstrate risk assessment, negotiation, and problem resolution skills

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
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 and following established procedures, the Retail SMA Trade Operations Specialist ensures that all trade implementation and execution for Retail SMA Manager traded and Model Delivery accounts (across a variety of platforms and investment strategies) are handled both accurately and timely and that financial, reporting, and trading records for Retail SMA clients are properly maintained; that proper internal controls are in place; that procedures are in place and followed consistently.

When safe to do so, according to local government guidelines, MFS will adopt a hybrid model of working, where employees will be based 2-3 days per week at home and 2-3 days in the office. Employees are currently working from home.

Principal Responsibilities

  • Provides trading expertise to support the end-to-end implementation of Model Portfolio changes for Retail SMA Manager traded and Model Delivery programs which includes order generation and execution, dissemination of model changes in a rotation and quality controls
  • Ensures individual SMA client directed requests such as new account inceptions, terminations, rebalances and complex tax harvesting requests are executed timely and accurately via Fix Connections, Sponsor Trading Desks, and a variety of Trading Platforms. Performs a variety of controls to validate and monitor activity and handle any trading or settlement issues that may arise
  • Responsible for working with both the RPA and Intelligent Automation team and sponsor firms to automate and create both import templates and reconciliation reports for Model Delivery firms to mitigate risk during model change days
  • Collaborate with other MFS departments and functional areas such as Equity Trading, Legal, Compliance, Corporate Actions, Information Technology, Sales and Marketing, as well as Wholesalers, Sponsors, Third-Party Custodians, and other entities with whom we do business to ensure cooperative effort, smooth communication of issues, and positive perception of MFS
  • Monitor proper internal controls and make recommendations for improvement to senior management when necessary; assure that trading procedures are documented, current, and consistently followed
  • Assist in the implementation of and training on third party proprietary trading systems. Collaborate with internal IT Departments to test, update, and implement any new trading technology or any sponsor directed initiatives
  • Maintain clear and concise communication channel between the SMA Team and Portfolio Management. Develop and maintain working relationship with members of both the Quantitative Solutions Team and Equity Trading Desk to provide feedback on, but not limited to, cash levels, fee’s, models changes, step-outs, Corporate Actions, Model Delivery, Order Generation scenarios and or Sponsor Firm questions
  • Provide coverage for both the SMA Oversight and Sales Data Management Teams when called upon or during extra capacity time
  • Assist in the research, documentation, and resolution of any trade errors caused by the Sponsor Firm, Service Providers, or MFS and prepare recommendations for procedural changes if needed to avoid future errors
  • Assist in the implementation of new sponsor relationships, products, and maintenance of existing relationships. Build towards becoming a SME for RFPs, due diligence questionnaires, and industry and regulation changes. Help to research, compile, and organize data for these various deadlines driven requests

Job Requirements

  • Four-year college degree or equivalent work experience
  • Preferred 3 years trading and administrative experience in the operation of a mutual fund, broker/dealer or asset management firm or a bank specializing in the custody, accounting and administration of pools of assets or mutual funds.
  • Ability to work with all levels of the organization.
  • Strong attention to detail and Strong analytical skills.
  • Prior experience with Investcloud APL preferred.
  • Prior experience with Vestmark and CRIIMS trading applications 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. Please see the EEO is the Law document and Pay Transparency Nondiscrimination Provision, linked for your reference.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
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

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.

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

Main operations and service contact for MIL Boston, the Transfer and Data Processing Agents for all operational issues. Following established procedures, communicates with dealers, bankers, wholesalers and sales desk representatives to identify and address service issues; replies to calls and mail on behalf of the Assistant Vice President. Using discretion and judgement, makes recommendations regarding processing and issue resolution.

PRINCIPAL RESPONSIBILITIES:

  • Provides operational assistance to MIL wholesalers and sales desk personnel. Works directly with the Transfer and Data Processing Agents to resolve complex problems. Assists with the development and implementation of operational procedures with the Transfer and Data Processing agents.
  • Manages investigations into broker and client issues with offshore transfer agents. Using discretion and judgement, ensures issues are resolved in a timely manner, and provides feedback where appropriate to Assitant Vice President. Ensures all questions and concerns are resolved efficiently and completely in a timely manner.
  • Assist with ongoing projects that result from enhancements, new business and MIL initiatives. Creates and maintains short and long range project plans to satisfy departmental objectives.
  • Acts as primary contact for financial intermediaries in the Americas. Assist with the servicing of Europe and Asia as needed.
  • Enters and maintains customer and broker complaint information, in order to ensure the accuracy of annual reporting requirements to Luxembourg examiners.
  • Interacts with own and other departments to develop procedures to enhance quality, quantity, and flow of work.
  • Provides feedback to Management on quality and quantity of work performed as well as other issues affecting department. In addition, makes recommendations for process improvements and issue resolution.
  • Prepares weekly, monthly, quarterly broker reporting for Revenue sharing, trail commissions and commissions. In addition, prepares regulatory filings for international offices as required.
  • Assumes additional responsibilities as required.

JOB REQUIREMENTS:

  • Bachelor’s degree or equivalent job experience.
  • Preferred minimum of two years’ Operations and Systems experience and demonstrated ability to coordinate work with others, internal and external, required.
  • Strong organizational, interpersonal and communication skills.
  • Strong knowledge of data processing systems.
  • Strong understanding of Transfer Agent policies and procedures.
  • Proficient in Microsoft products including Access.

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
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

The Investment Solutions Group (ISG) is responsible for investment thought leadership and client consulting projects across all channels and regions.

Thought leadership is generated within ISG by working with our investment teams globally to bring the best thinking from across the firm to our distribution teams and clients. ISG subject matter experts specialize in Capital Markets, Equities, Fixed Income, Multi Asset, Retirement and Sustainability issues and are responsible for publishing and communicating our thought leadership to distribution teams and directly to clients.

Consulting projects that are specific to clients can vary significantly and range from asset allocation, portfolio construction, risk decomposition/stress testing, benchmarking and custom research, to name a few. Projects typically involve research using data sets and tools such as Bloomberg, FactSet, BARRA, etc., developing conclusions and recommendations and typically culminate in a series of client presentations of the results.

The Analyst will have a primary focus on fixed income and will work with senior members of the ISG to support both thought leadership and client consulting projects, as well as investment and distribution teams. The role offers a unique opportunity to broaden knowledge of fixed income markets through challenging technical work, exposure to the latest in MFS’s investment thinking while also providing an opportunity to develop internal communication and client facing presentation skills.

Principal Responsibilities:

  • Create and develop presentations, whitepapers and client oriented collateral material with a primary focus on fixed income. Requirements may include project based work, compilation of existing data, research and analysis of new data, and trend analysis.
  • Work in close collaboration with senior members of the investment and distribution teams to collect and analyze data to support various technical projects. Leverage problem solving techniques and critical thinking in order to draw conclusions and develop client-ready materials that showcase the firm’s investment insights.
  • Act as primary analytical source for the team, including the analysis of industry trends and investment themes, staying abreast of client preferences and asset owner investment behavior by segment. Demonstrate a deep understanding of all relevant issues related to client investment decisions including governance, investment policy and implementation issues.
  • Responsible for the quarterly fixed income insights guide, including coordination with internal business partners to ensure that the guide is updated with timely and relevant content. Communicate issues, trends and new information to ISG leadership relative to workflow, operational or compliance issues that may arise.
  • Collect, analyze and maintain data from industry conferences, consultants, academia and third-party data sources. Proactively communicating relevant findings and identifying opportunities for consideration will be critical.
  • Assist other teams within the Investment Solutions Group and perform additional duties as requested.

Qualifications:

  • Bachelor’s degree required in mathematics, economics, finance or related field; progress towards CFA, MBA or other advanced degree strongly preferred.
  • Minimum 5 + years’ financial services with experience in one or more of the following required: asset manager, OCIO, plan sponsor or investment consulting.
  • Demonstrate excellent critical thinking and analytical skills, with the ability to distill complex topics into simple and actionable messages.
  • Demonstrate a deep understanding of quantitative tools and techniques, with the ability to perform complex quantitative analysis. Candidate should have a deep understanding and comfort level with technical subject matter across multiple asset classes and global capital markets.
  • Excellent written and verbal communication skills and strong presentation experience required.
  • Ability to work effectively and efficiently as a member of a team comprised of highly qualified and technically oriented investment experts.
  • Experience with some or all of the following tools is required: FactSet, Bloomberg, Morningstar, Haver, optimization software. Extensive experience with Microsoft Office is required.
  • Ability to work both independently and collaboratively and manage multiple tasks simultaneously within tight deadlines.

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
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

The Investment Solutions Group (ISG) is responsible for investment thought leadership and client consulting projects across all channels and regions.

Thought leadership is generated within ISG by working with our investment teams globally to bring the best thinking from across the firm to our distribution teams and clients. ISG subject matter experts specialize in Capital Markets, Equities, Fixed Income, Multi Asset, Retirement and Sustainability issues and are responsible for publishing and communicating our thought leadership to distribution teams and directly to clients.

Consulting projects that are specific to clients can vary significantly and range from asset allocation, portfolio construction, risk decomposition/stress testing, benchmarking and custom research, to name a few. Projects typically involve research using data sets and tools such as Bloomberg, FactSet, BARRA, etc., developing conclusions and recommendations and typically culminate in a series of client presentations of the results.

The Associate Analyst will work with senior members of the ISG to support both thought leadership and client consulting projects, as well as investment and distribution teams. Analysts will have exposure to all topic areas and senior ISG subject matter experts and may develop a partial specialization over time. The role offers a unique opportunity to broaden knowledge of capital markets through challenging technical work, exposure to the latest in MFS’s investment thinking while also providing an opportunity to develop internal communication and client facing presentation skills.

Principal Responsibilities:

  • Work with the ISG and MFS investment teams to support research, development of thought leadership and creation of presentations and other client-facing collateral to highlight trends and themes across global capital markets.
  • Work in close coordination with members of the ISG and distribution colleagues on a wide array of client projects including asset allocation, risk analysis, portfolio structuring, and stress testing of multi-asset portfolios.
  • Leverage problem solving techniques and critical thinking in order to draw conclusions and develop client-ready materials that showcase the firm’s investment insights.
  • Analyze industry trends and investment themes and demonstrate understanding of critical client issues including governance, investment policy and implementation issues.
  • Assist other teams within the Investment Solutions Group and perform additional duties as requested.

Qualifications:

  • Bachelor’s degree in mathematics, economics, finance or related field; progress towards CFA preferred.
  • 3+ years of previous financial services or analytical experience.
  • Excellent critical thinking skills and the ability to distill and communicate complex topics into deliverables that are geared towards a wide array of audience sophistication.
  • Ability to work both independently and collaboratively with other team members, as well as manage multiple tasks simultaneously. Effective communication skills are critical.
  • Demonstrate a strong interest in technical subject matter related to investments, asset classes and global capital markets.
  • Ability to perform complex quantitative analysis and learn new quantitative tools and techniques. Excellent Excel skills including the ability to design and develop models.
  • Experience with some or all of the following tools is preferred: FactSet, optimization software, BarraOne, Bloomberg, Morningstar, Haver. Extensive experience with Microsoft Office is 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. Please see the EEO is the Law document and Pay Transparency Nondiscrimination Provision, linked for your reference.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
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

Working directly with the Scrum Team and Product Owner, the Scrum Master will ensure we deliver systems technology projects that address the business needs of the MFS organization using Agile best practices. The Scrum Master will leverage knowledge of the Asset Management industry to deliver complete business solutions aligned with the strategic vision and corporate goals of MFS. This position will support the complete Software Development Life Cycle for all business, operations, and technical efforts, including budget and team metrics. The Scrum Master will institute an open and transparent communication environment for all project efforts across team members, stakeholders, and sponsors.

As a dependency to project success, the Scrum Master will follow, and champion Agile best practices and guidelines as defined by MFS. The Scrum Master will participate in, and provide input to, the ongoing efforts to improve efficiency of the Technology group and Agile function.

PRINCIPAL RESPONSIBILITIES:

  • Furthers business value to MFS by guiding the Agile team on Agile practices and values.
  • Builds strong relationships with business divisions and departments across MFS globally. Builds a trusting environment where issues are raised, with an emphasis on correcting and problem-solving. Champions collaborative discussion, decision-making and problem-solving in support of assigned initiatives.
  • Tracks and publishes prescribed team metrics. Leverages JIRA, or other tool capabilities, to allow for transparent visualization of project execution.
  • Facilitates Daily Scrum, Sprint Planning, Sprint Demo and Retrospective ceremonies, ensuring correct use of Scrum process.
  • Facilitates the completion of assignments efficiently and without dictating work.
  • Forecasts the number of deliverables that are possible in an iteration, which is based on evidence and reliable source.
  • Coaches the team in Agile practices and mindset.
  • Removes impediments or guides the team to remove its own impediments.
  • Monitors project budget and escalates issues as appropriate.
  • Assists with internal and external communication to ensure transparency with the team, sponsors, and stakeholders.
  • Actively identifies areas of improvement and conceptualizes methods on how to be more efficient.
  • Conducts Retrospective ceremonies to drive continuous improvement.
  • Performs additional duties as required.

JOB REQUIREMENTS:

  • Bachelor’s degree or equivalent.
  • Three or more years of Scrum Master experience.
  • Practical experience working on projects throughout all phases of delivery.
  • Excellent communication, facilitation, conflict resolution and coaching skills.

PREFERRED REQUIREMENTS:

  • Certified Scrum Master (CSM) preferred.
  • Experience within the asset management financial services industry

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
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

We are seeking ambitious, quick-learners, who are looking to establish a career in investment management. As an Inbound Sales Representative, you are the first level of response for financial advisor inquiries. You will play a key role in building our sales pipeline by engaging with advisors, displaying extensive knowledge of the market and MFS products. Our Inbound Sales team take calls from financial advisors who currently or are interested in, recommending MFS funds. The successful candidate is a self-starter, with a positive phone presence, has a team-player mentality and is eager to learn. We provide on-going training, deliver constant feedback and coaching to aid you in developing your knowledge and skills. MFS offers exceptional opportunities for growth and advancement.

PRINCIPLE RESPONSIBILITIES:

  • Responds to telephone inquiries regarding information on investment updates utilizing various internal resources to keep abreast of the stock and bond market outlooks, portfolio strategies and legislative changes.
  • Ability to leverage the Morningstar analytical tool to run hypotheticals, fund vs fund comparisons, Investment Growth, Investment Details, Stock Intersection Rolling Return, and Correlation Reports and interpret and convey information to advisors in a manner that is compliant with FINRA and MFS standards.
  • Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
  • In-depth knowledge of Independent and Wirehouse firms including advisor structure, appropriate materials, platforms and ideas that align with home office directed themes.
  • Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis.
  • Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
  • Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters, new products and various related external wholesaler tasks.

QUALIFICATIONS:

  • Bachelor’s degree preferred.
  • Minimum 1 year of relevant experience required.
  • Position requires FINRA Series 63 and FINRA Series 6, which must be obtained promptly after hire in accordance with MFS’ licensing policy.
  • Demonstrated initiative in assuming additional responsibilities in current/prior roles.
  • Demonstrated team player.
  • Strong verbal communication skills.
  • Self-motivated to learn complex topics and articulate in simple terms to our clients.

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.

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

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

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Click here to view the EEO is the Law poster and supplement.
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Experience:5+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:AEM Front-end Developer
Company:MFS Investment Management
Experience:7 years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Systems Engineering, Lead Engineer
Company:MFS Investment Management
Experience:7+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Senior Business Systems Analyst
Company:MFS Investment Management
Experience:7 to 10 years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Tableau Developer/Administrator
Company:MFS Investment Management
Experience:7+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Lead EA Analyst
Company:MFS Investment Management
Experience:7 years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Senior Business Systems Analyst (Derivative Specialist)
Company:MFS Investment Management
Experience:7+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Enterprise Data Architect
Company:MFS Investment Management
Experience:7 years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Investment Data Modeler
Company:MFS Investment Management
Experience:3 to 5 years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Data Literacy Program Lead
Company:MFS Investment Management
Experience:10+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Business Systems Architect – Investment Data Harmonization
Company:MFS Investment Management
Experience:10+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Investments Data Integration Architect
Company:MFS Investment Management
Experience:10+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Senior Security Engineer
Company:MFS Investment Management
Experience:7+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Programmer/Analyst IV
Company:MFS Investment Management
Experience:3+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Quality Assurance Analyst (ESG)
Company:MFS Investment Management
Experience:2+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Fixed Income Emerging Markets Corporate Debt Analyst
Company:MFS Investment Management
Experience:3+ years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:Data Governance Software Engineer
Company:MFS Investment Management
Experience:1 to 2 years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

Job Title:System Architect
Company:MFS Investment Management
Experience:7 to 10 years
Employment Type:Full Time
Job Location:Boston, MA
 
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…

POSITION SPECIFICATIONS
CLIENT
Created in 1797 by the State Legislature, the Office of the State Comptroller (OSC) is charged with ensuring that State and local governments use taxpayer money effectively and efficiently. The State Comptroller is elected for four year terms and serves as the
State’s chief fiscal officer. Included among the Comptroller’s many oversight responsibilities is serving as the administrative head of the New York State and Local Retirement System (NYSLRS or System) and the sole trustee of the $268.3 billion New York State Common Retirement Fund (CRF or the “Fund”) (estimated value as of
June 30, 2021), one of the largest institutional investors in the world. Thomas P. DiNapoli has served as the State Comptroller since 2007. He leads a staff of more than 2,700.
The Office of the State Comptroller is headquartered in Albany but also has offices in New York City and eight regional offices around the State.
Within the State Comptroller’s Office is the Division of Pension Investment and Cash Management (PICM). This Division employs approximately 90 staff members, based in offices in Albany and New York City. Anastasia Titarchuk serves as Chief Investment Officer (CIO) and Deputy Comptroller and Navyug Patel serves as Deputy CIO.
For more information about the OSC, please visit the website at www.osc.state.ny.us.
RESPONSIBILITIES 
Based in the New York City office, the Junior Investment Officer reports to the Director of Real Estate and Real Assets with ad-hoc reporting to Senior Investment Officers.
Essential Duties and Responsibilities include:
• Assist senior investment officers in performing due diligence for potential real estate investment opportunities by coordinating the collection and evaluation of materials from investment managers, partners, advisors, and consultants.
• Build consensus with internal and external constituencies (including the CIO, legal, accounting, the fund’s advisors, and counter-party investment and asset management teams) to facilitate the deal process once approved by the Real Estate Advisory Committee.
• Work with the fund’s legal staff, custodian bank, and operations division to establish and monitor closing timelines and ensure accurate distributions of capital.
• Assist with, and actively participate in the arrangement and memorialization of meetings with potential and existing investment managers and partners.
• Assist with financial modeling and documenting proposals for new investments and evaluating the performance of the existing portfolio, including drafting recommendation memos that focus on identifying and mitigating risks associated with business plan execution, portfolio construction and management, and the performance of investment managers and operating partners.
• Assist with preparing investment presentations (written and oral), and proactively seeking to assist with other “ad hoc” requests that contributes to the success of the real estate team and fund.
MINIMUM QUALIFICATIONS
• Bachelor’s degree, ideally in business, finance, economics, or similar quantitative field.
• Relevant internships with firms involved in real estate capital markets, asset management, or finance; asset-level underwriting experience is a plus.
PREFERRED QUALIFICATIONS/DESIRED COMPETENCIES
• Understanding of basic real estate investment concepts, strategies, asset classes, and fundamental investment factors.
• Strong written and oral communication skills to assist with memos, presentations, and other internal communications.
• Able to meet deadlines, work under supervision, and take a detail-oriented approach to work.
PERSONAL CHARACTERISTICS
• High ethical standards and commitment to the fiduciary responsibilities of a pension fund.
• Team player that is actively seeking to learn and grow professionally; candidate should be proactive and self-motivated.
COMPENSATION
The OSC will offer the successful candidate a competitive base salary and a comprehensive benefits package including a choice of health insurance packages, dental and vision insurance, generous PTO, a contributory retirement plan, and a voluntary deferred compensation plan. The OSC encourages ongoing professional development through various continuing education programs.
APPLICATION PROCESS
EFL Associates, an executive search firm, is assisting the OSC with this important search. All calls and inquiries should be made through the search firm. Referrals and Consultants in Executive Search applications will be held in confidence. Review of applications will begin immediately and will continue until the position is filled.
NON-DISCRIMINATION
Our client and EFL Associates firmly support the principle and philosophy of equal opportunity for all individuals, regardless of age, race, gender, creed, national origin, disability, veteran status or any other protected category pursuant to applicable federal, state or local law.
EFL ASSOCIATES
Metropoint 1
4600 South Ulster, Suite 900
Denver, CO 80237
Phone: 720.200.7000
FAX: 303.694.6866
www.eflassociates.com
Daniel J. Cummings, Senior Vice President and Managing Director
Phone: 720.200.1765
Email: dcummings@eflassociates.com
Tamara Wesely, Talent Acquisition Consultant
Phone: 720.200.1723
Email: tamara.wesely@eflassociates.com

POSITION SPECIFICATIONS
CLIENT
Created in 1797 by the State Legislature, the Office of the State Comptroller (OSC) is charged with ensuring that State and local governments use taxpayer money effectively and efficiently. The State Comptroller is elected for four year terms and serves as the State’s chief fiscal officer. Included among the Comptroller’s many oversight responsibilities is serving as the administrative head of the New York State and Local Retirement System (NYSLRS or System) and the sole trustee of the $268.3 billion New York State Common Retirement Fund (CRF or the “Fund”) (estimated value as of June 30, 2021), one of the largest institutional investors in the world. Thomas P. DiNapoli has served as the State Comptroller since 2007. He leads a staff of more than 2,700.
The Office of the State Comptroller is headquartered in Albany but also has offices in New York City and eight regional offices around the State.
Within the State Comptroller’s Office is the Division of Pension Investment and Cash Management (PICM). This Division employs approximately 90 staff members, based in offices in Albany and New York City. Anastasia Titarchuk serves as Chief Investment Officer (CIO) and Deputy Comptroller and Navyug Patel serves as Deputy CIO.
For more information about the OSC, please visit the website at www.osc.state.ny.us.
RESPONSIBILITIES 
Based in the New York City or Albany office, the Junior Investment Officer reports to the Director of Real Estate and Real Assets with ad-hoc reporting to Senior Investment Officers.
Essential Duties and Responsibilities include:
• Assist senior investment officers in performing due diligence for potential real asset investment opportunities by collecting relevant materials from managers, partners, and consultants.
• Interface with a variety of operational constituencies (legal, accounting, managers, investment officers) to facilitate the deal process once approved.
• Work with the fund’s legal staff and custodian bank to establish timelines and ensure accurate distributions of capital.
• Assist with the arrangement, support, and memorialization of meetings with
managers.
• Assist with drafting proposals for structure or portfolio changes, including manager terminations, hiring, and additional funding.
• Assist with investment presentations, memos, LPAC matters, LPA amendment requests, and other “ad hoc” requests.
• Assist with portfolio tracking and analytics.
• Assist in the collection of relevant market research.
MINIMUM QUALIFICATIONS
• BA, ideally in business, economics, or similar quantitative field
• Relevant internships or experience in asset management or finance industry
PREFERRED QUALIFICATIONS/DESIRED COMPETENCIES
• Understanding of basic real asset investment concepts, strategies, asset classes, and fundamental investment factors
• Strong written and oral communication skills to assist with memos, presentations, and other internal communications
• Able to meet deadlines, work under supervision, and take a detail-oriented approach to work.
PERSONAL CHARACTERISTICS
• High ethical standards and commitment to the fiduciary responsibilities of a pension fund.
• Humble, team player who actively seeks coaching, learning and growth opportunities.
COMPENSATION
The OSC will offer the successful candidate a competitive base salary and a
comprehensive benefits package including a choice of health insurance packages, dental and vision insurance, generous PTO, a contributory retirement plan, and a voluntary deferred compensation plan. The OSC encourages ongoing professional development through various continuing education programs.
APPLICATION PROCESS
EFL Associates, an executive search firm, is assisting the OSC with this important search. All calls and inquiries should be made through the search firm. Referrals and applications will be held in confidence. Review of applications will begin immediately and will continue until the position is filled.

NON-DISCRIMINATION
Our client and EFL Associates firmly support the principle and philosophy of equal opportunity for all individuals, regardless of age, race, gender, creed, national origin, disability, veteran status or any other protected category pursuant to applicable federal, state or local law.
EFL ASSOCIATES
Metropoint 1
4600 South Ulster, Suite 900
Denver, CO 80237
Phone: 720.200.7000
FAX: 303.694.6866
www.eflassociates.com
Daniel J. Cummings, Senior Vice President and Managing Director
Phone: 720.200.1765
Email: dcummings@eflassociates.com
Tamara Wesely, Talent Acquisition Consultant
Phone: 720.200.1723
Email: tamara.wesely@eflassociates.com

POSITION SPECIFICATIONS
CLIENT
Created in 1797 by the State Legislature, the Office of the State Comptroller (OSC) is charged with ensuring that State and local governments use taxpayer money effectively and efficiently. The State Comptroller is elected for four year terms and serves as the State’s chief fiscal officer. Included among the Comptroller’s many oversight responsibilities is serving as the administrative head of the New York State and Local Retirement System (NYSLRS or System) and the sole trustee of the $268.3 billion New York State Common Retirement Fund (CRF or the “Fund”) (estimated value as of June 30, 2021), one of the largest institutional investors in the world. Thomas P. DiNapoli has served as the State Comptroller since 2007. He leads a staff of more than 2,700.
The Office of the State Comptroller is headquartered in Albany but also has offices in New York City and eight regional offices around the State.
Within the State Comptroller’s Office is the Division of Pension Investment and Cash Management (PICM). This Division employs approximately 90 staff members, based in offices in Albany and New York City. Anastasia Titarchuk serves as Chief Investment Officer (CIO) and Deputy Comptroller and Navyug Patel serves as Deputy CIO.
For more information about the OSC, please visit the website at www.osc.state.ny.us
RESPONSIBILITIES
Based in the New York City office, the Investment Officer reports to the Director of Real Estate and Real Assets with ad-hoc reporting to Senior Investment Officers.
Essential Duties and Responsibilities include:
• Drive the due diligence process of managers, JVs, and other deals from end-to-end, with the supervision of a Senior Investment Officer or Director, including reference checks and documentation analysis.
• Support the JV partner’s acquisition team by participating in sourcing, due diligence, financial analysis, and related activities to increase net operating income and meet strategic plan objectives.
• Coordinate with the relevant constituencies (e.g., managers, accountants, custodian, legal, consultants) to onboard real estate managers once an investment is approved.
• Work with the fund’s legal staff and custodian bank to establish new accounts and implement funding.
• Assist senior investment staff in deal origination by proactively identifying new opportunities and managers.
• Build and maintain ongoing real estate manager relationships with the support of senior investment staff.
• Analyze, forecast, and report the financial performance of select real estate
investment on a periodic basis.
• Monitor selected investments post-closing through continuous follow-up and
communication with joint venture partners, advisors, and consultants.
• Assist in analyzing the real estate portfolio’s diversification by geography, sector, and investment style.
MINIMUM QUALIFICATIONS
• Bachelor’s degree in business, economics, or similar quantitative filed. An advanced degree and CFA pursuit are preferred.
• Three or more years of relevant financial experience.
PREFERRED QUALIFICATIONS/DESIRED COMPETENCIES
• Ability to conduct quantitative analysis (e.g., models) and research to evaluate investment decisions.
• Ability to form value-added judgements on the merits of investment opportunities across structures (e.g., managers, co-investments, JVs, etc.) with support and input from Senior Officers and the Director.
• Strong knowledge of real estate valuation metrics and markets, key organizations, and industry trends.
PERSONAL CHARACTERISTICS
• High ethical standards and commitment to the fiduciary responsibilities of a public pension fund.
• Strong written and verbal communication skills to produce investment memos, deal presentations, and participate in internal investment strategy meetings as well as external manager meetings.
• Ability to build relationships with a variety of internal and external contacts, such as consultants, managers, vendors, peer institutions, other departments of OSC, etc.
• Team player who is energized by a collaborative working environment within and outside of the asset class and is able to complete assignments independently in a timely manner.
COMPENSATION
The OSC will offer the successful candidate a competitive base salary and a
comprehensive benefits package including a choice of health insurance packages, dental and vision insurance, generous PTO, a contributory retirement plan, and a voluntary deferred compensation plan. The OSC encourages ongoing professional development through various continuing education programs.
APPLICATION PROCESS
EFL Associates, an executive search firm, is assisting the OSC with this important search. All calls and inquiries should be made through the search firm. Referrals and applications will be held in confidence. Review of applications will begin immediately and will continue until the position is filled.
NON-DISCRIMINATION
Our client and EFL Associates firmly support the principle and philosophy of equal opportunity for all individuals, regardless of age, race, gender, creed, national origin, disability, veteran status or any other protected category pursuant to applicable federal, state or local law.
EFL ASSOCIATES
Metropoint 1
4600 South Ulster, Suite 900
Denver, CO 80237
Phone: 720.200.7000
FAX: 303.694.6866
www.eflassociates.com
Daniel J. Cummings, Senior Vice President and Managing Director
Phone: 720.200.1765
Email: dcummings@eflassociates.com
Tamara Wesely, Talent Acquisition Consultant
Phone: 720.200.1723
Email: tamara.wesely@eflassociates.com

POSITION SPECIFICATIONS
CLIENT
Created in 1797 by the State Legislature, the Office of the State Comptroller (OSC) is charged with ensuring that State and local governments use taxpayer money effectively and efficiently. The State Comptroller is elected for four year terms and serves as the State’s chief fiscal officer. Included among the Comptroller’s many oversight responsibilities is serving as the administrative head of the New York State and Local Retirement System (NYSLRS or System) and the sole trustee of the $268.3 billion New York State Common Retirement Fund (CRF or the “Fund”) (estimated value as of June 30, 2021), one of the largest institutional investors in the world. Thomas P. DiNapoli has served as the State Comptroller since 2007. He leads a staff of more than 2,700.
The Office of the State Comptroller is headquartered in Albany but also has offices in New York City and eight regional offices around the State.
Within the State Comptroller’s Office is the Division of Pension Investment and Cash Management (PICM). This Division employs approximately 90 staff members, based in offices in Albany and New York City. Anastasia Titarchuk serves as Chief Investment Officer (CIO) and Deputy Comptroller and Navyug Patel serves as Deputy CIO.
For more information about the OSC, please visit the website at www.osc.state.ny.us.
RESPONSIBILITIES 
Based in the New York City or Albany office, the Senior Investment Officer reports to the Director of Real Estate and Real Assets.
Essential Duties and Responsibilities include:
• Supervise the sourcing and due diligence process for external real asset managers, including leading the evaluation of the manager’s investment process, portfolio exposures, risk management, and performance.
• Serve as an advisor to the director on the long-term real assets investment strategy and philosophy supported by a diverse fact base (internal and external research) and based on defensible views on real asset trends.
• Lead internal and external meetings and build quality relationships with managers and consultants.
• Oversee selected investments post-closing through continuous follow up and
communication with external managers, partners, advisors, and consultants.
• Monitor a diverse portfolio of real asset investments, which includes recurring reviews and ad-hoc analysis of both manager and asset-level performance.
• Present and defend investment opportunities at internal investment committees and Comptroller presentations.
• Challenge asset class heads and other fund leaders on their investment ideas/theses.
• Mentor and develop junior staff on both real asset knowledge and career topics.
MINIMUM QUALIFICATIONS
• Bachelor’s degree ideally in business, economics, or similar quantitative field;
MBA/Masters and CFA progress preferred.
• Preferably ten or more years of real asset investing experience.
PREFERRED QUALIFICATIONS/DESIRED COMPETENCIES
• Deep knowledge of real assets investment process including managers, products, diligence process, institutional portfolio management, and industry trends.
• Ability to independently form judgments on the merits of various investment
opportunities across real assets sub-classes (e.g., infrastructure, energy,
commodities) and provide high quality advice to the director.
• Deep knowledge of best practices of manager due diligence and portfolio monitoring.
• Proficient in use of financial modeling and quantitative analytics to evaluate
investment opportunities.
PERSONAL CHARACTERISTICS
• High ethical standards and commitment to the fiduciary responsibilities of a pension fund.
• Strong written and verbal communication skills in order to produce investment memos, deal presentations, and participate in internal investment strategy meetings as well as external manager meetings.
• Ability to build strong, trust-based relationships with a broad variety of internal and external contacts, such as consultants, managers, vendors, peer institutions, other departments of OSC.
• Strong motivation with the ability to see projects through to completion in a timely manner with limited guidance and a solutions-oriented mindset.
• Team player who is energized by a collaborative working environment.
COMPENSATION
The OSC will offer the successful candidate a competitive base salary and a
comprehensive benefits package including a choice of health insurance packages, dental and vision insurance, generous PTO, a contributory retirement plan, and a voluntary deferred compensation plan. The OSC encourages ongoing professional development through various continuing education programs.
APPLICATION PROCESS
EFL Associates, an executive search firm, is assisting the OSC with this important search. All calls and inquiries should be made through the search firm. Referrals and applications will be held in confidence. Review of applications will begin immediately and will continue until the position is filled.

NON-DISCRIMINATION
Our client and EFL Associates firmly support the principle and philosophy of equal opportunity for all individuals, regardless of age, race, gender, creed, national origin, disability, veteran status or any other protected category pursuant to applicable federal, state or local law.
EFL ASSOCIATES
Metropoint 1
4600 South Ulster, Suite 900
Denver, CO 80237
Phone: 720.200.7000
FAX: 303.694.6866
www.eflassociates.com
Daniel J. Cummings, Senior Vice President and Managing Director
Phone: 720.200.1765
Email: dcummings@eflassociates.com
Tamara Wesely, Talent Acquisition Consultant
Phone: 720.200.1723
Email: tamara.wesely@eflassociates.com

Job Title:

Internal Sales Intern – Phoenix

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Phoenix, AZ

 

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…

 

Job Title:

Research Associate

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

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…

 

Job Title:

Offshore fund monitoring analyst I

Company:

MFS Investment Management

Experience:

2+ years

Employment Type:

Full Time

Job Location:

Quincy, MA

 

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…

 

Job Title:

Clarifications Representative

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Quincy, MA

 

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…

 

Job Title:

Research Analyst

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

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…

 

Job Title:

Director, Investment Compliance Technology

Company:

MFS Investment Management

Experience:

10 to 12 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

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…

 

Job Title:

Global Investment Recruiter

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

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…

 

Job Title:

Fund Administrator II

Company:

MFS Investment Management

Experience:

2+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

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…

 

Job Title:

IT Procurement and Contract Manager

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

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…

 

Job Title:

Sr. Email Communications Specialist

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

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…

 

Job Title:

Managing Director – Investment Product Specialists (Fixed Income)

Company:

MFS Investment Management

Experience:

10+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Section Manager

Company:

MFS Investment Management

Experience:

3+ years

Employment Type:

Full Time

Job Location:

Quincy, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Training Specialist

Company:

MFS Investment Management

Experience:

2+ years

Employment Type:

Full Time

Job Location:

Quincy, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Financial Reporting Analyst II

Company:

MFS Investment Management

Experience:

1 to 2 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Digital Media Manager

Company:

MFS Investment Management

Experience:

5 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Manager, Trade Support

Company:

MFS Investment Management

Experience:

6 to 7 years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Regulatory Specialist

Company:

MFS Investment Management

Experience:

6+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Regulatory Analyst III – Funds

Company:

MFS Investment Management

Experience:

4+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Inbound Sales Representative – Phoenix

Company:

MFS Investment Management

Experience:

1+ years

Employment Type:

Full Time

Job Location:

Phoenix, AZ

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Territory Support Representative

Company:

MFS Investment Management

Experience:

Open

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Inbound Sales Representative

Company:

MFS Investment Management

Experience:

1+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Client Service Representative – February Start

Company:

MFS Investment Management

Experience:

1+ years

Employment Type:

Full Time

Job Location:

Quincy, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Analyst, Investment Solutions

Company:

MFS Investment Management

Experience:

5+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

 

Job Title:

Compliance Program Manager

Company:

MFS Investment Management

Experience:

8+ years

Employment Type:

Full Time

Job Location:

Boston, MA

 

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and ins…

ROLE SUMMARY
With over $600B in Equity Index assets under management, Northern Trust Asset Management is a top 5 largest equity index manager in the U.S. and Europe and a global leader in equity indexing.  We have a long, consistent track record tested over decades and market cycles.  Our US Index Equities team is looking for an Index Equity Portfolio Manager that will manage equity index funds and client portfolios to achieve stated performance objectives while mitigating operational risk.  They will need to have a thorough understanding of market trends and developments and will assist with the continued growth of Northern Trust’s equity index asset management business.


PRIMARY DUTIES AND RESPONSIBILITIES

  • Manages equity index funds and/or client portfolios within expected risk limits and achieves performance consistent with stated client objectives.
  • Ensures that portfolios are maintained within investment guidelines and that they do not violate applicable government and industry regulations and trends.
  • Ensures that securities held in portfolios are appropriate for the goals of the client and monitors results for consistency. 
  • Researches and implements sophisticated trading strategies to maximize investor wealth.
  • Uses systems to rebalance funds as needed, to invest cash and to accommodate contributions/withdrawals.
  • Maintains knowledge of financial markets, regulatory developments and the evolving index landscape.
  • Engages with clients and prospects to represent our investment process, philosophy and performance.
  • Identifies opportunities to improve efficiency and mitigate operational risk.

NECESSARY KNOWLEDGE/SKILLS

  • Knowledge of modern portfolio management theory and applications.
  • Knowledge of securities markets acquired through work experience.
  • Exceptional organizational skills and the demonstrated ability to work independently and exercise sound business judgement
  • Strong, demonstrated skills in oral and written communication
  • Demonstrated teamwork and interpersonal skills exemplified by the ability to forge strong relationships with internal and external partners (i.e. sales, client servicing, technology, performance analysis, back office, etc.)
  • Results-oriented with attention to detail and strong analytical skills
  • Self-starter with a proven ability to manage workflow across cross-functional teams under multiple competing deadlines

NECESSARY EXPERIENCE AND EDUCATION

  • 3-6 years’ experience in an investment management environment
  • Working towards or completion of an MBA and/or CFA preferred
  • Bachelor Degree Required

ABOUT NORTHERN TRUST
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. 


WORKING WITH US
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.

Apply Online

Summary

The Internal Audit function is an integral part of the risk management, internal control and governance processes within Harbor Capital Advisors, Inc. (Harbor). You will be a part of this three-person team and work closely with one to two other team members on projects involving all areas of the Harbor organization and a sister entity, Boston Partners Global Investors. This position also provides regular exposure to employees across all levels of the company, including senior management.

Key Responsibilities

  • Perform risk-based operational audits of key processes with a focus on assessing the design and operating effectiveness of internal control
  • Perform compliance-related audits, including testing of controls according to the provisions of Sarbanes-Oxley Act of 2002 and SEC Rule 17ad-13
  • Provide periodic consultative services to management and stakeholders around process & organizational set-up/change and/or risk management activities of the company
  • Facilitate change and process improvements by offering value-added recommendations in response to observations identified during audit/consulting projects
  • Communicate results of work performed through preparation of detail project workpapers, summary presentations and audit reports
  • Contribute to department & enterprise-level risk assessments and project planning activities
  • Serve as a catalyst to share best practices around internal control and risk management activities

Minimum Qualifications

  • Bachelor’s Degree from an accredited university (Business, Accounting, Finance, Data Analytics or a similar field preferred)
  • 1-3 years of experience within the internal/external audit or consulting fields
  • Experience with operational auditing practices and internal control assessments
  • Experience performing risk analyses, assessing internal control structures and developing audit procedures

Key Behavioral Expectations

Drives for Results

  • Executes on deliverables aligned with Harbor’s vision and strategy
  • Achieves the goals set forth by management
  • Demonstrates strong business results focus and shared vision for Harbor’s goals

Communication & Engagement

  • Engages stakeholders through effective communication
  • Expresses recommendations with clarity and confidence
  • Actively listens and checks for understanding
  • Respects expression of diverse ideas and different ways of thinking

Agility & Adaptability

  • Adapts style and communication based on circumstances and stakeholder needs
  • Acknowledges small mistakes and actively course corrects
  • Extracts lessons learned from the past and applies to new situations
  • Uses technology or data in innovative ways to solve problems, find solutions or make decisions
  • Demonstrates confidence for data and technology leading to more agile and efficient results

Knowledge, Skills & Abilities Required

  • Strong interpersonal, analytical and critical thinking/problem-solving skills
  • Ability to diagnose problems, determine root causes and recommend value-added solutions
  • Demonstrated ability to effectively communicate both verbally and in writing
  • Ability to work well within a team as well as possess a self-motivated work ethic
  • Demonstrates strong project management skills through ability to handle multiple projects while adhering to deadlines
  • Experience performing data analytics and using data extraction/analysis software (e.g., PowerBI, Tableau, TeamMate Analytics) a plus
  • Experience using TeamMate+ a plus
  • Interest in investment management industry – particularly in relation to mutual funds and/or exchange traded funds (ETFs)
  • Professional accreditation (e.g., Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA)) a plus
  • Ability to travel (5% – Chicago (if remote), Boston and New York)

Arrowmark Partners is hiring an Equity Research Analyst to support a SMID fund with a strong track-record and growing asset base.  The analyst will work very closely with the PM.

Key Responsibilities:
  • Conduct in-depth, bottom up fundamental research to evaluate investment ideas.
  • Articulate your views and recommendations to the investment team.
  • Follow portfolio companies and their respective industries and trends.
Requirements:
  • 2+ years financial industry experience.  Will also consider candidates with a management consulting background. 
  • Intellectual curiosity and a capacity for independent thinking.
  • Self-motivation and a strong work ethic.
  • Self-awareness and a focus on continuous improvement.

Position is in Denver.  Interested candidates should send a resume and preferably a research sample to: mmodi@arrowmarkpartners.com

Estimated Base Compensation1: [USD] The base salary range for this position is $125,000 — $175,000.

Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award. Individual bonuses are determined based on individual, team, and Company performance.

Benefits: ArrowMark is committed to offering eligible employees a full-suite of benefit options that includes comprehensive health and life benefits, 401(k) plan, flexible and health spending programs and access to a variety of voluntary benefits.

1The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado. Actual pay may be different.

About Us

ArrowMark Partners is an employee-owned asset manager with specialized expertise in alternative fixed income and capacity constrained equity strategies. Our unique approach, based on the team’s collective experience navigating market cycles, provides extensive insights across the capital structure and a skilled understanding of how to manage complex risk/reward tradeoffs through fundamental research. Founded in 2007, ArrowMark manages $24.1 billion in assets as of September 30, 2021.

Our Firm:

Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008.  Our purpose is to Manage Complexity and Deliver Simplicity.  We partner with clients to fulfill their goals and aspirations. We are a firm that clients and employees are proud to work with. We seek innovative solutions to meet client needs, drive firm growth, and create opportunities for team members.

SWP consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and personalized service. We take the time to understand our client’s unique circumstances. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at www.stratwealth.com.

Job Summary:

At SWP, we strive to provide an outstanding experience for our clients. The Retirement Plan Advisor supports this effort by working closely with the Retirement Plan team to support our retirement plan clients.  This includes analysis of investments, reporting requirements and other client service needs. While this role will initially be a support advisor there is opportunity to develop into a lead advisor.

Duties and Responsibilities:

  • Developing relationships with clients to ensure an outstanding experience
  • Implementing and monitoring client plans for proper investments, plan strategy, and providing portfolio recommendations
  • Responding to plan and plan participant questions and requests
  • Responsible for client meeting preparation, meeting notes, and client follow-up 
  • Responsible for quarterly investment reviews for retirement plans

Qualifications:

The position typically requires the following skills:

  • Demonstration of the SWP Core Values (InitiativeCuriosityClear CommunicationTeam oriented, Humble, acts with Integrity, passionate about Service)
  • Bachelor’s Degree from an accredited institution 
  • 3 years or more of related experience working with a financial services firm
  • Experience with retirement plans preferred 
  • Experience interacting with clients preferred
  • Understanding of basic investment concepts
  • Proficient in PowerPoint and Excel

Benefits:

  • 401k Program
  • Health, Dental, Life, and Disability Insurance
  • Health Savings Account
  • Flexible Work from Home Policy
  • Paid Time Off
  • Summer Hours
  • Education Reimbursement (job related)

Salary is competitive based on industry standards.

  • Salary will be based on experience
  • Bonus eligible; prorated for the first year of service

SWP is committed to providing opportunities for employees to develop skills and pursue career opportunities.

Interested candidates should apply online at https://www.stratwealth.com/about-us/#careers

Strategic Wealth Partners is an Equal Opportunity Employer

Apply Online

Our Firm:

Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008.  Our purpose is to Manage Complexity and Deliver Simplicity.  We partner with clients to fulfill their goals and aspirations. We are a firm that clients and employees are proud to work with. We seek innovative solutions to meet client needs, drive firm growth, and create opportunities for team members.

SWP consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and personalized service. We take the time to understand our client’s unique circumstances. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at www.stratwealth.com.

Job Summary:

At SWP, we strive to provide an outstanding experience for our clients. The Family Office Associate is a new role focused on providing additional support to our most complex clients.  This role could grow as this new team grows and evolves.  Initially, responsibilities would include helping clients with financial organization, bill payment and financial reporting.  In addition, this role will initially help with firm accounts receivable and payable and other projects as needed.

Duties and Responsibilities:

  • Responsible for assisting clients with organizing their financial lives which could include:
    • Limited partnership management
    • Tax organization (not preparation)
    • Preparing consolidated cash flow statements
    • Bill payment
  • Firm accounts receivable/payable
  • Processing of employee expense reports
  • Timely and accurate processing of payroll

As noted, this is a new role that will evolve over time.  Responsibilities could change as additional team members are added.  The successful candidate will have significant influence in how the role evolves. 

Qualifications:

  • Demonstration of the SWP Core Values (InitiativeCuriosityClear CommunicationTeam oriented, Humble, acts with Integrity, passionate about Service)
  • Bachelor’s Degree from an accredited institution
  • Previous experience (3 years or more) as an accountant or bookkeeper
  • Experience with Limited Partnerships preferred (understands types of distributions)
  • Experience with Quickbooks or Great Plains preferred
  • Highly proficient in Excel; proficient in Word and Outlook
  • Highly organized and detail-oriented
  • Desire/ability to work successfully in a small company environment

Benefits:

  • 401k Program
  • Health, Dental, Life, and Disability Insurance
  • Health Savings Account
  • Flexible Work from Home Policy
  • Paid Time Off
  • Summer Hours
  • Education Reimbursement (job related)

Salary is competitive based on industry standards.

  • Salary will be based on experience
  • Bonus eligible; prorated for the first year of service

Apply Online

SWP is committed to providing opportunities for employees to develop skills and pursue career opportunities.

Interested candidates should apply online at https://www.stratwealth.com/about-us/#careers

Strategic Wealth Partners is an Equal Opportunity Employer

Our Firm:

Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008.  Our purpose is to Manage Complexity and Deliver Simplicity.  We partner with clients to fulfill their goals and aspirations. We are a firm that clients and employees are proud to work with. We seek innovative solutions to meet client needs, drive firm growth, and create opportunities for team members.

SWP consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and personalized service. We take the time to understand our client’s unique circumstances. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at www.stratwealth.com.

Job Summary:

This individual will be a member of the Operations and Investment teams.  The role will support clients through proactively monitoring portfolios and reporting on complex portfolios to clients.   The other primary function of the role is to assist the Director of Investments in monitoring and reviewing strategies on the approved list and assisting in investment related projects.

Duties and Responsibilities:

  • Monitoring and rebalancing of client portfolios
  • Trading mutual fund and ETFs for client portfolios
  • Supporting Director of Investments with fund research and monitoring
  • Assist in the maintenance of reference portfolios
  • Updating complex and customized client reports
  • Back-up for planning software usage
  • Other projects as assigned

Qualifications:

The following skills are required for this position:

  • Demonstration of the SWP Core Values (InitiativeCuriosityClear CommunicationTeam oriented, Humble, acts with Integrity, passionate about Service)
  • Highly dependable and organized, detail-oriented, able to multitask and meet deadlines
  • Proficient in Excel
  • Experience with a portfolio management system and CRM system a plus
  • Experience with custodians such as Fidelity or Schwab preferred
  • Understanding of basic investments
  • Desire/ability to work successfully in a small company environment and growing firm

Benefits:

  • 401k Program
  • Health, Dental, Life, and Disability Insurance
  • Health Savings Account
  • Flexible Work from Home Policy
  • Paid Time Off
  • Summer Hours
  • Education Reimbursement (job related)

Salary is competitive based on industry standards.

  • Salary will be based on experience
  • Bonus eligible; prorated for the first year of service

Apply Online

SWP is committed to providing opportunities for employees to develop skills and pursue career opportunities.

Interested candidates should apply on line at https://www.stratwealth.com/about-us/#careers

Strategic Wealth Partners is an Equal Opportunity Employer

Position Description:

Experience: Custodial Account Paperwork 

Status: Full Time

Location: Flexible Work from Home Policy, Office Located in Deerfield, IL

Our Firm:

Strategic Wealth Partners (“SWP”) is a top independent wealth management firm founded in 2008. Our firm consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and the personalized service they deserve. We take the time to understand our client’s unique circumstances. Each of our clients deserves a team of financial specialists that match their unique needs. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at www.stratwealth.com.

Benefits:

  • 401k Program
  • Health, Dental, Life, and Disability Insurance
  • Health Savings Account
  • Flexible Work from Home Policy
  • Paid Time Off
  • Summer Hours
  • Education Reimbursement (job related)

Job Summary:

At SWP, we strive to provide an outstanding experience for our clients. The CSA Onboarding Specialist role is an integral part of this effort. Working closely with wealth advisors and financial planners, the CSA Onboarding Specialist ensures that new SWP clients are onboarded smoothly and accurately from data collection, paperwork completion and submission, to the initial funding of accounts.

CSAs can grow and develop their careers in this role or may transition to wealth advisors or financial planners. SWP is committed to providing opportunities for employees to develop skills and pursue career opportunities.

Duties and Responsibilities:

  • Contribute to a great client experience during onboarding and provide a smooth hand off to the rest of the CSA service team
  • Become an expert on custodial paperwork with the ability to walk clients through the signing process confidently and accurately
  • Work as a liaison between clients and custodians to ensure efficient processing of account paperwork
  • Other special projects as needed to assist the CSA team

Qualifications:

  • Demonstration of the SWP Core Values (InitiativeCuriosityClear CommunicationTeam oriented, Humble, acts with Integrity, passionate about Service)
  • Bachelor’s Degree from an accredited institution
  • Previous experience with custodial account paperwork (Fidelity and/or Schwab experience a plus)
  • Enjoys meeting new people
  • Enjoys being part of a driven team
  • Highly organized and detail-oriented
  • Strong time management skills
  • Desire/ability to work successfully in a small company environment

 

Salary/benefits are competitive based on industry standards.

  • Salary will be based on experience
  • Bonus eligible; prorated for the first year of service

Interested candidates should apply online at https://www.stratwealth.com/about-us/#careers

Apply Online

Strategic Wealth Partners is an Equal Opportunity Employer

Position Description:

Experience: 3 years +

Status: Full Time

Location: Flexible Work from Home Policy, Office Located in Deerfield, IL 

Our Firm:
Strategic Wealth Partners (“SWP”) is a top independent wealth management firm founded in 2008. Our firm consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and the personalized service they deserve. We take the time to understand our client’s unique circumstances. Each of our clients deserves a team of financial specialists that match their unique needs. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at www.stratwealth.com.

Benefits:

  • 401k Program
  • Health, Dental, Life, and Disability Insurance
  • Health Savings Account
  • Flexible Work from Home Policy
  • Paid Time Off
  • Summer Hours
  • Education Reimbursement (job related)

Job Summary:
At SWP, we strive to provide an outstanding experience for our clients. The Associate Wealth Advisor supports this effort by working closely with the Wealth Advisor on various investment activities and basic planning needs.

SWP is committed to providing opportunities for employees to develop skills and pursue career opportunities.

Duties and Responsibilities:

  • Developing relationships with clients to ensure an outstanding experience
  • Implementing and monitoring client portfolios for proper allocation, rebalancing, and providing portfolio recommendations
  • Managing cash needs, RMDs, charitable giving strategies, and year-end tax strategies
  • Responsible for client meeting preparation, meeting notes, and client follow-up 
  • Formulating basic planning projections

Qualifications:
The position typically requires the following skills:

  • Demonstration of the SWP Core Values (InitiativeCuriosityClear CommunicationTeam oriented, Humble, acts with Integrity, passionate about Service)
  • Bachelor’s Degree from an accredited institution 
  • 3 years or more of related experience working with a financial services firm
  • Experience with portfolio management and trading 
  • Series 65 and CFP coursework complete or CFP certification.  The Series 65 can be earned within two months of starting the role.
  •  Experience with financial planning software preferred, eMoney a plus

Salary/benefits are competitive based on industry standards.

  • Salary will be based on experience
  • Bonus eligible; prorated for the first year of service

Interested candidates should apply on line at https://www.stratwealth.com/about-us/#careers

Apply Online

Strategic Wealth Partners is an Equal Opportunity Employer

 

Our Firm:

Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008.  Our purpose is to Manage Complexity and Deliver Simplicity.  We partner with clients to fulfill their goals and aspirations. We are a firm that clients and employees are proud to work with. We seek innovative solutions to meet client needs, drive firm growth, and create opportunities for team members.

SWP consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and personalized service. We take the time to understand our client’s unique circumstances. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at www.stratwealth.com.

Job Summary:

At SWP, we strive to provide an outstanding experience for our clients. This Financial Planner will work with a team of planners and advisors who are responsible for providing comprehensive wealth management services to wealthy individuals and families. This individual will support high net worth clients, with complex planning needs. Planners at SWP work on a team and partner with wealth advisors who provide investment guidance on client relationships.  In addition, this role could contribute to our expanding family office efforts.

Duties and Responsibilities:

The Financial Planner can expect to focus on addressing comprehensive financial planning needs for ultra-high net worth clients and families. This includes, but is not limited to, the following:

  • Multi-generational planning issues
  • Income tax planning (working with CPA)
  • Estate planning and trust administration (working with attorneys)
  • Complex insurance recommendations (SWP does not sell insurance, however, clients expect us to provide advice and guidance)
  • Family business guidance and planning
  • Customized planning for sophisticated and complex investments

Qualifications:

  • Demonstration of the SWP Core Values (InitiativeCuriosityClear CommunicationTeam oriented, Humble, acts with Integrity, passionate about Service)
  • Bachelor’s Degree from an accredited institution
  • 8-10 years of experience in wealth management, primarily in a planning role
  • Significant estate planning and tax experience
  • Must have the skill to take complex planning concepts and concisely present solutions to clients
  • CFP required, JD or CPA preferred
  • Experience with eMoney
  • Enjoys being part of a driven team
  • Desire/ability to work successfully in a small company environment

Benefits:

  • 401k Program
  • Health, Dental, Life, and Disability Insurance
  • Health Savings Account
  • Flexible Work from Home Policy
  • Paid Time Off
  • Summer Hours
  • Education Reimbursement (job related)

Salary is competitive based on industry standards.

  • Salary will be based on experience
  • Bonus eligible; prorated for the first year of service

SWP is committed to providing opportunities for employees to develop skills and pursue career opportunities.

Interested candidates should apply online at https://www.stratwealth.com/about-us/#careers

Apply Online

Strategic Wealth Partners is an Equal Opportunity Employer

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