Client analyst

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE

Under supervision, assists in the development of system and workflow strategies to promote provision of consistent and accurate data throughout the organization. Assists business units and reporting team members in identifying and documenting data needs across distribution units. Collects, updates, and distributes data to internal and external MFS business partners in compliance with the Portfolio Holdings Disclosure Policy. Assists with the development of standard reporting processes and reviews to support monthly, quarterly, and ad hoc requests using existing reporting tools.

What You Will Do

• Works with business units to identify short and long-term workflow, system and data needs for clients, marketing, and reporting. Proposes workflow and system strategies tailored to meet business goals for timely, accurate and consistent data.
• Assist the team to review business user requests to determine appropriate data sourcing and availability. Facilitate the generation and distribution of data and reports for client, marketing and reporting needs
• Assist the team to develop and provide system training to personnel across the distribution units to promote efficient and consistent use of existing source systems and data.
• Provides quality assurance services by conducting system, report and process testing.
• Collects, updates, and distributes data to MFS business users in compliance with the Portfolio Holdings Disclosure Policy. Fulfills ad hoc data and reporting requests for internal and external business partners where data is not readily available to the requester.
• Maintains written policies, procedures, and checklists for Reporting, ensuring procedures are kept up to date.
• Maintains records of data requests and drives for data files.
• Performs additional responsibilities as requested.
  
  

What We Are Looking For

• Bachelor’s degree or equivalent industry experience.
• 0-2+ years’ experience in portfolio administration, reporting or analysis in the financial services industry.
• Strong mathematical, analytical, organizational skills required.
• Strong Microsoft Office skills, spreadsheet proficiency required.
• Ability to communicate effectively with different groups/individuals through written communication or in person.
• Ability to work independently on multiple tasks in a deadline driven environment.
• Ability to make independent decisions and develop creative solutions to meet business goals.
• Proven commitment to accuracy.
  
  

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What We Offer

• Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
• Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
• Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
• Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
• Life & Disability Benefits: Company-paid basic life insurance and short-term disability
• Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs
  
  

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email [email protected] for assistance.

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