Investment Product Lead Analyst

MFS Investment Management • Boston, MA

3d • Hybrid

About The Position

The Investment Product Lead Analyst works closely with the Senior Strategist - Investment Product Specialist to provide support for MFS’ investment strategies. The Investment Product Lead Analyst runs and analyzes various portfolio data and produces commentary and marketing collateral. The Lead Analyst collaborates with the Senior Strategist and investment team to maintain working knowledge of their product coverage and provides responses to client and prospect inquiries. The position ensures the development of compelling and consistent communications to maximize the department’s knowledge of the markets and all of MFS’ investment products, as well as the conclusions of its ongoing research and analysis of the investment products relative to the competition and applicable benchmarks.

Requirements

• Bachelor’s degree, or equivalent investment industry experience.
• 5-6+ years of investment marketing and communications experience with strong background in presenting analytical investment information as well as economic trends in the market.
• Position requires appropriate license registrations in accordance with MFS’ licensing policy.

Nice To Haves

• Advancement toward MBA and or CFA encouraged.
• A global perspective and/or language skills are viewed favorably.
• Working knowledge of investment strategies and markets.
• Ability to work independently.
• Strong relationship management expertise.

Responsibilities

• Manages incoming inquiries on MFS’ products including retail, MIL (MFS International Limited), and institutional sales channels. Partners with Senior Strategists on these inquiries.
• Runs and evaluates various portfolio data, interprets performance attribution analyses, and understands investment philosophy, process, and outlook in order to formulate investment themes for client and prospect communications.
• Aids in the retention of client assets by responding to product-related inquiries from clients, consultants, professional buyers, and financial advisors in an accurate and timely manner.
• Leads the creation of product-related materials including presentations and attribution letters.
• Supports the creation of other material including product profiles and competitive analysis.
• Responsible for the final compliance review of materials developed.
• Interfaces with other MFS groups outside of Global Product, including investment management team, Compliance, Legal, Client Service and reporting teams and manages and maintains strong relationships with these partners and internal stakeholders.
• Identifies process improvements for team; identifies opportunities to increase work-flow efficiencies.
• Assumes additional responsibilities as requested.

Benefits

• MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
• Education Assistance: Tuition reimbursement up to $8,000 annually
• Education Assistance: Access to discounted tutors and college coaches
• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level