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MFS Investment Management
Client Reporting Analyst
MFS Investment Management
THE ROLEUnder 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 rep...
Jul 12, 2025
Boston, MA
MFS Investment Management
Market Research Strategist
MFS Investment Management
THE ROLEThe Market Research Strategist leads the development and application of primary, secondary and strategic market research globally. Partnering with the Senior Manager, he or she actively partic...
Jul 10, 2025
Boston, MA
MFS Investment Management
MFS Investment Management is seeking multiple Client Service Representatives to form a class for October of 2025. Here you will be responsible for responding to incoming telephone inquiries from vario...
Jul 9, 2025
Boston, MA
MFS Investment Management
Investment Operations Specialist
MFS Investment Management
THE ROLEPerform key operational responsibilities related to stewardship activities on MFS portfolios.Provide daily, weekly, and monthly monitoring and reporting on assigned areas for the Investment Ri...
Jul 8, 2025
Boston, MA
MFS Investment Management
Lead Admin Assistant
MFS Investment Management
THE ROLEUsing discretion and judgment, provides consistent, high-level administrative support to assigned members of the Investment Department in a value-added manner. Ability to perform administrativ...
Jul 3, 2025
Boston, MA
Client Reporting Analyst
Boston, MA
Jul 12, 2025
Full-time

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

REQUIRED:

  • 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.

PREFERRED:

  • 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.

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Client Reporting Analyst
MFS Investment Management
Boston, MA
Jul 12, 2025
Full-time
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