Analyst - Offshore Funds Monitoring Analyst - Offshore Funds Monitoring …

MFS Investment Management
in Quincy, MA, United States
Permanent, Full time
Be the first to apply
MFS Investment Management
in Quincy, MA, United States
Permanent, Full time
Be the first to apply
Analyst - Offshore Funds Monitoring
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.

What you will be responsible for:
The Analyst will communicate with dealers, bankers, wholesalers and sales desk representatives to identify and address service issues; and reply to calls and mail on behalf of the Assistant Vice President.

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.

  • Assists management with project plans and enhancements.

  • Ensures all questions and concerns are resolved efficiently.

  • 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.

  • Assumes additional responsibilities as required.

Job requirements

  • Bachelor's degree or equivalent job experience preferred.

  • 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.

  • Understanding of Transfer Agent policies and procedures.

  • Proficient in Microsoft products including Access.



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

During the Covid pandemic, MFS Employees are currently working from home. When safe to do so and in accordance to local government guidelines, MFS will be a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .

This position will require individuals to be fully vaccinated against COVID-19 as part of their job responsibilities, unless MFS approves an exemption as an accommodation due to a medical condition or sincerely held religious belief. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.
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 Investment Management logo
More Jobs Like This
See more jobs