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
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.
WHAT YOU WILL DO
• 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.
WHAT WE ARE LOOKING FOR
• Bachelor’s degree, or equivalent investment industry experience.
• Good experience of investment marketing and communications experience with strong background in presenting analytical investment information as well as economic trends in the market.
PREFERRED QUALIFICATIONS & EXPERIENCE
• 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.
REQUIRED LICENSES/CERTIFICATIONS
• Position requires appropriate license registrations in accordance with MFS’ licensing policy.
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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:At MFS, we view our employees as family — and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.
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.
Skills Required
- Bachelor's degree or equivalent investment industry experience
- Experience in investment marketing and communications, including presenting analytical investment information and economic trends
- Working knowledge of investment strategies and markets
- Strong relationship management skills and ability to interface with internal stakeholders
- Ability to work independently and identify process improvements
- Appropriate license registrations in accordance with MFS' licensing policy
- Advancement toward MBA and/or CFA
- Global perspective and/or language skills
MFS Investment Management Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MFS Investment Management and has not been reviewed or approved by MFS Investment Management.
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Retirement Support — A company‑funded retirement plan alongside a 401(k) (with indications of pension availability) is positioned as a core element of total rewards. Employer‑funded contributions and charitable gift matching reinforce retirement benefits.
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Healthcare Strength — Generous medical and dental coverage plus vision, long‑term disability, and life insurance are described as core offerings. Wellness programs and robust health coverage are emphasized as notable strengths.
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Strong & Reliable Incentives — A base‑plus‑incentive structure and regular bonuses are described across many roles. Investment teams are portrayed as having performance‑aligned pay.
MFS Investment Management Insights
What We Do
For almost a century, investors have trusted MFS to achieve their investment goals because we stay true to our convictions, and to who we are as active managers. We take the long view. We favor the strongest idea over the strongest individual. Our employees are aligned with what matters most to our clients: long-term vision, powerful risk-managed results and good decisions born from collaborative thinking. Robust integrated research is in our heritage and combining it with uncompromised information sharing is how we turn good ideas into great outcomes. Doing what's right for clients is not a choice we make each day, it's who we are. Learn more about our Social Media Terms of Use here: (paste link into browser) www.mfs.com/Literms For current career opportunities visit www.mfs.com/careers MFS Investment Management is an Equal Opportunity Employer.
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