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

Using discretion and judgment, provides technical expertise and back-up to each team member. Understands department systems and procedures of a complex nature. Represents the Performance and Attribution team on various projects sometimes of a complex nature.

WHAT YOU WILL DO

• Assist the Performance and Attribution Manager in interpreting methodology and performing calculations, assisting with ad-hoc requests and participating in regulatory deliverables.
• Review daily and monthly performance/attribution reports for breaks; follow up on any issues with the appropriate departments and/or individuals to resolve data and technical issues.
• Maintain production environments; document and review controls and procedures; analyze and propose enhancements and test enhancements provided by vendor and/or internal technical staff.
• Work with and support other Operations departments in their responsibilities of reviewing materials generated by internal clients based upon the output of our performance/attribution and performance/attribution systems to ensure quality, accuracy and the adherence to internal and regulatory guidelines.

WHAT WE ARE LOOKING FOR

• Bachelor's degree preferably with a concentration in accounting, finance or other related financial discipline or equivalent experience in the mutual fund or securities industry.
• Related experience in a performance measurement, performance evaluation and/or performance attribution role.
• Familiarity with the technical characteristics, methodologies and operational requirements of performance and attribution systems.
• Demonstrated quantitative and analytic skills.

PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE

• CFA/CIPM or progress toward the Charter a plus.
• Microsoft Office
• SQL
• Experience working in a diverse environment where production, controls, and daily deadlines are required.
• Experience with performance calculation.

#MBLI

#LI-HYBRID

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 talent_acquisition@mfs.com 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 Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision, linked for your reference.