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.

Request for Proposal (RFP) Co-op

Are you looking for an opportunity to gain exposure to cross-functional teams, understand the innerworkings of the investment management industry and work in a dynamic, fun and engaging environment? Then the RFP co-op position at MFS is the right fit for you!

MFS is a global investment management firm focused on creating long-term value responsibly by doing what’s right for our clients every day. Our rich history dates to 1924, when our founders invented the mutual fund. Since then, collaboration and innovation have fueled our success. Our unwavering commitment to finding the best, most durable investment opportunities is what sets us apart – and our success is grounded in our unique approach, disciplined philosophy and collaborative culture.

THE ROLE

Joining our team provides opportunities to share your voice and talents, tackle challenging problems, create solutions and collaborate with dedicated co-workers. This Co-op experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including:

• Co-Op New Hire Orientation

• Senior Leadership Speaker Series

• Social & Networking Events

• Presentation Challenges

At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how marketing works at an asset manager.

MFS co-op positions are a 6-month commitment, working Monday – Friday (July 7th through December 18th, 2026), and work between 35-40 hours. Our program is designed for undergraduate students who are currently enrolled in a co-op program through their college or university and can meet our requirements.

Job Summary

The RFP co-op will draft responses to Request for Proposals (RFPs) and Requests for Information (RFIs) to help maintain client relationships and peak interest in prospective clients. During this process, the co-op will gain an understanding of the investment management industry and MFS strategies, collaborate with a variety of teams across the firm (including but not limited to Product, Compliance and Sales teams), and will also utilize systems such as Microsoft Excel, Salesforce, and other MFS proprietary systems to pull investment-related data. In addition, the co-op will assist with the team’s strategic projects and will help update and maintain the team’s content management database. Finally, the co-op is also responsible for providing assistance during the final stages of the RFP process by preparing mailings and submissions.

WHAT YOU WILL DO

• Complete sample RFPs, and due diligence questionnaires (DDQs) for MFS’ clients or prospective clients by communicating firm and investment strategy language and data.

• Collaborate with various teams across the firm to create new language and validate responses to Sample RFPs & DDQs.

• Help with strategic initiatives for the team, which can include creating, updating and consolidating resource documents.

• Assist in updating and maintaining the RFP content management system by collecting data for periodic updates and running & analyzing reports to aid in content improvement.

• Participate in team meetings and record job progress in Salesforce as needed.

• Assist with the preparation and presentation of final RFP submissions. This includes printing, collating, binding, packaging and shipping documents to one or more recipients.

• Assists the broader team with various ad hoc projects as needed in support of the RFP process, which may include reconciling information in databases, formatting documents, preparing appendix documents, and other projects as they arise.

WHAT WE ARE LOOKING FOR

• Must have good communication and organizational skills.

• Must be a quick learner with an interest in gaining exposure to the inner workings of investment management.

• Must be detail oriented, a team player and possess a strong work ethic.

• Must have the ability to work in a fast paced, deadline-driven environment.

• Experience with Microsoft 365 (Outlook, Word, Excel & Teams) and Salesforce a plus.

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.

#LI-HYBRID

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 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.