In 1924 MFS® established the first mutual fund to help make the US stock market more accessible to the average investor. Today, that commitment to investors remains evident in everything about the firm. At MFS® we hire talented individuals and allow them to work together. Office doors are always open, and everyone is on a first-name basis. We believe the best ideas emerge from a culture of collaboration.
Job Summary :
Using discretion, detail and judgment, provides data analysis and presentation to all areas within the Investment Departments.
Principal Responsibilities :
Use knowledge of investment principles to determine report requirements, appropriate data sources, calculations and formats. Design reports using internal and external databases. Test and implement.
Run scheduled analytic processes, including portfolio attribution, board reports and weekly fund reports. Utilize solid knowledge of investment principles and quantitative research methods, check data and troubleshoot. Look for anomalies and trends. Research and correct if necessary. Use judgment to alert research analyst and portfolio managers to unusual findings if appropriate.
Develop process to systematically gather data for analysts and portfolio managers to assist in research and portfolio management. Work closely with research analysts and portfolio managers to understand research and business needs. Assess reporting requirements and develop reports or other analytical tools to best answer the particular research question. Suggest alternatives or make recommendations to ensure an ideal solution.
Assist in development and/or implementation of new analytic tools and systems. Provide testing, documentation and quality assurance support.
Research and recommend changes to purchased data sources, processes or research workflow to improve departmental operations and efficiencies.
Assumes additional responsibilities as required.
Bachelors degree in a relevant field (e.g. Business, Finance, Economics, etc.) or equivalent experience.
Minimum of 6 - 12 months of relevant experience.
Strong communications skills; the ability to work independently on complex projects; attention to detail and commitment to accuracy.
Familiarity with the IBM PC or compatible systems, DOS and Windows and experience with spreadsheet applications
Demonstrated aptitude for quantitative analysis.
Massachusetts Financial Services (aka MFS Investment Management) offers more than 50 mutual funds, as well as annuities, separately managed...