Consultant Relations Co-op

MFS•Boston, MA

3d•Hybrid

About The Position

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. Consultant Relations Co-op 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 client services and consultant relations 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 Within MFS, the Global Consultant Relations Team works to establish strong relationships with the consultant community and ensure our strategies are favorably rated by these firms. This co-op role will mainly support the efforts of the global consultant relations team in home and satellite offices. Responsibilities will be varied with considerable time allocated to careful review and maintenance of MFS’ data in the consultant databases and updating consultant database profiles. Additionally, the co-op will be working with our CRM system C360, researching relevant topics through consultant authored white papers, and completing special projects as by the team. For in-person meetings tasks will include producing presentation materials for the team and assisting with meeting set up. The ideal candidate will be capable of working independently and have a solid working knowledge of Excel.

Requirements

Capable of working independently
Solid working knowledge of Excel
Attention to detail
Sound organizational skills
Good communication skills

Responsibilities

QC monthly performance – ensure completion of monthly/quarterly matrix
Verify quarterly data sent to databases is complete and date the matrix
Complete various language reviews/updates across the databases including but not limited to ESG, DEI, Personnel, and strategy narratives
Run and format holdings
Download eVestment profiles and advantage reports
Help with creating and maintaining reference documents for future co-ops (co-op manual etc.)
Help with Salesforce system & data integrity
Researching relevant topics through consultant authored white papers
Producing presentation materials for the team (if able to host in-person meetings)
Assisting with meeting set up (if able to host in-person meetings)
Completing special projects as required by the team