Data Management Analyst

MFS Investment Management • Boston, MA

1d • $55,500 - $80,500 • Hybrid

About The Position

The Data Management Analyst serves as a business-side analyst supporting security reference data and valuation activities. The role partners with stakeholders to ensure data quality, resolve issues, and enhance processes supporting investment and operational needs. Under management oversight, the analyst coordinates with onshore and offshore resources to deliver accurate, timely, and consistent investment data services across multiple platforms.

The analyst creates and maintains security master data for fixed income, equity, and derivative instruments; validates security attributes using approved vendors and offering documents; maintains market identifiers, classifications, ratings, terms, coupon schedules, maturity details, and accounting attributes; and performs daily data-quality controls. The position resolves exceptions affecting trading, accounting, valuation, and reporting, works with technology and operational teams to resolve data issues, and coordinates workflows with global team members. It also contributes to process improvements, operating procedures, peer training, and special projects. Periodic coverage through 7:00 p.m. Eastern Time is required to support valuation deadlines.

Requirements

• Bachelor’s degree in business, finance, or a math-related field, or equivalent work experience.
• 0–2+ years of Financial Services industry or data quality experience.
• Proficiency with business applications and technology systems, including Microsoft Excel.
• Ability to compare data from multiple sources; database knowledge and macro-programming capability.
• Ability to work independently and collaboratively, exercise sound judgment, manage competing priorities, and meet deadlines.
• Strong analytical, problem-solving, and decision-making skills, with consistent attention to detail.
• Strong written, oral, and interpersonal skills, and the ability to build productive working relationships across organizational levels and within a global team structure.

Nice To Haves

• Experience with Bloomberg and/or other third-party applications.
• Experience with Eagle Investment Systems or Charles River Investment Management System.

Responsibilities

• Create and maintain security master data for fixed income, equity, and derivative instruments.
• Validate security attributes using approved vendors and offering-document sources.
• Maintain market identifiers, classifications, ratings, terms, coupon schedules, maturity details, and accounting attributes.
• Perform daily data-quality controls and resolve exceptions affecting trading, accounting, valuation, and reporting.
• Partner with technology and other operational teams to resolve data issues.
• Coordinate workflows and handoffs with global team members, including offshore resources.
• Apply analytical and problem-solving skills, maintain attention to detail, and escalate issues to management as necessary.
• Provide periodic coverage through 7:00 p.m. Eastern Time to support valuation deadlines.
• Take on special projects and additional responsibilities as requested.
• Identify processes that can enhance team efficiencies.
• Assist in creating new processes and resolve day-to-day issues in partnership with the manager.
• Create strong operating procedures and train peers on new efficiencies adopted by the team.

Benefits

• Competitive incentive bonus based on individual and company performance.
• MFS contributes an amount equal to 15% of base salary to a retirement account separate from the company-sponsored 401(k).
• Education assistance: $100 monthly contribution directly to a loan provider, up to a $10,000 lifetime maximum.
• Tuition reimbursement up to $8,000 annually.
• Access to discounted tutors and college coaches.
• Generous time off and fully paid leaves, including 20 weeks for maternity leave and 12 weeks for parental and caregiver leaves.
• Choice of medical and dental plans and an employer contribution to a Health Savings Account.
• Tax-deferred commuter benefits and flexible spending accounts for medical and dependent care.
• Wellness programs, including wellness webinars, an employee assistance program focused on mental health, and a subsidized fitness benefit via Wellhub.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level