Distribution Sales Reporting Co-op Spring 2027 (January - June)

MFS Investment Management•Boston, MA

3d•$21 - $25•Hybrid

About The Position

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, and 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 sales works at an asset manager. MFS co-op positions are a 6-month commitment, working Monday – Friday (beginning on Wednesday, January 13th through Friday June 25th, 2027), 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. The Business Intelligence and Sales Reporting group provides ad-hoc and scheduled reporting for all areas of distribution using Microstrategy as the business intelligence reporting tool. In addition, a CRM tool is also used to provide insights to the client facing sales teams via customized dashboards. The Sales Reporting Co-op will be instrumental in tracking and delivering the ad-hoc and scheduled reports as well as assisting in the tracking, communication, and usage of the dashboards. This experience will offer a great opportunity to be a part of a corporate-wide technology initiative and have exposure to numerous aspects of the organization.

Requirements

Receiving a bachelor's degree in Business, Marketing, or Communication preferred.
Strong attention to detail as well as ability to multitask on a daily basis.
Interest in technology and its application in business.
Strong work ethic with self-driven motivation.
Passion for working in a team environment.
Must be currently enrolled in a co-op program through their college or university.

Nice To Haves

Excel and PowerPoint skills are a plus, but not required.

Responsibilities

Distribution of sales and activity reporting at multiple levels sent out to management and sales teams on scheduled basis (daily/weekly/monthly/quarterly).
Assist in running ad-hoc reports as requested by sales management and business teams.
Assist in tracking and updating feedback through participation in active user groups to aid in defining, adopting, and enhancing the processes and functionality of the applications.
Assist in the monitoring of user adoption and creation of usage metrics.
Collaborate with internal teams to help with development and maintenance of training materials.