Investment Data Analyst

MFS Investment Management • Boston, MA

3d • $123,000 - $177,500 • Hybrid

About The Position

The Investment Data Analyst will join MFS’s Data Management team, which stewards data as a strategic business asset and supports trusted data, effective issue resolution, improved data quality, reliable pipelines, and transparent measurement and monitoring. The team ensures accountability for resolving data quality issues, confirms data is fit for purpose across consumption points, and works with stakeholders to structure data and design effective workflows.

The analyst will be part of a team that owns and stewards critical data domains, including centralized implementation, documentation, and ownership of methodology decisions. Based in Boston, Massachusetts, the role focuses on data management for a multi-asset book of business supporting investment and enterprise reporting capabilities. The position provides specialized first-response support to investment and reporting teams, with responsibility for data quality, accuracy, and availability.

Requirements

• Bachelor’s degree or equivalent, with a major in finance, computer science, engineering, data science, or a related field.
• 6–8+ years of investment management industry experience; preferably 7 or more years of related experience in investment data, analytics, and/or investment operations.
• Strong project and process management skills to guide point-in-time and ongoing data quality improvement projects.
• Proven analytical and problem-solving skills, with the ability to independently develop creative, scalable solutions for changing business needs.
• Deep understanding of how data is used in investment and related processes and how it affects process outcomes.
• Broad knowledge of equity and fixed income security types, including derivatives, and associated data methodologies and industry standards.
• Strong professional judgment and communication skills across multiple organizational levels; ability to build effective working relationships, be resourceful, and resolve conflicts.
• Experience with basic data analysis techniques, such as descriptive analysis, diagnostic analysis, and regression analysis.
• Ability to communicate at all levels of an organization.
• Ability to perform responsibilities collaboratively and independently in a fast-paced, demanding environment.
• Must be currently authorized to work in the United States on a full-time basis; the position is not eligible for sponsorship.

Nice To Haves

• Experience with Snowflake, Bloomberg PORT, Charles River Investment Manager Solution, Eagle Investment Systems, FactSet, Tableau, and/or Power BI.
• Python and SQL skills.
• CFA designation, demonstrated progress toward the CFA, and/or interest in pursuing it.

Responsibilities

• Identify, investigate, track, and resolve investment data quality and accuracy concerns, including analyzing and remediating root causes of complex issues.
• Autonomously manage and prioritize the backlog of data quality issues and requests, considering stakeholder input and risk mitigation for short- and long-term remediation.
• Serve as a subject matter expert on end-to-end data flows and dependencies; track data lineage, resolve data ambiguities, and conduct data quality impact analysis.
• Determine resolution paths for data issues and escalate decisions and thematic challenges to leadership when appropriate.
• Work cross-functionally with operations, technology, distribution, legal, and compliance to develop broad solutions.
• Provide data expertise for strategic initiatives, including requirements, testing, and business support for developing data packages.
• Execute data standardization activities to achieve short-term issue resolution where possible.
• Ensure stakeholders’ systems and reports adhere to data policies and standards.
• Inform funding decisions related to data and technology needs supporting data management requirements.
• Develop and improve Data Management team processes, manage data quality dashboards, and provide input into dashboard design and development.
• Collaborate with Data, Technology, and Operations colleagues to ensure consistent data stewardship and maintain data quality standards.
• Assume additional responsibilities as required.

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 through Wellhub.

What This Job Offers

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