Investment Data Analyst

MFS Investment Management • Boston, MA

5d • $123,000 - $177,500 • Hybrid

About The Position

The Data Management team at MFS treats data as a strategic business asset and is responsible for its stewardship, quality, and effective use. The team combines technical practices, workflows, cultural norms, and architectural patterns to support innovation and trusted data, resolve issues, improve data quality, and maintain reliable pipelines and transparent monitoring.

This Data Analyst will be part of a team accountable for stewardship of 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. The analyst provides specialized first-response support related to data quality, accuracy, and availability for stakeholders, and works across teams to improve operational outcomes.

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 targeted, point-in-time and ongoing data quality improvement projects.
• Proven analytical and problem-solving skills, with the ability to independently develop creative and scalable solutions for changing business needs.
• Deep understanding of how data is used in investment and related processes and its impact on desired 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 form 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 work 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.
• Experience with Python and SQL.
• CFA designation, demonstrated progress toward the CFA, and/or interest in pursuing it.

Responsibilities

• Identify, investigate, and track investment data quality and accuracy concerns through resolution, including analyzing and remediating root causes of complex issues.
• Independently manage and prioritize the backlog of data quality issues and requests, incorporating 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 ambiguities, and conduct data quality impact analysis.
• Identify and manage resolution paths for data issues, escalating decisions and thematic challenges to leadership when appropriate.
• Develop broad solutions in collaboration with Operations, Technology, Distribution, Legal, and Compliance.
• Provide data expertise for strategic initiatives, including requirements, testing, and business support for developing data packages.
• Execute data standardization activities to resolve issues where possible.
• Ensure data policies and standards are followed in stakeholder systems and reports.
• Inform funding decisions concerning data and technology needs related to data management requirements.
• Develop and improve Data Management team processes, manage data quality dashboards, and contribute to their design and development.
• Collaborate with Data, Technology, and Operations colleagues to maintain consistent data stewardship and data quality in accordance with 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 toward student loans, 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, with 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 Wellhub fitness benefit.

What This Job Offers

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