Investment Data Analyst

MFS • Boston, MA

1d • Hybrid

About The Position

The Data Management team at MFS stewards data as a strategic business asset, supporting issue resolution, data quality, reliable pipelines, and transparent measurement and monitoring. The team ensures accountability for resolving data quality issues, confirms that data is fit for purpose across consumption points, and collaborates with stakeholders to structure data and workflows that strengthen operational outcomes. It also provides specialized first-response support to investment and reporting teams, ensuring data quality, accuracy, and availability.

The Investment Data 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.

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 related 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 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; this 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 designation, and/or interest in pursuing it.

Responsibilities

• Identify, investigate, track, and resolve investment data quality and accuracy concerns, including complex root causes.
• 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 analyses.
• Identify resolution paths for data issues and escalate decisions and thematic challenges to leadership when appropriate.
• Develop solutions through cross-functional work with operations, technology, distribution, legal, and compliance.
• Provide data expertise for strategic initiatives to optimize data outcomes and capabilities, including requirements, testing, and business support for developing data packages.
• Execute data standardization activities to achieve short-term issue resolution where possible.
• Ensure data policies and standards are followed in stakeholder systems and reports.
• Inform funding decisions regarding data and technology needs supporting 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 ensure consistent data stewardship and maintain data quality according to 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 the employee's retirement account, separate from the company-sponsored 401(k).
• Education assistance: $100 monthly contribution toward student loans, up to a $10,000 lifetime maximum, paid directly to the loan provider.
• 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 with a mental health focus, and a subsidized fitness benefit through Wellhub.

What This Job Offers

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