Investment Product Competitive Analyst (DC)

MFS • Boston, MA

12h • $107,000 - $154,000 • Hybrid

About The Position

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Investment Product Competitive Analyst supports the Global Distribution sales teams in growing and retaining assets. Additionally, the Competitive Analyst supports the Defined Contribution (DC), Registered Investment Advisor (RIA), and product leadership to provide actionable insights on competitor strategies, market dynamics, investment trends and investor perspectives across the retirement landscape.

Requirements

• Bachelor’s degree or equivalent experience.
• 7-9 years of related experience.
• FINRA Series 7 and 63 registrations (as per MFS licensing policy).
• In-depth knowledge of investment products (mutual funds, CITs, ETFs) and the defined contribution marketplace.
• Understanding of the legislative, competitive, and regulatory environment affecting these products.
• Strong written and oral presentation skills.
• Ability to work independently and establish objectives with minimal supervision.
• Team player with excellent interpersonal skills and experience in serving internal clients.

Responsibilities

• Competitive Analysis: Act as an in-house expert on external databases (e.g., Morningstar, Brightscope, FI 360, Strategic Insight, eVestment) for competitor research. Monitor, analyze and synthesize competitor activity across the DC and RIA markets. This includes reviewing DC investment menus, glide path features, active/passive trends. Develop and produce reports on MFS’s sales, redemption, and flow trends. Track the product positioning, performance drivers, fees, flows and distribution strategies of major DC/RIA competitors as well. Evaluate trends in the ETF market, including: Growth of active ETFs and their role in retirement portfolios. Implications of ETF adoption in the retirement landscape (costs, liquidity, plan menu construction, etc). Provide regular and ad hoc analyses of MFS’s competitive position, particularly in the DC market. Analysts provide timely briefings on industry developments, regulatory changes and plan sponsor behavior.
• Collaboration & Communication: Work closely with internal and external sales teams to strengthen DC and RIA sales efforts. Partner with Product Management as needed to assist with analysis of our strategies against competitors and provide insights on the evolving role of active management in plans. Act as the key contact for external sources regarding MFS product performance and address related issues. Establish competitive intelligence contacts to gather additional information.
• Process Improvement: Develop, automate and maintain recurring competitive intelligence data (monthly/quarterly) and ad hoc analysis used by sales leadership, global product and investment teams.
• Other Duties: Take on additional responsibilities as requested.

Benefits

• This position is eligible for competitive incentive bonus.
• MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
• Education Assistance: Tuition reimbursement up to $8,000 annually
• Education Assistance: Access to discounted tutors and college coaches
• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees