Performance Analyst

MFS Investment Management • Boston, MA

3d • 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 Performance Analyst performs daily return reviews and understands department systems and procedures.

Requirements

• 0-2+ years of relevant experience and a Bachelor's degree preferably with a concentration in accounting, finance or other related financial discipline or equivalent experience in the mutual fund or securities industry.
• Understanding of performance calculation and methodology.
• Proficient Microsoft Office, including creating pivot tables, lookup formulas, and macros is an added benefit.
• Applicants 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 working in a diverse environment where production, controls, and daily deadlines are required

Responsibilities

• Reviews daily performance reports for accuracy.
• Responds to questions regarding performance calculations and performance reports.
• Calculates and reviews performance numbers; research performance issues; generates and distributes performance reports to internal and external customers.
• Works with internal departments to provide regulatory materials.

Benefits

• 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
• 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: Entry Level