Request for Proposal Co-op Spring 2027 (January - June)

MFS•Boston, MA

8d•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. Are you looking for an opportunity to gain exposure to cross-functional teams, understand the innerworkings of the investment management industry and work in a dynamic, fun and engaging environment? Then the RFP co-op position at MFS is the right fit for you! MFS is a global investment management firm focused on creating long-term value responsibly by doing what’s right for our clients every day. Our rich history dates to 1924, when our founders invented the mutual fund. Since then, collaboration and innovation have fueled our success. Our unwavering commitment to finding the best, most durable investment opportunities is what sets us apart – and our success is grounded in our unique approach, disciplined philosophy and collaborative culture. Joining our team provides opportunities to share your voice and talents, tackle challenging problems, create solutions and collaborate with dedicated co-workers. This Co-op experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including: Co-Op New Hire Orientation Senior Leadership Speaker Series Social & Networking Events Presentation Challenges At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how marketing works at an asset manager.

Requirements

Must have good communication and organizational skills.
Must be a quick learner with an interest in gaining exposure to the inner workings of investment management.
Must be detail oriented, a team player and possess a strong work ethic.
Must have the ability to work in a fast paced, deadline-driven environment.
Must be a currently enrolled undergraduate student in a co-op program through their college or university.

Nice To Haves

Experience with Microsoft 365 (Outlook, Word, Excel & Teams) and Salesforce a plus.

Responsibilities

Draft responses to Request for Proposals (RFPs) and Requests for Information (RFIs) to help maintain client relationships and peak interest in prospective clients.
Gain an understanding of the investment management industry and MFS strategies.
Collaborate with a variety of teams across the firm (including but not limited to Product, Compliance and Sales teams).
Utilize systems such as Microsoft Excel, Salesforce, and other MFS proprietary systems to pull investment-related data.
Assist with the team’s strategic projects.
Help update and maintain the team’s content management database.
Provide assistance during the final stages of the RFP process by preparing mailings and submissions.
Complete sample RFPs, and due diligence questionnaires (DDQs) for MFS’ clients or prospective clients by communicating firm and investment strategy language and data.
Collaborate with various teams across the firm to create new language and validate responses to Sample RFPs & DDQs.
Help with strategic initiatives for the team, which can include creating, updating and consolidating resource documents.
Assist in updating and maintaining the RFP content management system by collecting data for periodic updates and running & analyzing reports to aid in content improvement.
Participate in team meetings and record job progress in Salesforce as needed.
Assist with the preparation and presentation of final RFP submissions. This includes printing, collating, binding, packaging and shipping documents to one or more recipients.
Assist the broader team with various ad hoc projects as needed in support of the RFP process, which may include reconciling information in databases, formatting documents, preparing appendix documents, and other projects as they arise.