Trading Operations Lead Specialist

MFS Investment ManagementBoston, MA
$79,000 - $113,000Hybrid

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 Using a foundational understanding of related disciplines, the individual independently covers assigned desk(s), leveraging deep investment and operational expertise to support trading and investment teams. Responsibilities include managing key middle-office functions such as trade matching, handling sell-side inquiries, ensuring trading system data integrity, preparing reports, overseeing document preparation, and conducting internal control reviews to mitigate process risk. The position involves solving complex problems, working with minimal guidance, and may include leading projects or ongoing activities.

Requirements

  • Bachelor's Degree or equivalent experience.
  • 5-6+ years financial services experience.
  • Strong organizational, interpersonal and communication skills.
  • Personal initiative/problem solving skills/strong attention to detail.
  • Ability to cover off-hour shifts when needed.

Responsibilities

  • Proactively introduces innovative approaches when performing trade date matching of equity, fixed income and derivative trades utilizing CTM, Heliograph, and other industry applications.
  • Manages matching MFS trade details with the counterparty on trade date working with various US and Non-US brokers.
  • To support client-aligned solution, sets priority of inquiries into their trading desk coverage from sell side broker operations and sales offices, MFS Operations (trade settlements, pricing, and performance groups) and MFS Compliance.
  • Provides insights and evidence supporting controls during the preparation and review of Director of Trading reporting and other risk mitigation reporting packages on a daily, monthly, quarterly and semiannual basis to identify, rectify, and escalate anomalies.
  • Demonstrating adaptability and intellectual curiosity, seeks opportunities for self and team development by collaborating with departments/teams across the firm, including global investment technology support, compliance and others to assist with and drive process improvements for new account setup, account transitions and security setup.

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 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
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