Analyst, Investment Solutions

MFS Investment Management
Boston, USA
10 Jan 2022
20 Jan 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.

What you will be responsible for: The Investment Solutions Group (ISG) is responsible for investment thought leadership and client consulting projects across all channels and regions.
Thought leadership is generated within ISG by working with our investment teams globally to bring the best thinking from across the firm to our distribution teams and clients. ISG subject matter experts specialize in Capital Markets, Equities, Fixed Income, Multi Asset, Retirement and Sustainability issues and are responsible for publishing and communicating our thought leadership to distribution teams and directly to clients.
Consulting projects that are specific to clients can vary significantly and range from asset allocation, portfolio construction, risk decomposition/stress testing, benchmarking and custom research, to name a few. Projects typically involve research using data sets and tools such as Bloomberg, FactSet, BARRA, etc., developing conclusions and recommendations and typically culminate in a series of client presentations of the results.
The Analyst will have a primary focus on fixed income and will work with senior members of the ISG to support both thought leadership and client consulting projects, as well as investment and distribution teams. The role offers a unique opportunity to broaden knowledge of fixed income markets through challenging technical work, exposure to the latest in MFS's investment thinking while also providing an opportunity to develop internal communication and client facing presentation skills.

Principal Responsibilities:
  • Create and develop presentations, whitepapers and client oriented collateral material with a primary focus on fixed income. Requirements may include project based work, compilation of existing data, research and analysis of new data, and trend analysis.
  • Work in close collaboration with senior members of the investment and distribution teams to collect and analyze data to support various technical projects. Leverage problem solving techniques and critical thinking in order to draw conclusions and develop client-ready materials that showcase the firm's investment insights.
  • Act as primary analytical source for the team, including the analysis of industry trends and investment themes, staying abreast of client preferences and asset owner investment behavior by segment. Demonstrate a deep understanding of all relevant issues related to client investment decisions including governance, investment policy and implementation issues.
  • Responsible for the quarterly fixed income insights guide, including coordination with internal business partners to ensure that the guide is updated with timely and relevant content. Communicate issues, trends and new information to ISG leadership relative to workflow, operational or compliance issues that may arise.
  • Collect, analyze and maintain data from industry conferences, consultants, academia and third-party data sources. Proactively communicating relevant findings and identifying opportunities for consideration will be critical.
  • Assist other teams within the Investment Solutions Group and perform additional duties as requested.


  • Bachelor's degree required in mathematics, economics, finance or related field; progress towards CFA, MBA or other advanced degree strongly preferred.
  • Minimum 5 + years' financial services with experience in one or more of the following required: asset manager, OCIO, plan sponsor or investment consulting.
  • Demonstrate excellent critical thinking and analytical skills, with the ability to distill complex topics into simple and actionable messages.
  • Demonstrate a deep understanding of quantitative tools and techniques, with the ability to perform complex quantitative analysis. Candidate should have a deep understanding and comfort level with technical subject matter across multiple asset classes and global capital markets.
  • Excellent written and verbal communication skills and strong presentation experience required.
  • Ability to work effectively and efficiently as a member of a team comprised of highly qualified and technically oriented investment experts.
  • Experience with some or all of the following tools is required: FactSet, Bloomberg, Morningstar, Haver, optimization software. Extensive experience with Microsoft Office is required.
  • Ability to work both independently and collaboratively and manage multiple tasks simultaneously within tight deadlines.


What we offer:
  • Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
  • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

During the Covid pandemic, MFS Employees are currently working from home. When safe to do so and in accordance to local government guidelines, MFS will be a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .

This position will require individuals to be fully vaccinated against COVID-19 as part of their job responsibilities, unless MFS approves an exemption as an accommodation due to a medical condition or sincerely held religious belief. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email for assistance.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the EEO is the Law document and Pay Transparency Nondiscrimination Provision , linked for your reference.

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