Performance Attribution Analyst

Employer
MFS Investment Management
Location
Boston, USA
Salary
Competitive
Posted
22 May 2022
Closes
21 Jun 2022
Ref
14588861
Job Function
Operations
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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: BASIC PURPOSE:

Using your discretion and judgment, work within Global Investment & Client Support providing interpretation and analysis of portfolio performance to help identify the factors impacting the performance of equity, fixed income, and multi-asset class portfolios. Review analytical results and research complex analytical issues. Generate, interpret and distribute attribution reports for retail and institutional portfolios to internal and external clients.

PRINCIPAL RESPONSIBILITIES:

  • Utilize core skills and analytical software to support the attribution functions, with a focus on supporting client reporting requirements
  • Write and review performance commentaries, adhering to MFS' attribution guidelines and provide consistent methodology and interpretation of attribution analysis for regulatory and institutional client reporting.
  • Work with and support members of the Attribution Team in producing and delivering quality-controlled attribution data/reports to the firm.
  • Work with the technical characteristics, methodologies, and operational requirements of the various attribution systems (Factset, Bloomberg) and performance platforms (Fundstation, Eagle) used in our production environment.
  • Provide supplemental analysis to support contributions to performance not captured in attribution analyses (e.g. cash, allocation shifts in hybrid portfolios, security types not handled in attribution process).
  • Work with and support members of the Attribution Team in reviewing materials generated by internal clients based upon the output of our attribution systems to ensure quality, accuracy, and the adherence to internal and regulatory guidelines.
  • Provide support in maintaining attribution production environments; document and review controls and procedures; analyze, propose, and test enhancements provided by vendor and/or internal technical staff; identify and resolve routine data issues.
  • Assist in the testing and ongoing review of attribution system methodologies and calculations.
  • Assist with ad-hoc analyses and other assignments as requested.


JOB REQUIREMENTS:

  • Bachelor's degree or equivalent experience.
  • Minimum of 2 years of performance measurement, performance evaluation, and/or performance attribution experience.
  • Familiarity with performance attribution methodologies and interpretation of results, knowledge of various investment instruments, working knowledge of analytic techniques and statistical concepts.
  • Strong communication and presentation skills, both written and verbal.
  • Strong computer skills.
  • Demonstrated quantitative and analytic skills.
  • Ability to interact with individuals at all levels of the organization.


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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 talent_acquisition@mfs.com 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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