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Legal Analyst

MFS Investment Management
Boston, USA
Closing date
Jun 10, 2023

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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:
As the Legal Analyst, you are responsible for paralegal support to the Distribution and Investment Ops group. In this role, you will assist with distribution matters, regulatory filings, certain trading related issues, and client service requests.

Principal Responsibilities:

  • Draft various intermediary agreements and amendments with banks, broker-dealers, insurance companies, and retirement plan recordkeepers. Examples include dealer, marketing support, participation, and rebate agreements.
  • Prepare both periodic and ad hoc updates to certain registration statements and other required form filings, such as Forms BD and BR and Part 2B of Form ADV (a/k/a "Brochure Supplements").
  • Complete documentation in connection with broker-dealer onboardings and know-your-customer ("KYC") refreshes. Documentation varies by counterparty and jurisdiction but typically solicits information about MFS' corporate structure and beneficial ownership, as well as its investment advisory business (e.g., client types and instruments traded with the counterparty).
  • Confirm disclosure that is provided in response to requests for proposal and client due diligence questionnaires. Such disclosure may comprise the details of regulatory licenses held by MFS and its subsidiaries, a summary of any pertinent regulatory actions or litigation, and a description of recent material changes to Form ADV.
  • Perform additional duties as the needs of the group may entail. Flexibility in responding to matters as they arise is essential.


  • Bachelor's Degree and at least 3 years of work experience.
  • Intellectual curiosity and an aptitude for learning.
  • Organizational and problem-solving skills: attention to detail, thoroughness, and a willingness to ask questions.
  • Ability to manage workflow and prioritize competing 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

MFS is 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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