Investment Product Competitive Analysis Lead Analyst

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 The Investment Product Competitive Analysis Lead Analyst plays a key role in shaping MFS’s competitive positioning by uncovering competitive advantages and risks, defining market trends, and identifying growth opportunities. This role compiles and analyzes strategic competitive analysis across the mutual fund and institutional asset management landscape, delivering actionable insights to senior leadership and client-facing teams. This individual will play a key role in driving competitive intelligence to appropriately position MFS in the marketplace. WHAT YOU WILL DO Provide competitive intelligence and strategic analysis to senior management and key stakeholders across sales organizations, product development, and investment management teams. Partner closely with sales and relationship teams to strengthen client positioning and support new business opportunities. Serve as an in-house expert on competitors, industry trends, and product positioning using internal and external data sources (e.g. eVestment, Morningstar, Strategic Insight, FinSearches, etc.) Analyze MFS sales, redemptions and asset flow trends to identify opportunities and risks. Develop recurring and ad hoc reporting on MFS’s competitive position, including implications for strategy and product positioning. Improve scalability and efficiency of competitive intelligence delivery through automation and streamlined reporting. Maintain and enhance databases and tools for market and competitor intelligence using industry research platforms like eVestment to support strategic decision-making. Build and maintain a network of industry contacts and key stakeholders to enhance market intelligence gathering. Represent MFS in industry conferences, working groups and external forums, as appropriate or needed. WHAT WE ARE LOOKING FOR Bachelor’s degree or equivalent experience. 5-6+ years of relevant experience in the financial service industry preferably with a focus on asset management, competitive intelligence, product strategy or investment related role. Strong knowledge of investment products and the competitive, regulatory, and market environment. Exceptional analytical, synthesis and communication skills. Ability to translate complex quantitative and qualitative data into actionable business insights. Collaborative mindset with experience partnering across multiple facets of an organization (sales, investments, leadership teams). Strong knowledge of market research and competitive intelligence databases (e.g. eVestment, Morningstar, FinSearch, MandateWire, Brightscope, etc.). Knowledge or willingness to learn data intelligence and visualization tools (PowerBI, Tableau). REQUIRED LICENSES/CERTIFICATIONS FINRA Series 6 and 63 (or ability to obtain per firm policy). #LI-JN1 Base Salary Range: $79,000.00 - $113,000.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we’re including the salary range for this position. This range reflects our good-faith expectation for what we’ll pay depending on the candidate’s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: 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 Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we’ll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. 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 [email protected] for assistance. MFS is an 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 Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.