Retail Analyst

MFS Investment Management is committed to fostering a supportive culture that prioritizes collaboration and community. The Retail Sales Enablement Analyst will enhance sales efforts by leveraging data, technology, and tools, while supporting the adoption of sales tools and conducting research to improve market insights.

Responsibilities

• Collaborate with the Retail Sales Enablement team to support the adoption and usage of data tools for the sales teams
• Assists members of the team in identifying opportunities for improving existing tools to better align with Retail Sales workflows
• Provide basic day-to-day support for internal users, addressing questions and assisting with troubleshooting tool-related issues
• Under the direction of their manager provide support with conducting research on potential third-party data providers to help identify those that could enhance MFS’s market insights
• Participate in the redevelopment of a client segmentation model for distribution teams by gathering and analyzing data
• Support the integration of first-party and third-party data sources into segmentation frameworks
• Assist team members in maintaining segmentation models are actionable and align with sales strategies
• Under the direction of their manager, assist in the evaluation and onboarding process for selected data providers, ensuring compliance with internal standards
• Monitor the quality and relevance of third-party data over time
• Support the maintenance of a competitor product tracking system for Retail Sales channels
• Use internal systems and data sources to gather insights on mutual funds, ETFs (active and passive), and SMAs
• Assist in delivering notifications and analysis to Retail Sales teams, helping them identify opportunities and keeping abreast about market trends

Skills

• Bachelor's degree required, in a related field
• 0-2+ years of previous financial services or analytical experience is a plus but not required
• Familiarity with Salesforce, Tableau and Seismic
• Demonstrate the ability to perform analysis
• Position requires licensing of FINRA Series 63 and FINRA Series 7, which must be obtained promptly after hire in accordance with MFS' licensing policy
• Familiarity or willingness to learn SQL preferred
• Familiarity or willingness to learn Toad and Snowflake

Benefits

• 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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