MFS Investment Management
Business Intelligence Consultant
MFS Investment Management, Boston, Massachusetts, us, 02298
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
Using discretion and judgment, this global position works with all departments in MFS and all channels within the Distribution division. Involved in the collection, reporting and analysis of sales related data across the firm's global client channels in an on-going effort to increase insights and improve operational efficiency and effectiveness.
WHAT YOU WILL DO
Oversees the daily sales reporting and financial analysis functions for global MFS. Working within SCRUM team, develop new and enhance existing dashboards and reports using standardized business intelligence and CRM tools. Works closely with Strategists, Management and Technology team to assist in evaluating distribution strategies and tactics. Initiates, oversees, and leads ad hoc in-depth sales and marketing analysis projects. Draws upon knowledge of MFS distribution structure and strategies, the competitive landscape, and technology to develop pertinent and timely analyses towards but not limited to business planning. Serves as a liaison with the GIT teams to stay current with accessed technology system enhancements, workflow changes, and data structure changes. Uses this understanding of the technology system to identify data incongruities and their possible causes as well as to execute sales reporting projects in the most effective and efficient manner possible. Proactively studies and analyzes industry trends using internal and external data and presents findings to Management. Represents GDS division and Distribution Sales Reporting project teams within Global Distribution. Serves as the key resource for Management and other department members for global sales activity and sales trend requests and issues. Works closely with team members to help develop their knowledge and skillset on sales tools. Performs additional duties as required. WHAT WE ARE LOOKING FOR
Bachelor's degree or equivalent. 5-6+ years related experience. Knowledge of the current technology systems used by the division including Salesforce (CRMA), Tableau & MicroStrategy. Detailed-oriented with the ability to work well under pressure, manage multiple tasks, and meet deadlines. Knowledge of MFS investment products. Exceptional computer skills, focusing on spreadsheet usage and analysis, as well as database management and maintenance skills. Strong written and verbal communication skills. #LI-JN1
#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.
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.
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 Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision, linked for your reference.
THE ROLE
Using discretion and judgment, this global position works with all departments in MFS and all channels within the Distribution division. Involved in the collection, reporting and analysis of sales related data across the firm's global client channels in an on-going effort to increase insights and improve operational efficiency and effectiveness.
WHAT YOU WILL DO
Oversees the daily sales reporting and financial analysis functions for global MFS. Working within SCRUM team, develop new and enhance existing dashboards and reports using standardized business intelligence and CRM tools. Works closely with Strategists, Management and Technology team to assist in evaluating distribution strategies and tactics. Initiates, oversees, and leads ad hoc in-depth sales and marketing analysis projects. Draws upon knowledge of MFS distribution structure and strategies, the competitive landscape, and technology to develop pertinent and timely analyses towards but not limited to business planning. Serves as a liaison with the GIT teams to stay current with accessed technology system enhancements, workflow changes, and data structure changes. Uses this understanding of the technology system to identify data incongruities and their possible causes as well as to execute sales reporting projects in the most effective and efficient manner possible. Proactively studies and analyzes industry trends using internal and external data and presents findings to Management. Represents GDS division and Distribution Sales Reporting project teams within Global Distribution. Serves as the key resource for Management and other department members for global sales activity and sales trend requests and issues. Works closely with team members to help develop their knowledge and skillset on sales tools. Performs additional duties as required. WHAT WE ARE LOOKING FOR
Bachelor's degree or equivalent. 5-6+ years related experience. Knowledge of the current technology systems used by the division including Salesforce (CRMA), Tableau & MicroStrategy. Detailed-oriented with the ability to work well under pressure, manage multiple tasks, and meet deadlines. Knowledge of MFS investment products. Exceptional computer skills, focusing on spreadsheet usage and analysis, as well as database management and maintenance skills. Strong written and verbal communication skills. #LI-JN1
#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.
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.
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 Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision, linked for your reference.