Investment Data Analyst

Boston, MA, United States

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

For a leading and rapidly growing Asset Management firm, the Investment Data Management Office champions a long-term, strategic initiative to unify and harmonize our investment data. This initiative enables enhanced investment decision making, risk management and client reporting for our multi-asset platform by delivering consistent, timely, accurate and user-friendly data to investors, risk teams and clients. Using strong investment data and operations knowledge, this person will seek to provide superior support to the investment teams and perform a specialized set of “first response” duties related to managing and ensuring data quality, accuracy and availability to Portfolio Managers and Traders. Team members work closely with our investment teams on improving investment data quality, discoverability, accessibility, user experience, and trustworthiness by driving greater adherence to data quality standards. This position is part of the Investment Data Team, is based in Boston, MA with a focus on fixed income securities, including derivatives, covering portfolio level data, metrics and methodologies.

What You Will Do

Identify, problem solve and track investment data quality and accuracy concerns to resolution, including detecting, analyzing, and remediating root causes to complex issues.

Autonomously manage and prioritize the backlog of data quality issues and requests, incorporating Portfolio Manager input and risk mitigation principles, for both short-term and long-term end-to-end quality remediation.

Subject matter expert on end-to-end data flows and data dependencies to track data lineage, resolve data ambiguities, and conduct data quality impact analysis.

Coordinate cross-functionally with investments, operations, technology, distribution, and legal and compliance to determine resolution path for investment data quality issues. Escalate decisions and thematic challenges where appropriate to senior leadership.

Provide subject matter expertise to further enhance the Investment Data strategy, roadmap, business planning, literacy program, as well as setting standards, policies, and rules, in conjunction with the broader Investment Data Team.

Execute data standardization activities where possible to achieve short-term resolution of issues.

Ensure data policies and standards, as determined by the Investment Data Standards Group, are adhered to within investment systems and any reports prepared by the investment team.

Inform funding decisions with respect to data and technology needs in support of Investment data management related requirements.

Develop and improve the Investment Data Quality & Stewardship Team Processes, manage Investment Data Quality Dashboards, and provide input in their design and development.

Collaborate with other members of the Investment Data Management Program, especially the Data Trustees, to ensure consistent stewardship of data and to maintain data quality in accordance with data quality standards.

Assume additional responsibilities as required.

What We Are Looking For

8-10 years of industry experience, with preferably 7 or more years of related experience in investment data quality and management.

Bachelor's Degree or equivalent with a major in finance, computer science, engineering, data science or related field.

Strong project, people, and change management skills to guide point-in-time and ongoing targeted data quality improvement projects.

Proven analytical and problem-solving skills and ability to develop creative and scalable solutions to meet business needs.

Deep understanding of how data is used within investment and related processes and its impact on desired process outcomes.

Broad knowledge of equity and fixed income security types, including derivatives, as well as associated data standards.

Business focus with demonstrated ability to form effective working relationships, be resourceful and resolve conflicts.

Experience with basic data analysis techniques as well as data access and visualization tools such as SQL and Tableau.

Ability to communicate at all levels of an organization.

Demonstrated ability to perform job responsibilities collaboratively as well as independently, and effectively in a fast paced and demanding environment.

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 [email protected] 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.

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