Fund Monitoring Analyst

Title: Fund Monitoring Analyst

Location: Boston, MA United States

Job Description:

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 Luxembourg Fund Monitoring Analyst is the primary liaison for MIL Boston, MIL Europe, and the Transfer Agent on all operational and service-related issues. Following established procedures, communicates with dealers, bankers, wholesalers and sales desk representatives to identify and address service issues.  Uses discretion and judgment to make recommendations concerning processing and issue resolution.  Replies to calls and mail on behalf of team manager.

LFMG analyst role entails advising various internal departments and performing oversight of TA activities delegated to SSBL.

WHAT YOU WILL DO

• Provides operational support for MFS business areas including global sales team, client services, wholesalers (e.g. offices located in LATAM, London, Italy, and various remote offices, etc.) by working directly with the Transfer Agent to resolve complex problems

• Attends and chairs calls with Transfer Agent to review SLA’s and escalate issues.

• Acts as a point of contact with internal business departments on projects and enhancements.

• Makes recommendations for process improvements, efficiencies and issue resolution.

• Interacts internally and with vendors to develop, update and implement procedural enhancements.

• Ensures team controls are completed and adhered to.

• Communicates and prepares ad hoc and operational reporting for management and other business areas including MIL, Legal and various other groups within MFS.

• Manage escalations from various departments within MIL, including global offices in London, Hong Kong and Tokyo.

• Manages client complaints and ensures resolution in accordance with regulations and policy.

• Coordinates feedback and initiates appropriate updates to operating memorandums and service agreements.

• Assumes additional responsibilities as required.

WHAT WE ARE LOOKING FOR

• Bachelor's degree preferred.

• Minimum 2-3 years relevant experience

• Strong organizational, interpersonal and communication skills.

• Understanding of Transfer Agent policies and procedures

• Understanding of compliance rules and regulations in Luxembourg and Latin America

• Highly proficient in Word and Excel

PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE:

• Minimum of two- three years' Operations experience and demonstrated ability to coordinate work with others, internal and external, required.

Base Salary Range: $55,500.00 - $80,500.00 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

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