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.
Responsibilities
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.
Requirements
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).
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Base Salary Range: $79,000.00 - $113,000.00
This position is eligible for competitive incentive bonus.
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
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to tra
Benefits
Health insuranceDental insurance401(k)Flexible scheduleEquity / stock optionsPerformance bonusParental leave
Additional Information
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.
Mfs · Boston