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

Under the direction and supervision of a senior team member, the incumbent supports the business development and retention efforts of both institutional and wholesale teams globally within MFS.    

The primary function of the role is to complete Requests for Proposals (RFPs), Requests for Information (RFIs), client and consultant Due Diligence Questionnaires (DDQs) and other requests as necessary (inclusively "Requests").

Working in coordination with the Global RFP team ("the team"), the incumbent prepares requests, by researching, writing, and editing materials describing MFS’ investment products, strategies and services. Coordinates the collection of quantitative data from internal business partners.

Reports directly to a senior team member on all issues (workflow, systems and technology, deadlines, data production, internal customer trends or needs, etc.) that affect the RFP production process.

WHAT YOU WILL DO

• Under the supervision of a senior team member, is responsible for production and completion of less complex requests received from prospects, existing clients and consulting firms as directed by distribution business partners.   

• At the direction of their manager, the incumbent reprioritizes and completes assignments in response to changing workloads and business needs.

• Requests are completed following extensive collaboration with internal groups across numerous locations leveraging their in-depth business line and product knowledge.

• Create, edit and tailor responses in compliance with MFS overall and business area-specific policies.

• Completes administrative duties as required, to ensure all requests comply with RFP policies and procedures

• Assume other responsibilities as required with ad-hoc duties (e.g. compiling statistical data)

WHAT WE ARE LOOKING FOR

REQUIRED:

• 0 to 2 years’ experience in financial services, ideally within asset management.

• IT skills: Microsoft Office (Outlook, Word, Excel, PowerPoint); Adobe Acrobat. Proposal Management Software, C360.

• Exceptional creative writing, communication, editorial, analytical, research, interpersonal, verbal, and organizational skills required.

• Possess, or have the ability to, acquire in-depth knowledge of MFS investment products, procedures and personnel.

• Ability to adapt to new and evolving technology and processes quickly.

• Ability to work well under pressure, manage multiple projects simultaneously and meet stringent deadlines.

• Ability to work collaboratively and with individuals at all levels within the organization

• Flexibility at short notice to work additional hours to fulfill their duties.

• Occasional travel may be required.

PREFERRED:

• Bachelor’s degree and Investment Management Certificate (IMC) or equivalent preferred, but not essential.

• Knowledge of RFP function and processes preferred, but not essential

• Knowledge of financial, economic and portfolio management concepts and terminology preferred.

#LI-CD1

#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:

MFS Investment Management Canada is committed to an inclusive and equitable workplace. We value the diversity of people, culture and ideas. MFS Investment Management Canada’s equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated. We believe we must attract, develop, and retain the best and brightest individuals from all segments of the population in order to attain business objectives. We are dedicated to providing accommodations for applicants with disabilities during the recruitment process. If you are contacted for an interview, please advise if you require accommodations, so your accessibility needs are met during the recruitment process. We thank all applicants for their interest, however, only candidates selected for interviews will be contacted.

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.