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Invesco jobs in Boston, MA - 101 jobs

  • Quantitative Analyst, Portfolio Engineering & Analytics

    Invesco 4.6company rating

    Invesco job in Boston, MA

    As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time off Hybrid work schedule 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan Job Description About the Team / Department: Responsible for developing and systematizing multi-asset investment frameworks for our solutions orientated clients, as part of the Invesco Solutions group which manages assets across several systematic and quantitative strategies. The team supports strategic asset allocation, portfolio construction and advisory, leveraging latest cloud, optimization, and visualization technologies. Responsible for Invesco's flagship cloud-based and client facing, portfolio construction and analytics platform - Invesco Vision . About the Role: As part of the portfolio engineering & analytics team, you will work alongside some of the best quantitative researchers and technologists to help evolve our investment capabilities. You will be responsible for performing research, managing data, and developing APIs that will be used to power the investment process along with our flagship portfolio construction and analytics platform - Invesco Vision . The role will allow for significant opportunities for creativity and innovation. Responsibilities of the Role: Helping construct multi-asset and single asset portfolios using advanced asset allocation and portfolio construction techniques Building high performance computing algorithms, infrastructure and APIs Researching and building prediction and forecasting methods based on both classical statistical techniques as well as ML based techniques including Generative AI Helping translate investment frameworks from various segments of the market (i.e. cash flow driven investing, liability driven investing, insurance capital efficient portfolio construction) into tangible investment and client engagement tools Leveraging advanced optimization techniques to create optimal portfolio solutions for internal and external stakeholders Employing multi-period simulation tools to project and optimize performance in the context of flows and optionality Integrating third party risk models in various portfolio construction exercises Designing and maintaining procedures and tools that make data management and research more efficient Working closely with other quantitative and technology teams in the firm in leveraging best practices from a financial theory and technological perspective. Formulating new ideas for research that will help enhance frameworks and tools Following academic research and industry trends to constantly incorporate best practice Requirements of the Role: Advanced degree in quantitative disciplines such as engineering, finance, operations research, or computer science is required Solid understanding of standard financial engineering techniques Excellent knowledge of statistics and optimization Strong Python programming expertise, including experience with FastAPI for building RESTful services, Numba for high-performance computing, and deploying solutions on cloud environments (AWS, Azure, or GCP) Strong background in technical infrastructure development, Git, and cloud technologies is advantageous Researching, implementing, and integrating Large Language Models (LLMs) and conversational AI technologies to develop intelligent client engagement tools and chatbots will be beneficial Experience managing and manipulating large data sets (preferably in SQL) Strong ability to learn and translate abstract principles into systematic algorithmic representations Some experience using third party risk models such as BarraOne or Axioma will be a plus Progress towards CFA designation preferred The salary range for this position in Boston is $120,000 - $135,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) YesWorkplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
    $120k-135k yearly Auto-Apply 21d ago
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  • Senior Business Analyst

    Invesco 4.6company rating

    Invesco job in Boston, MA

    As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time off Hybrid work schedule 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan Job Description About the Team / Department: Develop the next generation technologies that change how users interact with the Invesco Vision platform. As part of the Solutions Portfolio Engineering and Analytics team, you will work closely with Product, UI/UX Designers, Technologists, and Quantitative Researchers to ensure delivery of a high-quality, cloud-based portfolio construction and analytics platform. About the Role: The role will allow for significant opportunities for creativity and innovation. Responsibilities of the Role: Operating in an Agile product development environment, managing stakeholder requests with clear prioritization, translating complex business needs into technical requirements, and applying a design thinking approach to deliver user-centric, iterative solutions aligned with strategic goals Acting as a liaison between business and engineering teams to ensure alignment on solution design, delivery timelines, and business outcomes Participating in sprint planning, backlog refinement, and retrospectives, contributing to iterative development cycles Creating and maintaining detailed documentation including user stories, process flows, use cases, and acceptance criteria to support development and testing Partnering with Product and cross-functional teams to ensure alignment with strategic roadmaps, while proactively integrating testing and validation early in the software development lifecycle (SDLC) Coordinating and supporting user acceptance testing (UAT), tracking defects, and ensuring timely resolution through collaboration with QA and development teams Demonstrating excellent cross-functional collaboration and communication skills Bringing an inquisitive and innovative mindset with a demonstrated ability to identify opportunities for distinctive value creation Requirements of the Role: Bachelor's degree in Information Technology, Finance or a related field, with 6+ years of experience in fintech or financial services, and strong domain knowledge in asset management Proven success in Agile product delivery, stakeholder engagement, and product development using design thinking to create user-centric financial solutions Strong financial and technical acumen with hands-on experience in systems analysis Familiarity with industry-standard tools and datasets: MSCI BarraOne, Aladdin, Bloomberg, ESG Manager, Rimes, Morningstar Experience applying AI and Large Language Models to enhance data analysis and user experience in financial platforms Strategic thinker with excellent communication and problem-solving skills The salary range for this position in Boston and New York City is $130,000 - $150,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location. Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) YesWorkplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
    $130k-150k yearly Auto-Apply 60d+ ago
  • Director, Investment Strategist - Fixed Income

    Janus Henderson Global Investors 4.8company rating

    Boston, MA job

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world‑class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity Supports strategic growth of an asset class, region or client channel Drives growth & business planning of pre‑agreed products in region/channel in partnership with sales team and Client Portfolio Manager (CPM) owners Understands investment process and macro content to drive growth across broad set of products Servers as an asset class expert with technical skills, bringing Portfolio Construction Strategy (PCS) elements to the fore; and serve as an important aide to their Distribution partners Works closely with CPMs and Product Specialists to refine product expertise and ensure awareness of product performance and drivers Drive new sales through extensive travel in market Significant client prospecting Carry out other duties as assigned What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Paid volunteer time to step away from your desk and into the community Support to grow through professional development courses, tuition/qualification reimbursement and more Maternal/paternal leave benefits and family services Complimentary subscription to Headspace - the mindfulness app Corporate membership to ClassPass and other health and well‑being benefits Unique employee events and programs including a 14er challenge Complimentary beverages, snacks and all employee Happy Hours Must have skills Business / Commercial Acumen - able to proactively develop clear objectives backed by data, understanding any problems that may prevent them being achieved and a way to overcome them Executive Presence - able to interact with advisors and company executives at all levels Client Skills - able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating with clients clearly and confidently Investment Knowledge - deep understanding of specific asset class and/or region, including the impact of macro environment Data Assessment - able to use market data to inform business decisions and client communications Partnership - able to partner with CPM, Product Specialists and Distribution teams, able to listen and communicate effectively for different audiences to build trust Agility - able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams Travel - role will require substantial travel within markets which may be as much as 60% Nice to have skills CFA or CIMA preferred Supervisory responsibilities No Potential for growth Mentoring Leadership development programs Regular training Career development services Continuing education courses Compensation information The base salary range for this position is $190,000-$200,000. This range is estimated for this role. Actual pay may be different. This position will be open through February 28, 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-SW1 #LI-Hybrid Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. #J-18808-Ljbffr
    $190k-200k yearly 6d ago
  • Senior Fixed Income Strategy Leader

    Janus Henderson Global Investors 4.8company rating

    Boston, MA job

    A leading investment management firm based in Boston seeks a candidate to drive strategic growth in an asset class or region. The role requires strong business acumen, investment knowledge, and the ability to confidently interact with clients and advisors. Key skills include executive presence and data assessment, with substantial travel required, possibly up to 60%. The position offers a base salary range of $190,000-$200,000 and promotes a hybrid work environment along with various employee benefits. #J-18808-Ljbffr
    $190k-200k yearly 6d ago
  • Retail Internal Associate

    MFS Investment Management 4.8company rating

    Boston, MA job

    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. We are seeking ambitious, quick learners, who are looking to establish a career in investment management. You will play a key role in building our sales pipeline by engaging with advisors, displaying extensive knowledge of the market and MFS products. This role is designed to allow employees to learn and develop their skills over time while taking on additional responsibilities as needed and when appropriate. The successful candidate is a self-starter, with a positive phone presence, has a team-player mentality and is eager to learn. We invest in our employees through industry-leading, paid sales training opportunities to help educate on all things MFS and the financial markets. We provide on-going training, deliver constant feedback and coaching to aid you in developing your knowledge and skills. MFS offers exceptional opportunities for growth and advancement. WHAT YOU WILL DO Interface with internal sales representative and wholesalers providing appropriate firm, product, performance and other data on both a regular and ad-hoc basis. Schedule and coordinate with both BOA's and Financial Advisors to attend large events, meetings and ad hoc requests from external wholesalers to make scheduling calls. Initiate and follow-through on problem resolution and information requests. Once fully licensed, respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market related questions. Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities. Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis. Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters and various related external wholesaler tasks. WHAT WE ARE LOOKING FOR Bachelor's degree preferred or equivalent experience in a related field. Strong verbal communication, organizational and interpersonal skills. Must be extremely adaptable and resourceful, and able to thrive in a fast-paced environment. Ability to work independently, providing simultaneous support to several individuals. Strong attention-to-detail and highly analytical. Position requires licensing of FINRA Series 63 and FINRA Series 7, which must be obtained promptly after hire in accordance with MFS' licensing policy. Licensing of FINRA Series 63 or Securities Industry Essentials (SIE) is preferred but not required. #LI-HD1 Base Salary: $60,000.00 This position is eligible for competitive commission pay. 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 #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. Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $60k yearly Auto-Apply 16d ago
  • Enterprise Risk Officer - Operational Resilience & Corporate Insurance

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 Leads the development and advancement of MFS' enterprise risk framework by designing, executing and monitoring continuous improvement of two Enterprise Risk Programs: Global Enterprise Resilience and Corporate Insurance. Ensures these programs are effectively meeting the needs of the firm and adapting to evolving regulatory requirements. WHAT YOU WILL DO Global Enterprise Resilience Program responsibilities: Partners with the Sr. Manager - Vendor Management in the design and implementation of a global resilience framework, ensuring it meets business objectives, global standards and adapts to evolving regulatory requirements. Collaborates with senior business leaders across the organization to align resilience efforts. Continuously monitors the effectiveness of the operational resilience framework, adjusting based on emerging threats, business changes, and regulatory updates. Partners with the business continuity, IT, compliance, legal, and cybersecurity teams to ensure that all aspects of operational resilience are integrated and aligned with the overall corporate strategy. Stay abreast of developments in operational resilience, including new technologies, strategies, and global regulatory changes. Leads the global resilience testing program including the design, execution, and documentation of scenario tests to evaluate the effectiveness of existing operational resilience frameworks and identify areas for enhancement. Collaborates with various departments to create realistic and challenging scenarios that reflect potential operational disruptions, including technological or vendor failures, cyber-attacks, and natural disasters. Analyze the outcomes of scenario tests to assess the readiness of the organization to manage and recover from disruptive events effectively. Maintain a comprehensive database of testing scenarios, results, and follow-up actions to ensure accountability and continuous learning. Facilitates workshops and training sessions to enhance the organization's understanding and execution of operational resilience practices. Corporate Insurance Program responsibilities: Manages MFS' insurance programs, including development, interpretation, administration, and maintaining related procedures. Conducts market research to stay informed; analyzes and suggests new insurance products and alternative risk financing programs; monitors trends and regulations. Works with MFS' insurance broker to set strategy and lead annual renewal discussions. Coordinates with ERM management and business teams to review underwriting needs and provide accurate information to brokers and carriers. Evaluates and recommends strategies to strengthen MFS's insurance risk profile through the development and adoption of updated policies, procedures, and operational practices, as well as enhancements to associated documentation. Identifies and implements improvements to facilitate the effective administration of all aspects of MFS's insurance programs. Serves as the primary contact for insurance matters, provides guidance across MFS, and manages all financial aspects of the insurance program. Collaborates with MFS' Legal Department with respect to insurance investigations, negotiations, settlement and recovery of claims. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent work experience. Relevant work experience in risk (enterprise, operational, vendor or IT risk), investment management, financial services, or industry-related compliance. Demonstrated experience with global operational resilience regulations, e.g. DORA and UK Operational Resilience, and best practices Possesses practical expertise in reviewing, evaluating, designing, and implementing corporate insurance programs, ensuring robust knowledge retention for ongoing professional development. Strong analytical skills, with a proven ability to work independently and synthesize complex information. Strong project management and organizational skills, including the ability to complete projects and reports within communicated deadlines Excellent communication and interpersonal skills, capable of working with all levels of management and collaboratively across team and departmental boundaries. Some periodic travel, domestic and international, may be required. In-depth knowledge and hands on experience using Archer GRC preferred #LI-MB Base Salary Range: $128,500.00 - $192,500.00 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $128.5k-192.5k yearly Auto-Apply 7d ago
  • Fixed Income High Yield Research Analyst

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 ROLEWorking as part of the global research team, develop investment recommendations within assigned US high yield sector, for the fixed income portfolios managed by MFS. WHAT YOU WILL DO Work as part of the global fixed income investment department, developing specific investment recommendations for use by portfolio manager. Conduct deep fundamental independent research using sources such as company literature and financial statement's, various business publications and other external sources. Maintain on-going coverage of assigned industry sectors and highlight investment opportunities using written notes and participation in meeting and discussions with other analysts and portfolio manager. Act as the in-house expert on designated area of concentration. Performs additional duties as directed. WHAT WE ARE LOOKING FOR Masters of Business Administration and/or CFA charterholder preferred Minimum 5 years industry experience - sell side or buyside Ability to work independently, using research, analysis, and communication skills. Base Sa Base Salary: $175,000This 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $175k yearly Auto-Apply 20d ago
  • Director, Asset Management Treasurers Office, Alternative Product Oversight

    Fidelity Investments 4.6company rating

    Boston, MA job

    Job Title: Director, Asset Management Treasurers Office, Alternative Product Oversight The Role As a Director of Alternative Product Oversight in Asset Management's Treasurers Office, you will be responsible for supporting the growing private equity, private credit, and real estate alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm. The Expertise And Skills You Bring * Bachelor's degree in accounting preferable. * A minimum of 10+ years industry or equivalent experience * Extensive knowledge of private credit, private equity, real estate, and other alternative investment product accounting and financial reporting * Exceptional research and analytical skills * A motivated self-starter committed to accuracy, quality and completion of tasks * Knowledge of operational risk management and internal controls, governance and oversight processes * Outstanding verbal, written and formal presentations communication skills * Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities * CPA a plus. Note: Fidelity is not providing immigration sponsorship for this position The Team The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. #FidelityAlts The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
    $110k-222k yearly 27d ago
  • Platform Engineering Team Lead

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 Manager Middleware & Identity Management ensures reliable operation, administration, and continuous improvement of the firm's middleware and identity access management (IAM) technologies. This role involves supervising a team of technical professionals, overseeing daily service delivery, and implementing best practices to enhance interoperability, system integration, and secure user access. The manager balances operational excellence with people leadership to support organizational technology objectives, risk mitigation, and regulatory compliance. WHAT YOU WILL DO Team Leadership & Development Manage a team of middleware and IAM technical staff, including hiring, training and development, performance management, and compensation recommendations. Provide coaching, feedback, and mentoring to team members to support professional growth. Operations & Service Delivery Oversee daily operations of middleware platforms and IAM services (e.g., provisioning/de-provisioning, SSO, MFA, RBAC). Ensure timely delivery of incident resolution, service requests, and small to medium projects. Maintain compliance with internal controls, audit standards, and access management policies. Planning & Project Support Contribute to the development of roadmaps and migration strategies for middleware and IAM platforms. Support project delivery by assigning resources, monitoring progress, and ensuring on-time execution. Partner with architects and senior managers on initiatives involving cloud, integration, and IAM enhancements. Risk & Compliance Support risk management efforts by embedding security and access controls into service delivery. Ensure audit readiness and regulatory compliance for IAM practices. Reporting & Vendor Management Maintain team documentation, dashboards, and metrics for tracking service performance and project outcomes. Coordinate vendor interactions and assist in monitoring costs and budget adherence. Additional Duties Perform additional responsibilities as assigned to support departmental and organizational goals. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent experience. 6-8+ years of experience in middleware and/or IAM technologies, with at least 2 years in a leadership or supervisory capacity. Expert knowledge of middleware platforms (e.g., application servers, integration tools) and IAM solutions (e.g., Azure AD, SailPoint). Strong understanding of IT service management (incident, change, problem). Demonstrated ability to coach and develop staff, manage performance, and allocate resources effectively. Ability to communicate clearly across technical and business stakeholders. #LI-MB1 Base Salary Range: $119,500.00 - $172,500.00 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $119.5k-172.5k yearly Auto-Apply 22d ago
  • Investment Marketing Writer

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 Investment Marketing Writer is an experienced financial writer who develops high-quality, insightful content that conveys MFS' investment expertise and insights. This role is integral in developing content for global marketing initiatives and MFS' thought leadership. Along with expert writing and editorial skills, this position requires an understanding of financial markets and investment products. WHAT YOU WILL DO Leverages writing expertise and knowledge of investment products and financial markets to produce high quality editorial content, providing input into the editorial strategy and broader Creative Services and Marketing strategies. Translates complex topics into clear, compelling and actionable content appropriate for each audience and aligned with MFS' brand. Develops, writes and edits marketing content including marketplace insights, corporate and product marketing materials, retail investment insights, white papers, brochures and flyers to support firm-wide and business channel campaigns. Supports MFS' digital platforms by writing original content and re-purposing existing content for web-based and social media platforms. Provides editorial consulting to internal groups in the form of copyediting, proofreading and project management. Helps ensure that MFS' voice and editorial style remain consistent across the firm. Collaborates with other teams within marketing, such as design, video, social media, paid media and client marketing, as well as Sales Enablement and other internal teams to ensure timely execution/production of marketing collateral to promote and position firm-wide enterprise themes internally and externally. Builds consensus across business areas. Maintains an understanding of capital markets, global macroeconomic trends and MFS' product offerings. Stays informed about industry trends to ensure content remains relevant and impactful. WHAT WE ARE LOOKING FOR BA/BS, or equivalent experience, in English, Economics, Finance or Marketing. Understanding of financial markets and investment products Minimum of 6-8+ years of professional writing experience, including at least 5 years of writing experience in an asset management company, or an agency serving the investment industry. Exceptional writing skills and demonstrated proficiency in writing for a variety of audiences. Editing and proofreading experience. Ability to work collaboratively with marketing colleagues and key stakeholders Ability to work on multiple projects while adhering to strict deadlines. Strong interpersonal and communication skills with a collaborative mindset. #LI-JN1 Base Salary Range: $107,000.00 - $154,000.00 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $107k-154k yearly Auto-Apply 38d ago
  • Content Management Lead Specialist

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 Working in close partnership with digital publishing, the Senior Strategist of Taxonomy, and members of the content creation teams at MFS, the Content Management Lead Specialist assists in defining the standards and practices for digital content management and metadata application at MFS, communicates these standards to appropriate teams, and ensures that these standards are being regularly measured and met. This role will ensure that how we create, structure, manage, and label our digital content is aligned with business needs and evolves to support future digital capabilities and experiences. Extensive collaboration with internal partners and digital content owners is required, notably to identify content quality issues and to coordinate the correct mix of standards, communication, and cleanup to resolve problems. As an expert in content management and metadata practices and their impact on digital processes and experiences, this role should drive continual innovation and improvement in the tools and techniques that are used for content creation and publishing at MFS. WHAT YOU WILL DO Content Organization & Metadata Standards: Ensure digital assets are meticulously organized in alignment with published standards, tagged with appropriate metadata, and comply with brand, compliance, and quality guidelines. Documentation & Training: Develop, document, and communicate content publishing and tagging standards. Provide training for MFS team members to ensure ongoing adherence to these standards. Audits & Quality Assurance: Maintain overall consistency and quality of metadata across the enterprise content collection. Lead periodic audits of asset metadata to ensure accuracy. Implement corrections, advocate for improvements, and provide training opportunities to content owners where necessary. Stakeholder Interaction: Serve as the primary contact point within the Digital Publishing organization for metadata-related inquiries, bulk change or cleanup requests, and issue resolution. Tool Administration: Serve as the system administrator for the AEM DAM folder structure, ensuring optimal functionality and configuration. Collaboration for Innovation: Work closely with the Manager of Digital Publishing to design new approaches that enhance productivity, enable automation, improve asset findability, and innovate content management practices. Taxonomy Coordination: Collaborate with the Taxonomy Strategist to define, update, and implement metadata standards based on changes in the enterprise taxonomy. Continuous Improvement: Identify opportunities for cleanup and improvement within the digital asset library and advocate for prioritization of these initiatives. Publishing Updates: Own the folder structure design in AEM, perform necessary configuration changes, and execute publishing updates as required. Content Metrics Tracking: Maintain and track metrics related to content quality and publishing automation success to ensure ongoing process improvement. WHAT WE ARE LOOKING FOR Bachelor's degree in Library Science, Information Management, Digital Media, or a related field. A Master's degree in Library and Information Science (MLIS) or similar specialization is a plus. Minimum of 5-6+ years of experience in digital content management, metadata application, or digital asset management, preferably within the financial services sector or a similar industry. Proven experience with content management systems (CMS) and digital asset management (DAM) platforms, particularly Adobe Experience Manager (AEM). Familiarity with structured content organization, folder structure design, and digital publishing processes. Skilled in tools and technologies relevant to content management and metadata management, including automation solutions. Excellent written and verbal communication skills for documenting standards, developing training materials, and interacting with stakeholders. Demonstrated ability to work independently to lead initiatives, drive innovation, and advocate for improvements in content management practices. Strong problem-solving skills to address metadata-related inquiries, implement corrections, and resolve content quality issues. Ability to work well under pressure, manage multiple projects simultaneously and meet stringent deadlines. Knowledge of compliance and quality assurance processes related to content creation and publishing in the financial services sector a plus. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE Bachelor's degree, progress towards industry designation (CFA, IMC, etc.), or equivalent experience. Possesses previous experience related to assigned business unit with a high aptitude to acquire in-depth understanding of MFS products and services. #LI-JN1 Base Salary Range: $85,500.00 - $122,500.00 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $85.5k-122.5k yearly Auto-Apply 60d+ ago
  • Associate Actuary

    Fidelity Investments 4.6company rating

    Boston, MA job

    Fidelity Investments Life Insurance Company (FILI) is looking for an Associate Actuary to help drive our future state of reserve modeling and valuation for our life and annuity products. Be part of a team with wide-ranging strengths that builds, promotes, and supports Fidelity's outstanding future state experience! The Role As Associate Actuary, you support reserve valuation for all products focusing on the development, enhancement, and governance of actuarial models used for determining reserves, Risk Based Capital and assessment of reserve adequacy for this business. You also provide in-depth analysis to support annual certifications of reserves and reserve adequacy. * Model actuarial values including principle-based reserves (PBR), and ensure compliance of reserves with applicable regulations and Actuarial Standards of Practice * Research, understand, implement statutory and GAAP reserving requirements for newly developed products. * Monitor regulatory developments affecting reserves and other actuarial items. * Develop analysis and documentation needed to complete annual regulatory filings, including Statements of Actuarial Opinion, Asset Adequacy analysis memos, PBR reports and related documents * Respond to company auditor and state examiner questions based on periodic audits * Assist with the design, implementation, and documentation of Prophet models, identifying opportunities to enhance model efficiency The Expertise and Skills You Bring * Fellow of the Society of Actuaries (SOA) or experienced Associate of the Society of Actuaries * 10+ years of actuarial experience, with demonstrated competency in the specific responsibilities for this position * Solid knowledge of individual annuity and life insurance products * Prior experience working in Prophet is preferred, prior experience with another modeling software package such as AXIS or MG-ALFA may be considered * Conforms to SOA Continuing Professional Development requirements - general qualifications * Strong interpersonal skills, including the ability to help key constituents understand valuation issues and explain sophisticated topics to non-technical people at all organizational levels Note: Fidelity is not providing immigration sponsorship for this position. The Team Fidelity Investments Life Insurance Company provides financial products that help Fidelity's investors achieve lifetime financial goals. Having our annuity and life insurance solutions as options is a strategic advantage for Personal Investing. Our products help ensure our clients do not outlive their assets in retirement, safeguard one's portfolio from market volatility and protect against premature death and unforeseen long-term care costs. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Actuarial
    $110k-222k yearly 13d ago
  • Investment Product Competitive Analyst (DC)

    MFS Investments 4.8company rating

    Boston, MA job

    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 Investment Product Competitive Analyst supports the Global Distribution sales teams in growing and retaining assets. Additionally, the Competitive Analyst supports the Defined Contribution (DC), Registered Investment Advisor (RIA), and product leadership to provide actionable insights on competitor strategies, market dynamics, investment trends and investor perspectives across the retirement landscape. WHAT YOU WILL DO Competitive Analysis: * Act as an in-house expert on external databases (e.g., Morningstar, Brightscope, FI 360, Strategic Insight, eVestment) for competitor research. * Monitor, analyze and synthesize competitor activity across the DC and RIA markets. This includes reviewing DC investment menus, glide path features, active/passive trends. * Develop and produce reports on MFS's sales, redemption, and flow trends. Track the product positioning, performance drivers, fees, flows and distribution strategies of major DC/RIA competitors as well. * Evaluate trends in the ETF market, including: * Growth of active ETFs and their role in retirement portfolios. * Implications of ETF adoption in the retirement landscape (costs, liquidity, plan menu construction, etc). * Provide regular and ad hoc analyses of MFS's competitive position, particularly in the DC market. Analysts provide timely briefings on industry developments, regulatory changes and plan sponsor behavior. Collaboration & Communication: * Work closely with internal and external sales teams to strengthen DC and RIA sales efforts. * Partner with Product Management as needed to assist with analysis of our strategies against competitors and provide insights on the evolving role of active management in plans. * Act as the key contact for external sources regarding MFS product performance and address related issues. * Establish competitive intelligence contacts to gather additional information. Process Improvement: * Develop, automate and maintain recurring competitive intelligence data (monthly/quarterly) and ad hoc analysis used by sales leadership, global product and investment teams. Other Duties: * Take on additional responsibilities as requested. WHAT WE ARE LOOKING FOR * Bachelor's degree or equivalent experience. * 7-9 years of related experience. * FINRA Series 7 and 63 registrations (as per MFS licensing policy). * In-depth knowledge of investment products (mutual funds, CITs, ETFs) and the defined contribution marketplace. * Understanding of the legislative, competitive, and regulatory environment affecting these products. * Strong written and oral presentation skills. * Ability to work independently and establish objectives with minimal supervision. * Team player with excellent interpersonal skills and experience in serving internal clients. #LI-JN1 Base Salary Range: $107,000.00 - $154,000.00 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $107k-154k yearly Auto-Apply 60d+ ago
  • Defined Benefit Retirement Strategist - Strategy & Insights Group

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 Defined Benefit Retirement Strategist in the Strategy & Insights Group (SAIG) will drive research and delivery of thought leadership to clients related to retirement plan issues globally, with a primary focus on defined benefit (DB) plans. The Strategist will analyze client trends, stay abreast of legislation and policy, industry issues and write/publish/present MFS's thoughts via client ready presentations, white papers, web, conference presentations. Strong presentation skills and comfort presenting to both small and large audiences is a necessity for this position. The role will involve close collaboration with the Head of Client Strategy, Lead Retirement Strategist, Investment Teams, Sales, Relationship Management and Consultant Relations teams, along with other key stakeholders across the firm to help support the strategy, thought leadership and positioning of the firms' retirement proposition. The initial focus will be primarily on the US, but will expand to include responsibilities across other countries and regions such as Canada, the UK, Netherlands, etc. WHAT YOU WILL DO Develop and implement a comprehensive ongoing research agenda program related to DB issues of interest to clients with a heavier emphasis on public plans versus corporate plans. This includes analysis of various industry trends, staying abreast of client preferences and asset owner investment trends in DB. Work in partnership with the MFS Institutional team to be a trusted partner to our clients, prospects and their consultants by deeply understanding the unique objectives and challenges of their defined benefit plans. Provide perspective to help them make informed decisions on relevant topics critical to aligning plan management with long-term goals. Deliver clear, practical solutions that address their specific priorities and ensure effective outcomes across funding, risk management, governance, and investment strategy. Work closely with the current Lead Retirement Strategist to further develop and execute on existing defined contribution thought leadership and content plans. Develop and maintain deep retirement plan expertise by participating in and presenting at client meetings, conferences, networking, researching and developing thought leadership both within the US and globally. Represent MFS in industry bodies and participate in working groups and sub committees to raise the firm's profile and maintain/enhance its credibility. Travel with distribution colleagues to present MFS's thought leadership to clients, consultants and prospects. Work closely with relationship managers, sales and enablement teams, and colleagues in SAIG in leading DC and DB consulting engagements as necessary. The role will be supported by analyst resources within SAIG. Develop internal training tools, videos, white papers and client discussion guides to enhance MFS's distribution expertise and dialog with clients on retirement issues. Assist other teams and regions within MFS and perform additional duties as requested. WHAT WE ARE LOOKING FOR Bachelor's degree required; CFA, MBA or other Master's degree is strongly preferred. Required minimum of ten years of retirement plan investment consulting, senior plan sponsor or asset management experience working primarily with public sector DB clients but also demonstrating experience with corporate plans. DC experience is welcomed but not required. Established credibility and visibility in the US public plan retirement market is preferred. A thorough understanding of both public and private DB plans in the US is required. Familiarity with Canadian, UK, Australian and other global retirement issues is desirable. Ability and willingness to be hands on in analyzing data, building PowerPoint presentations, white papers and other thought leadership. Excellent public speaking and communication skills required. Experience with investment strategy, all asset classes and asset allocation/ investment issues pertinent to retirement plans is required. Ability to work both independently and collaboratively and manage multiple tasks simultaneously within tight deadlines. #LI-JN1 Base Salary: $140,000.00 This position is eligible for competitive commission pay. 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $140k yearly Auto-Apply 13d ago
  • Quantitative Trading Specialist

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 Quantitative Trading Specialist will assess trade execution quality across asset classes and globally, and work with the investment team to assess best execution, form and share actionable insights and provide recommendations on how to improve trading. As part of the team, the Quantitative Trading Specialist will work to expand and support the existing analytics platform in order to facilitate additional quantitative studies. With a lens of improving trading outcomes, the Quantitative Trading Specialist will build and apply models to drive automation and decision making by the Trading team. In addition, the Quantitative Trading Specialist will work to improve the accessibility of actionable insights through ownership of data visualization and reporting that will be used across Trading and other Investment team colleagues. Additionally, the Quantitative Trading Specialist will engage externally with vendors and trading counterparties to understand the market micro-structure context in which we operate, educate teams internally on the team's collective efforts and provide transparency to clients, the board and others around our best execution process. WHAT YOU WILL DO Conduct execution research and analysis globally, across asset classes. Proactively and independently develop quantitative analyses and tools to support and enhance the execution of trading ideas. Provide regular and ad hoc reporting/data visualization as output of analysis. Find and action opportunities for automation in analysis production and in the trading process. Collaborate with a variety of participants in the trading cycle, including PMs, traders, brokers, technologists, other trading analysts and third party providers to improve execution outcomes. Consult with PMs and traders on execution quality and efficiencies in the trading process. Improve the availability and quality of internal and external data and analysis. Maintain and manage third party post-trade execution analytic and vendor relationships. Participate in the firm's assessment of Best Execution. Independently discover and evaluate tools and vendors that can enhance the trading process. Additional responsibilities may extend beyond trading cost analysis. WHAT WE ARE LOOKING FOR Master's degree or equivalent in a relevant field such as finance with some experience in software engineering, statistics, or data science. Minimum of three to five years of trading, transaction cost analysis or related experience. Thorough understanding of quantitative financial and statistical concepts. Experience with Python, KDB/Q or other programming languages with a focus on interfacing with high volume data. Experience working with large data sets, structured and unstructured Experience with data visualization and concepts around display of data Equity and fixed income quantitative background, market structure knowledge, plus experience with trading processes and/or transaction cost analysis (TCA). Ability to work independently and proactively generate project ideas. Strong interpersonal and communication skills. Some international travel. Base Salary Range: $134,000 - $180,000 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $34k-48k yearly est. Auto-Apply 60d+ ago
  • Benefits Specialist

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 With minimal oversight and proven experience and knowledge of benefits operations, the Senior Benefits Specialist is responsible for efficient and accurate administration of all employee benefits including the Leave of Absence programs and process. This role is crucial for identifying trends, process improvements and opportunities to enhance the benefits offered and to provide excellent employee experience. Senior Benefit Specialist collaborates with benefits consultants and senior manager on program enhancements and new initiatives. Senior Benefits Specialist may oversee ongoing administrative tasks performed by Benefits Coordinator or Benefits Specialist. WHAT YOU WILL DO Administer all benefits processes including retirements, health and welfare plans with an emphasis on process improvement to ensure top-notch employee experience and accurate records in compliance with all local, state and federal regulations. Ensure thorough formal documentation for all benefits processes and accurate records are maintained while providing top notch employee support. Maintain proper documentation on benefits operations and procedures including additions or changes based on process improvements, or changes due to implemented plan design changes or related to with local, state and federal legislative mandates. Under the direction of the Senior Manager of Benefits and in partnership with Benefits Team members, provide input towards the strategy for employee well-being program working with input from ERGs, consultants, and business partners. Monitor performance of benefits vendor administrative services and product offerings. Identify and conduct root cause analysis reporting issues to Senior Manager of Benefits by consulting with Legal, Risk, and IT. Making recommendations as necessary in the event of under-performing vendors. Participate in all benefit RFPs. Participate in benefits audit requests and efforts to remain compliant with filings related to applicable laws and regulations, such as the Affordable Care Act (ACA), the Health Insurance Portability and Accountability Act (HIPAA), and Massachusetts Paid Family Medical Leave Act (MPFML). Address employee inquiries and concerns related to benefits, work closely with HR, employees, and vendors to resolve issues in a timely manner. Partners with benefits and technology teams ensure benefits administration tasks are operationalized on the Workday platform where appropriate with a focus on continuous improvement. Using MFS internal procedures and compliance guidelines, review and make recommendations to leave of absence and Americans with Disabilities Act (ADA) accommodation requests, ensuring compliance with all applicable regulations. Responsible for monitoring changes in state and federal law as it relates to leaves of absence and accommodation. WHAT WE ARE LOOKING FOR Bachelor's Degree required. 2-5+ years Benefits/HR experience required Demonstrated abilities using analytical thinking/problem solving skills in identifying issues and providing solutions as required, partnering with employees, internal partners, and vendors to resolve issues. Strong interpersonal skills with demonstrated ability to build and maintain productive working relationships with a wide range of contacts. Solid organization and time management skills with demonstrated ability to effectively manage multiple priorities and meet deadlines. Ability to protect and maintain highly confidential information. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE Workday Experience. Proficiency in Excel. Base Salary Range: $60,500.00 - $87,500.00 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $60.5k-87.5k yearly Auto-Apply 9d ago
  • Sr. Director - IT Risk & Governance

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 Sr. Director, Governance and IT Risk is a strategic and disciplined role that will lead enterprise-wide technology governance, risk oversight, and architectural alignment. This role will lead teams that oversee IT governance frameworks, financial and project time tracking, IT risk management, and enterprise architecture governance; ensuring that technology investments are well-managed, accountable, secure, and aligned with MFS Strategy. This is a leadership role requiring cross-functional influence, organizational rigor, and the ability to lead through complexity while enabling innovation and operational excellence. WHAT YOU WILL DO Lead technology governance frameworks that ensure accountability, transparency, and alignment with the MFS Strategy and regulatory expectations. Oversee time tracking and financial management processes across technology teams, including billable/non-billable time, capacity planning, and cost recovery alignment to project and operational activities. Lead proactive identification, assessment, and mitigation of IT risks in partnership with enterprise risk and cybersecurity. Maintain oversight of risk registers, control testing, and compliance tracking in accordance with internal and external requirements. Guide enterprise architecture strategy and governance, ensuring consistency in technology standards, solution design, and architectural alignment with enterprise goals. Build strong partnerships across IT, Finance, Legal, Risk, Operations, and Audit teams. Provide clear, data-driven reporting to executive leadership and governance committees. Drive continuous improvement in governance processes, risk management tools, architecture reviews, and resource tracking systems. WHAT WE ARE LOOKING FOR 15+ years of experience in enterprise technology with at least 8 years in leadership roles related to governance, IT risk, or enterprise architecture. Proven ability to lead through influence, navigate complex matrixed environments, and drive accountability at scale. Deep knowledge of IT governance frameworks (e.g. ITIL), risk and compliance principles, and architectural governance practices. Strong understanding of financial management processes related to technology resource planning and time tracking. Strategic communication expertise with a track record of working effectively with senior leadership, auditors, and regulators. Experience in financial services or regulated environment. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE CGEIT, CRISC, CISM, TOGAF, PMP, or ITIL certifications are highly desirable and will be considered a strong asset. #LI-MB Base Salary Range: $155,000.00 - $233,000.00 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $155k-233k yearly Auto-Apply 8d ago
  • Sr. Data Engineer

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 Sr. Data Engineer will play a critical role in enhancing and maintaining a data platform for execution and operations research within the trading department. The candidate will be working as a part of a team of Quantitative Trading Strategists to store new data sets, ensure reliability of data pipelines, build out additional capabilities across multiple asset classes. The Sr. Data Engineer will work across vendors and internal teams to ensure seamless, scalable data flows are built in an accessible way throughout the trading ecosystem. WHAT YOU WILL DO Design, build, and maintain scalable data pipelines to ingest data from numerous sources. Proactively and independently work to enhance reliability of data capture. Collaborate with team to develop processes to transform raw data into more usable data sets. Find and action opportunities for automation in analytics production. Implement robust data quality checks and enhance monitoring for data pipelines. Partner with Quantitative Trading Strategists to improve current platform capabilities and performance. WHAT WE ARE LOOKING FOR Bachelor's degree in Computer Science or Engineering, with a focus on software engineering. Knowledge of data science or statistics is beneficial. Minimum of three to five years of experience in a data intensive field. Experience with Python, KDB/Q or other programming languages with a focus on interfacing with high volume data. Experience working with large data sets, structured and unstructured Experience with data visualization and concepts around display of data Equity and fixed income quantitative background, market structure knowledge, plus experience with trading processes and/or transaction cost analysis (TCA). Ability to work independently and proactively generate project ideas. Strong interpersonal and communication skills. Some international travel. Base Salary Range: $95,500 - $137,500 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $95.5k-137.5k yearly Auto-Apply 24d ago
  • Compliance Officer - Trading

    MFS Investment Management 4.8company rating

    Boston, MA job

    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 Compliance Officer is responsible for independent oversight and strategic development of our trading compliance program and provides real time compliance support to the Trading Department. The role is responsible for overseeing the firm's compliance framework related to critical business areas including best execution, fairallocation, trade errors and cross trades. The role ensures that trading activity is conducted fairly, transparently, and in the best interests of clients, in accordance with applicable regulations, fiduciary standards, and internal policies. The trading compliance role will work side-by-side with similar invesment compliance roles which ensure that MFS manages client accounts in a manner consistent with applicable legal, regulatory, and client-imposed requirements. The Compliance Officer partners with senior management and collaborates with functional leaders and team members across Investments, Distribution, Investment Operations, Technology, Legal and Compliance. WHAT YOU WILL DO Manages and oversees complex, strategic projects and significant regulatory initiatives. Develops and maintains effective relationships with business partners, industry peers, trade associations. Interact and communicate frequently with internal business partners and senior management across MFS to understand business needs and opportunities, to assess and articulate regulatory risks associated with existing and/or new activities, and to provide a framework to enable well informed business decisions relative to regulatory risks. Keeps current with evolving marketplace dynamics and global regulatory requirements, as well as emerging technology. Continually seek and implement new opportunities for improvement, efficiency and enhancement of the program. Establishes, implements and maintains global compliance policies and procedures appropriate to MFS and reflective of industry best practices, regulatory requirements/expectations, and emerging risk. WHAT WE ARE LOOKING FOR 8-12+ years of compliance experience. Bachelor's Degree required. Thorough understanding of regulatory requirements relating to compliance business area for both US and internal jurisdictions Excellent interpersonal, organizational, communication, team-working and problem-solving skills Familiarity with trading practices across equities, fixed income and derivatives Exercises strong judgement in situations requiring interpretation of regulatory intent, materiality, and fiduciary duty. Demonstrated project management skills and the ability to analyze operational effectiveness. Must effectively drive solutions throughout the organization and present ideas clearly. Ability to exercise judgment, pursue initiatives and implement changes necessary to align functional area with the strategic/long-term goals of the Compliance Department. Thorough understanding of the business operations and practices, procedures, and controls specific to the business units supported is required as is the ability to apply same to compliance-related dealings with the business units supported. Must be fully aware of best practices and evolving issues within scope of the position and able to relate same to MFS' operations and practices. Proven ability to develop and foster strong interpersonal relationships and to maintain effective cross-functional teams throughout the organization. Demonstrated ability to effectively represent Compliance with industry peers and in client-facing situations is required. PREFERRED QUALIFICATIONS Masters degree preferred Proficient in the use of compliance systems (for example, Charles River) Base Salary Range: $119,500.00 - $172,500.00 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $119.5k-172.5k yearly Auto-Apply 36d ago
  • Internal Wholesaler

    MFS Investments 4.8company rating

    Boston, MA job

    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. Using discretion and judgment, the Internal Wholesaler assists in developing, maintaining, and uncovering relationships with brokers selling MFS products. Work with Directors to manage territory; places calls and provides information about portfolio composition, relative performance and product design. Helps to promote the sale of MFS products and the retention of MFS assets, while providing a superior service and CRM support for the territory. WHAT YOU WILL DO * Ability to help drive in new sales for MFS and to maintain the current asset level by developing relationships with existing clients. Provides sales support for the Directors in the maintenance of existing key clients relationships and the development of new accounts. * Works with Directors to ensure that all clients are provided with quality client service efficiently and accurately. * Assists in developing and implementing ideas to generate new sales. Works with the team to look for new and innovative ways to position existing products and generate additional interests. * Coordinates business development to uncover new opportunities with new clients. * Coordinates sales activities with Directors and Internal Sales Manager, and other departments in the company. Organizes conference calls, meetings and other activities. * Understands and responds to standard client questions regarding economic conditions and patterns, financial data, and fund trends. * Sends out requested literature, hypothetical illustrations and other sales supporting materials to prospective clients * Uses CRM system to maintain database, record all client interactions, and market for new opportunities. * Takes ownership of smaller accounts and takes clients through sales cycle * Assumes additional responsibilities as requested. WHAT WE ARE LOOKING FOR * 2-5+ years of industry experience required. * Degree educated or equivalent experience. * Experience as a Sales Representative or related experience at other financial services firm required. * strong preference for candidates who are bilingual, specifically those who are fluent in Spanish. * Demonstrated ability to work independently with a high degree of integrity. Proper organization and planning are must. * Self-motivated, driven, and results oriented individual. Demonstrated sales skills, opening the call, probing, offering solutions, and closing the call. Ability to build ongoing relationships with brokers. * Familiarity with Salesforce preferred but not required. * FINRA licensing in accordance with MFS policy will be required. SIE, Series 7 and Series 66 or 63. #LI-HD1 Base Salary: $62,000.00 This position is eligible for competitive commission pay. 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 #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. 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 ************ or email talent_******************* for assistance. MFS is an 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, linked for your reference.
    $62k yearly Auto-Apply 13d ago

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