Performance Analyst
$55.5k - $80.5kMFS Investment Management
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 Performance Analyst performs daily return reviews and understands department systems and procedures. WHAT YOU WILL DO Reviews daily performance reports for accuracy. Responds to questions regarding performance calculations and performance reports. Calculates and reviews performance numbers; researches performance issues; generates and distributes performance reports to internal and external customers. Works with internal departments to provide regulatory materials. WHAT WE ARE LOOKING FOR 0-2+ years of relevant experience and a Bachelor's degree, preferably with a concentration in accounting, finance, or another related financial discipline, or equivalent experience in the mutual fund or securities industry. Understanding of performance calculation and methodology. Proficient Microsoft Office, including creating pivot tables, lookup formulas, and macros is an added benefit. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE Experience working in a diverse environment where production, controls, and daily deadlines are required. Base Salary Range: $55,500.00 - $80,500.00. This position is eligible for a competitive incentive bonus. Other components of the 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 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), and access to a wide variety of well‑being apps. WORK ENVIRONMENT MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. DISABILITY ACCESSIBILITY If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at View phone number on click.appcast.io or email View email address on click.appcast.io 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. Applicants must be currently authorized to work in the United States on a full‑time basis. This position is not eligible for sponsorship. #LI-HYBRID #J-18808-Ljbffr
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