Regulatory Lead Specialist

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 Regulatory Lead Specialist is a board governance paralegal role, primarily responsible for developing, reviewing and ensuring production of fund board materials for the board of MFS-sponsored US 1940 Act open and closed end funds, including exchange‑traded funds. The role includes preparing associated regulatory filings, drafts and updates of fund organizational documents, fund agreements, and other related activities. The position assists fund attorneys in addressing various board matters, filings and drafting of board materials. The Specialist regularly interacts with individuals across departments at MFS, including MFS executives and other senior leadership, to liaise on board matters and resolve related issues. The role also communicates frequently with independent trustees, external counsel, works on systems deployment at MFS relating to board governance functions, and participates in other special projects. What You Will Do Assist counsel in the administration of all aspects of board and committee meetings, including developing, coordinating, drafting and reviewing agendas, memoranda, votes, minutes, consents and other meeting materials, and ensuring proper, accurate, and timely production. Coordinate and maintain responsibility for certain fund regulatory filings and industry surveys in a timely manner, gathering data for inclusion and assessing its use and appropriateness. Assist counsel to draft and maintain fund organizational documents, fund agreements and investment advisory agreements, including amendments, and coordinate with other fund paralegals. Coordinate board member onboarding and training; collect fund director and officer questionnaires; assist counsel in preparation for fund shareholder meetings and related proxy statements. Maintain active awareness of changes at MFS and with respect to the funds in relation to potential impact on regulatory filings and organizational documents, and interface with attorneys and external counsel regarding such changes. Maintain fund records, files and reference documents and charts, electronic and paper, as well as group resources relating to the funds and the board, and establish, maintain and follow policies, procedures, protocols and schedules relating to the board. Increase technological knowledge to employ systems or develop internal systems utilized in the board process and continue to build these skills during tenure to enhance functioning of assigned projects. Participate in other fund or non‑fund related highly specialized projects involving multiple concerns throughout MFS and its subsidiaries; interact with others to achieve project goals and ensure timely and efficient production. Assume additional responsibilities as required. What We Are Looking For Bachelor’s degree and 5+ years of relevant work experience. Significant prior exposure to fund board functions and related rules and regulations and/or asset management industry is preferred, as is experience working in a legal‑related function. Must be thorough, detail-oriented, persistent, self‑motivated, team-oriented, with a high degree of independence and accuracy, and able to work on multiple projects while meeting competing deadlines. Ability to work effectively with employees and outside parties at all organizational levels. Must take ownership for delivery of projects while collaborating in a cross‑functional team environment. Strong presentation and communication skills are essential. Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) and able to develop proficiency in required systems and board books software to perform the duties of this position. Strong writing, problem‑solving, organizational, record‑keeping and analytic skills. Understanding of the business operations and practices, procedures, and controls specific to the areas/functions supported is required. Desires to keep abreast of best practices and evolving issues within the scope of the position. Preferred Skills, Qualifications & Experience Prior exposure to the asset management industry is strongly preferred. Compensation & Benefits Base Salary Range: $79,000 - $113,000 per year, with competitive incentive bonus. MFS contributes 15% of your base salary to a separate company‑sponsored 401(k) plan. Education assistance: $100 monthly up to a $10,000 lifetime maximum for loan provider education, tuition reimbursement up to $8,000 annually, and 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 with employer contribution to a Health Savings Account. Tax‑deferred commuter benefits and flexible spending accounts (medical and dependent care). Wellness programs include webinars, employee assistance program, subsidized fitness benefit via Wellhub, virtual personal training sessions and a variety of well‑being apps. Work Environment MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. Equal Opportunity 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. Retaliation, including intimidation, threats or coercion, against an employee or applicant who has objected to discrimination or engaged in a protected activity is prohibited. For more information, please refer to the Know Your Rights: Workplace Discrimination is Illegal document. #J-18808-Ljbffr MFS International Australia Pty Ltd