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 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.

• 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.

• 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,…