Luxembourg Fund Monitoring Analyst

Role Overview

The Luxembourg Fund Monitoring Analyst is the primary liaison for MIL Boston, MIL Europe, and the Transfer Agent on all operational and service‑related issues. The analyst follows established procedures to communicate with dealers, bankers, wholesalers, and sales desk representatives to identify and address service issues, making recommendations for processing and issue resolution. The role also involves advising internal departments, overseeing Transfer Agent activities, and providing operational support to MFS business areas.

• Provide operational support for MFS business areas, including global sales, client services, and wholesalers (e.g., offices in LATAM, London, Italy, and various remote locations) by working directly with the Transfer Agent to resolve complex problems.
• Attend and chair calls with the Transfer Agent to review SLA’s and to escape/escalate issues.
• Act as a point of contact with internal business departments on projects and enhancements.
• Recommend process improvements, efficiencies, and issue resolution strategies.
• Interact internally and with vendors to develop, update, and implement procedural enhancements.
• Ensure team controls are completed and adhered to.
• Communicate and prepare ad hoc and operational reporting for management and other business areas, including MIL, Legal, and various MFS groups.
• Manage escalations from various departments within MIL (including global offices in London, Hong Kong, and Tokyo).
• Manage client complaints and ensure resolution in accordance with regulations and policy.
• Coordinate feedback and initiate updates to operating memorandums and service agreements.
• Assume additional responsibilities as required.

• Bachelor's degree preferred.
• Minimum 2–3 years of relevant experience.
• Strong organizational, interpersonal, and communication skills.
• Understanding of Transfer Agent policies and procedures.
• Understanding of compliance rules and regulations in Luxembourg and Latin America.
• Highly proficient in Microsoft Word and Excel.

• Minimum of two to three years of operations experience and demonstrated ability to coordinate work with internal and external stakeholders.

Base Salary Range: $55,500.00 – $80,500.00. The position is eligible for competitive incentive bonus and includes additional incentive compensation based on both individual and company performance.

• MFS contributes an amount equal to 15% of your base salary to a retirement account separate from the company‑sponsored 401(k).
• Education Assistance: $100 monthly up to $10,000 lifetime maximum directly to loan provider.
• Education Assistance:
  Tuition reimbursement up to $8,000 annually.
• 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 to a Health Savings Account.
• Tax‑deferred commuter benefits and 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) with access to gyms, studios, boutique fitness locations, virtual personal training sessions, and various well‑being apps.

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, for employees or applicants who have objected to discrimination or have otherwise sought to obtain their legal rights under any Federal, State or local EEO law is prohibited.