Consultant Relations Co-op

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.

MFS is a global investment management firm focused on creating long-term value responsibly by doing what’s right for our clients every day. Our rich history dates to 1924, when our founders invented the mutual fund. Since then, collaboration and innovation have fueled our success. Our unwavering commitment to finding the best, most durable investment opportunities is what sets us apart – and our success is grounded in our unique approach, disciplined philosophy and collaborative culture.

Joining our team provides opportunities to share your voice and talents, tackle challenging problems, create solutions and collaborate with dedicated co-workers. This Co-op experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including:

• Co-Op New Hire Orientation
• Senior Leadership Speaker Series
• Social & Networking Events
• Presentation Challenges

At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how client services and consultant relations works at an asset manager.

MFS co-op positions are a 6-month commitment, working Monday – Friday (beginning on Wednesday, January 13th through Friday June 25th, 2027), and work between 35-40 hours. Our program is designed for undergraduate students who are currently enrolled in a co-op program through their college or university and can meet our requirements.

Within MFS, the Global Consultant Relations Team works to establish strong relationships with the consultant community and ensure our strategies are favorably rated by these firms. This co-op role will mainly support the efforts of the global consultant relations team in home and satellite offices.

Responsibilities will be varied with considerable time allocated to careful review and maintenance of MFS’ data in the consultant databases and updating consultant database profiles. Additionally, the co-op may be working with our CRM system C360, researching relevant topics through consultant authored white papers, and completing special projects as required by the team. For in-person meetings tasks may include helping the team with meeting prep and assisting with meeting set up.

The ideal candidate will be capable of working independently and have a solid working knowledge of Excel.

• QC monthly performance – ensure completion of monthly/quarterly matrix
• Verify quarterly data sent to databases is complete and date the matrix
• Complete various language reviews/updates across the databases including but not limited to ESG, DEI, Personnel, and strategy narratives
• Run and format holdings
• Download eVestment profiles
• Help with creating and maintaining reference documents for future co-ops (co-op manual etc.)
• Help with Salesforce system & data integrity
• Researching relevant topics through consultant authored white papers
• Completing special projects as required by the team

• Capable of working independently
• Solid working knowledge of Excel
• Attention to detail
• Sound organizational skills
• Good…