Investment Product Analysis Lead Analyst

About the Role

The Investment Product Competitive Analysis Lead Analyst plays a key role in shaping MFS’s competitive positioning by uncovering competitive advantages and risks, defining market trends, and identifying growth opportunities.

This role compiles and analyzes strategic competitive analysis across the mutual fund and institutional asset management landscape, delivering actionable insights to senior leadership and client-facing teams. It drives competitive intelligence to position MFS appropriately in the marketplace.

• Provide competitive intelligence and strategic analysis to senior management and key stakeholders across sales organizations, product development, and investment management teams.
• Partner closely with sales and relationship teams to strengthen client positioning and support new business opportunities.
• Serve as an in-house expert on competitors, industry trends, and product positioning using internal and external data sources (eVestment, Morningstar, Strategic Insight, Fin Searches, etc.).
• Analyze MFS sales, redemptions and asset flow trends to identify opportunities and risks.
• Develop recurring and ad‑hoc reporting on MFS’s competitive position, including implications for strategy and product positioning.
• Improve scalability and efficiency of competitive intelligence delivery through automation and streamlined reporting.
• Maintain and enhance databases and tools for market and competitor intelligence using industry research platforms like eVestment to support strategic decision‑making.
• Build and maintain a network of industry contacts and key stakeholders to enhance market intelligence gathering.
• Represent MFS in industry conferences, working groups and external forums, as appropriate or needed.

• Bachelor’s degree or equivalent experience.
• 5–6+ years of relevant experience in the financial service industry, preferably with a focus on asset management, competitive intelligence, product strategy or investment related role.
• Strong knowledge of investment products and the competitive, regulatory, and market environment.
• Exceptional analytical, synthesis and communication skills.
• Ability to translate complex quantitative and qualitative data into actionable business insights.
• Collaborative mindset with experience partnering across multiple facets of an organization (sales, investments, leadership teams).
• Strong knowledge of market research and competitive intelligence databases (eVestment, Morningstar, Fin Search, Mandate Wire, Bright scope, etc.).
• Knowledge or willingness to learn data intelligence and visualization tools (Power BI, Tableau).

FINRA Series 6 and 63 (or ability to obtain per firm policy).

• Base salary range: $79,000.00 – $.
• Eligibility for competitive incentive bonus.
• MFS contributes 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; tuition reimbursement up to $8,000 annually; access to discounted tutors and college coaches.
• Generous time off and fully paid leaves: 20 weeks for maternity, 12 weeks for parental and caregiver leaves.
• Choice of medical and dental plans and employer contribution to Health Savings Account.
• Tax‑deferred commuter benefits & flexible spending accounts (medical & dependent care).
• Wellness programs: robust wellness webinars, employee assistance program focused on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), 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.

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 for your reference.