MFS  Investment Management

Business Intelligence Consultant

MFS Investment Management$88K — $126K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent required.
  • 5-6+ years of relevant experience in data analysis and reporting.
  • Proficient in Salesforce, Tableau, and Snowflake technologies.
  • Advanced knowledge of SQL and query languages.
  • Detail-oriented with strong multitasking abilities under pressure.
  • Ability to create innovative solutions informed by business needs and present findings visually.
  • Exceptional skills in spreadsheets and database management.

Responsibilities

  • Oversee daily sales reporting and financial analysis for global MFS.
  • Collaborate within a SCRUM team to enhance dashboards and reports using business intelligence tools.
  • Evaluate distribution strategies with management and technology teams.
  • Lead ad hoc sales and marketing analysis projects, leveraging industry knowledge.
  • Liaise with GIT teams to stay informed on technology system changes and improve sales reporting efficiency.
  • Analyze industry trends and share insights with management.
  • Serve as the primary resource for global sales activity inquiries and support.

Benefits

  • MFS contributes 15% of your base salary to a retirement account aside from the 401(k).
  • Education assistance up to $10,000 lifetime for loan repayments and $8,000 annually for tuition reimbursement.
  • Access to discounted tutors and college coaches for educational support.
  • Generous leave policies including 20 weeks for maternity and 12 weeks for parental and caregiver leave.
  • Comprehensive medical and dental plans with contributions to a Health Savings Account.
  • Flexible spending accounts for medical and dependent care expenses.
  • Wellness programs offering webinars, personal training, and fitness subsidies.
Full Job Description
THE ROLE
Using discretion and judgment, this global position works with all departments in MFS and all channels within the Distribution division. Involved in the collection, reporting and analysis of sales related data across the firm's global client channels in an on-going effort to increase insights and improve operational efficiency and effectiveness.

WHAT YOU WILL DO

  • Oversees the daily sales reporting and financial analysis functions for global MFS.


  • Working within SCRUM team, develop new and enhance existing dashboards and reports using standardized business intelligence and CRM tools.
  • Works closely with Strategists, Management and Technology team to assist in evaluating distribution strategies and tactics
  • Initiates, oversees, and leads ad hoc in-depth sales and marketing analysis projects. Draws upon knowledge of MFS distribution structure and strategies, the competitive landscape, and technology to develop pertinent and timely analyses towards but not limited to business planning.
  • Serves as a liaison with the GIT teams to stay current with accessed technology system enhancements, workflow changes, and data structure changes. Uses this understanding of the technology system to identify data incongruities and their possible causes as well as to execute sales reporting projects in the most effective and efficient manner possible.
  • Proactively studies and analyzes industry trends using internal and external data and presents findings to Management.
  • Represents GDS division and Distribution Sales Reporting project teams within Global Distribution.
  • Serves as the key resource for Management and other department members for global sales activity and sales trend requests and issues.
  • Works closely with team members to help develop their knowledge and skillset on sales tools.
  • Performs additional duties as required.


WHAT WE ARE LOOKING FOR

  • Bachelor's degree or equivalent.
  • 5-6+ years related experience.
  • Knowledge of the current technology systems including Salesforce, Tableau & Snowflake
  • Advanced understanding of SQL and/or other query languages.
  • Detailed-oriented with the ability to work well under pressure, manage multiple tasks, and meet deadlines.
  • Ability to develop creative solutions and translate them to meet business needs and provide actionable insights with visualizations.
  • Exceptional computer skills, focusing on spreadsheet usage and analysis, as well as database management and maintenance skills.
  • Strong written and verbal communication skills.


#LI-SS1

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.
Base Salary Range: $88,000.00 - $126,000.00This position is eligible for competitive incentive bonus.
At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
  • MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
  • Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
  • Education Assistance: Tuition reimbursement up to $8,000 annually
  • Education Assistance: 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 and an employer contribution into the Health Savings Account
  • Tax deferred commuter benefits & 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), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them

#LI-HYBRID

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

About MFS Investment Management

MFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. The first mutual fund, the Massachusetts Investors Trust fund, is still in operation today. MFS had $528.4 billion in assets under management as of January 31, 2020.
Learn more about MFS Investment Management

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