MFS  Investment Management

RFP Senior Analyst

MFS Investment Management • $70K — $101K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5+ years of experience in asset management or RFP/DDQ work.
  • Strong organizational and detail-oriented skills for request management.
  • Excellent communication skills, both written and verbal.
  • Proficient in Microsoft Office and Adobe Acrobat.
  • Ability to manage multiple projects and deadlines under pressure.
  • Willingness to work extra hours and travel occasionally as needed.

Responsibilities

  • Independently manage RFPs, DDQs, and related requests within established guidelines.
  • Oversee the end-to-end process of assigned requests, including timeline and stakeholder coordination.
  • Gather and consolidate firm data while adhering to legal and compliance standards.
  • Work with a senior team member to align responses with messaging and branding guidelines.
  • Enhance processes and documentation through collaboration with team members.
  • Ensure compliance with RFP governance and policies during execution.
  • Take on additional assigned responsibilities as necessary.

Benefits

  • 15% of base salary contributed to retirement account, separate from 401(k).
  • Educational assistance programs, including a $100 monthly contribution towards loans.
  • Tuition reimbursement up to $8,000 annually for eligible educational expenses.
  • Generous time off policies, including 20-weeks maternity leave.
  • Flexible medical and dental plans with HSA contributions.
  • Tax-deferred commuter benefits and flexible spending accounts for medical and dependent care.
Full Job Description
THE ROLE

The RFP Senior Analyst at MFS plays a critical role in supporting new business development, client retention efforts, and consultant relations inquiries by managing, writing, and coordinating high-quality, timely responses to RFPs, DDQs, and other information requests (collectively "requests"). This includes request scoping, stakeholder coordination, timeline management, and delivery oversight.

The RFP Senior Analyst requires independent management of submitted requests, writing, communication, and data skills as well as the ability to collaborate with internal stakeholders across the organization. The role is a senior support for requests on a critical point within the client journey.

WHAT YOU WILL DO
  • Independently manages requests using standardized procedures and guidelines, with escalation to their manager or senior leader where needed.
  • Assume end-to-end responsibility of assigned requests by managing timelines, coordinating stakeholder input, and finalizing the required document in accordance with the established RFP procedures and requirements.
  • Coordinate input from owners and reviewers across the organization, with varying levels of seniority.
  • Source and consolidate firm and/or product data as requested, ensuring appropriate adherence to legal and compliance requirements.
  • Partners with a senior team member to ensure final responses align with predefined procedures surrounding firm messaging, regulatory standards, and branding guidelines.
  • Prioritize and manage deadlines across multiple concurrent requests and regions.
  • Collaborate with peers and stakeholders to improve process, templates, and documentation.
  • Executes procedural and system-based governance tasks to ensure requests comply with RFP policies and procedures.
  • Assume other responsibilities as required.

WHAT WE ARE LOOKING FOR
  • Minimum of 2-5+ years of professional experience, preferably in asset management or working with RFPs/DDQs.
  • Strong attention to detail, request management, and organizational skills with the ability to manage concurrent deadlines independently.
  • Excellent communication, written, editorial, verbal, and interpersonal skills.
  • Proficient with Microsoft Office Suite of products; Adobe Acrobat.
  • Ability to adapt to new and evolving technology and processes quickly.
  • Works well under pressure, manage multiple projects simultaneously and meet stringent deadlines.
  • Ability to work collaboratively and with individuals across the organization.
  • Professionally communicate with senior leaders when requiring signatures or other administrative requirements.
  • Flexibility at short notice to work additional hours to fulfill their duties.
  • Occasional travel may be required.


PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE
  • Bachelor's degree, or equivalent experience.
  • Familiarity with RFP or content management software.


#LI-JN1
Base Salary Range: $70,000.00 - $101,000.00This 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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