Job summary
Job post source
This job is directly from MFS Investment Management
Job overview
The Investment Operations Specialist role at MFS Investment Management involves performing key operational tasks related to stewardship activities and investment risk monitoring to support portfolio management and compliance.
Responsibilities and impact
The specialist will handle proxy voting analysis, including client documentation maintenance, vote quality control, reconciliation with vendors, and class action processing, as well as daily and periodic monitoring and reporting of investment risk exceptions, assisting with team coverage and improving operational efficiency.
Compensation and benefits
The position offers generous time off including paid holidays and volunteer time, family-focused benefits such as paid parental leave and caregiver support, competitive health and welfare plans, wellness programs, life and disability insurance, and financial benefits including a 401(k) plan with company contributions.
Experience and skills
Candidates should have 0-2+ years of experience with a bachelor's degree or equivalent, strong organizational and communication skills, attention to detail, and problem-solving ability; financial services or trading experience and proficiency with Microsoft Office are preferred.
Work environment and culture
MFS fosters a collaborative and inclusive culture that values diverse ideas, supports employee well-being, and encourages community care and compassion.
Company information
MFS Investment Management is a firm focused on helping clients build secure and prosperous futures through investment management, emphasizing a people-first approach and strong professional values.
Job location and travel
The role is based in a hybrid work environment allowing for both remote and onsite work, located in the United States with no sponsorship available.
Application process
Applicants must be authorized to work in the U.S. full-time and can request assistance for disabilities during application by contacting MFS via phone or email.
Unique job features
The job features hybrid work flexibility, a strong emphasis on stewardship and risk monitoring in investment operations, and involvement in due diligence and compliance processes.
Company overview
MFS Investment Management is a global asset management firm that provides investment solutions across a range of asset classes, including equity, fixed income, and multi-asset portfolios. The company generates revenue through management fees based on assets under management (AUM) and performance-based fees. Founded in 1924, MFS is credited with creating the first mutual fund in the United States, the Massachusetts Investors Trust. The firm emphasizes active management and research-driven investment strategies to deliver long-term value to its clients.
How to land this job
Tailor your resume to emphasize your organizational skills, attention to detail, and ability to manage multiple operational responsibilities as highlighted in the Investment Operations Specialist role at MFS Investment Management.
Highlight experience or familiarity with proxy voting processes, investment risk monitoring, and reporting, incorporating keywords such as 'proxy voting analysis,' 'investment risk monitoring,' 'exception resolution,' and 'SMA restrictions' to align with the job description.
Apply through multiple channels including MFS Investment Management’s corporate career site, LinkedIn, and other job boards where this position is posted to maximize your application visibility.
Connect with professionals in MFS’s Investment Risk Monitoring or Operations teams on LinkedIn; use ice breakers like commenting on recent MFS stewardship initiatives or asking about their experience with proxy voting and risk monitoring to start meaningful conversations.
Optimize your resume for ATS by using specific phrases from the job description such as 'proxy vote setup,' 'class action settlement,' 'trade inspector,' and 'due diligence meetings,' ensuring your resume passes automated screenings effectively.
Use Jennie Johnson’s Power Apply feature to automate application submissions across multiple platforms, tailor your resume with relevant keywords, and identify LinkedIn contacts to network with, allowing you to focus your energy on preparing for interviews and advancing your career.
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