Talent.com
Investment Product Competitive Analyst (DC & RIA)
Investment Product Competitive Analyst (DC & RIA)MFS Investment Management • Boston, MA, United States
Investment Product Competitive Analyst (DC & RIA)

Investment Product Competitive Analyst (DC & RIA)

MFS Investment Management • Boston, MA, United States
10 hours ago
Job type
  • Full-time
Job description

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.

THE ROLE

The Investment Product Competitive Analyst supports the Global Distribution sales teams in growing and retaining assets. Additionally, the Competitive Analyst supports the Defined Contribution (DC), Registered Investment Advisor (RIA), and product leadership to provide actionable insights on competitor strategies, market dynamics, investment trends and investor perspectives across the retirement landscape.

WHAT YOU WILL DO

Competitive Analysis

  • Act as an in‑house expert on external databases (e.g., Morningstar, Brightscope, FI 360, Strategic Insight, eVestment) for competitor research.
  • Monitor, analyze and synthesize competitor activity across the DC and RIA markets. This includes reviewing DC investment menus, glide path features, active / passive trends.
  • Develop and produce reports on MFS's sales, redemption, and flow trends. Track the product positioning, performance drivers, fees, flows and distribution strategies of major DC / RIA competitors as well.

Evaluate trends in the ETF market, including :

  • Growth of active ETFs and their role in retirement portfolios.
  • Implications of ETF adoption in the retirement landscape (costs, liquidity, plan menu construction, etc).
  • Provide regular and ad hoc analyses of MFS's competitive position, particularly in the DC market. Analysts provide timely briefings on industry developments, regulatory changes and plan sponsor behavior.
  • Collaboration & Communication

  • Work closely with internal and external sales teams to strengthen DC and RIA sales efforts.
  • Partner with Product Management as needed to assist with analysis of our strategies against competitors and provide insights on the evolving role of active management in plans.
  • Act as the key contact for external sources regarding MFS product performance and address related issues.
  • Establish competitive intelligence contacts to gather additional information.
  • Process Improvement

  • Develop, automate and maintain recurring competitive intelligence data (monthly / quarterly) and ad hoc analysis used by sales leadership, global product and investment teams.
  • Other Duties

  • Take on additional responsibilities as requested.
  • WHAT WE ARE LOOKING FOR

  • Bachelor's degree or equivalent experience.
  • 7-9 years of related experience.
  • FINRA Series 7 and 63 registrations (as per MFS licensing policy).
  • In‑depth knowledge of investment products (mutual funds, CITs, ETFs) and the defined contribution marketplace.
  • Understanding of the legislative, competitive, and regulatory environment affecting these products.
  • Strong written and oral presentation skills.
  • Ability to work independently and establish objectives with minimal supervision.
  • Team player with excellent interpersonal skills and experience in serving internal clients.
  • #LI-JN1

    Base Salary Range : $107,000.00 - $154,000.00

    This 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

    At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

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

    If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.

    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, linked for your reference.

    #J-18808-Ljbffr

    Create a job alert for this search

    Investment Analyst • Boston, MA, United States

    Related jobs
    Principal Analyst, Program Controls (SM-3)

    Principal Analyst, Program Controls (SM-3)

    Massachusetts Staffing • Andover, MA, US
    Full-time
    At Raytheon, the foundation of everything we do is rooted in our values and a higher calling to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 1...Show more
    Last updated: 4 hours ago • Promoted • New!
    Financial Analyst

    Financial Analyst

    Groupe CSL Inc • Middleton, MA, United States
    Full-time
    CSL") of Montreal, Canada is a world-leading provider of marine dry bulk cargo handling and delivery services.Through its major operating divisions, Canada Steamship Lines, CSL Americas, CSL Austra...Show more
    Last updated: 26 days ago • Promoted
    Sr. BI Analyst

    Sr. BI Analyst

    Watts Water Technologies • Andover, MA, United States
    Permanent
    Together, we're reimagining the future of water.We feel proud every day about what we do.We're all part of the same crucial mission, no matter what function we support it's to provide safe, clea...Show more
    Last updated: 18 days ago • Promoted
    Investment Data Analyst - Boston, MA - Hybrid

    Investment Data Analyst - Boston, MA - Hybrid

    Computing Concepts • South Boston, MA, United States
    Full-time
    Job Description : - Position Overview : The Data Analyst works as part of the Data Platform Team within the Data & Analytics Group. The primary responsibilities are to analyze enterprise and vendor da...Show more
    Last updated: 10 days ago • Promoted
    Senior Business Intelligence Analyst - Surety (Hybrid)

    Senior Business Intelligence Analyst - Surety (Hybrid)

    Intact Insurance Specialty Solutions • Canton, MA, United States
    Full-time
    Our employees are at the heart of what we do : helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you are bringing this purpose to lif...Show more
    Last updated: 18 days ago • Promoted
    Sr. Planning Systems Analyst

    Sr. Planning Systems Analyst

    Johnson and Johnson • Danvers, MA, United States
    Full-time
    At Johnson & Johnson, we believe health is everything.Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments a...Show more
    Last updated: 12 days ago • Promoted
    Donor Research Analyst

    Donor Research Analyst

    Homes for Our Troops • Taunton, Massachusetts, USA
    Full-time
    Are you looking to give back and feel good about the work you doIs flexibility and a great benefits package important to youWell youve found what youre looking for right here at Homes For Our Troop...Show more
    Last updated: 8 days ago • Promoted
    FP & A Analyst (Teradyne, N. Reading MA)

    FP & A Analyst (Teradyne, N. Reading MA)

    Teradyne • North Reading, MA, United States
    Full-time
    We are the global test and automation specialists, powering next-generation technologies through sophisticated solutions. Behind every electronic device you use, Teradyne's test technology ensures y...Show more
    Last updated: 13 days ago • Promoted
    Business Intelligence Analyst

    Business Intelligence Analyst

    Rockland Federal Credit Union • Canton, MA, United States
    Full-time
    The Business Intelligence Analyst plays a crucial role in gathering, analyzing, and presenting data-driven insights that contribute to strategic decision-making and improve operational efficiency w...Show more
    Last updated: 9 days ago • Promoted
    Senior Counterparty Analyst

    Senior Counterparty Analyst

    Tekwissen • Andover, MA, United States
    Temporary
    TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. The below job opportunity is to one of Our ...Show more
    Last updated: 12 days ago • Promoted
    Investment Oversight Analyst, VP I - State Street Investment Management

    Investment Oversight Analyst, VP I - State Street Investment Management

    State Street Corporation • Boston, MA, United States
    Full-time
    Investment Oversight Analyst, VP, will provide investment oversight support for the investment management and other functions of SSIM and SSIM Funds Management, Inc. The ideal candidate will have su...Show more
    Last updated: 14 days ago • Promoted
    Sr. Financial Analyst - Data Analytics (HYBRID)

    Sr. Financial Analyst - Data Analytics (HYBRID)

    MKS Instruments • Andover, MA, United States
    Permanent
    As the Sr Financial Analyst overseeing supply chain data analytics and PowerBI reporting, you will partner with Supply Chain leadership, BU leads, and finance colleagues to provide in-depth financi...Show more
    Last updated: 26 days ago • Promoted
    GRC Analyst III - Certification and Compliance Programs

    GRC Analyst III - Certification and Compliance Programs

    Mercury Systems • Andover, MA, United States
    Full-time
    The GRC Analyst III is responsible for supporting the cybersecurity direction of the business and advancing the company’s cybersecurity posture. The ideal candidate is a CMMC expert experienced in m...Show more
    Last updated: 5 days ago • Promoted
    Remote Investment Analyst - AI Trainer ($50-$60 / hour)

    Remote Investment Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • Taunton, MA, United States
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 20 days ago • Promoted
    Sr. BI Analyst

    Sr. BI Analyst

    Watts Company • Andover, MA, United States
    Permanent
    Together, we’re reimagining the future of water.We feel proud every day about what we do.We're all part of the same crucial mission, no matter what function we support it's to provide safe, clea...Show more
    Last updated: 18 days ago • Promoted
    IAM Business Systems Analyst (Hybrid)

    IAM Business Systems Analyst (Hybrid)

    RTX • Andover, MA, United States
    Full-time
    UT6 : 4 Farm Springs 4 Farm Springs Road, Farmington, CT, 06032 USA.Person, or Immigration Status Requirements : .Must be authorized to work in the U. The company will not offer immigration sponsorship...Show more
    Last updated: 18 days ago • Promoted
    Sr Analyst,Digital Product

    Sr Analyst,Digital Product

    CVS Health • Boston, MA, United States
    Full-time
    At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading h...Show more
    Last updated: 19 days ago • Promoted
    Sr Investment and Data Analyst

    Sr Investment and Data Analyst

    The Ceres Group • Boston, MA, United States
    Full-time
    We are a Boston-headquartered investment firm with wholly owned affiliates located around the globe.We manage over US$100B on behalf of major pension funds, endowments, foundations, governments and...Show more
    Last updated: 12 days ago • Promoted