Full-Time

Business Intelligence Consultant

Confirmed live in the last 24 hours

MFS

MFS

1,001-5,000 employees

Data & Analytics
Consulting
Enterprise Software
Financial Services

Mid

Boston, MA, USA

Hybrid work environment requires some in-office presence.

Category
Business Research
Project Management
Strategy Development
Business & Strategy
Required Skills
Financial analysis
Tableau
Salesforce
SCRUM
Data Analysis
Requirements
  • Bachelor’s degree or equivalent.
  • 5-6+ years related experience.
  • Knowledge of the current technology systems used by the division including Salesforce (CRMA), Tableau & MicroStrategy.
  • Detailed-oriented with the ability to work well under pressure, manage multiple tasks, and meet deadlines.
  • Knowledge of MFS investment products.
  • Exceptional computer skills, focusing on spreadsheet usage and analysis, as well as database management and maintenance skills.
  • Strong written and verbal communication skills.
Responsibilities
  • 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.

Company Stage

N/A

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

1924

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

-1%
Simplify Jobs

Simplify's Take

What believers are saying

  • MFS can capitalize on increased demand for inflation-protected investment options.
  • Retaining retirees' 401(k) plans could increase MFS's assets under management.
  • Vivian Tung's hiring suggests MFS's strategic move towards launching its first ETFs.

What critics are saying

  • Leadership changes may lead to strategic shifts or instability at MFS.
  • MFS's ETF introduction may face competition from established players like Vanguard.
  • Retaining retirees in company plans may not align with broader market trends.

What makes MFS unique

  • MFS is expanding into ETFs, diversifying its investment product offerings.
  • MFS focuses on inflation-protected investment options, addressing current economic concerns.
  • MFS's leadership changes aim to bring fresh strategic directions and market positioning.

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