RFP Analyst

MFS; Toronto; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

A financial services company in Toronto is seeking a Business Development Support Specialist to assist with proposal preparation and client engagement. This hybrid role requires strong writing and communication skills, along with a commitment to collaboration and excellence. Ideal candidates will have up to 2 years of experience in the financial sector and be eager to learn MFS's investment processes.

Benefits

Inclusive workplace

Equitable opportunities

Diversity of ideas

Qualifications

• 0 to 2 years experience in financial services ideally within asset management.
• Possess or have the ability to acquire in-depth knowledge of MFS investment products, procedures, and personnel.
• Ability to work well under pressure, manage multiple projects simultaneously, and meet stringent deadlines.

Responsibilities

• Support business development and retention efforts of institutional and wholesale teams globally.
• Prepare requests by researching, writing, and editing materials.
• Complete Requests for Proposals (RFPs) and other client requests.

Skills

Creative writing

Communication

Organizational skills

Analytical skills

Research skills

Education

Bachelor's degree

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Adobe Acrobat

Proposal Management Software C360

Job description

Overview

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

Under the direction and supervision of a senior team member the incumbent supports the business development and retention efforts of both institutional and wholesale teams globally within MFS.

The primary function of the role is to complete Requests for Proposals (RFPs) Requests for Information (RFIs) client and consultant Due Diligence Questionnaires (DDQs) and other requests as necessary (inclusively Requests).

Working in coordination with the Global RFP team (the team) the incumbent prepares requests by researching writing and editing materials describing MFS investment products strategies and services. Coordinates the collection of quantitative data from internal business partners.

Reports directly to a senior team member on all issues (workflow systems and technology deadlines data production internal customer trends or needs etc.) that affect the RFP production process.

What you will do

• Under the supervision of a senior team member is responsible for production and completion of less complex requests received from prospects existing clients and consulting firms as directed by distribution business partners.
• At the direction of their manager the incumbent reprioritizes and completes assignments in response to changing workloads and business needs.
• Requests are completed following extensive collaboration with internal groups across numerous locations leveraging their in-depth business line and product knowledge.
• Create edit and tailor responses in compliance with MFS overall and business area-specific policies.
• Completes administrative duties as required to ensure all requests comply with RFP policies and procedures
• Assume other responsibilities as required with ad-hoc duties (e.g. compiling statistical data)

What we are looking for

• 0 to 2 years experience in financial services ideally within asset management.
• IT skills: Microsoft Office (Outlook Word Excel PowerPoint); Adobe Acrobat. Proposal Management Software C360.
• Exceptional creative writing communication editorial analytical research interpersonal verbal and organizational skills required.
• Possess or have the ability to acquire in-depth knowledge of MFS investment products procedures and personnel.
• Ability to adapt to new and evolving technology and processes quickly.
• Ability to work well under pressure manage multiple projects simultaneously and meet stringent deadlines.
• Ability to work collaboratively and with individuals at all levels within the organization
• Flexibility at short notice to work additional hours to fulfill their duties.
• Occasional travel may be required.

Preferred skills, qualifications & experience

• Bachelors degree and Investment Management Certificate (IMC) or equivalent preferred but not essential.
• Knowledge of RFP function and processes preferred but not essential
• Knowledge of financial economic and portfolio management concepts and terminology preferred.

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 doesnt align perfectly we encourage you to apply - you might be just the right candidate for this role or others.

What we offer

MFS Investment Management Canada is committed to an inclusive and equitable workplace. We value the diversity of people culture and ideas. MFS Investment Management Canadas equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated. We believe we must attract develop and retain the best and brightest individuals from all segments of the population in order to attain business objectives. We are dedicated to providing accommodations for applicants with disabilities during the recruitment process. If you are contacted for an interview please advise if you require accommodations so your accessibility needs are met during the recruitment process. We thank all applicants for their interest however only candidates selected for interviews will be contacted.

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 or email 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.

Employment Type: Full-Time

Experience: years

Vacancy: 1