Cash Management Analyst — Hybrid Finance Ops

MFS Investment Management; Boston (MA); Hybrid; USD 50,000 - 72,000; Full time

Benefits offered by this job

15% retirement company match

Education assistance: 100 monthly to

Tuition reimbursement: up to 8000 per/

Wellness programs

Paid parental/maternity leave

Job summary

At MFS Investment Management, we foster a culture focused on collaboration and care, helping clients build secure and prosperous futures. The Cash Management Associate will process capital stock reporting and cash forecasting, prepare institutional reporting, and support clients, custodians, and investment personnel in daily cash management activities.

The role emphasizes accuracy, adherence to procedures, and cross-functional teamwork, including coordination with offshore teams.

Qualifications

• Bachelor's degree or equivalent; 0–2+ years in financial services and/or investment operations preferred.
• Proven ability to perform job responsibilities effectively in a demanding environment.
• Attention to detail and accuracy; strong oral and written communication.
• Ability to multitask and prioritize competing demands.
• Strong organizational, communication, and interpersonal skills.
• Proficient in Microsoft Excel.
• Prior Custodian Bank experience a plus.

Responsibilities

• Supports daily cash management activities by monitoring cash positions and assisting with liquidity forecasts.
• Processes timely movements of funds between accounts and prepares reporting for institutional clients.
• Follows cash management policies; provides input on updates based on day-to-day processing.
• Identifies opportunities to use technology or process improvements to reduce manual work and increase efficiency.
• Researches operational issues, escalates complex matters, and assists with resolutions.
• Prepares reports and reviews information for accuracy before distribution to internal and external audiences.
• Coordinates with offshore hub team members on daily activities and escalates exceptions when needed.
• Shares process knowledge and supports onboarding or cross-training.

Skills

Microsoft Excel

Communication skills

Attention to detail

Multitasking

Organizational skills

Interpersonal skills

Custodian bank experience

Education

Bachelor's degree or equivalent

Job description

At MFS Investment Management, we foster a culture focused on collaboration and care, helping clients build secure and prosperous futures. The Cash Management Associate will process capital stock reporting and cash forecasting, prepare institutional reporting, and support clients, custodians, and investment personnel in daily cash management activities.

The role emphasizes accuracy, adherence to procedures, and cross-functional teamwork, including coordination with offshore teams.