Consultant Relations Co-op — Data, Excel & Hybrid

Socket.dev; Boston (MA); On-site; USD 28,930,000 - 34,440,000; Full time

Job summary

MFS is offering a six-month co-op with a focus on global consultant relations. The role includes maintaining consultant data, supporting CRM activities in C360, and researching topics via white papers.

You will contribute to meeting preparation and data integrity while developing a solid understanding of the mutual fund industry. Ideal candidates are undergraduate students in a co-op program, capable of independent work, with strong Excel skills and attention to detail.

Qualifications

• Capable of working independently.
• Strong Excel skills and data handling.
• Clear written and verbal communication.
• Good organizational skills and attention to detail.

Responsibilities

• QC monthly performance and complete matrix updates.
• Verify quarterly data and date the matrix.
• Review and update databases with ESG, DEI, and strategy narratives.
• Run and format holdings and download profiles.
• Assist with Salesforce data integrity and meeting prep.

Skills

Excel

Attention to detail

Communication skills

Organizational skills

Independent work

Tools

C360

Salesforce

eVestment profiles

Job description

MFS is offering a six-month co-op with a focus on global consultant relations. The role includes maintaining consultant data, supporting CRM activities in C360, and researching topics via white papers.

You will contribute to meeting preparation and data integrity while developing a solid understanding of the mutual fund industry. Ideal candidates are undergraduate students in a co-op program, capable of independent work, with strong Excel skills and attention to detail.