Institutional Sales Enablement Co-op (Hybrid)

MFS International Australia Pty Ltd; Boston (MA); On-site; USD 29,000 - 34,000; Full time

Job summary

MFS is a global investment management firm offering a meaningful 6-month co-op experience designed for undergraduates enrolled in a co-op program. You will support institutional sales enablement, client segmentation, CRM strategy, analytics, learning, and technology.

You will gain exposure to key business partners across Institutional Sales, Relationship Management, Consultant Relations, Marketing, Product and Global Distribution Solutions while contributing to client engagement and business

Qualifications

• Strong analytical and problem-solving skills with the ability to work with data and draw insights.
• Experience with Microsoft Excel and PowerPoint; familiarity with Tableau, Salesforce, Power BI, or similar tools is a plus.
• Strong written and verbal communication skills with excellent attention to detail.
• Comfortable learning new technologies and working with digital platforms.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Self-starter who can work independently while collaborating effectively across teams.
• Curiosity, creativity, and a willingness to continuously learn and improve.

Responsibilities

• Assist Institutional Sales, Relationship Management, and Consultant Relations teams with client segmentation initiatives, data analysis, and strategic projects.
• Maintain and enhance resources and collaboration channels for stakeholders.
• Utilize Salesforce CRM to maintain and analyze client, consultant, and prospect information.
• Generate reports, identify trends, and support data quality and reporting.
• Create dashboards and presentations to measure content effectiveness and enablement outcomes.
• Prepare onboarding materials and learning resources for institutional client-facing teams.

Skills

Analytical skills

Problem-solving

Excel

PowerPoint

Written communication

Verbal communication

Independent

Multitasking

Learning agility

Education

Undergraduate student in a co-op program

Tools

Salesforce

Seismic

Tableau

Power BI

Job description

MFS is a global investment management firm offering a meaningful 6-month co-op experience designed for undergraduates enrolled in a co-op program. You will support institutional sales enablement, client segmentation, CRM strategy, analytics, learning, and technology.

You will gain exposure to key business partners across Institutional Sales, Relationship Management, Consultant Relations, Marketing, Product and Global Distribution Solutions while contributing to client engagement and business