Investment Data Analyst

Massachusetts Financial Services Company; Boston (MA); Hybrid; USD 123,000 - 178,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive compensation

Job summary

Massachusetts Financial Services Company (MFS) is seeking a senior Data Management professional to lead quality and stewardship of critical investment data. You will own end-to-end data quality, track data lineage, and design workflows across investment and reporting teams.

The role emphasizes cross-functional collaboration with operations, technology, and compliance, in a hybrid Boston-based environment. Strong background in investment data and analytics is essential.

Qualifications

• Bachelor's degree in finance, CS, engineering, data science or related field.
• 6-8+ years in investment management, with 7+ years in data, analytics, and/or investment operations.
• Strong project management and process management skills to guide data quality improvement projects.
• Proven analytical and problem-solving skills with scalable solutions to dynamic business needs.
• Deep understanding of how data is used within investment processes and its impact on outcomes.
• Broad knowledge of equity and fixed income securities and related data methodologies.
• Strong judgement and communication across organizational levels; collaborative and independent work style.
• Experience with basic data analysis techniques such as descriptive and diagnostic analyses.

Responsibilities

• Identify and resolve investment data quality concerns end-to-end.
• Prioritize data quality backlog with stakeholder input and risk principles.
• Track data lineage, resolve ambiguities, and analyze data quality impact.
• Collaborate cross-functionally to develop broad data solutions with operations, technology, distribution, legal, and compliance.
• Support strategic data initiatives including data packages and requirements/test phases.
• Execute data standardization activities to achieve quick issue resolution.
• Ensure adherence to data policies and standards across systems and reports.
• Contribute to funding decisions related to data and technology needs.
• Improve Data Management processes and maintain data quality dashboards.
• Maintain data quality and stewardship across data domains.

Skills

Data analysis

Data governance

Project management

Problem solving

Communication

Investment data

Descriptive statistics

SQL

Education

Bachelor's degree in finance, CS, eng, data science or related field

CFA progress

Tools

Snowflake

Bloomberg PORT

Charles River Investment Manager

Eagle Investment Systems

FactSet

Tableau

Power BI

Python

Job description

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

For a leading and rapidly growing asset management firm, the Data Management team drives accountability for, and stewardship of, data as a strategic business asset. The team brings together technical practices, workflows, cultural norms, and architectural patterns to enable rapid innovation and trusted data. Leveraging deep data expertise, the team supports effective issue resolution, improved data quality, reliable data pipelines, and transparent measurement and monitoring. In contributing to a culture of operational excellence, the Data Management team focuses on ensuring accountability for resolving data quality issues, confirming that data is fit for purpose across consumption points, and collaborating with data stakeholders to structure data and design workflows that strengthen operational outcomes. Using strong investment data and operational knowledge, the team provides superior support to investment and reporting teams and performs specialized “first response” duties related to managing and ensuring data quality, accuracy, and availability for stakeholders. This position will be part of a team of Data Analysts who directly own and are accountable for the stewardship of critical data domains, including centralized implementation, documentation, and ownership of methodology decisions. The position is based in Boston, MA, with a focus on all aspects of data management related to a multi-asset book of business supporting investment and enterprise reporting capabilities.

What You Will Do

• Identify, problem solve and track investment data quality and accuracy concerns to resolution, including detecting, analyzing, and remediating root causes to complex issues.
• Autonomously manage and prioritize the backlog of data quality issues and requests, incorporating stakeholder input and risk mitigation principles, for both short-term and long-term end-to-end quality remediation.
• Subject matter expert on end-to-end data flows and data dependencies to track data lineage, resolve data ambiguities, and conduct data quality impact analysis.
• Identify and manage the resolution path for data issues and elevate decisions and thematic challenges where appropriate to leadership. Develop broad solutions by working cross functionally with operations, technology, distribution, legal and compliance.
• Provide subject matter expertise for data-related strategic initiatives to optimize data outcomes and capabilities. Includes requirements, testing, and business support for the development of data packages.
• Execute data standardization activities where possible to achieve short-term resolution of issues.
• Ensure data policies and standards are adhered to within stakeholder systems and reports.
• Inform funding decisions with respect to data and technology needs in support of data management related requirements.
• Develop and improve the Data Management team processes, manage data quality dashboards, and provide input in their design and development.
• Collaborate with members of Data, Technology, and Operations to ensure consistent stewardship of data and to maintain data quality in accordance with data quality standards.
• Assume additional responsibilities as required.

What We Are Looking For

• Bachelor's Degree or equivalent with a major in finance, computer science, engineering, data science or related field.
• 6-8+ years of investment management industry experience, with preferably 7 or more years of related experience in investment data, analytics, and/or investment operations.
• Strong project management and process management skills to guide point-in-time and ongoing targeted data quality improvement projects.
• Proven analytical and problem-solving skills and ability to independently develop creative and scalable solutions to meet dynamic business needs.
• Deep understanding of how data is used within investment and related processes and its impact on desired process outcomes.
• Broad knowledge of equity and fixed income security types, including derivatives, as well as associated data methodologies and industry standards.
• Strong professional judgement and communication skills across multiple levels of the organization. Demonstrated ability to form effective working relationships, be resourceful and resolve conflicts.
• Experience with basic data analysis techniques such as descriptive analysis, diagnostic analysis, regression analysis, etc.
• Ability to communicate at all levels of an organization.
• Demonstrated ability to perform job responsibilities collaboratively as well as independently, and effectively in a fast paced and demanding environment.

Preferred Skills, Qualifications And Expereince

• Snowflake, Bloomberg PORT, Charles River Investment Manager Solution, Eagle Investment Systems, Factset, Tableau &/or Power BI
• Python, SQL
• CFA or demonstrated progress and/or an interest in pursuing

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

Base Salary Range: $123,000.00 - $177,500.00 This position is eligible for competitive incentive bonus.

Education

At MFS, we believe in fair and transparent compensation. For that reason, we’re including the salary range for this position. This range reflects our good‑faith expectation for what we’ll pay depending on the candidate’s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:

• MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
• Education Assistance: Tuition reimbursement up to $8,000 annually
• Education Assistance: Access to discounted tutors and college coaches
• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we’ll be happy to discuss it.

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace.

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 617-954-5000 or email [e-mail] 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.