Project Management Operations: Financial Analysis Co-op Spring 2027 (January - June)

Massachusetts Financial Services Company; Boston (MA); Hybrid; USD 29,000 - 34,000; Full time

Job summary

Massachusetts Financial Services Company (MFS) is offering a 6-month Co-op within the GIT Project Operations and Analytics team. You will help shape operational and financial processes, assist with onboarding, resource planning, metrics, and budgeting.

The role provides exposure to project management, cross-functional collaboration with GIT and Corporate Finance, and opportunities to develop reporting skills using Excel, Tableau, and Power BI.

Qualifications

• Undergraduate student enrolled in a co-op program.
• Strong analytical skills with data interpretation and reporting.
• Excellent interpersonal and communication skills.

Responsibilities

• Collaborate with Corporate Finance on budgeting and reporting for Business Technology initiatives.
• Track and analyze project costs for financial and operational optimization.
• Assist Project Managers, Product Owners, and GIT team with staffing, financials, and metrics reporting.
• Contribute to monthly reporting and budget reporting analyses.
• Create reports and dashboards to support decision-making across GIT projects.

Skills

Excel

Power BI

Tableau

PowerPoint

Visio

Communication

Analytical

Tools

Tableau

Power BI

Visio

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.

MFS is a global investment management firm focused on creating long-term value responsibly by doing what's right for our clients every day. Our rich history dates to 1924, when our founders invented the mutual fund. Since then, collaboration and innovation have fueled our success. Our unwavering commitment to finding the best, most durable investment opportunities is what sets us apart - and our success is grounded in our unique approach, disciplined philosophy and collaborative culture.

THE ROLE

Joining our team provides opportunities to share your voice and talents, tackle challenging problems, create solutions and collaborate with dedicated co-workers. This Co-op experience provides participants with meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including:

• Co-Op New Hire Orientation
• Senior Leadership Speaker Series
• Social & Networking Events
• Presentation Challenges

At the conclusion of this position, Co-ops will have gained practical exposure to how technology supports an asset manager, including project operations, financial analysis, budgeting and reporting, process documentation, data analysis, and cross-functional collaboration with Global Information Technology (GIT) and Corporate Finance teams.

MFS Co-op positions are a 6-month commitment, working Monday - Friday (beginning on Wednesday, January 13th through Friday June 25th, 2027), and work between 35-40 hours. Our program is designed for undergraduate students who are currently enrolled in a co-op program through their college or university and can meet our requirements.

Job Summary

Join the GIT team as part of the Project Operations and Analytics (PM Ops) group, where you'll play a key role in shaping and executing operational and financial processes of the Technology organization. This position supports GIT project management through project onboarding, resource planning, performance metrics, and financial monitoring.

Key Responsibilities

• Collaborate with Corporate Finance to support budgeting and reporting for Business Technology initiatives.
• Track and analyze project costs, identifying opportunities for financial and operational optimization.
• Assist Project Managers, Product Owners, and GIT team members with staffing, financials, and metrics reporting.
• Work on Ad-Hoc projects that support Financial and Process optimization as it relates to Monthly reporting and / or Budget Reporting and associated analysis
• Deliver high-impact outputs that support strategic decision-making across GIT projects.

WHAT YOU WILL DO

Work primarily with the PM Ops team as well as members of GIT to:

• Help with analysis and documentation of current state and future state workflows for key processes such as General Maintenance
• Create graphs, charts and materials to support improvement efforts
• Help to coordinate data gathering and data updates (if necessary) across teams
• Analyze year over year data trends and help consolidate data for recommendations
• Based on analysis, identify problem areas and recommend solutions for consideration
• Define and coordinate creation of new reports (if necessary) or enhancements to existing reports (with help from the GIT team)
• Assist with furthering MFS' best practices, including help with the management of project artifacts, metrics, status reports across MFS' initiatives
• Provide administrative support for data updates, presentations, and other ad-hoc activities
• Maintain process documentation and write new procedures when needed.
• Work on various ad-hoc projects and look to continually improve and / or simplify monthly reporting and analysis

WHAT WE ARE LOOKING FOR

• Excellent interpersonal and communication skills to work effectively in a team environment.
• Strong analytical skills and interest with working with large volumes of data and to help with interpretation/reporting
• Detail-oriented with good organizational and problem solving skills, and self-motivated.
• Ability and willingness to handle multiple tasks within a fast-paced casual yet professional environment.
• Experience with Excel required
• Experience using Microsoft Power Point and Visio are a plus
• Experience with Tableau, Power BI or other data and visualization tools is a plus

Hourly Pay Rate: $21.00-$25.00

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.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.