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About the Role

The RFP role at MFS supports new business development, client retention, and consultant relations by managing, writing, and coordinating high-quality responses to RFPs, DDQs, and other information requests. This includes request scoping, stakeholder coordination, timeline management, and delivery oversight. The role requires managing basic requests, writing, communication, and data gathering with direction from manager or senior team members. Requests are reviewed by senior members to ensure accuracy and quality, supporting a critical point in the client journey.

Responsibilities

• Manages basic requests using standard procedures and guidelines with guidance.
• Coordinates stakeholder input and finalizes required documents according to established RFP procedures and requirements with manager or senior team member support.
• Sources and consolidates firm and/or product data, ensuring adherence to legal and compliance requirements, with manager or senior team member oversight.
• Partners with a senior team member to ensure final responses align with predefined procedures for firm messaging, regulatory standards, and branding guidelines.
• Prioritizes work to meet deadlines with manager or senior team member support.
• Collaborates with RFP team members to improve processes, templates, and documentation.
• Performs procedural and system-based administrative tasks to ensure requests comply with RFP policies and procedures.
• Assumes other responsibilities as required.

Requirements

• 0-2+ years of professional experience, preferably in asset management or working with RFPs/DDQs.
• Bachelor’s degree, or equivalent experience.
• Attention to detail, request management, and organizational skills with the ability to manage concurrent deadlines with guidance.
• Moderate communication, written, editorial, verbal, and interpersonal skills.
• Proficient with Microsoft Office Suite of products; Adobe Acrobat.
• Ability to adapt to new and evolving technology and processes quickly.
• Demonstrates a sense of urgency.
• Open and receptive to actioning constructive feedback.
• Ability to work collaboratively and with individuals across the organization.
• Flexibility at short notice to work additional hours to fulfill duties.
• Occasional travel may be required.

Skills

• Request management
• Organizational skills
• Communication skills
• Written skills
• Editorial skills
• Verbal skills
• Interpersonal skills
• Microsoft Office Suite
• Adobe Acrobat

Location

• Hybrid

Work Type

• Hybrid
• Full-time

Experience Level

• 0-2+ years

Education Level

• Bachelor's degree or equivalent experience

Benefits

• Accommodations for applicants with disabilities during the recruitment process.

About the Company

• For almost a century, investors around the world have trusted MFS to achieve their investment goals.
• Since 1924, when our founders invented the mutual fund, collaboration, a long-term focus and skilled active research have fueled our success.
• As a leading global investment manager, we hire employees who share our values, align with investors who share our long-term philosophy, and always act in the best interest of our clients.

Equal Opportunity

• MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
• 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.
• 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.
• We are dedicated to building a diverse, inclusive and authentic workplace.
• MFS Investment Management Canada is committed to an inclusive and equitable workplace.
• We value the diversity of people, culture and ideas.
• MFS Investment Management Canada’s equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated.
• We believe we must attract, develop, and retain the best and brightest individuals from all segments of the population in order to attain business objectives.
• We are dedicated to providing accommodations for applicants with disabilities during the recruitment process.
• If you are contacted for an interview, please advise if you require accommodations, so your accessibility needs are met during the recruitment process.
• 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 talent_acquisition@mfs.com for assistance.