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Defined Contribution Investment Sales Intern

Defined Contribution Investment Sales Intern

locationBoston, MA, USA
PublishedPublished: 10/2/2024
Sales
Full Time

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.

Defined Contribution Investment Sales internship

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.

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 a 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, interns will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how sales works at an asset manager.

The MFS Summer Internship program is a 10-12-week program, starting June 3rd and ending on August 8th. Students work full-time, Monday through Friday, 35- 40 hours per week and are paid hourly. All applicants must be authorized to work in the United States. Internships are open to students who are rising seniors (class of 2026).

MFS is a hybrid work environment (with 2 remote days and 3 on-site days) unless otherwise stated in the job posting. This position will require individuals to be fully vaccinated against COVID-19 as part of their job responsibilities unless MFS approves an exemption as an accommodation due to a medical condition or sincerely held religious belief. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.

About DCI Sales

The Defined Contribution Investment (DCI) Sales intern participant is an integral part of the DCI Team and are provided with tasks that provide tremendous educational exposure. A DCI is essentially a type of retirement fund and is one of our most important products. This position offers a great opportunity for someone interested in starting a career in financial services (sales, marketing, operations or investment related). The DCI Sales intern will assist all areas of the department including client dealer relationships; product distribution; data analytics; marketing and sales support. In addition, gain a fundamental understanding of the financial services industry by working with numerous stakeholders of the organization. The environment is fast paced, dynamic, fun and engaging.

Principal Responsibilities

  • Support DCI sales team on projects/tasks such as data analytics and proposals.
  • Work with Global Strategic Accounts team to help with meeting follow ups to be exported to internals
  • Any type of Salesforce data entry: Adding new DCI reps to Salesforce from lists provided from internal/external, and scheduling activities
  • New and existing literature orders placed at Harte Hanks, vendor program, sending follow ups to internals.
  • Territory specific mailings: ordering literature (either through Harte-Hanks or by the copy center) stuffing envelopes and creating labels.
  • Scheduling and setting up for meetings, booking conference rooms, organizing video conferencing needs.
  • Running call reports: DCI team, on a daily and monthly basis.
  • Assisting with efforts with Discovery to update client information and scrub data feeds
  • Working with Brightscope data to ensure accuracy
  • Research industry and market related topics and opportunity to present findings to the team

Qualifications

  • Demonstrates desire to pursue a career in the Financial Services industry (sales, marketing, operations or investment related).
  • Proficiency in PowerPoint, Word, and Excel, experience preferred.
  • Strong written and verbal communication skills
  • Strong attention to detail and ability to multitask
  • Strong public speaking skill
  • Drive, enthusiasm, creativity and excellent interpersonal skills

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.

MFS is an Affirmative Action and 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 Feder

#LI-HYBRID

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 talent_acquisition@mfs.com for assistance. 

MFS is an Affirmative Action and 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 and Pay Transparency Nondiscrimination Provision, linked for your reference.