Client Reporting Analyst

2 weeks ago

Sydney, New South Wales, Australia MFS International Australia Pty Ltd 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.

THE ROLE

Using discretion and judgment assists in the development of system and workflow strategies to promote the use of providing consistent and accurate data throughout the organization. Works with the business units and reporting team members to identify and document the data needs across the distribution units. Collect, update, and distribute data to internal and external MFS business users in compliance with the Portfolio Holdings Disclosure Policy. Develop standard reporting processes and reviews to support monthly, quarterly, and ad hoc requests using existing reporting tools.

WHAT YOU WILL DO

Works with business units to identify short and long-term workflow, system and data needs for clients, marketing, and reporting. Proposes workflow and system strategies tailored to meet business goals for timely, accurate and consistent data.

Review and evaluate internal business users request for data and reports. Determine appropriateness, availability, and source of data needs. Prepare data required to facilitate the generation and distribution of the client, marketing, or reporting needs

Develop and provide system training to personnel across the distribution units to promote efficient and consistent use of existing source systems and data.

Provide quality assurance services by conducting system, report and process testing. Complete peer reviews of other team members manual created requests to ensure accuracy of data being provided.

Collect, update, and distribute data to MFS business users in compliance with the Portfolio Holdings Disclosure Policy. Fulfill adhoc data and reporting requests for internal and external business partners where data is not readily available to the requestor.

Maintain written policies, procedures, and checklists for Reporting. Ensure procedures are kept up to date.

Maintain records of data requests and drives for data files.

Perform additional responsibilities as requested.

WHAT WE ARE LOOKING FOR

Bachelor's degree or equivalent industry experience.

0-2+ years' experience in portfolio administration, reporting or analysis in the financial services industry.

Strong mathematical, analytical, organizational skills required.

Ability to communicate effectively with different groups/individuals through written communication or in person.

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What we offer:

At MFS, we view our employees as family — and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.

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 or email 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.

About Us

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.

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