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:
At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how client services and consultant relations works at an asset manager.
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…
What you'd do
- Assist Institutional Sales, Relationship Management, and Consultant Relations teams with client segmentation initiatives, data analysis, and strategic projects designed to support client engagement and business development.
- Maintain and enhance team resources and collaboration channels, ensuring information, updates, and key initiatives are organized and accessible to stakeholders.
- Utilize Salesforce CRM as a central resource to maintain and analyze client, consultant, and prospect information. Generate regular and ad hoc reports, identify trends, and support efforts to improve data quality, reporting, and adoption.
- Partner with Sales, Relationship Management, Consultant Relations, Global Distribution Solutions, Marketing, Product, and other business partners on initiatives that support Institutional client-facing teams.
- Support the development and maintenance of enablement resources within Seismic, including content playbooks, curated pages, onboarding materials, newsletters, and training resources.
- Assist with content activation initiatives by helping organize, deploy, and promote resources that support client conversations, business development efforts, and consultant engagement.
- Analyze content utilization, platform adoption, and engagement data using tools such as Seismic, Excel, Tableau, Salesforce, and Microsoft Copilot to identify trends and support business decisions.
- Create dashboards, reports, and presentations that help measure content effectiveness, technology adoption, training impact, and sales enablement outcomes.
- Assist in the development and maintenance of onboarding materials, process documentation, workflow guides, and learning resources for institutional client-facing teams.
- Prepare customized presentations, analyses, and meeting materials to support strategic initiatives, sales opportunities, and internal projects.
What they want
- Seeking students with a strong interest in financial services, asset management, sales enablement, analytics, marketing, or learning & development.
- Strong analytical and problem-solving skills, with the ability to work with data and draw meaningful insights.
- Experience with Microsoft Excel and PowerPoint; familiarity with Tableau, Salesforce, Power BI, or similar tools is a plus.
- Strong written and verbal communication skills with excellent attention to detail.
- Comfortable learning new technologies and working with digital platforms.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
- Self-starter who can work independently while collaborating effectively across teams.
- Curiosity, creativity, and a willingness to continuously learn and improve.
- Starts
- 2026-09-21