Compliance Reporting Associate
MFS Investment Management · Boston, MA · 2 wk ago
HybridFinance$56k–$81k/yrFull-time
About the role
The Compliance Reporting Associate ensures that MFS complies with all applicable laws, rules, and regulations. This role assists in the development and monitoring of compliance policies, procedures and processes and reports on compliance outcomes to senior compliance leadership.
Responsibilities
- With guidance from manager, assist in various reporting functions (Client Reporting, Regulatory Reporting and Management Reporting).
- Support the preparation, review, and delivery of client reporting and regulatory filings (e.g., client reports, regulatory submissions, ad hoc requests).
- Perform data validation and quality checks to ensure accuracy, completeness, and consistency across reports.
- Audit trails and documentation of reporting processes, validation steps, and issue resolution.
- Maintain audit trails and documentation of reporting processes, validation steps, and issue resolution.
- Monitor reporting timelines and ensure deadlines are met in accordance with regulatory and client requirements.
- Partner with internal teams (e.g., Operations, Finance, Technology) to gather data and resolve reporting-related issues.
- Aid in process improvements and automation efforts to enhance efficiency and reduce risk.
- Aid in responses to internal audits, compliance reviews, and regulatory inquiries.
- Track and manage incoming requests through shared mailboxes and workflows, ensuring proper categorization and follow-through.
Requirements
- Bachelor’s degree or equivalent work experience.
- Strong attention to details with a focus on accuracy and data integrity.
- Ability to manage multiple priorities and tight deadlines in a high-volume environment.
- Clear and professional communicator who can collaborate across teams.
- Prowess in analytical mindset with the ability to identify patterns, discrepancies, and root causes.
- Ability to work effectively with cross-functional and international teams with a level of accountability with a proactive approach.
- Comfort working with data and willingness to learn new systems, tools, and reporting requirements.
- Demonstrated ability to follow structured processes while also identifying opportunities for improvement.
Preferred Skills, Qualifications & Experience
- Experience or a proven interest in the Compliance/Legal area will be a plus.
- Experience with data analysis, report generation, and AI technologies.
- Familiarity with compliance reporting functions and applicable laws will be a plus.
- Bachelor’s degree in business, data analytics, or finance.
- Excellent presentation skills.