Equity Research Analyst

Massachusetts Financial Services Company; Greater London; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive benefits

Job summary

MFS Investment Management in London seeks an experienced Equity Research professional to develop stock recommendations across designated sectors. You will conduct bottom‑up analysis, attend conferences, and communicate investment ideas with portfolio teams.

The role requires 5+ years in equity research, willingness to travel, and the ability to think independently with strong numerical and communication skills. MFS offers a hybrid work environment and competitive benefits.

Qualifications

• 5+ years of relevant Equity Research experience.
• Ability to travel frequently.
• Ability to work and think independently, strong numerical and communication skills.

Responsibilities

• Independently conducts research to develop stock recommendations.
• Uses company literature and financial statements to structure investment ideas.
• Interacts with conferences and management teams to gather insights.
• Acts as in-house expert on designated coverage area.
• Facilitate portfolio decisions and oversee trade-related processes.
• Performs additional duties as directed.

Skills

Equity Research

Independent thinking

Numerical skills

Communication skills

Job description

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, researches specified industries or global regions to develop specific company and stock recommendations for the portfolios managed by MFS.

WHAT YOU WILL DO

• Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS.
• Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations.
• Attends conferences, travels to company facilities, and interviews corporate management at all levels.
• Acts as the in-house expert on designated area of coverage.
• Facilitate team decisions by making final buy and sell decisions, ensuring timely and orderly trade execution and overseeing sector construction. All ideas that enter the portfolio are driven by the rigorous, bottom-up analysis accomplished by the sector team analysts who are highly cognizant of the persisting sector fundamentals.
• Performs additional duties as directed.

WHAT WE ARE LOOKING FOR

• 5+ Years of relevant Equity Research experience.
• Ability to travel frequently.
• Ability to work and think independently, strong numerical and communication skills.

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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 617-954-5000 or email [e-mail] for assistance.

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. 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, linked for your reference.