Equity Research Analyst

MFS Investment Management; Boston (MA); On-site; USD 149,000 - 203,000; Full time

Benefits offered by this job

Retirement plan contribution 15%

Education assistance: $100 monthly to

Tuition reimbursement up to $8,000

Parental / caregiver leave

Health savings account

Wellness programs

Job summary

MFS, a leading investment manager in Boston, seeks a seasoned equity researcher to develop company and stock recommendations for the portfolios we manage. You will leverage company literature, financial statements and publications to craft actionable investment ideas and communicate them clearly to portfolio teams.

The role requires frequent travel, a strong independent work ethic, and the ability to analyze data, speak with management, and collaborate across teams in a hybrid work environment.

Qualifications

• MBA degree or equivalent international business experience.
• Willingness to travel frequently.
• Ability to work independently using research, analysis and communication skills.
• Language skills are a plus.

Responsibilities

• Independently researches assigned area to develop company and stock recommendations for MFS portfolios.
• Uses company literature, financial statements and publications to structure and communicate investment ideas.
• Attends conferences, travels to company facilities and interviews management; travel ~30%.
• Serves as in-house expert on designated area of concentration.
• Facilitates portfolio decisions by ensuring timely trade execution and rigorous bottom-up analysis.
• Performs additional duties as directed.

Skills

Independent work

Research & analysis

Communication skills

Travel readiness

Education

MBA or equivalent

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. Travel will encompass approximately 30% of this job.
• Acts as the in-house expert on designated area of concentration.
• 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

• Master of Business Administration degree, or equivalent international business experience.
• Ability to travel frequently.
• Ability to work independently, using research, analysis, and communication skills.
• Language skills a plus.

Base Salary: $175,000

This position is eligible for competitive incentive bonus.

At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation forwhat we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensationbased on both individual and company performance. Other components of our Total Rewards Package include:

• MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
• Education Assistance: Tuition reimbursement up to $8,000 annually
• Education Assistance: Access to discounted tutors and college coaches
• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them

#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.

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.