Equity Research Analyst — REITs

MFS Investment Management • Boston, MA

2d • Hybrid

About The Position

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. MFS is seeking an experienced Equity Research Analyst to join our investment team with a focus on Real Estate Investment Trusts. This role is responsible for conducting deep fundamental research, developing differentiated investment insights, and making stock recommendations for MFS portfolios. The ideal candidate will bring strong experience on the buy side or sell side, a passion for real estate investing, with a strong understanding of real estate fundamentals and public equity valuation.

Requirements

• 5+ years of equity research experience on the buy side or sell side, preferably with coverage of REITs, real estate, financials, or related sectors.
• Demonstrated passion for real estate investing and public equity markets.
• Strong financial modeling, valuation, accounting, and analytical skills.
• Ability to develop differentiated investment insights supported by rigorous research and data analysis.
• Excellent written and verbal communication skills, with the ability to clearly explain complex investment ideas.
• Strong judgment, intellectual curiosity, and a disciplined approach to evaluating risk and reward.
• Ability to work collaboratively with portfolio managers and investment colleagues in a team-oriented environment.

Nice To Haves

• Advanced degree in finance, business, real estate, economics, or a related field is a plus.

Responsibilities

• Conduct in-depth fundamental research on publicly traded REITs.
• Develop and maintain detailed financial models, valuation frameworks, and investment theses.
• Analyze company financials, property portfolios, capital structures, management teams, competitive positioning, and sector trends.
• Meet regularly with company management teams, industry experts, analysts, and other market participants.
• Generate actionable stock recommendations for MFS portfolios, including clear buy, hold, and sell recommendations.
• Communicate investment views effectively to portfolio managers and broader investment teams through written research, presentations, and discussions.
• Monitor existing holdings and relevant industry developments, including earnings, transactions, macroeconomic trends, interest rates, and real estate market fundamentals.
• Collaborate with other analysts and portfolio managers to assess cross-sector implications and broader market opportunities.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree