Equity Research Analyst

MFS•Boston, MA
•Hybrid

About The Position

At MFS, employees work collaboratively, prioritize the strongest ideas, and support one another and their communities. The Equity Research Analyst researches assigned industries or global regions and develops company and stock recommendations for MFS-managed portfolios. The role requires independent research, analysis, and communication, and includes frequent travel—approximately 30% of the job. The position is eligible for a competitive incentive bonus in addition to a base salary of $175,000.

Requirements

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

Nice To Haves

  • Language skills.

Responsibilities

  • Independently research assigned industries or global regions to develop company and stock recommendations for MFS-managed portfolios.
  • Use company literature, financial statements, business publications, and other research sources to structure, develop, and communicate investment recommendations.
  • Attend conferences, travel to company facilities, and interview corporate management at all levels.
  • Serve as the in-house expert for a designated area of concentration.
  • Facilitate team decisions by making final buy and sell decisions, ensuring timely and orderly trade execution, and overseeing sector construction.
  • Contribute rigorous bottom-up analysis of sector fundamentals through work with sector team analysts.
  • Perform additional duties as directed.

Benefits

  • Competitive incentive compensation based on individual and company performance.
  • MFS contributes an amount equal to 15% of base salary to the employee's retirement account, separate from the company-sponsored 401(k).
  • Education assistance: $100 monthly contribution directly to a loan provider, up to a $10,000 lifetime maximum.
  • Tuition reimbursement up to $8,000 annually.
  • Access to discounted tutors and college coaches.
  • Generous time off and fully paid leaves, including 20 weeks for maternity leave and 12 weeks for parental and caregiver leaves.
  • Choice of medical and dental plans, with an employer contribution to a Health Savings Account.
  • Tax-deferred commuter benefits and flexible spending accounts for medical and dependent care.
  • Wellness programs, including wellness webinars, an employee assistance program focused on mental health, a subsidized fitness benefit through Wellhub, and access to well-being apps.
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