Equity Research Analyst

MFS Investment Management • Boston, MA

1d • Hybrid

About The Position

Using discretion and judgment, the Equity Research Analyst researches specified industries or global regions and develops company and stock recommendations for MFS-managed portfolios. The analyst independently conducts and communicates research, serves as the in-house expert for a designated area, and supports portfolio decisions and sector construction. The role includes attending conferences, visiting company facilities, and interviewing corporate management; travel is approximately 30% of the job.

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 an assigned area to develop company and stock recommendations for MFS-managed portfolios.
• Use sources such as company literature, financial statements, and business publications to structure, develop, and communicate investment recommendations.
• Attend conferences, travel to company facilities, and interview corporate management at all levels; travel encompasses approximately 30% of the job.
• Act as the in-house expert on 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.
• Perform additional duties as directed.

Benefits

• MFS contributes an amount equal to 15% of base salary to a retirement account separate from the company-sponsored 401(k).
• Education loan assistance: $100 monthly contribution directly to the 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 medical and dependent-care flexible spending accounts.
• Wellness webinars, an employee assistance program focused on mental health, subsidized fitness benefits through Wellhub, and access to well-being apps.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior