Equity Research Associate

MFS Investment Management • Boston, MA

4d • Hybrid

About The Position

At MFS, the Equity Research Associate Program is designed to allow associates to become fully immersed in the investment management world of stock picking. The Equity Research Associates work with the fundamental equity research team and gather information on companies to augment the coverage of the analysts. The Equity Research Associate Program is designed to be a 3 - 4 year program, where incumbents generally will pursue graduate school or another opportunity inside or outside of MFS at the end of their term.

Requirements

• Demonstrated passion for investing and the stock market.
• Exceptional analytical skills, ability to gather and concisely compile large amounts of information.
• Strong communication skills both written and verbal
• Ability to work independently on complex projects.
• Bachelor’s degree.
• Ability to travel.
• Former Equity RA Intern experience at MFS required

Nice To Haves

• Relevant internship experience preferred.

Responsibilities

• Gathers information about companies by interviewing suppliers, customers, government agencies, sell side analysts, etc. Assists in developing interview questions and gathers data via telephone or in person (hosts visitors or travels to location).
• Gathers and synthesizes information from multiple sources to assess a company’s growth prospects, competitive position, management, etc. Presents finding to research analyst.
• Collects financial data from databases and interview process to be utilized in financial modeling.
• Acts as conduit for cross-industry research between the various members of the sector team.
• Assumes additional projects and responsibilities as required.

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: Entry Level