Equity Research Associate

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 :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. WHAT YOU WILL DO :

• 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.

WHAT WE ARE LOOKING FOR :

• 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.
• Relevant internship experience preferred.
• Ability to travel.

#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.

What we offer:

• Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
• Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
• Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
• Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
• Life & Disability Benefits: Company-paid basic life insurance and short-term disability
• Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

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 [email protected] for assistance. 

MFS is an Affirmative Action and 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 and Pay Transparency Nondiscrimination Provision, linked for your reference.