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.

What you will be responsible for:

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

 Responsibilities:

Support the Equity Research Analysts and Portfolio Managers in daily activities and custom projects

Gather and collate information about companies by interviewing the companies, their suppliers and customers, government agencies, sell side analysts, etc. Travel may be required.

Gather and synthesize information from multiple sources to assess a company’s growth prospects, competitive position, management, etc. including financial data from databases and from interviews

Build, analyze and maintain company and sector financial models and databases using above sources

Presents findings to relevant members of the investment team

Assume additional projects and responsibilities as required (e.g. case studies, sector presentations)

Act as a conduit for cross-industry and cross-portfolio research

WHAT WE ARE LOOKING FOR

Skills:

Exceptional analytical skills and intimate familiarity with financial statements

Sound financial analysis skills such as building and maintaining a full financial model in Microsoft Excel

Ability to work and document information in Microsoft Word and Power Point

Ability to compile and process large amounts of information

Creative problem solving and ability to work independently on stock analysis and to proactively manage complex projects

Attention to detail

Strong communication skills both written and verbal

Ability to work within a team as well as coordinate work streams with other global associates

Qualifications:

Bachelor’s degree or equivalent in financially relevant discipline / progress towards CFA qualification

Experience:

One to three years’ relevant full time experience building models and analyzing / working with financial statements & databases

Management of large information sets and complex projects from inception to completion

Working independently and within a team setting

Creative problem solving

Written and verbal communication in differing settings and group sizes

Use of Word, Excel and Powerpoint

Other requirements:

Ability to travel

Self-starter, can-do attitude, enquiring mind

Demonstrated passion for equity investing and the stock market

Demonstrated strong interest in developing a career in buy-side equity research

#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:

At MFS, we view our employees as family — and like you, we want our family happy and healthy. That’s why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.
 

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.