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Equity Research Associate

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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 talent_acquisition@mfs.com 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.

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$70000 / YEARLY (est.)

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$60000K

$80000K

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What You Should Know About Equity Research Associate, MFS

As an Equity Research Associate at MFS in Boston, you will immerse yourself in the exciting world of investment management and stock picking. This role is all about gathering and analyzing critical information to aid our fundamental equity research team in assessing companies’ potential. With a structured program lasting 3 to 4 years, you'll work side-by-side with experienced professionals, gaining insights into various industries. Your key responsibilities will include interviewing suppliers, customers, and analysts, and synthesizing data to present actionable findings to research analysts. This role requires a strong analytical mindset, excellent communication skills, and a passion for investing. You'll get to explore company dynamics while also engaging in cross-industry research. If you're looking to bridge your love for the stock market with real-world financial data gathering, this position is perfect for you. MFS is dedicated to nurturing a vibrant, diverse, and inclusive working environment, and we are committed to supporting your professional growth as you contribute to empowering individuals and institutions to secure their financial futures. Come join us and make a meaningful impact!

Frequently Asked Questions (FAQs) for Equity Research Associate Role at MFS

What are the main responsibilities of an Equity Research Associate at MFS?

The Equity Research Associate role at MFS is centered around gathering and analyzing critical financial information on various companies. You will conduct interviews with suppliers, customers, and government agencies, compile and synthesize extensive data, and present your findings to the research analysts. This hands-on experience in stock picking and market analysis is invaluable for anyone pursuing a career in investment management.