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.

• Former Equity RA Intern experience at MFS required





At MFS, we believe in fair and transparent compensation. For that reason, we’re including the salary range for this position. This range reflects our good-faith expectation for what we’ll pay depending on the candidate’s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:

• 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

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we’ll be happy to discuss them

#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.

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 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, linked for your reference.