Research Associate

MFS Investment Management
London, United Kingdom
25 Oct 2020
05 Nov 2020
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Whether you're an investment professional, an expert in sales or a technology specialist, you'll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.

Job Description BASIC PURPOSE :

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 - 5 year program, where incumbents generally will pursue graduate school or another opportunity inside or outside of MFS at the end of their term.


  • 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 post covid-19 restrictions.
  • 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

Mandatory Job Requirements:

  • 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

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

  • 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, Powerpoint and extensive familiarity with Excel

Other requirements:
  • Ability to travel; in a post-covid world and subject to government restrictions
  • Self-starter, can-do attitude, inquiring mind
  • Demonstrated passion for equity investing and the stock market
  • Demonstrated strong interest in developing

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 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. " Click here to view the 'EEO is the Law' poster and supplement ."

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