Investment Strategist

5 days ago


Étreux, Hauts-de-France, United States MFS Investment Management Full time

At MFS Investment Management, we are dedicated to building a diverse and inclusive workplace. We believe that our employees' unique perspectives and experiences drive innovation and success.

About the Role

We are seeking an experienced Investment Strategist - Equity Associate to join our team. This role is responsible for supporting the Investment Team in creating strategy-specific content materials, developing responses to custom client requests, and analyzing portfolio performance.

Key Responsibilities
  • Collaborate with the Institutional Portfolio Managers (IPMs) and Strategy and Insights Group (SAIG) to create quarterly client content materials across all equity strategies.
  • Partner with the IPM team to develop responses to custom client requests, including analysis of portfolio level characteristics, turnover, exposure to various factors, sustainability engagement, and integration examples.
  • Gather up-to-date information related to the performance of stocks and sectors, working with analysts, IPMs, and PMs as needed.
  • Support the IPM team on ad hoc projects, such as examining Chinese revenue exposure vs. benchmark, evaluating strategy Net Debt/EV, customizing ESG dashboards, GHG emissions analysis, and Sustainable Development Goal Alignment analysis.
  • Assist in developing strategy-specific materials, such as white papers on opportunities in US Growth and finding value in compounding returns through a cycle, as well as general investment presentations on growth vs. value, US vs. non-US, sector themes, and climate presentation for internal roundtable meetings.
  • Maintain and update the Equity IPM Blog, highlighting relevant weekly research meetings, summarizing key external macro/strategy/ESG meetings, and other relevant materials/topics.
Requirements
  • Bachelor's degree required.
  • Minimum of 5 years related experience.
  • Proven analytical skills and ability to make independent decisions and develop creative solutions.
  • Solid understanding of different security types.
  • Excellent organizational skills and the ability to work in a high-pressure fast-paced environment.
  • Excel spreadsheet and PowerPoint knowledge required, familiarity with FactSet and Bloomberg desired.
About Us

MFS Investment Management is a hybrid work environment, offering competitive total compensation programs, generous time-off policies, family-friendly benefits, and a commitment to diversity, equity, and inclusion. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply. We strive to build a workplace where everyone feels valued and empowered to succeed.



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