Equity Investment Associate

6 days ago


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

We are seeking an Equity Investment Associate to join our team at MFS Investment Management. This role will focus on supporting the development of investment strategies and portfolio performance analysis.

About MFS

MFS is a global investment management company that prioritizes creating better outcomes for our clients, employees, and communities. Our culture is built on collaboration, teamwork, and a commitment to excellence.

Job Description

The successful candidate will have a strong analytical background and excellent communication skills. They will work closely with our Investment Team to develop strategy-specific content, support client communications, and perform portfolio performance analytics.

  • Develop and maintain in-depth knowledge of investment strategies and market trends.
  • Collaborate with the Investment Team to create quarterly client content materials and respond to custom client requests.
  • Analyze portfolio level characteristics, turnover, exposure to various factors, and sustainability engagement.
  • Support ad-hoc projects, such as examining Chinese revenue exposure vs. benchmark or evaluating strategy Net Debt/EV.
  • Assist in developing strategy-specific materials and general investment presentations.
  • Maintain and update the Equity IPM Blog highlighting relevant weekly research meetings and providing summaries of key external macro/strategy/ESG meetings.
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in a related field.
  • A minimum of 5 years of experience in a related field.
  • Proven analytical skills and ability to make independent decisions.
  • Excellent interpersonal and written communication skills.
  • Solid understanding of different security types.
  • Excel spreadsheet and PowerPoint knowledge required, familiarity with FactSet and Bloomberg desired.
What We Offer

We offer a competitive salary range of $85,000 - $115,000 per year, depending on experience, plus benefits including generous time-off, family-focused programs, and a hybrid work environment. We prioritize diversity, equity, and inclusion in all aspects of our business.


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