Sr. 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**

**As part of the fundamental research effort, works with the research team to gather information on securities to augment the coverage of the research analysts. The Senior Research Associate will be assigned a select group of companies to perform an industry review with buy/hold/sell recommendations and actively follow these companies. Sr. RAs will be expected to do both core research associate functions as well as the active stock coverage to be successful in the role.**

**WHAT YOU WILL DO**
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- **Gathers information about the securities by interviewing suppliers, customers, government agencies, sell side analysts, etc. Develops interview questions and gathers data via telephone or in person (hosts visitors or travels to location).**
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- **Collects financial data from databases and interview process to be utilized in building and maintaining financial models with price targets to be kept in the research system.**
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- **Conduct regular meetings and calls with management, write and circulate investment notes on earnings calls, conferences and management meetings.**
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- **Working independently, conducts thorough analysis of designated securities; developing the financial model, investment thesis and investment recommendation that are presented to the research analyst and portfolio management team.**
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- **Works closely with the Analysts on his/her sector team and relevant Portfolio Managers on the stock coverage as it relates to implications to the rest of the specified sector across market caps.**
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- **Assist in the training and mentoring of junior Research Associates.**
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- **Perform core research associate duties, including, but not limited to, supporting Analysts, Sector Teams and Portfolio Managers on industry analyses, financial models, conference preparation, roundtable presentations and industry reviews.**
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- **Assumes additional projects and responsibilities as required.**
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**WHAT WE ARE LOOKING FOR**
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- **Bachelors degree in a relevant field (e.g. Business, Finance, Economics, etc.) or equivalent experience.**:

- **Three to five years relevant investment research experience.**
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- **Exceptional analytical skills, ability to gather and concisely compile large amounts of information.**
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- **Strong communications skills both written and verbal.**
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- **Ability to work independently on complex projects.**
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- **Ability to travel.***

**What we offer**:
**At MFS, we view our employees as family - and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.**

**MFS is a**
**hybrid work environment**
**(remote/onsite) unless otherwise stated in the job posting.**

**This position will require individuals to be**
**fully vaccinated against COVID-19**
**as part of their job responsibilities, unless MFS approves an exemption as an accommodation due to a medical condition. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.**

**MFS is an**
**Affirmative Action and Equal Opportunity Employer