Equity Sr. IPM 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.

BASIC PURPOSE:

Using professional judgment and in-depth knowledge of investment strategies to work with the Investment Team in order to support strategy-specific content development, client communications, performance analytics and other value-added analyses.  With investment knowledge, individual will build a solid understanding of research process, portfolio construction, and portfolio performance to assist in and assume leadership for the preparation of materials for client meetings. This is to include details of market activity and portfolio performance, including stock specific discussion.

PRINCIPAL RESPONSIBILITIES:

• Participate in the creation of quarterly client content materials across all equity strategies in collaboration with the Institutional Portfolio Managers (IPMs) and the Strategy and Insights Group (SAIG).
• Partner with the Institutional Portfolio Management team in the development of responses to custom client requests/questions – including the analysis of portfolio level characteristics, turnover, exposure to various factors, sustainability engagement and integration examples, etc.
• Gather up-to-date information related to the performance of stocks and sectors, working with analysts, IPMs and PMs, where appropriate.  Demonstrate an understanding of portfolio performance in written format, summarizing portfolio transactions, articulating the investment case for buy and sell decisions, and explaining drivers of portfolio performance.
• Support the IPM team on ad hoc projects (eg, examine Chinese revenue exposure vs. benchmark, evaluate strategy Net Debt/EV, customize ESG dashboards for a range of strategies, GHG emissions analysis, Sustainable Development Goal Alignment analysis, etc..)
• Assist in the development of strategy specific materials – (eg, White papers on (1) Opportunities in US Growth and (2) Finding Value in Compounding Returns Through a Cycle) – and general investment presentations (Growth v Value, US v Non-US, sector themes, Climate Presentation for internal Roundtable meeting, etc.). Additionally, write client-facing short papers (eg. (1) GLP-1s and (2) Artificial Intelligence).
• Maintain and update the Equity IPM Blog highlighting relevant weekly research meetings, providing summaries of key external macro/strategy/ESG meetings and other relevant materials/topics.  Work collaboratively with fixed income counterpart on joint IPM Blogs updates.
• Performs additional investment-related responsibilities as requested.

JOB REQUIREMENTS:

• Bachelor’s degree required
• Minimum of 5 years related experience;
• Proven analytical skills and ability to make independent decisions and develop creative solutions;
• Sound judgment regarding escalation practices as well as excellent interpersonal skills and written communication skills;
• 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.

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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.

What we offer:

• Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
• Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
• Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
• Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
• Life & Disability Benefits: Company-paid basic life insurance and short-term disability
• Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

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 [email protected] 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. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision, linked for your reference.