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MFS

Global asset manager of mutual funds

Fixed Income Research Analyst - Municipal Bonds

Equity & Credit ResearchPosted on Nov 13
Full-timeBoston, MA, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in a relevant field is required.
  • Strong analytical and financial modeling skills, including the ability to evaluate complex financial statements, security structures, and relative value, are required.
  • The ability to synthesize complex information into clear, actionable investment recommendations is required.
  • Intellectual curiosity, independent judgment, and the ability to manage multiple priorities in a demanding environment are required.
  • Strong collaborative skills and a demonstrated willingness to contribute to team development and continuous process improvement are required.

Responsibilities

  • Conduct independent fundamental research on municipal issuers and sectors, including analysis of financial statements, offering documents, rating agency reports, and broader industry trends.
  • Identify and evaluate investment opportunities through fundamental credit analysis, relative value assessment, and consideration of security structures, market conditions, and risk/reward characteristics.
  • Build and maintain financial models and prepare concise written investment reports that synthesize research findings and support investment recommendations.
  • Clearly communicate investment views and recommendations to portfolio managers, traders, and other members of the investment team.
  • Actively collaborate with investment professionals to identify opportunities, assess market developments, and contribute to broader portfolio strategies.
  • Proactively identify and implement improvements to research processes, analytical tools, and team workflows to enhance the quality and efficiency of investment decision-making.

Desired Qualifications

  • Specific experience analyzing high-yield municipal securities is a plus.
  • An MBA or other relevant advanced degree is preferred.

About the Company

MFS

Global asset manager of mutual funds

MFS Investment Management is a global asset manager that runs mutual funds and active ETFs for individuals, financial advisors, and institutions. It manages money with an active investment approach, meaning portfolio managers pick securities they believe will outperform over time, and then structure these ideas into mutual funds and active ETFs. The company combines a long history (dating back to 1924 with the creation of the first mutual fund) and a global footprint under Sun Life Financial to offer a diverse set of investment products. Its difference lies in an established track record, collaborative active management, and a broad client base across regions, with about $619.6 billion in assets under management as of May 2025. The goal is to generate long-term value for clients by actively managing portfolios and seeking performance across markets.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Boston, MA
Founded
1924

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