THE ROLEMFS is seeking an experienced Equity Research Analyst to join our investment team with a focus on Real Estate Investment Trusts. This role is responsible for conducting deep fundamental research, developing differentiated investment insights, and making stock recommendations for MFS portfolios. The ideal candidate will bring strong experience on the buy side or sell side, a passion for real estate investing, with a strong understanding of real estate fundamentals and public equity valuation.WHAT YOU WILL DO- Conduct in-depth fundamental research on publicly traded REITs.
- Develop and maintain detailed financial models, valuation frameworks, and investment theses.
- Analyze company financials, property portfolios, capital structures, management teams, competitive positioning, and sector trends.
- Meet regularly with company management teams, industry experts, analysts, and other market participants.
- Generate actionable stock recommendations for MFS portfolios, including clear buy, hold, and sell recommendations.
- Communicate investment views effectively to portfolio managers and broader investment teams through written research, presentations, and discussions.
- Monitor existing holdings and relevant industry developments, including earnings, transactions, macroeconomic trends, interest rates, and real estate market fundamentals.
- Collaborate with other analysts and portfolio managers to assess cross-sector implications and broader market opportunities.
WHAT WE ARE LOOKING FOR- 5+ years of equity research experience on the buy side or sell side, preferably with coverage of REITs, real estate, financials, or related sectors.
- Demonstrated passion for real estate investing and public equity markets.
- Strong financial modeling, valuation, accounting, and analytical skills.
- Ability to develop differentiated investment insights supported by rigorous research and data analysis.
- Excellent written and verbal communication skills, with the ability to clearly explain complex investment ideas.
- Strong judgment, intellectual curiosity, and a disciplined approach to evaluating risk and reward.
- Ability to work collaboratively with portfolio managers and investment colleagues in a team-oriented environment.
- Advanced degree in finance, business, real estate, economics, or a related field is a plus.
Base Salary: $175,000
This position is eligible for competitive commission pay.
At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
- MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
- Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
- Education Assistance: Tuition reimbursement up to $8,000 annually
- Education Assistance: Access to discounted tutors and college coaches
- Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
- Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
- Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
- Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them
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MFS is a
hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
