MFS  Investment Management

ESG Fixed Income Research Associate

MFS Investment Management$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years of experience in an investment role with ESG and Fixed Income expertise
  • Working towards CFA or other relevant qualification
  • Proven ability to collaborate with diverse individuals
  • Strong analytical and project management skills
  • Creative and independent work capabilities
  • Demonstrated interest in sustainability

Responsibilities

  • Support a team of two fixed income ESG analysts in investment and ESG research
  • Collaborate with equity and fixed income teams for effective issuer engagements
  • Enhance integration frameworks for various fixed income sub asset classes
  • Communicate MFS' ESG research and stewardship to clients and external parties
  • Represent MFS in sustainability organizations and initiatives
  • Participate in ad-hoc projects as required

Benefits

  • 15% contribution of base salary to retirement accounts separate from 401(k)
  • Education assistance with $100 monthly contribution towards loans up to $10,000
  • Tuition reimbursement up to $8,000 annually
  • Access to discounted tutors and college coaches
  • Generous paid time off including 20-week maternity leave
  • Choice of medical and dental plans with HSA employer contribution
  • Tax-deferred commuter benefits and flexible spending accounts
  • Robust wellness programs including mental health support and fitness benefits
Full Job Description
THE ROLEMFS is an investment management firm representing retail and institutional clients worldwide. Founded in 1924, we have a global footprint of investment professionals and manage more than $550 billion in equity and fixed income assets. Our mission is to allocate capital responsibly on behalf of our clients. We engage in that mission by understanding all the financially material factors that may impact the issuers we own.
MFS' ESG integration strategy is not based on creating new products or implementing exclusions. Instead, we conduct rigorous, security-level analysis that allows us to develop a nuanced understanding of the financially material ESG risks and opportunities facing each fixed income or equity issuer. As a result, MFS' sustainability team—which has always been part of our investment team—plays an integral role in each step of the investment decision making process, collaborating with other investment professionals to drive the best long-term outcomes for our clients.
WHAT YOU WILL DO
  • Support a team of two experienced fixed income ESG analysts to utilize general investment and fixed income expertise in collaborating with analysts, portfolio managers, and others on security-specific and thematic ESG research
  • Work closely with other members of the equity and fixed income investment team to prepare for and conduct effective issuer engagements
  • Enhance integration frameworks in fixed income sub asset classes (e.g. securitized, muni, and sovereign).
  • Communicate with clients and other external parties regarding MFS' equity and fixed income ESG research and stewardship activity
  • Represent MFS in various sustainability organizations/initiatives
  • Participate in ad-hoc projects as necessary

WHAT WE ARE LOOKING FOR
  • 2-5 years of experience in an investment role with ESG and Fixed Income experience
  • Working towards CFA or other relevant qualification
  • Demonstrated ability to collaborate with a diverse group of individuals
  • Strong analytical and project management skills
  • Ability to work creatively and independently
  • Demonstrated interest in sustainability

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 forwhat we9ll pay depending on the candidate9s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensationbased 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 6 if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we9ll be happy to discuss them

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn9t align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

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

About MFS Investment Management

MFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. The first mutual fund, the Massachusetts Investors Trust fund, is still in operation today. MFS had $528.4 billion in assets under management as of January 31, 2020.
Learn more about MFS Investment Management

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