Bachelor's degree in a relevant field; MBA, CFA, or advanced degree preferred.
Strong analytical and financial modeling skills for evaluating complex financial statements.
Excellent written and verbal communication skills for synthesizing complex information.
Intellectual curiosity and independent judgment in a demanding environment.
Strong collaborative skills with a focus on team development and process improvement.
Responsibilities
Conduct independent fundamental research on municipal issuers and sectors.
Identify and evaluate investment opportunities through credit analysis and relative value assessment.
Build and maintain financial models and prepare concise investment reports.
Communicate investment views and recommendations to portfolio managers and traders.
Collaborate with investment professionals to assess market developments and contribute to portfolio strategies.
Identify and implement improvements to research processes and analytical tools.
Benefits
15% contribution to retirement account separate from 401(k).
Education assistance with $100 monthly contributions up to $10,000 lifetime maximum.
Tuition reimbursement up to $8,000 annually.
Access to discounted tutors and college coaches.
Generous time off including 20 weeks for maternity and 12 weeks for parental leave.
Choice of medical and dental plans with employer contributions to Health Savings Account.
Tax-deferred commuter benefits and flexible spending accounts.
Robust wellness programs including fitness benefits and mental health support.
Full Job Description
THE ROLE
Investment analyst focused on identifying and evaluating investment opportunities that will add value across the MFS municipal bond platform through fundamental credit research and relative value analysis. Specific experience analyzing high yield municipal securities is a plus.
WHAT YOU WILL DO
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.
WHAT WE ARE LOOKING FOR
Bachelor's degree in relevant field. MBA, CFA, or other relevant advanced degree preferred.
Strong analytical and financial modeling skills, including the ability to evaluate complex financial statements, security structures, and relative value.
Excellent written and verbal communication skills, with the ability to synthesize complex information into clear, actionable investment recommendations.
Intellectual curiosity, independent judgment, and the ability to manage multiple priorities in a demanding environment.
Strong collaborative skills and a demonstrated willingness to contribute to team development and continuous process improvement.
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
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
#LI-HYBRID
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.
