MFS  Investment Management

Rotational Fixed Income Research Associate

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree expected during the [redacted] academic year.
  • Strong interest in investing and financial markets.
  • Analytical, problem-solving, and communication skills.
  • Relevant coursework in economics, finance, accounting, or mathematics.
  • Familiarity with Microsoft Excel preferred.

Responsibilities

  • Conduct fundamental investment research across various fixed income asset classes.
  • Support analysis of credit, industry, security, and macroeconomic factors based on rotation.
  • Collect and analyze financial and economic data for investment modeling.
  • Collaborate with research analysts and portfolio managers within the investment team.

Benefits

  • 15% base salary contribution to a retirement account.
  • Up to $10,000 in education assistance for loan payments.
  • Annual tuition reimbursement up to $8,000.
  • Access to discounted tutoring and college coaching services.
  • Generous leave policies including 20-weeks maternity and 12-weeks parental leave.
  • Choice of comprehensive medical and dental plans with HSA contributions.
  • Wellness programs including fitness subsidy and mental health support.
Full Job Description
THE ROLE

The Fixed Income Rotational Research Associate Program is an entry-level opportunity for current college seniors interested in beginning a career in fixed income investing.

Research Associates will rotate through approximately three to four areas of Fixed Income, which may include investment grade, high yield, emerging markets, municipal bonds, structured products and other strategies. The program is designed to provide broad exposure to fixed income investing while developing fundamental research, financial analysis and investment judgment.

Candidates should be graduating during the [redacted] academic year and available to begin full-time employment in September 2027.

WHAT YOU WILL DO
• Conduct fundamental investment research across multiple fixed income asset classes.
• Support credit, industry, security and/or macroeconomic analysis depending on the assigned rotation.
• Collect and analyze financial, economic and market information and assist with financial modeling and investment analysis.
• Work closely with Research Analysts, Portfolio Managers and other members of the Fixed Income investment team.

WHAT WE ARE LOOKING FOR
• Currently pursuing a bachelor's degree with expected graduation during the [redacted] academic year.
• Strong interest in investing, financial markets and fixed income asset management.
• Strong analytical, problem-solving and communication skills, with the ability to synthesize and concisely communicate information.
• Relevant coursework may include economics, finance, accounting, mathematics or statistics. Familiarity with Microsoft Excel is preferred.
• Prior full-time investment experience is not required. Relevant internship, academic or extracurricular experience is a plus.

Base Salary: $115,000

This position is eligible for competitive incentive bonus.

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

#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.
Learn more about MFS Investment Management

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