Equity Research Analyst
MFS Investment Management · Toronto, ON
- On site
- Full-time
- $120,000 / year
- Toronto, ON
Job highlights
- Research industries and companies for stock recommendations.
- Develop and communicate investment recommendations.
- Travel for conferences and company visits.
- Act as an expert in a specific area.
- Contribute to team buy/sell decisions.
About the role
Equity Research Analyst
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.
The Role
Using discretion and judgment, researches specified industries or global regions to develop specific company and stock recommendations for the portfolios managed by MFS.
What You Will Do
- Independently conducts research in assigned area to develop specific company and stock recommendations for the portfolios managed by MFS.
- Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations.
- Attends conferences, travels to company facilities, and interviews corporate management at all levels. Travel will encompass approximately 30% of this job.
- Acts as the in-house expert on designated area of concentration.
- Facilitate team decisions by making final buy and sell decisions, ensuring timely and orderly trade execution and overseeing sector construction. All ideas that enter the portfolio are driven by the rigorous, bottom-up analysis accomplished by the sector team analysts who are highly cognizant of the persisting sector fundamentals.
- Performs additional duties as directed.
What We Are Looking For
- Master of Business Administration degree, or equivalent international business experience.
- Ability to travel frequently.
- Ability to work independently, using research, analysis, and communication skills.
- Language skills a plus.
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
What We Offer
MFS Investment Management Canada is committed to an inclusive and equitable workplace. We value the diversity of people, culture and ideas. MFS Investment Management Canada’s equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated. We believe we must attract, develop, and retain the best and brightest individuals from all segments of the population in order to attain business objectives. We are dedicated to providing accommodations for applicants with disabilities during the recruitment process. If you are contacted for an interview, please advise if you require accommodations, so your accessibility needs are met during the recruitment process. We thank all applicants for their interest, however, only candidates selected for interviews will be contacted.
MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.
MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.
Key skills/competency
- Equity Research Analyst
- Investment Research
- Financial Analysis
- Stock Recommendations
- Industry Analysis
- Portfolio Management
- Financial Statements
- Business Publications
- Investment Strategies
- Market Trends
Skills & topics
- Equity Research Analyst
- Investment Research
- Financial Analysis
- Stock Analysis
- Portfolio Management
- Financial Modeling
- Investment Banking
- Securities Analysis
- Equity Markets
- Asset Management
How to get hired
- Tailor your resume: Highlight your MBA, research, analysis, and communication skills, emphasizing any language proficiencies.
- Showcase independence: Demonstrate your ability to work autonomously and make sound judgments in your application materials.
- Prepare for travel: Be ready to discuss your willingness and ability to travel up to 30% for the Equity Research Analyst role.
- Research MFS: Understand their culture of collaboration, people-first approach, and commitment to diversity and inclusion.
- Network and inquire: Reach out to MFS recruiters or employees for insights into the interview process for an Equity Research Analyst.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the key responsibilities of an Equity Research Analyst at MFS Investment Management?
- As an Equity Research Analyst at MFS Investment Management, you will independently research assigned industries or global regions to develop company and stock recommendations for MFS portfolios. This involves analyzing company literature, financial statements, and business publications, attending conferences, visiting company facilities, and interviewing corporate management. You will act as an in-house expert, make buy/sell decisions, and ensure timely trade execution.
- What qualifications are required for the Equity Research Analyst position at MFS?
- The required qualifications for the Equity Research Analyst role include a Master of Business Administration degree or equivalent international business experience. Candidates must demonstrate the ability to travel frequently, work independently, and possess strong research, analysis, and communication skills. Language skills are considered a plus.
- Does MFS Investment Management offer accommodations for applicants with disabilities for the Equity Research Analyst role?
- Yes, MFS Investment Management Canada is committed to providing accommodations for applicants with disabilities during the recruitment process. If you require accommodations for an interview or application process for the Equity Research Analyst position, please advise when contacted, and MFS will ensure your accessibility needs are met.
- What is the work environment like for an Equity Research Analyst at MFS?
- MFS Investment Management operates a hybrid work environment (remote/onsite) for most positions, unless otherwise stated. The company fosters a culture of collaboration, where the strongest idea is favored over the strongest individual, and emphasizes putting people first, demonstrating care and compassion for the community and employees.
- How much travel is expected for the Equity Research Analyst role at MFS?
- The Equity Research Analyst role involves frequent travel, encompassing approximately 30% of the job. This travel is necessary for attending conferences, visiting company facilities, and interviewing corporate management at all levels.
- How can I apply for the Equity Research Analyst job at MFS if I have a disability?
- If you are unable to complete an application or respond to the Equity Research Analyst job opening at MFS due to a disability, please contact MFS directly at 617-954-5000 or email talent_acquisition@mfs.com for assistance. They are dedicated to ensuring accessibility throughout the recruitment process.
- What is MFS Investment Management's stance on diversity and inclusion for the Equity Research Analyst position?
- MFS Investment Management is dedicated to building a diverse, inclusive, and authentic workplace. They value the diversity of people, culture, and ideas and strive to attract, develop, and retain talented individuals from all segments of the population. They are an Equal Opportunity Employer and do not discriminate based on various protected statuses.