Analyst – Market Insights & Client Strategy

Job Description

Analyst – Market Insights & Client Strategy | MFS Investment Management

The Tone:
This is a full-time role at MFS Investment Management, located in a hybrid (remote/onsite) environment in Boston, MA. MFS is a global asset manager that helps millions of people and institutions worldwide achieve more secure and prosperous futures through prudent investment. This role is crucial for supporting the Market Insights & Client Strategy team in developing MFS’s in-depth views and thought leadership on capital markets and the macroeconomic environment, directly influencing client strategies. MFS fosters a collaborative culture where the strongest ideas prevail, employees are supported, and care for the community and each other is paramount.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Boston, MA
• Pay: $79000–$113000 yearly
• Team: Market Insights & Client Strategy team within the Strategy and Insights Group (SAIG), working under the direction of team members.
• Mission: This person will support the team in sourcing data and assisting in the analysis of capital market and economic themes to develop MFS’s insights and thought leadership for clients.
• Tech Stack: Excel

What You’ll Actually Do
• Research Program Development: Work on a research program spanning all aspects and asset classes in capital markets, partnering to continuously develop collateral, track economic and political forces, and generate ongoing commentary and perspectives.
• Data and Presentation Creation: Assist in creating and maintaining comprehensive databases and presentations related to capital markets, including project-based work, compilation of existing data, research and analysis of new data, and presentation development.
• Project Execution and Analysis: Coordinate closely on specific projects, collecting and analyzing data to support various market and macro-oriented initiatives, and performing additional duties as requested by other SAIG team members.
• Client Project Support: Work with senior leaders within the Market Insights & Client Strategy team and with distribution colleagues on ad hoc client projects across different client segments and channels.

The Must-Haves
• Background: Bachelor’s degree in a related field.
• Experience: 0-2+ years of previous financial services or analytical experience is a plus, but not required. Previous investment research or analysis is also a plus.
• Skills: Demonstrated ability to learn quantitative tools and techniques and perform quantitative analysis; critical thinking skills to distill complex topics into simple and applicable messages; an interest in technical subject matter related to all asset classes and global capital markets; good Excel skills, including the ability to design and develop investment models using macros and complex data analysis functions; and the ability to efficiently create presentations, spreadsheets, and discussion guides.
• Bonus: Progress towards CFA, MBA, or other Master’s degree.