Equity Research Analyst at Morningstar

| Chicago
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Job Duties:

Write in-depth and concise company notes based on earnings and news flow, including the qualitative and quantitative analyses of the coverage’s Economic Moats (competitive advantages) (20%). Build discounted cash flow models to estimate fair value estimates (for approximately 20 individual Healthcare stocks) (15%). Regularly publish and update reports and cash flow models that focus on the key drivers of individual Healthcare companies (15%). Proactively surface attractive investment ideas internally and externally to support all products and clients (10%). Publish comprehensive research pieces that exemplify our reputation for thought leadership, our ability to assess outcomes for debatable investor topics, and provide the timely analysis our clients need to make better investing decisions (10%). Analyze publicly available information, earnings reports, and internally generated data to create an investment thesis for approximately 20 individual stocks (10%). Gather and interpret industry data to develop a long-term industry vision (10%). Analyze implications of fundamental industry developments for coverage list of stocks (5%). Develop relationships with coverage companies and industry participants by attending company events and industry conferences to enhance research and build brand (5%). Domestic travel (less than 5%).

 

Job Requirements:

  • Bachelor’s degree in Business Administration, Economics, Finance, or related quantitative field.
  • 2 years of industry related experience.
  • Experience with financial modeling using discounted cash flow modeling techniques.
  • Experience in sell- or buy-side equity research or investment banking.
  • Advanced Microsoft Excel experience (e.g. pivot tables, lookup functions, statistical functions, chart creation and formatting, arrays, nested formulas, and various add-ins).
  • CFA or in pursuit of the charter.

 

Morningstar is an equal opportunity employer.

 

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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