Associate Equity Analyst
Responsibilities:
- Assist sector analysts to speed the construction of long-term, well substantiated research.
- Gather and help interpret industry data to contribute to long-term forecasts and help write notes for a sophisticated and demanding client base. Analyze implications of fundamental industry developments for coverage as required.
- Contribute to research material on your team’s coverage lists.
- Become entrenched in industry news flow to fully understand sector drivers and gain context.
- Work quickly and efficiently with industry data while ensuring output remains error-free.
- Become an expert in Morningstar’s Economic Moat research methodology.
- Proactively seek out the information required to learn more about the basic materials sector and associated industries.
- Act with independence and an “investors first” attitude at all times.
Qualifications:
- A bright, motivated individual with the desire to succeed in an intellectually intense environment. Possess scholarly curiosity, a passion for creative analysis, and meticulous attention to detail.
- Ability to think broadly and creatively about a range of strategic issues affecting a business.
- Strong qualitative and quantitative acumen combined with strong written and verbal communication skills.
- Bachelor’s degree.
- Progress toward CFA designation and/or MBA preferred.
- Experience in sell- or buy-side equity research, investment banking, or related financial field preferred.
- Demonstrated ability to make decisions under tight deadlines, at times with incomplete information.
- Possess independence, critical thinking skills, and a passion for investing with a bias toward long-term fundamental research.
- Sound financial modeling skills and knowledge of discounted cash flow modeling techniques. Excel proficiency is expected.
- Strong intuitive grasp of economic concepts related to supply and demand modelling.
- Work well within a team and be capable of respectfully accepting and providing constructive feedback.
Please submit a resume and cover letter with your application materials.
Morningstar is an equal opportunity employer.
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