Associate Equity Analyst at Morningstar

| Chicago
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The Role: Our Equity Research team is looking for a highly motivated Associate Equity Analyst to facilitate coverage of stocks. The associate will have opportunities to contribute materially to topical and thematic research, and substantially assist with coverage on a variety of firms in a particular sector. This position is based in our Chicago office. 
   
Responsibilities 

• Analyze publicly available information (including earnings reports, conference calls, regulatory filings, press releases, industry blogs and news sites), develop industry-relevant contacts and build internally-generated data to create investment mosaic, often with incomplete information, for about 5 to 7 companies. 
• 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. 
• Contribute to Equity Research department-wide initiatives as requested by the Director of Research. 
• 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 your sectors and associated industries. 
• Act with independence and an “investors first” attitude at all times. 
   
Requirements 
• 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. 
• A minimum of a bachelor’s degree is required; a Chartered Financial Analyst® or CPA designation and/or a master's degree in business administration is 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. 
• Excellent written and spoken communication skills, including an ability to speak comfortably with company managers and institutional investors. 
• Work well within a team and be capable of respectfully accepting and providing constructive feedback. 

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Technology we use

  • Engineering
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    • C++Languages
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    • D3JSLibraries
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    • 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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