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Associate Equity Analyst

| Chicago

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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Location

22 W. Washington , Chicago, IL 60602
22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement

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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