Equity Analyst, Financials at Morningstar

| Chicago
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  • The Group: Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

    We believe that our research analysts are among the most respected thought leaders in the industry, and we offer original, influential, thought provoking, and independent analysis. We offer intellectually challenging career paths and the opportunity to work alongside highly motivated individuals and industry experts. 

     

    The Role: Our Equity Research team requires an experienced equity analyst who will primarily cover a diversified list of financial service companies. The role offers considerable intellectual freedom to focus on developing long-term oriented, original, and in-depth insights on complex industry issues with an emphasis on understanding ever-changing competitive dynamics. The analyst will publish in-depth research pieces that exemplify our reputation for thought leadership, our ability to assess outcomes for debatable investor topics, and provide the analysis our clients need to make better investing decisions. This position is based in our Chicago office. 

     

    Responsibilities:
    • Analyze publicly available information, alongside internally-generated data, to create an investment mosaic. Estimate fair values for about 20 financial service companies. 
    • Gather and analyze industry data to develop a long-term industry vision, and write notes for a sophisticated and demanding client base. Analyze implications of fundamental industry developments for coverage. 
    • Regularly publish reports, detailed discounted cash flow models that focus on the key drivers of the business, and in-depth research pieces, including the qualitative and quantitative analyses of your coverage’s Economic Moats. 
    • Develop relationships with coverage companies and industry participants by attending company events and industry conferences to enhance research and build brand. 
    • Become an expert in Morningstar’s Economic Moat and Valuation methodologies. 
    • Proactively surface attractive investment ideas internally and externally to support all products and clients. 
    • 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 intellectual curiosity, a passion for creative analysis, and 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; a CFA designation and/or MBA or a Masters is preferred. 
    • Three to five years of experience in sell side or buy side equity research; Alternatively, three to five years of relevant industry experience combined with a proven interest in equity research. 
    • 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. Advanced Excel proficiency is expected. 
    • Work well within a team and be capable of respectfully accepting and providing constructive feedback. 

    Morningstar is an equal opportunity employer.

    036_MstarResearchLLC Morningstar Research Services LLC Legal Entity
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Technology we use

  • Engineering
    • .NETLanguages
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    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
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    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
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    • 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
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
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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