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Buyside Sales Intern

| Chicago

The Group: Morningstar’s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, Redistributor, and Commodities & Energy.

 

The Team: The Equity Research sales team focuses primarily on Portfolio Managers, Heads of Research and Analysts within Asset Managers, Private Banks and other asset owners. We are a global, independent, investor-focused research, data and tools provider. We deliver award-winning equity research on over 1,500 stocks and from over 100 analysts to clients globally.

 

Responsibilities of the Role:

  • Assist Client Service Manager.
  • Assemble/gather equity research notes for morning research call.
  • Curate research for client distribution.
  • Email weekly research highlights.
  • Manage client lists/books of business.
  • Run weekly and monthly usage reports for sales rep.
  • Print analyst marketing decks for client meetings.
  • Mail/ship marketing material.
  • Support the sales team.

 

Requirements: 

  • Currently working towards a Bachelor’s or Master’s degree
  • Must be able to work 20-25 hours per week during the school year and up to 40 hours during the summer and break periods
  • Strong Microsoft Excel skills
  • Excellent verbal and written communication skills
  • Ability to research investment managers in the U.S.
  • Continuous improvement mindset and willingness to step forward and make contributions for the betterment of Morningstar and its employees

 

Morningstar is an equal opportunity employer.

 

 

 

036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

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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

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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