Address
Form of workThe Group:
Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. 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 researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates.
The Role:
Our Equity Research team is looking for a highly motivated Associate Equity Analyst to facilitate coverage of stocks on a sector team. The Associate will have opportunities to contribute materially to topical and thematic research, and substantially assist with coverage on a variety of firms in the sector. This position is based in our Chicago office.
Expectations or Goals:
Qualifications:
Please submit a resume and cover letter with your application materials. Candidates may also submit a response to the diversity statement below.
"Morningstar's Equity Research department deeply values diversity. We believe it results in better investment outcomes for our clients and a more inclusive professional environment. Diversity presents itself in many forms, including different worldviews and values, life experiences, cultural and educational backgrounds, socioeconomic status, professional experience, skills and specializations, and different styles of working and thinking. We invite you to tell us how you would contribute to improve diversity in the department and across Morningstar, more broadly."
Submitting this statement is optional for all applicants. Please kindly limit your responses to 500 words or less.
This is for a targeted start date of late spring / early summer 2024. Interviews will take place in November 2023.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. 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 researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates.
The Role:
Our Equity Research team is looking for a highly motivated Associate Equity Analyst to facilitate coverage of stocks on a sector team. The Associate will have opportunities to contribute materially to topical and thematic research, and substantially assist with coverage on a variety of firms in the sector. This position is based in our Chicago office.
Expectations or Goals:
- Acquire a deep understanding of the companies and industries your team covers by gathering and interpreting relevant research, news, and data.
- Build modeling expertise by helping your teammates develop and maintain company and industry models.
- Develop high proficiency with Morningstar's equity research methodologies and disciplines relevant to equity research, including financial statement analysis and corporate finance.
- Support your team's efforts to publish timely and insightful research updates aimed at broad audience of investors.
- Collaborate with teammates on "deep dive" research that is differentiated, substantiated, and clearly communicated.
- Sharpen your awareness of behavioral biases and embody an "investors first" mindset at all times.
Qualifications:
- Highly motivated to succeed in a stimulating environment.
- Irrepressible curiosity, with an eagerness to dig deep and explore widely.
- Creativity, with a penchant for experimenting with new ways to approach questions and puzzles.
- High personal standards for thoroughness and attention to detail.
- Strong reasoning skills.
- Ability to communicate complex ideas clearly and succinctly.
- Bachelor's degree.
- Progress toward CFA designation and/or MBA preferred.
- Comfortable drawing conclusions amid incomplete information and under tight deadlines.
- Collaborative mindset, capable of respectfully accepting and providing constructive feedback.
Please submit a resume and cover letter with your application materials. Candidates may also submit a response to the diversity statement below.
"Morningstar's Equity Research department deeply values diversity. We believe it results in better investment outcomes for our clients and a more inclusive professional environment. Diversity presents itself in many forms, including different worldviews and values, life experiences, cultural and educational backgrounds, socioeconomic status, professional experience, skills and specializations, and different styles of working and thinking. We invite you to tell us how you would contribute to improve diversity in the department and across Morningstar, more broadly."
Submitting this statement is optional for all applicants. Please kindly limit your responses to 500 words or less.
This is for a targeted start date of late spring / early summer 2024. Interviews will take place in November 2023.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
