Equities Analyst Equities Analyst …

Morningstar
in Chicago, IL, United States
Permanent, Full time
Last application, 19 Oct 20
Competitive
Morningstar
in Chicago, IL, United States
Permanent, Full time
Last application, 19 Oct 20
Competitive
Equities Analyst
Equity Analyst Chicago/en-US/Americas/job/Chicago/Equity-Analyst_REQ-016475-1/apply

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 stimulating 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. This analyst will cover a diversified list of financial service companies, which may include credit card issuers, securities exchanges, and life insurers. 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 our analysis that clients need to make better investing choices. 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 the 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 coverages 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 Morningstars 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-stimulating environment. Must 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.

Bachelors degree; a CFA designation and/or MBA 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 form opinions 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.

Your application package should include your resume; a cover letter; and it is preferred to include a work, school, or personal report or presentation that illustrates an equity investing decision or recommendation that you have made.

036_MstarResearchLLC Morningstar Research Services LLC Legal EntityPosted 2 Days AgoFull timeREQ-016475

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Step 1

When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.

Step 2

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Step 3

If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email and let us know the nature of your request and your contact information.

Please note:

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Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

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