Associate Equity Analyst

The 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.

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 :

Please submit a resume and cover letter with your application materials.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide :

75% 401k match up to 7%

Comprehensive health benefits (medical / dental / vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages

Trust-Based Time Off

Charitable Matching Gifts program

Total Cash Compensation Range

$70,825.00 - 120,425.00 USD Annual

Inclusive of annual base salary and target incentive

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

036_MstarResearchLLC Morningstar Research Services LLC Legal Entity