Associate Equity Analyst

Morningstar • Chicago, IL

1d • $70,825 - $103,892 • Hybrid

About The Position

Morningstar's Research group is seeking a highly motivated Equity Associate to join their Equity Research team. This role will facilitate coverage of stocks on a sector team, contribute to topical and thematic research, and assist with coverage on a variety of firms. The position is based in Chicago and offers opportunities to work alongside talented and collaborative teammates in a stimulating environment.

Requirements

• 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.
• Comfortable drawing conclusions amid incomplete information and under tight deadlines.
• Collaborative mindset, capable of respectfully accepting and providing constructive feedback.

Nice To Haves

• Progress toward CFA designation and/or MBA preferred.

Responsibilities

• 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.

Benefits

• 100% 401k match up to 6% of salary
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission
• Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
• Additional medical Wellness Incentives - up to $300-$600 annual
• Company-provided long- and short-term disability insurance
• Trust-Based Time Off
• 6-week Paid Sabbatical Program
• 6-Week Paid Family Caregiving Leave
• Competitive 8-24 Week Paid Parental Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
• Tuition Reimbursement
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level