Head of Equity Research, Multi Asset Research

Morningstar•Chicago, IL

2d•$195,600 - $299,917•Hybrid

About The Position

Morningstar's Research & Investments group is seeking a Head of Equity Research to join their multi-asset research (MAR) team. This role will report to the Global Head of Multi-Asset Research and will collaborate closely with the MAR and Investment Management (IM) teams. The primary focus will be on generating high-quality, proprietary equity market investment research to support the management of the group's investment strategies. This position is based in either Chicago or London.

Requirements

10+ years of progressive hands-on equity and company research experience with deep understanding of corporate valuation and financial statement analysis.
Have a passion for investing, markets, in-depth fundamental investment research, and supporting investment strategies and offerings to meet the needs the evolving market environments that our clients serve.
Alignment with Morningstar’s philosophy and approach to investing.
Demonstrated expertise of equity security-level valuation models.
Excellent critical thinking skills with a focus on industry and company analysis.
Outstanding oral and written communication skills, with the ability to produce high quality written materials.
Ability to communicate complex ideas clearly and succinctly.

Nice To Haves

CFA designation or a post-graduate designation is preferable.

Responsibilities

Lead the global equity research function supporting equity strategies within multi-asset portfolios, overseeing a team of analysts.
Serve as a member of the Equity Committee, helping to surface new investment ideas and prioritize the equity research agenda.
In collaboration with the Equity Committee, develop and oversee the team’s approach to in-depth industry and capital-cycle analysis as the key source of equity market investment ideas.
Author actionable investment theses grounded in capital-cycle analysis, industry competitive dynamics, valuation assessment, and associated fundamental risks.
Manage the production and ongoing enhancement of equity valuation frameworks in collaboration with the quantitative research team.
Lead, mentor, and develop a team of analysts responsible for equity research.
Act as a thought leader for the firm’s equity perspectives across internal forums, client engagements, and selected external thought-leadership initiatives.

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