Equity Analyst, Communication Services - Chicago, United States - Morningstar

Morningstar

Verified Company

Chicago, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

About the role:

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

Job responsibilities:

Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic.
Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model
Regularly publish detailed company reports and indepth notes aimed at a broad audience of investors.
Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources.
Investigate and publish longform research that yields insights for clients that are differentiated, substantiated, and clearly communicated.
Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation.
Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team.
Promptly and diligently answer client inquiries regarding covered companies.
Support and contribute to the department's and a sector team's longterm initiatives, including collaboration with global colleagues, development of talent, and review of team member research.
Always act with impartiality and an 'investors first' attitude.

Qualifications:

Intelligence, energy, motivation, and a high degree of personal integrity.
Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism.
Creativity, with a penchant for experimenting with new ways to approach questions.
Strong attention to detail.
Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives.
Ability to communicate complex ideas clearly and succinctly.
Comfortable drawing conclusions amid incomplete information and under tight deadlines.
Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view.
Bachelor's degree; CFA designation and/or MBA preferred.
Three plus years of relevant experience either in equity research or industry.
Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected.

"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.

036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

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.