Associate Equity Research - 2-Year Development Program

Morningstar; Chicago (IL); Hybrid; USD 75,000 - 91,000; Full time

Benefits offered by this job

401k match

Stock ownership

Life insurance

Health benefits

Disability insurance

Sabbatical

Family leave

Tuition reimbursement

Mentorship

Job summary

Morningstar is seeking an Associate Equity Analyst in Chicago as part of our two-year Development Program designed for recent graduates. You’ll work in a cohort with mentoring, training, and exposure to Morningstar’s equity research practices.

The role focuses on building financial models, applying Morningstar methodologies, and delivering research updates to investors. We welcome zero to two years of experience and all fields of study.

Qualifications

• Recent college graduates with zero to two years of full-time work experience.
• Interest in investing; open to all fields of study.

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.

Skills

Reasoning skills

Writing skills

Intellectual curiosity

Willingness to learn

Job description

Morningstar is seeking an Associate Equity Analyst in Chicago as part of our two-year Development Program designed for recent graduates. You’ll work in a cohort with mentoring, training, and exposure to Morningstar’s equity research practices.

The role focuses on building financial models, applying Morningstar methodologies, and delivering research updates to investors. We welcome zero to two years of experience and all fields of study.