Tech SaaS Equity Research Analyst

Morningstar Research Services; Chicago (IL); On-site; USD 114,000 - 167,000; Full time

Benefits offered by this job

401k match

Stock ownership potential

Health benefits

Sabbatical program

Tuition Reimbursement

Job summary

Morningstar Research Services in Chicago seeks an experienced equity analyst to cover Technology stocks, with emphasis on SaaS firms. The role offers intellectual freedom to develop long-term, in-depth insights and requires at least four days in the office.

The analyst will publish detailed research, build models, and present investment ideas to a sophisticated client base, contributing to Morningstar's moat research and thought leadership.

Qualifications

• 3–5 years of sell-side or buy-side equity research experience.
• Bachelor's degree; CFA designation and/or Masters preferred.
• Strong analytical, modeling, and writing abilities.

Responsibilities

• Analyze public information and develop data to build investment mosaics.
• Estimate fair values for about 20 tech companies focused on SaaS.
• Publish reports with robust qualitative and quantitative analyses.
• Develop industry contacts and attend events to enhance research.
• Collaborate with colleagues to review research and models.

Skills

Financial modeling

Quantitative analysis

Excel proficiency

Written communication

Team collaboration

Independent thinking

Education

Bachelor's degree

CFA designation

Masters degree

Tools

DCF modeling

Valuation frameworks

Job description

Morningstar Research Services in Chicago seeks an experienced equity analyst to cover Technology stocks, with emphasis on SaaS firms. The role offers intellectual freedom to develop long-term, in-depth insights and requires at least four days in the office.

The analyst will publish detailed research, build models, and present investment ideas to a sophisticated client base, contributing to Morningstar's moat research and thought leadership.