Morningstar UK | Associate Equity Analyst

Responsibilities

• As an Associate Equity Analyst, you will work closely with the senior members of the analyst team, assisting them with stock coverage, modeling, and various research projects.
• We expect the compensation and target bonus for this role to fall within the stated range.
• The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
• Liaise closely with the senior members of the research team on researching, analyzing, and valuing companies in several sectors.
• Work on research projects that assist senior members of the department in evaluating companies’ competitive advantages (or moats), relative positioning within their respective sectors.
• Assist in building and maintaining detailed discounted cash flow models for companies covered by senior analysts, focusing on the key drivers of the business and incorporating scenario analyses.

Requirements

• A minimum of a Bachelor’s degree in finance or related field is required; a Chartered Financial Analyst® or CPA designation and/or a Master's degree in business administration are preferred.
• Independence, critical thinking skills, and a passion for investing, with a bias toward long-term fundamental research and investing.
• Knowledge of various financial models, including discounted cash flow model. Advanced Microsoft Excel skills.
• Excellent written and spoken communication skills.
• The ability to work under tight deadlines, sometimes with incomplete information.

Morningstar

Morningstar, Inc. is a leading provider of independent investment research and data, headquartered in Chicago and operating through subsidiaries in more than 30 countries with over 40 offices worldwide. It serves individual investors, financial advisers and wealth managers, asset managers, retirement plan providers and institutional investors with data, analytics and research (Morningstar Direct, Morningstar Investor, PitchBook for private markets, Sustainalytics for ESG research), credit ratings through Morningstar DBRS, Morningstar Indexes, and investment management and retirement services.

• Industry: Financial services — independent investment research, data, indexes and credit ratings
• Headquarters: Chicago, Illinois, USA