Associate Equity Analyst

Join Morningstar as an Associate Equity Analyst

About the role:

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. This position is based in our Amsterdam office.

Job responsibilities:

• 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.

Qualifications:

• 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’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.

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.

We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email AskHR@morningstar.com to let us know the nature of your request and your contact information. Please note we only accept calls or emails from applicants who need accommodation related to a disability.

North America: 13123843900
UK: 442031941100 Europe: 34919036507 Australia: 61292764555 China: 8675533110255 India: 912261217250

US Applicants: Morningstar is an E-Verify program participant.