Associate Equity Analyst

2 weeks ago

Sydney, Australia Morningstar Full time

Join a diverse community of great people who support their peers and their communities.
- We give our employees opportunities to grow from early career to experienced hires—and you can build a career that matters at Morningstar.
- We support personal and professional development through a variety of programs, including an annual Education Stipend that you choose how to spend to support your growth.

**_ Our team of professionals focuses on generating insightful, differentiated, independent, and actionable research._**

Welcome to Morningstar. We’re a people-centric company led by a mission to empower investor success.

Morningstar has been committed to empowering investor success for over 35 years. Our mission extends to 27 countries and with our global reach, we empower investors worldwide to attain their financial goals. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win.

**The opportunity**:Our Equity Research team seeks an Associate Equity Analyst to assist in research and support tasks within our research team. No experience in financial services? No problem - you may be just what we’re seeking. We value fresh perspectives. Your knowledge, thinking and analytical ability could help round out the team. The associate will work closely with analysts to research, develop and produce written investment recommendations on Australian and New Zealand listed equities. This role also involves general analytical, operational and administrative support for senior members of the equity research group. Our team of professionals focuses on generating insightful, differentiated, independent, and actionable research. This role is essential to our efforts and is Sydney based.

**Additionally, day to day could you see being involved in the following**
- Assist in writing company reports and insightful research on securities and industries.
- Work with analysts to incorporate covered companies’ key business drivers and financial health into research.
- Monitor and maintain valuation models on covered companies, as well as research and incorporate data sets.
- Help analysts surface attractive investment ideas internally and externally to support our products and clients.
- Learn and understand Morningstar’s Economic Moat methodology.
- Always act with independence and an ‘investors first’ attitude.
- Perform other duties as necessary.

**We’re interested in hearing from people who have**
- A bright, open mind, intellectual curiosity, a passion for creative analysis, motivation and attention to detail.
- An ability to think broadly and creatively about strategic issues affecting businesses.
- Effective communication skills, both written and oral.
- A sense of humour and work well with the team.
- Excel competency and a broad understanding of valuation concepts and techniques, including discounted cash flow modelling.
- Interest in financial markets and investing.
- Able to manage, prioritise and complete on-time a variety of projects.

If you meet all or some of the qualifications, we’d still love to hear from you.

**Build a career that matters at Morningstar**

At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

Morningstar deeply values diversity and considers having a diverse employee base as core to the intellectual vibrancy of our spaces, the employee experience, and ultimately our business success. We are proud that we have been acknowledged with Best Places to Work certifications in many of our global locations.

We foster an open, inclusive and flexible work environment that empowers employees to manage their responsibilities independently. Talk to us about what you need.

704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited 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.

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