at Morningstar, Inc. in Chicago, Illinois, United States
Job Description
Personal Administrative Tasks (Manager Meeting, Team meeting Company events etc.) (5%). The position is research focused and has client-facing responsibilities. Promptly and diligently answer client inquiries regarding covered companies. (Client and Media Interactions) (10%). Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic (10%). Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model. (Financial Modeling) (15%). Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors. (Note and Report Writing) (15%). Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated. (Special Report Writing)(25%). Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar’s brand and reputation (5%). Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team (5%). Support and contribute to the departments and a sector team’s long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research (10%). ***Telecommuting opportunities available according to company’s Workplace Flexibility Policy.
