Head of Equity Research Multi Asset Research

• Lead the global equity research function supporting equity strategies within multi‑asset portfolios overseeing a team of analysts.
• Serve as a member of the Equity Committee helping to surface new investment ideas and prioritize the equity research agenda.
• In collaboration with the Equity Committee develop and oversee the team's approach to in‑depth industry and capital‑cycle analysis as the key source of equity market investment ideas.
• Author actionable investment theses grounded in capital‑cycle analysis industry competitive dynamics valuation assessment and associated fundamental risks.
• Manage the production and ongoing enhancement of equity valuation frameworks in collaboration with the quantitative research team.
• Lead mentor and develop a team of analysts responsible for equity research.
• Act as a thought leader for the firm's equity perspectives across internal forums client engagements and selected external thought‑leadership initiatives.

• 10+ years of progressive hands-on equity and company research experience with deep understanding of corporate valuation and financial statement analysis.
• Have a passion for investing markets in-depth fundamental investment research and supporting investment strategies and offerings to meet the needs the evolving market environments that our clients serve.
• Alignment with Morningstar's philosophy and approach to investing.
• Demonstrated expertise of equity security-level valuation models.
• Excellent critical thinking skills with a focus on industry and company analysis.
• Outstanding oral and written communication skills with the ability to produce high quality written materials.
• Ability to communicate complex ideas clearly and succinctly.
• CFA designation or a post-graduate designation is preferable.

• Financial Health
  
  • 100% 401k match up to 6% of salary
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission
• Physical Health
  
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2000 annually) for specific plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
• Emotional Health
  
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
• Social Health
  
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

What We Do

At Morningstar we believe in building great products in-house in a highly collaborative agile environment where we focus on technical excellence the user experience and continuous improvement. Our technologists represent a range of skills and experience levels but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020 we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

Gallery