Senior Equity Analyst

The Group :

Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

The Role :

Our equities research group requires an experienced analyst to cover regional banks and Japan’s trading houses. The priority stock coverage includes Mitsubishi UFJ and Itochu, for example. Performing fundamental analysis within our well-defined research framework, the role holder will write research reports and determine fair values on a select group of stocks. They will also be accountable for pitching investment ideas internally and externally in accordance with Morningstar’s investment methodology. This position is based in our Singapore office. In addition, the person should be able to work independently and have had some prior management experience so as to be comfortable supervising or mentoring other analysts.

Responsibilities :

ØResearch, analyze and determine equity fair values on 15 Japanese banks and industrials or real estate firms. These include Mitsubishi UFJ Financial Group, Nomura Holdings and possibly Sumitomo Realty & Development Co or Mitsubishi Heavy Industries.

ØBuild valuation models on coverage companies, focusing on key business drivers and scenario analysis.

ØRegularly publish reports and in-depth research pieces on coverage companies and industries.

ØDevelop relationships with coverage companies and industry participants to enhance research and build brand.

ØShow a constant interest in pushing Morningstar’s research methodology and business forward.

ØProactively surface attractive investment ideas internally and externally to support all products and clients.

ØNetwork with Morningstar global sector teams regarding content, methodology, product, workflow, etc.

ØHave strong self-motivation and not require micro-management to complete tasks.

ØAct with independence and investors first attitude at all times.

Requirements :

ØPossess independence, critical thinking skills, and a passion for investing.

ØCommunicate-well in English written and orally internally and externally.

ØHave a bias toward long-term fundamental research and investing.

ØWork well within a team and be capable of respectfully accepting and providing constructive feedback.

ØMake timely decisions under demanding deadlines, sometimes with incomplete information.

ØInterest in developing financial modeling skills together with knowledge of business valuation techniques.

ØMinimum of bachelor’s degree.

ØGraduate degree or CFA designation preferred.

ØMore than 10 years of experience gained in an equity analyst position.

ØFluency in English mandatory, knowledge of Japanese preferred.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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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