Current jobs related to Equity Analyst, Financial Services - Chicago, Illinois - Morningstar Investment Management, LLC
-
Senior Financial Analyst
2 weeks ago
Chicago, Illinois, United States Discover Financial Services, Inc. Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Discover Financial Services, Inc. As a key member of our Finance & Corporate Services department, you will play a critical role in providing financial and business analysis support to enhance decision making.Key ResponsibilitiesFinancial Analysis and PlanningDevelop and...
-
Equity Trading Quantitative Analyst
4 weeks ago
Chicago, Illinois, United States IMC Inc Full timePosition Overview:IMC Inc is seeking skilled quantitative analysts to innovate and enhance high-frequency, low-latency trading strategies within the equity markets. The successful candidates will integrate IMC's deep-rooted options knowledge with signals derived from the equity market.Key Responsibilities:Analyze existing models and algorithms to identify...
-
Equity Options Quantitative Analyst
4 weeks ago
Chicago, Illinois, United States Durlston Partners Full timeEquity Options Quantitative Analyst - Systematic Trading - Competitive CompensationDurlston Partners is seeking a skilled Equity Options Quantitative Analyst to join a successful Equities OMM team. This position is ideal for a quantitative professional looking to transition into a research-focused role.The successful candidate will possess strong programming...
-
Senior Financial Analyst
2 weeks ago
Chicago, Illinois, United States Discover Financial Services, Inc. Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Discover Financial Services, Inc. As a key member of our Finance & Corporate Services department, you will play a critical role in providing financial and business analysis support to enhance decision making.Key ResponsibilitiesFinancial Analysis and PlanningDevelop and...
-
Senior Financial Analyst
2 weeks ago
Chicago, Illinois, United States Creative Financial Staffing Full timeSenior Financial Analyst Position at Creative Financial StaffingAbout the Role:The Senior Financial Analyst will play a key role in assisting senior leadership in the preparation of monthly financial summaries and key performance indicators.Collaborate with key department and operations leaders to develop detailed annual budgets and periodic...
-
Senior Financial Analyst
3 weeks ago
Chicago, Illinois, United States Equity Residential Full timeAbout Equity ResidentialEquity Residential is a leading real estate investment trust (REIT) that specializes in the ownership, management, and development of high-quality apartment properties in the United States. Our portfolio consists of over 300 properties across the country, providing homes for thousands of residents. We are committed to delivering...
-
Lead Financial Analyst
4 weeks ago
Chicago, Illinois, United States Creative Financial Staffing Full timeLead Financial Analyst ABOUT CREATIVE FINANCIAL STAFFINGCreative Financial Staffing is seeking a Lead Financial Analyst to join a thriving finance team. This position reports to an exceptional leader and offers significant opportunities for professional development. This role is ideal for individuals eager to contribute to a vibrant organization with a focus...
-
Senior Financial Analyst
3 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeUnlock Your Potential as a Senior Financial AnalystAbout the Role:Assist in crafting monthly financial summaries and key performance indicators for senior leadership to inform strategic decisions.Collaborate with key department and operations leaders to develop detailed annual budgets and periodic forecasts, driving business growth and success.Maintain,...
-
Financial Data Analyst
4 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeReporting Analyst Job OpportunityWe are seeking a detail-oriented Reporting Analyst to join our team on a temporary basis. As a Reporting Analyst, you will be responsible for writing and cleaning up various financial reports for our client. In this role, you will design and generate reports, identify and troubleshoot issues with current reports, and resolve...
-
Financial Analyst
4 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAbout Our CompanyCreative Financial Staffing is a dynamic and rapidly growing tech company located in the heart of downtown.We specialize in cutting-edge technology solutions that are transforming industries and changing the way we live and work.We are passionate about innovation and committed to staying at the forefront of the tech world.Job SummaryWe are...
-
Financial Investment Analyst
4 weeks ago
Chicago, Illinois, United States G-PAC Full timeInvestment Analyst PositionG-PAC, a prominent player in the financial services sector, is on the lookout for a proficient Investment Analyst to enhance our committed team. The successful candidate will engage in the evaluation of diverse financial instruments such as equities, fixed income, foreign exchange, and commodities, with an emphasis on minimizing...
-
Financial Analyst
2 weeks ago
Chicago, Illinois, United States Fooda Full timeFinancial Analyst Job DescriptionAt Fooda, we're on a mission to revolutionize the way people eat at work. As a Financial Analyst, you'll play a critical role in helping us achieve our goals.Key Responsibilities:Conduct in-depth financial analysis to identify trends, insights, and opportunities for improved profitability.Support the preparation and...
-
Chicago, Illinois, United States New York Life Insurance Company Full timeApogem Capital Secondaries TeamWe are seeking a highly motivated and detail-oriented Private Equity Secondaries Analyst to join our fast-growing secondaries team. As a key member of the team, you will play a critical role in supporting the full functions of the secondaries business, including transactions, portfolio analytics, investor relations, and...
-
Private Equity Secondaries Investment Analyst
3 weeks ago
Chicago, Illinois, United States New York Life Insurance Company Full timeAbout the RoleApogem Capital, a leading alternatives investor, is seeking a highly motivated and detail-oriented Private Equity Secondaries Analyst to join its fast-growing secondaries team. The successful candidate will support the team's full functions, including transactions, portfolio analytics, investor relations, and internal processes.Key...
-
Financial Analyst
4 weeks ago
Chicago, Illinois, United States Fooda Full timeJob SummaryFooda is seeking a highly skilled Financial Analyst to join our team at our corporate headquarters in Chicago. As a Financial Analyst, you will play a key role in supporting the company's financial planning and analysis functions, providing insights and recommendations to drive business growth and profitability.Key ResponsibilitiesAssist with the...
-
Senior Financial Analyst
3 weeks ago
Chicago, Illinois, United States Workforce Connections Full time**Job Summary**Workforce Connections is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our Private Equity Accounting department, you will be responsible for managing large and complex financial projects, providing expert consulting services, and driving business growth.**Key Responsibilities:**Manage and execute...
-
Private Equity Secondaries Investment Analyst
2 weeks ago
Chicago, Illinois, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Private Equity Secondaries Analyst to join our team at Apogem Capital. As a key member of our secondaries team, you will play a critical role in supporting the full functions of the team, including transactions, portfolio analytics, investor relations, and internal processes.Key...
-
Senior Financial Analyst
4 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a critical role in ensuring the accuracy and timeliness of financial reporting for our clients.Key Responsibilities:Perform or review daily accounting for Taxable REIT Subsidiaries (TRS),...
-
Senior Financial Analyst
2 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we are committed to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Job SummaryWe are seeking a highly skilled Senior Financial Analyst to...
-
Senior Financial Analyst
2 weeks ago
Chicago, Illinois, United States RWE Clean Energy, LLC Full timeSenior Analyst, Group Financial ReportingRWE Clean Energy, LLC is seeking a highly skilled Senior Analyst to join our Group Reporting & Financial Reporting team. As a key member of our team, you will play a critical role in supporting the review and issuance of external unaudited and audited financial statements, as well as submission of financial...
Equity Analyst, Financial Services
4 months ago
About the role:
Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 financial sector stocks in the North American banking and life insurance industries.
The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation.
The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market.
Our methodology focuses on durable competitive advantage or "moats," and the candidate should be able identify the presence of any moats for covered companies.
Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements.
Job responsibilities:
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.
* Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model
* Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors.
* Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources.
* Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated.
* Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation.
* Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team.
* Promptly and diligently answer client inquiries regarding covered companies.
* Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research.
* Always act with impartiality and an 'investors first' attitude.
Qualifications:
Intelligence, energy, motivation, and a high degree of personal integrity.
* Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism.
* Creativity, with a penchant for experimenting with new ways to approach questions.
* Strong attention to detail.
* Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives.
* Ability to communicate complex ideas clearly and succinctly.
* Comfortable drawing conclusions amid incomplete information and under tight deadlines.
* Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view.
* Bachelor's degree; CFA designation and/or MBA preferred.
* Three plus years of relevant experience either in equity research or industry.
* Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected.
Please submit a resume, cover letter, and prior investment recommendation with your application materials. Candidates also have the option to submit a response to the diversity statement below.
"Morningstar's Equity Research department deeply values diversity. We believe it results in better investment outcomes for our clients and a more inclusive professional environment. Diversity presents itself in many forms, including different worldviews and values, life experiences, cultural and educational backgrounds, socioeconomic status, professional experience, skills and specializations, and different styles of working and thinking. We invite you to tell us how you would contribute to improve diversity in the department and across Morningstar, more broadly."
Submitting this statement is optional for all applicants. Please kindly limit your responses to 500 words or less.
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 and its subsidiaries are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity, parental status, or other legally protected characteristics or conduct.