Generalist Equity Analyst
晨星资讯(深圳)有限公司
- 公司规模:1000-5000人
- 公司性质:外资(欧美)
- 公司行业:金融/投资/证券
职位信息
- 发布日期:2013-09-18
- 工作地点:深圳
- 招聘人数:3
- 学历要求:本科
- 语言要求:英语熟练
- 职位类别:金融/经济研究员
职位描述
The Area: Morningstar is one of the largest independent sources for equity and credit analysis in the world, with global equity coverage of nearly 1,800 companies and credit research on more than 700 firms. In our equity research group, we evaluate companies using a consistent methodology that identifies a company’s sustainable competitive advantages and risks. Morningstar offers both qualitative and quantitative equity research valuation research. For our qualitative research, we primarily use discounted cash flow models to develop intrinsic value estimates on each coverage firm, but also consider alternative valuation methods as appropriate. For our quantitative research, we use an automated model that extrapolates our qualitative research to a broader universe. Our research opinions are distributed proprietary and external platforms to institutional investors, advisors, brokers, and individual investors.
The Role: Our equities research group requires an equity analyst in our Shenzhen office to cover a variety of Asia-Pacific stocks in multiple sectors and support senior analysts. The role holder will publish short-form research reports on our quantitative research data points following our well-established and successful framework. They will also be accountable for pitching investment ideas internally and externally in accordance with Morningstar’s investment methodology.
Key Responsibilities:
1.Research, analyze and publish short-form research reports on about forty Asia-Pacific companies
2.Coherently and convincing write English content, focusing on key business drivers and competitive advantages
3.Support development in-depth institutional research pieces on coverage companies and industries
4.Develop relationships with coverage companies and industry participants to enhance research and build brand
5.Show a constant interest in pushing Morningstar’s research methodology and business forward
6.Proactively surface attractive investment ideas internally and externally to support all products and clients
7.Network with Morningstar global sector teams regarding content, methodology, product, workflow, etc.
8.Have strong self-motivation and not require micro-management to complete tasks
9.Act with independence and an investors first attitude at all times
Requirements:
1.Possess independence, critical thinking skills, and a passion for investing
2.Communicate-well in English written and orally internally and externally
3.Have a bias toward long-term fundamental research and investing
4.Work well within a team and be capable of respectfully accepting and providing constructive feedback
5.Make timely decisions under demanding deadlines, sometimes with incomplete information
6.Interest in developing financial modeling skills together with knowledge of business valuation techniques
7.Minimum of bachelor’s degree in a finance, accounting, mathematics or IT-related subject required
8.Graduate degree and CFA designation preferred
9.At least two years of experience gained in an analyst position
10.Previous personal or professional investing experience are ideal
11.Very strong English skills with the intent of becoming fluent
Morningstar is an Equal Opportunities Employer.
The Role: Our equities research group requires an equity analyst in our Shenzhen office to cover a variety of Asia-Pacific stocks in multiple sectors and support senior analysts. The role holder will publish short-form research reports on our quantitative research data points following our well-established and successful framework. They will also be accountable for pitching investment ideas internally and externally in accordance with Morningstar’s investment methodology.
Key Responsibilities:
1.Research, analyze and publish short-form research reports on about forty Asia-Pacific companies
2.Coherently and convincing write English content, focusing on key business drivers and competitive advantages
3.Support development in-depth institutional research pieces on coverage companies and industries
4.Develop relationships with coverage companies and industry participants to enhance research and build brand
5.Show a constant interest in pushing Morningstar’s research methodology and business forward
6.Proactively surface attractive investment ideas internally and externally to support all products and clients
7.Network with Morningstar global sector teams regarding content, methodology, product, workflow, etc.
8.Have strong self-motivation and not require micro-management to complete tasks
9.Act with independence and an investors first attitude at all times
Requirements:
1.Possess independence, critical thinking skills, and a passion for investing
2.Communicate-well in English written and orally internally and externally
3.Have a bias toward long-term fundamental research and investing
4.Work well within a team and be capable of respectfully accepting and providing constructive feedback
5.Make timely decisions under demanding deadlines, sometimes with incomplete information
6.Interest in developing financial modeling skills together with knowledge of business valuation techniques
7.Minimum of bachelor’s degree in a finance, accounting, mathematics or IT-related subject required
8.Graduate degree and CFA designation preferred
9.At least two years of experience gained in an analyst position
10.Previous personal or professional investing experience are ideal
11.Very strong English skills with the intent of becoming fluent
Morningstar is an Equal Opportunities Employer.
公司介绍
Morningstar Inc(纳斯达克股票代码:MORN)于1984年在美国芝加哥创立,是北美、欧洲、澳大利亚和亚洲领先的独立投资研究机构,主要为投资者提供财经资讯、基金及股票数据的分析评级以及相关应用软件工具,公司还通过其旗下的注册投资子公司提供投资管理服务, 现有6500多名成员分布在全球27个国家/地区并设有分机构开展相关业务。
晨星资讯(深圳)有限公司于2003年2月在深圳成立,经过十几年的不断发展,目前在深已拥有员工近1000人。在国内市场上,晨星与国内大多数金融机构均建立了良好的合作关系,长期为各类内资和外资银行、基金公司、券商机构等,提供基础金融数据、金融分析软件、投资组合方案、资产管理及顾问咨询等服务,同时也是中国证监会批准的十大基金评级机构中的***外资机构;
在晨星,每一位员工的成长都备受关注,你可以学英文,学投资,学编程,学画画,考CFA,申请晨星奖学金去读MBA。全开放的办公环境营造开放包容的文化,我们拥抱和尊重差异,接纳来自多样背景、兼具不同经验的人才。如果你希望与有趣、有想法的人并肩工作应对不一样的挑战,加入我们,一起扑腾。
晨星资讯(深圳)有限公司于2003年2月在深圳成立,经过十几年的不断发展,目前在深已拥有员工近1000人。在国内市场上,晨星与国内大多数金融机构均建立了良好的合作关系,长期为各类内资和外资银行、基金公司、券商机构等,提供基础金融数据、金融分析软件、投资组合方案、资产管理及顾问咨询等服务,同时也是中国证监会批准的十大基金评级机构中的***外资机构;
在晨星,每一位员工的成长都备受关注,你可以学英文,学投资,学编程,学画画,考CFA,申请晨星奖学金去读MBA。全开放的办公环境营造开放包容的文化,我们拥抱和尊重差异,接纳来自多样背景、兼具不同经验的人才。如果你希望与有趣、有想法的人并肩工作应对不一样的挑战,加入我们,一起扑腾。
联系方式
- Email:Leon.Yang@morningstar.com
- 公司地址:东海国际