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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 is seeking a bilingual English-Japanese analyst to cover Healthcare and Consumer companies listed in Japan. Performing fundamental analysis within our well-defined research framework, the analyst 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.
Responsibilities
- Produce value-added research that encompasses both the determination of a fair value estimate and a thorough examination of the company's competitive position.
- Build valuation models on coverage companies primarily utilizing Morningstar's discounted cash flow based valuation model.
- Be proactive in updating clients via the publication of impactful, value-added research that demonstrates well-thought out opinions and action oriented recommendations backed up by fact and data.
- Develop relationships with coverage companies and industry participants to enhance research and build our brand.
- Reach out to Morningstar's global research team to share ideas and information so that the team is kept informed of any relevant industry developments and also to form consistent, and complete analysis of the companies in question.
Requirements
- Be able to communicate well in both English and Japanese with strong English writing skills.
- Possess independence, critical thinking skills, and a passion for fundamental equity investing.
- Work well within a team and be capable of respectfully accepting and providing constructive feedback.
- Make timely decisions under demanding deadlines, sometimes with incomplete information.
- Interest in developing financial modeling skills together with knowledge of business valuation techniques.
- Minimum of bachelor's degree.
- Graduate degree or CFA designation preferred.
- At least 5 years of experience gained in a research position, with some experience in the sell-side a plus but we will also consider those with industry research experience as long as thought leadership, knowledge of equity markets and an understanding of financial modelling can be demonstrated.
A98_MstarResSingapor Morningstar Research Pte Ltd. (Singapore) Legal Entity
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.