Equity Analyst, Technology
About the position Responsibilities • Analyze publicly available information and develop industry-relevant contacts to create an investment mosaic. • Estimate fair values for approximately 20 Tech companies, primarily in the software sector. • Gather and analyze industry data to develop a long-term vision and write timely, insightful notes for clients. • Analyze implications of fundamental industry developments for coverage. • Regularly publish reports and detailed discounted cash flow models focusing on key business drivers. • Develop relationships with coverage companies and industry participants by attending events and conferences. • Become an expert in Morningstar's Economic Moat research methodology. • Proactively surface attractive investment ideas to support products and clients. • Collaborate with colleagues by lending financial, industry, and investment expertise. Requirements • Bachelor's degree; CFA designation and/or MBA or a Master's is preferred. • Three to five years of experience in sell-side or buy-side equity research, or technology industry experience with interest in equity research. • Strong qualitative and quantitative acumen with excellent written and verbal communication skills. • Ability to make decisions under tight deadlines with incomplete information. • Sound financial modeling skills and knowledge of discounted cash flow modeling techniques. • Advanced Excel proficiency. Nice-to-haves • Experience with Smartsheet. • Intellectual curiosity and a passion for creative analysis. Benefits • Hybrid work environment with flexibility to work remotely and in-person. • Tools and resources to engage with global colleagues. Apply tot his job