Asia Pacific Consumer Equity Analyst recruitment
Morningstar is one of the largest independent sources for equity and credit analysis in the world, with global equity coverage of nearly 2,000 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. For valuation, we primarily use discounted cash flow models to develop intrinsic value estimates on each coverage firm, but also consider alternative valuation methods as appropriate. Our research opinions are distributed on a variety of proprietary and external platforms to institutional investors, advisors, brokers, and individual investors.
The Role:
Our equities research group requires an experienced equity analyst to cover Asia-Pacific consumer stocks, such as retailers, non-durable consumer goods manufacturers, food and beverage firms, among others. 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 role will be based in our Sydney office.
Key Responsibilities:
- Research, analyse and determine equity fair values on about twenty Asia-Pacific consumer companies
- Build valuation models on coverage companies, focusing on key business drivers and scenario analysis
- Regularly publish reports and in-depth research pieces on coverage companies and industries
- Develop relationships with coverage companies and industry participants to enhance research and build brand
- Show a constant interest in pushing Morningstar’s research methodology and business forward
- Proactively surface attractive investment ideas internally and externally to support all products and clients
- Meet with sophisticated institutional clients to discuss research and Morningstar methodology
- Coordinate with global sector teams regarding content, methodology, etc.
- Act with independence and an investor’s first attitude at all times
Requirements:
- Posses independence, critical thinking skills, and a passion for investing
- Communicate-well both written and orally with public company executives and institutional investors
- Have a bias toward long-term fundamental research and 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
- Sound financial modeling skills together with knowledge of business valuation techniques
- Minimum of bachelor’s degree in a finance, accounting, mathematics or IT-related subject required
- Graduate degree and CFA designation preferred
- At least five years experience gained in an analyst position
- At least two years experience reviewing publicly-traded Asia-Pacific consumer stocks
Morningstar is an Equal Opportunities Employer.
YOU MUST HAVE THE RIGHT TO LIVE WORK IN THIS COUNTRY TO APPLY FOR THIS ROLE