Associate Equity Analyst, Technology
Hong Kong

The Group :

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.

Morningstar’s Equity Research group provides independent analysis on individual securities, covering at least 1,500 stocks globally with offices in the U.

S., Europe, Australia and Asia. Our Asian equity research team is based in Hong Kong, Shenzhen, Tokyo and Singapore.

The Role :

Our Asian equities research group is seeking an equity research associate to be based in either Hong Kong, Singapore or Tokyo.

The associate will work with analysts covering the Asia region technology sector. Based on demonstrated capabilities, the Associate will be expected to progress to an Analyst role performing fundamental analysis within our well-defined research framework, writing research reports and determining fair values on a select group of stocks.

The candidate must be fluent in both English and Mandarin and possess strong English-writing skills.


  • Assist analysts to produce value-added research that encompasses both the determination of a fair value estimate and a thorough examination of the company’s competitive position.
  • Help analysts build and maintain valuation models on coverage companies primarily utilizing Morningstar’s discounted cash flow based valuation model.
  • Support team activities as needed including backing up the editor to summarize equity research released by the Asian Equity Research team for Morningstar’s global equity sales team.
  • 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.
  • Requirements

  • Be able to communicate well in English and Chinese with strong English writing skills.
  • Minimum of bachelor’s degree while a CFA designation is considered favorably. The candidate should be able to think critically, independently and with attention to detail and the facts.
  • Some working experience as an associate analyst in the sell-side, buy-side or independent equity research fraternity is an advantage but not required.
  • We place importance on demonstrated logical thinking backed up by an awareness of how to interpret and use data.
  • We will consider individuals with no specific equity research experience but candidates should be comfortable and used to playing around with financial models, have read company financial reports, and possess knowledge of equity analysis and / or the technology supply chain.
  • 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.
  • Have an interest in developing financial modeling skills together with knowledge of business valuation techniques.
  • Be passionate about looking at stocks from a long term, valuation-based perspective. An awareness and understanding of the Moat concept is desired.
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