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Associate Equity Analyst Jobs (NOW HIRING)

Morningstar, Inc.

Associate Equity Analyst

Chicago, IL · On-site

$70K - $103K/yr

  • Medical

  • Dental

  • Life

  • Retirement

The Role Our Equity Research team is looking for a highly motivated Equity Associate to facilitate ... analysis and corporate finance. • Support your team's efforts to publish timely and insightful ...

Bellwether

Associate, Equity

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we ... Overview The Equity Associate will support Bellwether's robust Asset Management team, gaining ...

Bellwether

Associate, Equity

Dallas, TX

Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we ... Overview The Equity Associate will support Bellwether's robust Asset Management team, gaining ...

Bellwether

Associate, Equity

Dallas, TX

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we ... Overview The Equity Associate will support Bellwether's robust Asset Management team, gaining ...

IMC

Equity Research Analyst

Chicago, IL · On-site

Challenge the status quo and help create a vision for the future of the IMC research team Your Skills and Experience: * 1+ years' experience as an equity analyst/associate (trading environment ...

Cresset Capital

ASSOCIATE, EQUITY RESEARCH

Denver, CO · On-site

$90K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Associate, Equity Research About the Firm: Monticello Associates, LLC is an investment consulting ... Analytical problem-solving and data analysis skills with high attention to detail * Intellectual ...

Cresset Capital

ASSOCIATE, EQUITY RESEARCH

Denver, CO · On-site

$90K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Associate, Equity Research About the Firm: Monticello Associates, LLC is an investment consulting ... Analytical problem-solving and data analysis skills with high attention to detail * Intellectual ...

IMC

Equity Research Analyst

Chicago, IL · On-site

$150K - $200K/yr

  • PTO

Challenge the status quo and help create a vision for the future of the IMC research team Your Skills and Experience: * 1+ years' experience as an equity analyst/associate (trading environment ...

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Associate Equity Analyst information

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How much do associate equity analyst jobs pay per month?

As of Aug 12, 2026, the average monthly pay for associate equity analyst in the United States is $6,290.58, according to ZipRecruiter salary data. Most workers in this role earn between $5,708.33 and $6,708.33 per month, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate equity analyst?

To thrive as an Associate Equity Analyst, you need a solid understanding of financial modeling, accounting principles, and investment analysis, often supported by a degree in finance, economics, or a related field. Familiarity with data analysis tools like Excel, Bloomberg Terminal, and sometimes CFA certification are typically required. Strong attention to detail, analytical thinking, and effective communication help you stand out in this role. These skills are crucial for delivering accurate research, supporting investment decisions, and communicating insights to stakeholders.

What is an associate equity analyst?

Associate Equity Analysts are finance professionals who support senior analysts in researching and evaluating stocks and companies for investment purposes. They analyze financial statements, market trends, and industry data to help create investment recommendations and reports for institutional clients or portfolio managers. Their role also involves building financial models, attending company meetings, and staying updated on news that may impact stock prices. This position is often an entry-level role that provides a pathway to becoming a senior equity analyst.

What are some common challenges faced by associate equity analysts in their first year on the job?

New Associate Equity Analysts often encounter the challenge of managing large amounts of financial data under tight deadlines, especially during earnings seasons. Balancing research responsibilities—such as building and updating financial models—with preparing clear, actionable reports for senior analysts can be demanding. Additionally, adapting to the fast-paced environment and learning to prioritize tasks while collaborating closely with portfolio managers and traders is essential for success. Strong communication skills and a willingness to quickly absorb industry knowledge help overcome these initial hurdles.
What cities are hiring for Associate Equity Analyst jobs? Cities with the most Associate Equity Analyst job openings:
What are the most commonly searched types of Equity Analyst jobs? The most popular types of Equity Analyst jobs are:
What states have the most Associate Equity Analyst jobs? States with the most job openings for Associate Equity Analyst jobs include:
Associate Equity Analyst jobs near you
Infographic showing various Associate Equity Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $75,487 per year, or $36.3 per hour.

Associate Equity Analyst

Morningstar, Inc.

Chicago, IL • On-site

$70K - $103K/yr

Full-time

Medical, Dental, Life, Retirement

Posted 29 days ago

MorningStar Senior Living rating

6.7

Company rating: 6.7 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

62nd of 240 rated social care providers

Job description

About the role: Job Description
The Group
Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. 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. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates.
The Role
Our Equity Research team is looking for a highly motivated Equity Associate to facilitate coverage of stocks on a sector team. The Associate will have opportunities to contribute materially to topical and thematic research, and substantially assist with coverage on a variety of firms in the sector. This position is based in our Chicago office.
Job responsibilities:
• Acquire a deep understanding of the companies and industries your team covers by gathering and interpreting relevant research, news, and data.
• Build modeling expertise by helping your teammates develop and maintain company and industry models.
• Develop high proficiency with Morningstar's equity research methodologies and disciplines relevant to equity research, including financial statement analysis and corporate finance.
• Support your team's efforts to publish timely and insightful research updates aimed at broad audience of investors.
• Collaborate with teammates on "deep dive" research that is differentiated, substantiated, and clearly communicated.
• Sharpen your awareness of behavioral biases and embody an "investors first" mindset at all times.
Qualifications:
• Highly motivated to succeed in a stimulating environment.
• Irrepressible curiosity, with an eagerness to dig deep and explore widely.
• Creativity, with a penchant for experimenting with new ways to approach questions and puzzles.
• High personal standards for thoroughness and attention to detail.
• Strong reasoning skills.
• Ability to communicate complex ideas clearly and succinctly.
• Bachelor's degree.
• Progress toward CFA designation and/or MBA preferred.
• Comfortable drawing conclusions amid incomplete information and under tight deadlines.
• Collaborative mindset, capable of respectfully accepting and providing constructive feedback.
Please submit a resume and cover letter with your application materials.
Note: This role does not qualify for immigration sponsorship. Morningstar will not be considering candidates that require immigration sponsorship now or in the future for this role.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
  • Financial Health
    • 100% 401k match up to 6% of salary
    • Stock Ownership Potential
    • Company provided life insurance - 1x salary + commission
  • Physical Health
    • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
    • Additional medical Wellness Incentives - up to $300-$600 annual
    • Company-provided long- and short-term disability insurance
  • Emotional Health
    • Trust-Based Time Off
    • 6-week Paid Sabbatical Program
    • 6-Week Paid Family Caregiving Leave
    • Competitive 8-24 Week Paid Parental Leave
    • Adoption Assistance
    • Leadership Coaching & Formal Mentorship Opportunities
    • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
    • Tuition Reimbursement
  • Social Health
    • Charitable Matching Gifts program
    • Dollars for Doers volunteer program
    • Paid volunteering days
    • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range
$70,825.00-103,891.66
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

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