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Financial Research Associate Jobs in Illinois (NOW HIRING)

Morningstar

Associate Equity Analyst

Chicago, IL · On-site

$70K - $103K/yr

The Associate will have opportunities to contribute materially to topical and thematic research ... equity research, including financial statement analysis and corporate finance. Support your team ...

Antares Capital LP

Associate, Valuations

Chicago, IL · On-site

$105K - $130K/yr

The Valuation Associate's primary role will be developing financial models, researching industry & market trends, evaluating company financials, and performing investment valuations. An ability to ...

Carle Health

Research Regulatory Coordinator

Urbana, IL · On-site

$25.81 - $43.10/hr

... Financial Disclosure Forms, Consent Forms, and trainings) for industry sponsored as required ... Associates (SOCRA)Society of Clinical Research Associates (SOCRA), Education: Experience In Lieu of ...

Carle Health

Research Regulatory Coordinator

Urbana, IL · On-site

$24.50 - $32.50/hr

... Associates (SOCRA)Society of Clinical Research Associates (SOCRA), Education: Experience In Lieu of ... Financial Disclosure Forms, Consent Forms, and trainings) for industry sponsored as required.

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Financial Research Associate information

What are the key skills and qualifications needed to thrive as a financial research associate?

To thrive as a Financial Research Associate, you need strong analytical skills, a solid understanding of financial markets, and usually a degree in finance, economics, or a related field. Familiarity with financial modeling software, databases like Bloomberg or FactSet, and proficiency in Excel are typically required. Attention to detail, effective communication, and the ability to manage multiple projects simultaneously are standout soft skills for this role. These competencies are crucial for delivering accurate research, supporting investment decisions, and ensuring clear communication of complex financial insights.

What are some typical projects or assignments a financial research associate might work on during their first year?

As a Financial Research Associate, you can expect to work on projects such as analyzing market trends, preparing financial models, and creating reports to support investment decisions. Early assignments often include gathering and synthesizing data from financial statements, conducting industry and company-specific research, and assisting senior analysts with presentations for clients or internal teams. These tasks not only build your technical skills but also help you develop a deeper understanding of financial markets and enhance your ability to communicate complex findings clearly.

What does a financial research associate do?

A financial research associate analyzes financial data, market trends, and company performance to support investment decisions. They often use tools like Excel and financial modeling, and may prepare reports or presentations for clients or senior analysts.

What are the most commonly searched types of Financial Research jobs in Illinois?

The most popular types of Financial Research jobs in Illinois are:

What are popular job titles related to Financial Research Associate jobs in Illinois?

For Financial Research Associate jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Financial Research Associate jobs in Illinois look for?

The top searched job categories for Financial Research Associate jobs in Illinois are:

Financial Research Associate jobs near you
Infographic showing various Financial Research Associate job openings in Illinois as of August 2026, with employment types broken down into 68% Full Time, 30% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Morningstar Development Program - Equity Research

Morningstar, Inc.

Chicago, IL • On-site

$83K/yr

Full-time

Medical, Dental, Life, Retirement

Posted 3 days ago

New

MorningStar Senior Living rating

6.7

Company rating: 6.7 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

64th of 246 rated social care providers

Job description

The Program:
At Morningstar, we want people who are smart, creative, hard-working, curious, and passionate about their work. We hire all majors, including liberal arts, as we appreciate the different perspectives they bring to our company. We built the Morningstar Development Program to prepare recent college graduates for successful, long-term careers here at Morningstar. Throughout this two-year program, you will be placed in a cohort where you'll receive ongoing career development, networking, mentoring, training opportunities, practicum program opportunities, and exposure to different areas of the business to help you succeed at Morningstar. We are accepting applicants with zero to two years of full-time work experience. While we look for individuals who have an interest in investing, we welcome all fields of study. All positions are based in our Chicago office. Within our equity track, you will start as an Associate Equity Research Analyst.
Equity Research:
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.
Our Equity Research team is looking for a highly motivated Associate Equity Analyst 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. Strong reasoning and writing skills are expected. Intellectual curiosity and a willingness to learn are required.
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.

Application Requirements:
  • A bachelor's degree to be completed no later than May 2027
  • A resume is required to apply. **Please be sure to include the word "Resume" in the file name of the resume you upload to your application on the front page.
  • 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.

The base salary for this position is $83,000.00
This role will be posted until October 5, 2026.
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

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.

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