Working Place: Shenzhen

The Role:

Our equities research group requires an experienced analyst in our Shenzhen office to cover a variety of Asian industrial stocks. Stocks covered will be within the Asia region, potentially including mainland China, China Hong Kong, China Taiwan, Japan, and Singapore. 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.

Responsibilities:

• Research, analyze and determine equity fair values on 15-20 Asia-Pacific 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, ratings, etc.
• Act with independence and an investors first attitude at all times
  
  
  

Requirements:

• Possess independence, critical thinking skills, and a passion for investing
• Communicate-well in English both written and orally with minimal editing
• 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 three years of experience gained in an analyst position
• At least two years of experience reviewing publicly-traded Asia-Pacific stocks
• Fluent in English