Morningstar Equity Analyst Interview Questions | Glassdoor

Morningstar Equity Analyst Interview Questions

6 Interview Reviews

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Helpful (1)  

Equity Analyst Interview

Anonymous Employee in Chicago, IL
Accepted Offer
Positive Experience
Average Interview

Application

I applied online. I interviewed at Morningstar (Chicago, IL).

Interview

3 rounds. Two interviewers in the first round, 5 or 6 in the second round, 2 third round (phone)

Questions on investment philsophy, stock pitch, why Chicago, why this role, why Morningstar, the last book I read

Interview Questions

  • Last book I read: it was unexpected but a welcome question as it suggests the firm values fit.   Answer Question

Negotiation

Negotiation was terrible due to a member of HR who has subsequently been 'reassigned' to another role.

Other Interview Reviews for Morningstar

  1. Helpful (1)  

    Equity Analyst Interview

    Anonymous Interview Candidate in Chicago, IL
    No Offer
    Negative Experience
    Difficult Interview

    Interview

    Applied via employee referral. Received an initial phone interview from HR. Questions were standard phone interview questions, overview of professional experience, why Morningstar, why Equity Analyst, etc. At the end of the conversation, was asked to schedule for in-person interview, which was conducted the following week. The in-person interview focused heavily on industry trend, companies and etc and wasn't at all about my professional experience.

    Interview Questions


  2. Helpful (1)  

    Equity Analyst Interview

    Anonymous Employee in Chicago, IL
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 3 weeks. I interviewed at Morningstar (Chicago, IL) in December 2012.

    Interview

    First round interview followed by a writing test and a second round interview with a stock pitch. Many questions that touched on my investing philosophy and financial accounting acumen. Questions covered things I had learned in finance, accounting, and economics classes in B school as well as the CFA program. Questions about my favorite business and investing books.

    Interview Questions

    • Tell me about an investment decision that you recently made either in your personal portfolio or for your job or classwork.   Answer Question
  3.  

    Equity Analyst Interview

    Anonymous Interview Candidate in Chicago, IL
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 1 day. I interviewed at Morningstar (Chicago, IL) in March 2011.

    Interview

    First spoke to HR Recruiter 1:1. Asked the usual fit questions, pored through my resume.

    Then spoke to two analyst (group interview). Also pored through my resume. Asked me about my stock portfolio. Extensive discussion about stock choices, the markets, equity questions related to growth, comparisons, etc. I found this very fun. If you are vying for an equity position and you don't own equity, you will be so screwed.

    Interview Questions

    • If I gave you $XXX, what would you invest in right now ... and why.   Answer Question

  4.  

    Equity Analyst Interview

    Anonymous Employee in Chicago, IL
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 5+ months. I interviewed at Morningstar (Chicago, IL) in January 2011.

    Interview

    Generally have to use the online submission, then there is a submission of work and an online test of sorts. This is followed by phone interviews with human resources and then phone interviews with the specific area or position that you are applying for. If all goes well, you will likely have to go into the office for a final round.

    Interview Questions


  5. Helpful (3)  

    Equity Analyst Interview

    Anonymous Employee
    Accepted Offer

    Interview

    first, you submit a few examples of your written work along with your cover letter and resume. If you pass, you get a couple of phone interviews with two different people. If you pass, you get invited to the headquarters where you're interviewed by five or more people.

    Interview Questions

    • Explain how deferred tax assets appear on a balance sheet   Answer Question

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