For the independent minded. - Equity Analyst Morningstar Employee Review

5.0
Oct 3, 2019
Recommend
CEO approval
Business Outlook

Pros

Culture - people here are generally intelligent, professional, thoughful, ethical and considerate. The variety of work in equity research is interesting. The methodology and fundamental investment framework useful and interesting. For equity analysts who have a fundamental, valuation based approach, and are independent minded, this is the place for you.

Cons

Dont have alot - hence I've worked here for more than a decade. Occasionally we hire the wrong people, but that issue generally resolves itself. Sometimes the balance between being a large corporate and a nimble, innovatine smaller company - as are our roots - is in tension.

Explore other reviews about Morningstar

5.0
Apr 21, 2026
Recommend
CEO approval
Business Outlook

Pros

Collaborative environment, learning mindset, great work life balance

Cons

Not a lot of exceptions for fully remote status

4.0
Jun 23, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Great benefits (e.g. 6% of salary 401K matching program, 6-week sabbatical after working 4 years). Good opportunities to switch roles within company. Most employees are great to work with.

Cons

Slightly lower pay relative to other companies. Management might be on a course of changing strategies across orgs too quickly, resulting in too many things breaking and failed outcomes. Removed 3 days a week in-office policy, which may lead to missed talent acquisition opportunities.

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