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      Equity Research Analyst Interview

      May 29, 2009
      Anonymous interview candidate
      Chicago, IL
      No offer
      Negative experience
      Difficult interview

      Application

      I applied through other source. The process took 3 months. I interviewed at Morningstar (Chicago, IL) in Jul 2007

      Interview

      The process was long. Initially I had to submit a writing sample with my resume. After the writing sample was approved to the next round, I was asked to complete an exam, which was basically an investment analysis on a company Morningstar made up. At the first interview I met with HR and 2 current equity analysts. This interview was very basic. About a month after the first interview, I was called back to for a second interview and was asked to present a stock idea. At the second interview I met with about 7 or 8 people. This process was odd, people came and left at different times during the interview which I found to be very distracting. The interview process was non-stop for a duration of a few hours as a result of people comming in and out. In other words, you never had that opportunity to catch your breath.

      Interview questions [1]

      Question 1

      It wasn't really a question, it was a case study. The case study presented a portion of a 10-K, and you were expected to analyse the company and provide a recommendation. You were given 1.5 hours to complete the assignment.
      Answer question
      4

      Other Equity Research Analyst interview reviews for Morningstar

      Equity Research Analyst Interview

      Jan 27, 2024
      Anonymous interview candidate
      Chicago, IL
      No offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 1 week. I interviewed at Morningstar (Chicago, IL) in Dec 2023

      Interview

      Phone screening interview via Zoom. 2 HR people interviewed me and asked basic questions. Right from the first interview, they asked about salary expectations, when to start the job without asking much about my experience. HR department may have scheduled my interview primarily to meet their internal requirement for a minimum number of interviewees, rather than due to genuine interest in my candidacy.

      Interview questions [3]

      Question 1

      When can I start the job?
      Answer question

      Question 2

      What is my salary expectation?
      Answer question

      Question 3

      What do I know about Morningstar
      Answer question
      1

      Equity Research Analyst Interview

      Jun 6, 2023
      Anonymous interview candidate
      Mumbai
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Morningstar (Mumbai)

      Interview

      Good Cooperative seniors Smooth process 2 to 3 rounds Equity research it has mandatory 2 rounds Pay is below average Good interview questions Accounting realted and finance related Mainly all easy questions But some were not tricky One can confidently clear this

      Interview questions [1]

      Question 1

      Basic technical accounting finance related
      Answer question

      Equity Research Analyst Interview

      May 29, 2023
      Anonymous interview candidate
      Navi Mumbai
      No offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Morningstar (Navi Mumbai) in Mar 2023

      Interview

      Firstly I received a call from one of the HR from Morning star they asked me about myself. In nxt round they deeply asked about my experience and my internship, and after that the technical round took place.

      Interview questions [1]

      Question 1

      What do you know about the fundamental and technical analysis ?
      Answer question

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