Julia Chang is an associate equity analyst on the financials team at Morningstar.
Before joining Morningstar in March 2026, Chang worked as a portfolio performance analyst at Addepar. In that role, she specialized in performance attribution, return validation, and financial data analysis across complex investment portfolios. She developed skills in data validation and investment analytics while collaborating closely with research and client-facing teams.
Chang holds a bachelor's degree in operations research and financial engineering from Princeton University.