Analyst, U.S. Fixed Income Strategies, Manager Research

Morningstar•Chicago, IL

4d•$114,100 - $167,350•Hybrid

About The Position

The Analyst role on the US manager research fixed income team is responsible for producing high-quality strategy-level analysis and broader asset class research that helps investors make better decisions. This role also serves the team through covering select asset management firms as a parent lead and when appropriate mentoring newer analysts. This position is based in our Chicago office. We are in-office 4 days/week.

Requirements

Bachelor’s degree; an MBA, CFA, CFP or other advanced degree/accreditation a plus.
Two to four years of experience in manager research or a related role.
Fixed income subject matter expertise with specialization in a particular bond sector a plus.
Demonstrated expertise in strategy level analysis.
Superior written and verbal communication skills, including the ability to speak professionally with investment management teams and institutional clients.
Strong planning and time-management skills.
The ability to make good decisions under tight deadlines, sometimes with incomplete information.
Authorized to work in the U.S. without a sponsorship agreement.
Familiarity with programming languages (i.e. Python, R, MATLAB) a plus.

Nice To Haves

MBA, CFA, CFP or other advanced degree/accreditation
Fixed income subject matter expertise with specialization in a particular bond sector
Familiarity with programming languages (i.e. Python, R, MATLAB)

Responsibilities

Be part of a collaborative team culture that aims for and prizes high-quality research, resulting in analyses that are insightful, ratings that are good calls for investors, and broader research that helps investors understand the fixed income managed products landscape.
Continue to pursue general fixed income subject matter expertise while striving to specialize in one or more bond sectors.
Engage with the external market (media, wealth managers, regulators) to strengthen understanding of Morningstar capabilities.
Contribute to thought leadership and/or the development of analytical tools using Morningstar Intellectual Property that improve fixed income strategy analysis.
Mentor and help train new analysts.

Benefits

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups