Associate Analyst, Fixed Income, US Manager Research

Morningstar•Chicago, IL

2d•Hybrid

About The Position

The Associate Analyst role on the US manager research fixed income team is an introductory position oriented toward becoming a subject matter expert in fixed income strategy analysis while 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. This position will be required to be in office four days a week in our Chicago office.

Requirements

A bachelor's degree is required
Excellent communications skills
Strong time management skills
To be considered for this role, please submit a resume detailing your qualifications.
This role does not qualify for immigration sponsorship.
Morningstar will not be considering candidates that require immigration sponsorship now or in the future for this role.

Nice To Haves

an MBA, CFA, CFP or other advanced degree/accreditation a plus
Fixed income subject matter expertise is a plus
Familiarity with programming languages (i.e. Python, R, MATLAB) is a plus
A cover letter is also recommended but not required.

Responsibilities

Become conversant in the world of fixed income investing through a combination of formal and informal training, mentorship, self-study, and working towards covering between 30 and 40 fixed income strategies
Strive toward specialization in one or more bond sectors alongside pursuing general fixed income subject matter expertise
Be part 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
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 (such as through Jupyter notebooks) that improve fixed income strategy analysis.

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