Associate Analyst, Fixed Income, US Manager Research

Morningstar • Chicago, IL

1d • $70,825 - $103,892 • 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.
• A cover letter is also recommended but not required.
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level