Associate Manager Research Analyst

Morningstar•Chicago, IL

18d•Hybrid

About The Position

The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. The Role: As an Associate Analyst on the Equity Strategies team within Manager Research, you will play a key role in delivering objective, independent research on funds and other investment vehicles to help individuals, intermediaries, and institutional investors make better investment decisions. The position requires a passion for investing along with strong analytical, presentational and writing skills. In this role, you will research and rate funds and other investment vehicles such as separately managed accounts, while also developing broader investment expertise that contributes to the team’s thought leadership. The position is based in our Chicago office.

Requirements

A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst® designation (or progress toward one or the other) is preferred.
A minimum of two years of experience in manager research or a related role is preferred but not required
Familiarity with investing concepts / financial markets
Passion for investing and for helping investors make better investment decisions.
Excellent time management, analytical, writing and verbal communication skills.
Ability to work at times independently, and at other times within a collaborative environment.

Nice To Haves

Familiarity with programming languages (i.e. Python, R, MATLAB) a plus.

Responsibilities

Conduct quantitative and qualitative analysis using our databases, monitor regulatory information, interview portfolio managers, and perform on-site due diligence visits of asset-management firms.
Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds’ management, strategy, parent company, performance and expenses.
Author analytical research reports, articles, and industry studies.
Discuss ratings and reports with external institutional clients and internal investment management group.
Monitor important developments in the fund industry and global markets.
Develop expertise in various asset classes, asset management firms, and the overall industry.
Capably navigate Morningstar’s database, document data errors, and surface ideas for database and methodology enhancements.

Benefits

Financial Health
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
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
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range $70,825.00 - 120,425.00 USD Annual Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.