Equity Portfolio Manager
About The Position
The Investment Management group is guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, research, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar, Inc. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve. The Select Equities team manages 6 distinct separate account strategies with a combined $10 billion of AUA as of Dec. 31, 2025. We are looking to add an experienced investment professional to join the team as a Portfolio Manager for our U.S. growth strategy. The Select Equities Team constructs high-conviction portfolios, with most of our separately managed accounts holding 25-50 stocks. While Chicago is the preferred location for this role, we welcome applications from qualified candidates located in other locations.
Requirements
- Minimum of 10 years’ professional investment experience with at least 5 years on the buyside.
- Strong preference for relevant experience as a portfolio manager and/or analyzing growth companies.
- Alignment with Morningstar’s philosophy and approach to investing in equities.
- Demonstrates intellectual curiosity and genuine interest in learning new subjects, industries, and companies.
- Strong communication skills, both written and verbal.
- Excellent critical thinking skills with a focus on company analysis and valuation.
- Bachelor's degree; CFA designation strongly preferred.
Responsibilities
- Serve as portfolio manager for a growth-focused equity strategy that follows a disciplined approach to company valuation and portfolio risk management.
- Contribute to the team’s overall company research and portfolio management efforts.
- Participate in the team’s peer review process, which includes providing feedback to portfolio managers on other strategies about prospective trades and portfolio positioning.
- Communicate with clients. Responsibilities include quarterly commentaries, webinars, meetings with financial advisors, etc.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
