Equity Portfolio Manager
About The Position
The Group: 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 Role: 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.
Requirements
- Minimum of 10 years’ professional investment experience with at least 5 years on the buyside.
- 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
Nice To Haves
- Strong preference for relevant experience as a portfolio manager and/or analyzing growth companies.
- 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
Mid Level
