Equity Portfolio Manager

Morningstar•Chicago, IL

86d•$195,600 - $299,917•Hybrid

About The Position

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.
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.

Nice To Haves

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