Multi-Asset & Alternative Investment Analyst

Morningstar•Chicago, IL

4d•$117,500 - $172,350•Hybrid

About The Position

As a manager research analyst, you will conduct objective, independent research on funds and other investment vehicles to help individuals, intermediaries, and institutional investors make better investment decisions. The role involves researching and rating funds and vehicles such as 529 savings plans, model portfolios, and separately managed accounts, while developing broader investment expertise and contributing to the team’s thought leadership. It is part of the Multi-Asset and Alternative Investment asset class team and is based in Morningstar’s Chicago office.

Requirements

Bachelor’s degree.
Passion for investing and helping investors make better investment decisions.
Excellent analytical, writing, and verbal communication skills.
Ability to work independently at times and collaboratively at other times.
Demonstrated expertise as a manager research analyst in multi-asset and alternative investments.

Nice To Haves

Graduate degree and/or Chartered Financial Analyst® designation, or interest in pursuing one or the other.

Responsibilities

Develop clear opinions supporting forward-looking ratings on funds and other investment vehicles, based on research into management teams, strategies, parent companies, performance, and expenses.
Conduct quantitative and qualitative analysis using databases, monitor regulatory information, interview portfolio managers, and lead on-site due diligence visits to asset-management firms.
Author and edit analytical research reports, articles, and industry studies.
Discuss ratings and reports with external institutional clients and the internal investment management group.
Represent Morningstar by speaking to media, conferences, industry associations, and regulators.

Benefits

100% 401(k) match up to 6% of salary.
Stock ownership potential.
Company-provided life insurance equal to 1x salary plus commission.
Comprehensive medical, dental, and vision benefits, with potential premium discounts and company-provided HSA contributions of up to $500–$2,000 annually for specific plans and coverages.
Medical wellness incentives of up to $300–$600 annually.
Company-provided long- and short-term disability insurance.
Trust-based time off.
Six-week paid sabbatical program.
Six-week paid family caregiving leave.
Paid parental leave of 8–24 weeks.
Adoption assistance.
Leadership coaching and formal mentorship opportunities.
Annual flex stipend of $1,000 for personal education and well-being expenses.
Tuition reimbursement.
Charitable matching gifts program.
Dollars for Doers volunteer program.
Paid volunteering days.
15+ employee resource and affinity groups.
Hybrid work environment with in-person collaboration each week; in most locations, the model is four days in-office each week.
Other benefits to enhance flexibility as needs change.