Senior Analyst, Manager Research
About The Position
Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios, and data on investment offerings and global markets. Its advocacy for investors’ interests is the foundation of the company. The role conducts objective, independent research on funds and other investment vehicles to help individual, intermediary, and institutional investors make better investment decisions. The analyst researches and rates funds and vehicles such as separately managed accounts, while developing broader investment expertise and contributing to team thought leadership. The position works within an equities, fixed income, or multi-asset/alternatives team and is based in Morningstar’s Chicago office. Morningstar offers a hybrid work environment, with in-person collaboration each week. In most locations, the hybrid model involves four days in the office each week.
Requirements
- A bachelor's degree is required.
- Passion for investing and helping investors make better investment decisions.
- Excellent time management, analytical, writing, and verbal communication skills.
- Ability to work independently at times and collaboratively at other times.
Nice To Haves
- A graduate degree and/or Chartered Financial Analyst® designation, or progress toward either.
- Demonstrated expertise in equities, fixed income, multi-asset classes, or alternatives.
Responsibilities
- Develop clear opinions supporting forward-looking ratings on funds and other investment vehicles, based on research into management, strategy, parent company, performance, and expenses.
- Conduct quantitative and qualitative analysis using databases, monitor regulatory information, interview portfolio managers, and conduct on-site due diligence visits to asset-management firms.
- Monitor important developments in the fund industry, markets, and the broader economy.
- Develop expertise in asset classes, asset-management firms, and the overall industry.
- Provide logistical and analytical support to team initiatives.
- Author analytical research reports, articles, and industry studies.
- Discuss ratings and reports with external institutional clients and the internal investment management group.
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, including potential premium discounts and company-provided HSA contributions of up to $500–$2,000 annually for specific plans and coverages.
- Additional 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
