Senior Investment Analyst, Multi-Asset Research
About The Position
The Group: Research & Investments creates compelling insights and effective investment solutions to empower investor success. We honor time-tested investment principles and consistently apply robust methodologies to earn and protect trust. We thoughtfully deploy our key asset, our people, to scale and deliver more value to more investors. This diverse group comprises Morningstar’s Investment Management (“IM”) and Equity Research teams, in addition to our Behavioral Insights team. The Role: We require a Senior Analyst to join our equity team within Multi-Asset Research (“MAR”). This role will report into the Head of Equity Research. The Senior Analyst will work closely with the MAR and IM teams, focusing on producing world class proprietary equity market investment research to support the management of the group’s investment strategies. The role is based in our Chicago office.
Requirements
- 5+ years of progressive hands-on fundamental equity research experience with an understanding of the drivers of forward-looking stock/equity market returns.
- Have a passion for investing, markets, in-depth fundamental investment research, and supporting investment strategies and offerings to meet the needs the evolving market environments that our clients serve.
- Alignment with Morningstar’s philosophy and approach to investing.
- Demonstrated expertise of equity security-level valuation models.
- Excellent critical thinking skills with a focus on industry and company analysis.
- Outstanding oral and written communication skills, with the ability to produce high quality written materials.
- Ability to communicate complex ideas clearly and succinctly.
Nice To Haves
- CFA designation or a post-graduate designation is preferable.
Responsibilities
- Collaborate with multi-asset research colleagues, portfolio managers, and equity research colleagues to formulate security- and market-level investment views, supporting equity strategies within multi‑asset portfolios.
- Author actionable investment theses grounded in capital‑cycle analysis, industry competitive dynamics, valuation assessment, and associated fundamental risks.
- Monitor equity market opportunities and keep portfolio managers apprised of developing opportunities for consideration inside our multi-asset portfolios.
- Assist with the ongoing enhancement of equity valuation frameworks in collaboration with the quantitative research team.
- Build and maintain robust and efficient investment processes and models.
- Produce equity market thought leadership for both internal and external client demands.
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
Education Level
No Education Listed
