Senior Investment Product Analyst
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
The Investment Management group is a global team guided by Morningstar's investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. Morningstar Wealth offers a broad lineup of strategies built with stocks, mutual funds, and ETFs to help meet an investor's needs at each stage of their lifetime. We use our expertise in asset allocation, investment selection and portfolio construction to create valuation-driven investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through Morningstar Managed Portfolios, we serve financial advisers and institutions, and the investors that they serve. In this role, you will work closely with the Investment Product Managers to support our existing suite of investment strategies and the services through which they are delivered, new product development and product sun-setting. You will provide in-depth analysis of current and prospective investment product offerings, competitive landscape and investor profiles as well as support new product development and research. Your output will not only reinforce our value proposition with our clients and prospects, but it will also provide our product management, sales, and marketing teams with information to foster growth in our business. This role will focus on Separately Managed Accounts (both model and manager delivered), mutual funds, and ETFs. To successfully fulfill the role, the investment management product analyst role will provide substantial support for various governance committees and boards as well as conduct a lot of researching through sources such as public websites, industry databases, ADVs, and client contracts. The analyst will also be writing product positioning statements and RFP responses. Continual curiosity, desire to always find better, more efficient ways to do something, attention to detail, keeping to tight deadlines, and ability to work well under pressure are great qualities to have for this role. This role is based in our Chicago office. We are operating in a hybrid work environment, where we are in office 3 days/remote 2 days.
