Morningstar

Job Title: Senior Investment Research Analyst (multiple positions)

Responsibilities:

• Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds’ management team, strategy, parent company, performance and expenses (20%).
• Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, interviewing portfolio managers, and leading on-site due diligence visits of asset-management firms (10%).
• Monitor important developments in the fund industry, markets, and the broader economy (5%).
• Develop expertise in various asset classes, asset management firms, and the overall industry. Author analytical research reports, articles, and industry studies (10%).
• Discuss ratings and reports with external institutional clients and internal investment management group (3%).
• Participate in projects for internal stakeholders from other departments (3%). Represent Morningstar by speaking to media, conferences, industry associations and regulators (5%).
• Develop deep subject matter expertise in a limited number of investment markets or strategy types (e.g., emerging markets, structured credit, risk parity, etc.). Lead in-depth trainings on those subjects and act as go-to resources for team members (15%).
• Mentor junior team members (7%).
• Actively participate in ratings committee discussions as a voter, as a subject matter expert, or as a mentor to the presenting analyst (7%).
• As a member of the editorial pool, participate in editing the written products of team members. Respond to edit requests promptly and give clear feedback during the editing process (12%).
• Author or coauthor long form white papers and landscape reports (3%).
• Remote work requests will be considered consistent with company’s remote work policy.

Requirements:

• This position requires a Bachelor’s degree in Finance, Economics, or a related field and 5 years of relevant research experience as a Research Analyst, Consultant, or a related position. Alternatively, we will accept a Master’s degree in Finance, Economics, or a related field and 2 years of relevant research experience as a Research Analyst, Consultant, or a related position.
• This position also requires: 2 years of experience with equity, fixed income, or alternatives investment strategies; 1 year of experience using performance attribution tools for analyzing investment strategies.
• Demonstrated numerate analytical experience through an academic degree or professional experience (i.e. using data to draw conclusions in written form)
• Experience with writing clear, well-argued investment analyses or commentaries requiring few edits.
• Experience with mutual fund data and operations; experience with Morningstar Direct, Morningstar.com, or other investment related software programs.
• Applicants must submit a writing sample that demonstrates writing and analytical skills, along with a resume and cover letter as writing is a critical part of this job. Will accept any suitable combination of education, training, and experience.

Must possess unrestricted right to work in the U.S. in this position.

Morningstar Research Services LLC is an equal opportunity employer.

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Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.