Manager Research Analyst

| Chicago

The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

The Role: As a manager research analyst, your objective and independent research on funds and other investment vehicles will help individuals, intermediaries, and institutional investor make better investment decisions, which is Morningstar’s primary mission. The position requires a passion for investing along with strong analytical, presentational and writing skills.  In this role, you will research and rate funds and other investment vehicles such as separately managed accounts, while also developing broader investment expertise that contributes to the team’s thought leadership. You will work within one of our asset class teams: equities, fixed income, multi-asset, or alternatives. The position is based in our Chicago office.

Responsibilities

  • Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds’ management, strategy, parent company, performance and expenses.
  • Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, interviewing portfolio managers, and conducting on-site due diligence visits of asset-management firms.
  • Monitor important developments in the fund industry, markets, and the broader economy.
  • Develop expertise in various asset classes, asset management firms, and the overall industry.
  • Author analytical research reports, articles, and industry studies.
  • Discuss ratings and reports with external institutional clients and internal investment management group.
  • Represent Morningstar by speaking to media, conferences, industry associations and regulators.

Requirements

  • A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst® designation (or progress toward one or the other)  is preferred.
  • At least four years of previous relevant work experience.
  • Passion for investing and for helping investors make better investment decisions.
  • Excellent analytical, writing and verbal communication skills.
  • Ability to work at times independently, and at other times within a collaborative environment.
  • Demonstrated expertise in equities, fixed income, multi-asset class, or alternatives is desirable.

 

Please submit a writing sample that demonstrates your writing and analytical skills, along with a resume and cover letter. Applications without all three items will not be considered. We read every cover letter and writing sample.  Writing is an important part of this job.

 

Morningstar is an equal opportunity employer.

Read Full Job Description

Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602
22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

More Jobs at Morningstar78 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
Internships
Legal
Marketing
Operations
Product
Project Mgmt
Sales
Content
Developer
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
Operations
new
Chicago
Product
new
Chicago
Operations
new
Chicago
Project Mgmt
new
Chicago
Design + UX
new
Chicago
Operations
new
Chicago
Internships
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Finance
new
Chicago
Finance
new
Chicago
Project Mgmt
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Project Mgmt
new
Chicago
Operations
new
Chicago
Finance
new
Chicago
Internships
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
Operations
new
Chicago
Design + UX
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Finance
new
Chicago
Sales
new
Chicago
Design + UX
new
Chicago
Operations
new
Chicago
Finance
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Operations
new
Chicago
Finance
new
Chicago
Finance
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Marketing
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Product
new
Chicago
Product
new
Chicago
Marketing
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Marketing
new
Chicago