Senior Analyst, Fund Manager Research (Hybrid)

Morningstar Credit Ratings, LLC; Sydney; Hybrid; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Remote collaboration options

Flexible benefits

Job summary

Morningstar Australasia Pty Limited is seeking a Senior Analyst for Manager Research in Sydney to assess Australian and global fund managers, conduct due diligence, interview managers, and write research reports. The role involves contributing to thought leadership for clients in Australia and the Asia-Pacific region.

Responsibilities include interviewing managers, producing succinct ratings notes, and collaborating with internal teams to ensure alignment with Morningstar’s investment

Qualifications

• A passion for investing and helping investors.
• Proven expertise in fund manager due diligence or security selection.
• Strong understanding of Australian-based investment managers across equities/fixed income.
• Able to research multi-asset and unlisted assets (private credit, real estate, infrastructure).
• Excellent verbal and written communication; strong time management.

Responsibilities

• Research fund managers primarily in Australia and some global exposure.
• Lead fund manager interviews and write concise rating notes and reports.
• Provide manager due diligence recommendations for various clients.
• Collaborate with investment management and data teams to align with house views.
• Help shape Morningstar methodologies and data practices.
• Handle ad-hoc client inquiries and perform related research tasks.

Skills

Fund manager due diligence

Investing

Quantitative analysis

Communication skills

Time management

Independent work

Stakeholder relationships

Australian market knowledge

Morningstar Direct experience

Education

Bachelor’s degree

Advanced degrees & certifications desirable

CFA designation valued

Tools

Morningstar Direct

Job description

Morningstar Australasia Pty Limited is seeking a Senior Analyst for Manager Research in Sydney to assess Australian and global fund managers, conduct due diligence, interview managers, and write research reports. The role involves contributing to thought leadership for clients in Australia and the Asia-Pacific region.

Responsibilities include interviewing managers, producing succinct ratings notes, and collaborating with internal teams to ensure alignment with Morningstar’s investment