Senior Analyst, Manager Research

Morningstar; Sydney; Hybrid; AUD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work model (4 days in-office)

Job summary

Morningstar Manager Research in Sydney seeks a Senior Analyst to join the team, researching fund managers in Australian and global markets, conducting due diligence, interviewing managers, and writing research reports.

The role includes contributing to thought leadership for clients in Australia and the Asia-Pacific region, collaborating with investment management teams, and helping shape Morningstar methodologies, with hybrid work options.

Qualifications

• Minimum 10 years of investment-related experience with fund manager due diligence.
• Strong understanding of Australian-based investment managers and equities or fixed income.
• Experience researching multi-asset and unlisted assets (private credit, real estate, infrastructure) valued.
• Excellent communication and ability to write clearly for clients.
• Ability to work independently and meet deadlines.

Responsibilities

• Research and critically assess fund managers and their Australian products, with some global exposure.
• Lead fund manager interviews and write succinct rating notes and research reports.
• Provide fund recommendations for advice research clients, internal asset management clients (MIM) and external asset management clients (model portfolio providers).
• Collaborate with investment management and data operations to align with Morningstar views and methodologies.
• Help shape Morningstar methodologies.
• Handle ad-hoc client enquiries and undertake related research tasks.

Skills

Investment knowledge

Fund due diligence

Quantitative skills

Verbal & written comms

Interviews with fund managers

Relationship building

Time management

Education

Bachelor's degree

CFA designation

Tools

Morningstar Direct

PC & mainstream software

Job description

Senior Analyst, Manager Research

Morningstar Manager Research has a requirement for a Senior Analyst to join the team in Sydney. The Senior Analyst plays a key role in researching fund managers in both Australian and Global fund markets. The research process involves conducting fund due diligence, interviewing fund managers and writing research reports. In addition, the Senior Analyst will contribute to writing thought leadership pieces for clients both in Australia and the Asia-Pac region.

Job Responsibilities

• To research and critically assess fund managers and their products that are primarily managed in Australia. Some global fund exposure.
• To lead fund manager interviews and write succinct and reader-friendly rating notes and research reports.
• Leverage the manager due diligence experience to make fund recommendations for advice research clients, internal asset management clients (MIM) and external asset management clients (model portfolio providers) that subscribe to our manager research;
• Collaborate with various internal stakeholders such as the investment management team to ensure client recommendations and deliverables are consistent with Morningstar’s house views and investment principles, as well as with data operations to ensure required data and methodologies are in place to support products;
• To help shape Morningstar methodologies
• Handle ad-hoc client enquiries and undertake other administrative, research and/or analytical work as required.

Qualifications

• A passion for investing and for helping investors make better investment decisions;
• At least 10 years of investment-related experience, with a strong background in fund manager due diligence, and / or security selection or investment management;
• A solid understanding of Australian-based investment managers, with proven expertise across the equities or fixed interest asset classes. Ability to research multi-asset and unlisted assets (private credit, equity, real-estate, infrastructure) would be also highly valued.
• A keen knowledge of financial markets that has been developed both personally and professionally;
• Strong quantitative skills with a good grasp of statistics, and familiarity with economics and behavioral finance;
• Superior verbal and written communication skills, with the ability to think and write creatively;
• Excellent time management skills;
• Ability to use own initiative and work unsupervised, with the ability to prioritise effectively and work in a methodical manner to meet deadlines;
• Proactive in building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar;
• Strong attention to detail;
• Bachelor’s degree; advanced degrees and certifications are desirable;
• Skilled with PC and mainstream software packages. Experience with Morningstar Direct an advantage;
• CFA designation is highly valued.

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 four 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.

Morningstar’s hybrid work environment gives you the opportunity to collaborate in-person each week as we’ve found that we’re at our best when we’re purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

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