Hybrid Quantitative Analyst - New Product Indexes

Morningstar; Greater London; On-site; GBP 56,000 - 75,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Morningstar is seeking a candidate for the London office to join the Indexes New Product Development Team. You will participate in the full development cycle from ideation to launch, collaborating with global research teams to create innovative, IP-based indexes.

The role requires strong analytical and communication skills, and familiarity with Python/R/MATLAB and SQL is desirable, with a focus on portfolio construction and machine learning techniques.

Qualifications

• Bachelor’s degree in a quantitative, financial discipline, or engineering.
• MBA from a premier institute is preferred.
• CFA charter or candidature (at least passed Level I) is preferred.
• Hands on experience with creating Strategic Beta (Factor), ESG Indexes or similar rules-based quantitative investment strategies is preferred.
• Knowledge of institutional investing, modern portfolio theory, and portfolio construction processes.

Responsibilities

• Collaborate effectively with Morningstar research organization including equity, quantitative, manager, private markets or sustainability research teams, and product management to develop novel thematic and smart beta indexes that leverage Morningstar IP.
• Work on the entire product development lifecycle from ideation, design, development, and validation, leading up to launch.
• Work closely with other index teams to operationalize index methodologies.
• Develop new tools and capabilities to perform portfolio construction or analytics independently, including the use of statistical and machine learning techniques
• Explore AI implementation for research and portfolio analysis
• Publish white papers, factsheets, client presentations, and other collateral to support go-to-market plans.

Skills

Analytical skills

Communication skills

Portfolio construction knowledge

Investment concepts

Machine learning basics

Education

Bachelor’s degree in quantitative/financial discipline or engineering

MBA from premier institute preferred

CFA Level I candidate

Tools

Python

R

MATLAB

SQL

Job description

Morningstar is seeking a candidate for the London office to join the Indexes New Product Development Team. You will participate in the full development cycle from ideation to launch, collaborating with global research teams to create innovative, IP-based indexes.

The role requires strong analytical and communication skills, and familiarity with Python/R/MATLAB and SQL is desirable, with a focus on portfolio construction and machine learning techniques.