Analyst, Manager Research

Morningstar; Hong Kong; Hybrid; HKD 420,000 - 780,000; Full time

Job summary

Morningstar Asia Ltd in Hong Kong is seeking a capable research professional to evaluate Asia-focused fund managers and products, lead interviews, and produce concise rating notes and research reports.

You will contribute to framework development, collaborate with a global team of investment experts, and help shape methodologies while delivering timely, insightful analysis for internal and external stakeholders.

Qualifications

• Bachelor’s degree required; advanced degrees/CFA designation desirable.
• 3–5 years of financial industry experience, preferably fund manager due diligence.
• Strong understanding of Asia-based investment managers and asset classes.
• Ability to work with a global, interdisciplinary team of investment experts, researchers, data analysts and developers.

Responsibilities

• Research and critically assess fund managers and products focused in Asia.
• Lead fund manager interviews and write concise rating notes and research reports.
• Formulate and justify investment opinions to internal and external stakeholders.
• Regularly contribute to regional and local thought leadership to strengthen Morningstar’s brand.
• Shape Morningstar methodologies and participate in ad-hoc analytical assignments.

Skills

Investment research

Financial analysis

English writing

Team collaboration

Time management

Detail oriented

Initiative

Morningstar Direct

CFA candidate

Education

Bachelor's degree in Finance/Accounting/Related

Tools

MS Office Suite

Morningstar Direct

Job description

Key Responsibilities:

• Research and critically assess fund managers and their products that are primarily managed in Asia.
• Lead fund manager interviews and write succinct and reader-friendly rating notes and research reports.
• Play a lead role in formulating and justifying our opinions on investment strategies to both internal and external stakeholders.
• Regularly contribute to the regional and local thought leadership agendas to strengthen Morningstar’s research brand recognition.
• Help shape Morningstar methodologies.
• Handle ad-hoc analytical assignments on investments, managed funds, and products.
• To undertake other administrative, research and/or analytical work as required.

Requirements:

• A passion for investing and for helping investors make better investment decisions.
• Independent thinker with 3-5 years of financial industry experience, preferably in fund manager due diligence. Backgrounds in other research or analytical disciplines may also be considered.
• A solid understanding of Asia-based investment managers, where proven expertise across equities, fixed income, multi-asset asset classes would be viewed favourably;
• Ability to work within a global and interdisciplinary team that includes investment experts, qualitative researchers, data analysts, and software developers.
• Superior verbal and written English communication skills, with the ability to think and write creatively. Chinese language skills are viewed favorably.
• Strong attention to detail.
• Excellent time management skills.
• Ability to use own initiative and work unsupervised together with the ability to prioritise effectively and work in a methodical manner to meet deadlines.
• Skilled with PC and mainstream software packages. Experience with Morningstar Direct is an advantage.
• Proactive in building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar.
• Bachelor’s degree; advanced degrees and certifications are desirable.
• CFA designation or enrollment is an asset.

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.

A99_MstarAsiaLtd Morningstar Asia Ltd (Hong Kong) Legal Entity