Analyst, Manager Research

Morningstar; Hong Kong; Hybrid; HKD 420,000 - 720,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Morningstar Asia Ltd., based in Hong Kong, is seeking a seasoned research professional to evaluate Asia-focused fund managers and their products. You will lead fund manager interviews and craft concise rating notes and research reports while shaping opinions on investment strategies for internal and external stakeholders.

The role requires 3–5 years in financial research, strong English communication, and a solid grasp of Asia-based investment managers and asset classes.

Qualifications

• 3-5 years of financial industry experience, preferably in fund manager due diligence.
• Strong understanding of Asia-based investment managers and asset classes.
• Excellent written and spoken English; Chinese language skills are a plus.
• Experience with Morningstar Direct is an advantage.
• Bachelor’s degree; CFA designation or enrollment is an asset.

Responsibilities

• Research and critically assess Asia-based fund managers and products.
• Lead fund manager interviews and write succinct rating notes and research reports.
• Formulate and justify opinions on investment strategies for internal and external stakeholders.
• Contribute to regional and local thought leadership to strengthen Morningstar’s research brand.
• Handle ad-hoc analytical assignments on investments, managed funds, and products.
• Undertake other administrative, research and/or analytical work as required.

Skills

3-5 years financial experience

Asia-based investment managers

English communications

Chinese language skills (favored)

Attention to detail

Time management

Initiative and unsupervised work

Morningstar Direct (advantage)

Proactive stakeholder relations

Education

Bachelor’s degree

CFA designation or enrollment

Tools

Morningstar Direct

MS Office

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.
• Handle ad-hoc analytical assignments on investments, managed funds, and products.
• To undertake other administrative, research and/or analytical work as required.

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.

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