Analyst, Manager Research

Morningstar; United States; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Wellness program

Job summary

Morningstar is seeking an experienced Investment Research Analyst in the United States to research and critically assess Asia-based fund managers and their products. You will lead fund manager interviews and craft reader-friendly rating notes and reports, shaping opinions on investment strategies for internal and external stakeholders.

You will collaborate with global teams of investment experts, qualitative researchers, data analysts, and software developers, contributing to Morningstar’s

Qualifications

• 3–5 years of financial industry experience, preferably fund manager due diligence.
• Solid understanding of Asia-based investment managers across equities, fixed income, multi-asset.
• Excellent English; Chinese skills viewed favorably.

Responsibilities

• Research and critically assess Asia-focused fund managers and products.
• Lead fund manager interviews and write concise rating notes.
• Formulate and justify opinions on investment strategies for stakeholders.
• Contribute to regional thought leadership to strengthen Morningstar’s brand.
• Shape Morningstar methodologies.
• Handle ad-hoc analytical assignments on investments and funds.
• Undertake other administrative/research work as required.

Skills

Fund due diligence

Asia market expertise

Financial analysis

English communication

CFA candidate

Education

Bachelor's degree

Tools

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.

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