Director, Institutional Research & Market Insights

Morningstar; Chicago (IL); Sur place; USD 196 000 - 300 000; Plein temps

Avantages offerts par ce poste

401k match

Stock options

Health benefits

Sabbatical

Family leave

Tuition reimbursement

Volunteer days

Mentorship program

Hybrid work model

Wellness benefits

Résumé du poste

Morningstar Indexes seeks a Director of Institutional Research to produce a broad range of research that supports index product strategy and strengthens Morningstar Indexes’ thought leadership. This individual contributor role focuses on forward-looking market insights, thematic and macro research, investment trends, and the commercial application of new research ideas to expand the index business.

The role reports to the Global Head of Product and Research, Indexes, and must be based in our

Qualifications

• 8-10 years experience in investment research, multi-asset analysis, or index research
• Proven ability to write clear, accessible, and commercially relevant research
• Experience influencing research direction or guiding project teams in a matrix environment
• Strategic thinker with ability to translate insights into commercial outcomes
• Strong capital markets knowledge and proficiency with financial data tools (FactSet, Bloomberg, Morningstar Direct), Excel, and/or Python
• Excellent communication skills and comfort presenting to stakeholders
• Publicly speaking as a spokesperson for the business
• CFA or progress toward designation; relevant graduate degree
• Some travel will be required

Responsabilités

• Set research agenda for the Morningstar Index business with input from product, sales and executive leadership
• Create compelling insights, commentary, and thought leadership content for internal and external audiences
• Collaborate with product managers, quant researchers, strategists to produce high-impact white papers and market commentaries
• Set research standards and mentor research associates
• Lead collaboration with Morningstar’s broader research ecosystem to identify IP for Indexes objectives
• Support creation of new IP to drive product development or enhance index methodology
• Present research at industry conferences, client meetings, and webinars
• Work cross-functionally to amplify insights and ensure alignment with priorities
• Ensure research output meets analytical rigor, transparency, and neutrality

Connaissances

Capital markets

Financial data tools

Excel

Python

Communication skills

Public speaking

CFA toward

Formation

CFA in progress

Graduate degree

Outils

FactSet

Bloomberg

Morningstar Direct

Description du poste

Morningstar Indexes seeks a Director of Institutional Research to produce a broad range of research that supports index product strategy and strengthens Morningstar Indexes’ thought leadership. This individual contributor role focuses on forward-looking market insights, thematic and macro research, investment trends, and the commercial application of new research ideas to expand the index business.

The role reports to the Global Head of Product and Research, Indexes, and must be based in our