Director, Retirement & Manager Research

Morningstar Investment Management, LLC; Chicago (IL); On-site; USD 201,000 - 309,000; Full time

Benefits offered by this job

401k match up to 6%

Stock ownership potential

Company-provided life insurance

Comprehensive health benefits

Disability insurance

Sabbatical program

Parental leave

Education stipend

Tuition reimbursement

Job summary

Morningstar Investment Management, LLC in Chicago seeks a director to lead our Manager Selection team and advance fund research for Fiduciary Services. The role emphasizes monitoring funds, developing ideas, and managing key client relationships.

The position collaborates with the Retirement team and broader MSS to design retirement plan lineups, evaluate funds, and oversee managers to meet institutional criteria. Based in Chicago, hybrid arrangements are available.

Qualifications

• 7+ years of experience evaluating investment strategies from both quantitative and qualitative perspectives.
• Experience working with institutional clients such as retirement plan record keepers, wealth management firms, and broker-dealers.
• Strong writing abilities, excellent quantitative skills, and meticulous attention to detail.
• Bachelor's Degree

Responsibilities

• Comprehensive assessment and oversight of investment offerings (primarily mutual funds), including strategy, management, and firm.
• Coverage of an asset class or subsets of asset classes.
• Work with colleagues in Retirement to provide excellent service to institutional clients, helping meet reporting deadlines.
• Work collaboratively with MSS team and Manager Research analysts to set expectations for fund performance, identify areas of concern, and role in portfolio.
• Contribute to memos and evaluations written quarterly or semi-annually.
• Engage in the creation and ongoing maintenance of defined contribution engagements with plan providers and plan sponsors.
• Periodically develop presentations and present to clients
• Work collaboratively with team to assess and refine selection process on an ongoing basis.

Skills

Strong writing abilities

Quantitative skills

Meticulous attention to detail

Investment strategy evaluation

Education

Bachelor's Degree

Job description

Morningstar Investment Management, LLC in Chicago seeks a director to lead our Manager Selection team and advance fund research for Fiduciary Services. The role emphasizes monitoring funds, developing ideas, and managing key client relationships.

The position collaborates with the Retirement team and broader MSS to design retirement plan lineups, evaluate funds, and oversee managers to meet institutional criteria. Based in Chicago, hybrid arrangements are available.