Growth Equity PM – U.S. Strategy (Hybrid)

Morningstar; Chicago (IL); Hybrid; USD 196,000 - 300,000; Full time

Benefits offered by this job

401k match up to 6%

Stock ownership potential

Health benefits

Wellness incentives

Disability insurance

Sabbatical program

Parental leave

Tuition reimbursement

Job summary

Morningstar Investment Management LLC is seeking an experienced Portfolio Manager for a U.S. growth strategy. The Select Equities team manages multiple accounts with a disciplined approach to valuation and risk, and the role involves client communications and quarterly commentary.

The ideal candidate has 10+ years of investment experience on the buyside, strong growth-company analysis skills, and CFA preference. Flexible location with Chicago as a preferred hub in Morningstar’s hybrid model.

Qualifications

• Minimum of 10 years of professional investment experience with at least 5 years on the buyside.
• Experience as a portfolio manager and/or analyzing growth companies.
• Strong alignment with Morningstar’s philosophy and approach to investing in equities.
• Demonstrates intellectual curiosity and genuine interest in learning new subjects, industries, and companies.
• Strong communication skills, both written and verbal.
• Bachelor's degree; CFA designation strongly preferred.

Responsibilities

• Serve as portfolio manager for a growth‑focused equity strategy that follows a disciplined approach to company valuation and portfolio risk management.
• Contribute to the team’s overall company research and portfolio management efforts.
• Participate in the team’s peer review process, which includes providing feedback to portfolio managers on other strategies about prospective trades and portfolio positioning.
• Communicate with clients. Responsibilities include quarterly commentaries, webinars, meetings with financial advisors, etc.

Skills

Portfolio management

Growth company analysis

Investment research

Communication skills

Critical thinking

CFA designation

Education

Bachelor's degree

Job description

Morningstar Investment Management LLC is seeking an experienced Portfolio Manager for a U.S. growth strategy. The Select Equities team manages multiple accounts with a disciplined approach to valuation and risk, and the role involves client communications and quarterly commentary.

The ideal candidate has 10+ years of investment experience on the buyside, strong growth-company analysis skills, and CFA preference. Flexible location with Chicago as a preferred hub in Morningstar’s hybrid model.