Growth Equity Portfolio Manager — High-Conviction U.S. Strategy

Morningstar; Chicago (IL); On-site; USD 195,600 - 299,916; Full time

Benefits offered by this job

401k match

Stock ownership potential

Life insurance

Health benefits

Wellness programs

Parental leave

Tuition reimbursement

Job summary

Morningstar is seeking an experienced Portfolio Manager to join the Select Equities team in Chicago, leading a U.S. growth strategy. You will build high‑conviction growth portfolios, conduct rigorous company analysis, and participate in peer reviews while engaging with financial advisors and clients.

The ideal candidate has 10+ years of investment experience (buyside preferred), a track record in growth equity, and strong communication and analytical skills; CFA is preferred.

Qualifications

• Minimum of 10 years’ professional investment experience with at least 5 years on the buyside.
• Strong preference for relevant experience as a portfolio manager and/or analyzing growth companies.
• 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.
• Excellent critical thinking skills with a focus on company analysis and valuation.
• 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 equity analysis

Communication skills

Valuation

Research & analysis

Education

Bachelor's degree

CFA designation preferred

Job description

Morningstar is seeking an experienced Portfolio Manager to join the Select Equities team in Chicago, leading a U.S. growth strategy. You will build high‑conviction growth portfolios, conduct rigorous company analysis, and participate in peer reviews while engaging with financial advisors and clients.

The ideal candidate has 10+ years of investment experience (buyside preferred), a track record in growth equity, and strong communication and analytical skills; CFA is preferred.