Manager Research: Multi-Asset & Alternatives

Morningstar Research Services; Chicago (IL); Hybrid; USD 118,000 - 172,000; Full time

Benefits offered by this job

401k match up to 6%

Stock ownership potential

Company provided life insurance

Health benefits

Six-week sabbatical program

Paid volunteering days

Employee resource groups

Job summary

Morningstar Research Services in Chicago seeks a Manager Research Analyst to conduct independent research on funds and investment vehicles, developing ratings and thought leadership for individual, intermediary, and institutional investors.

You will help build expertise across multi-asset and alternative investments, author analytical reports, and present findings to clients and external groups while collaborating with the asset class team.

Qualifications

• A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst designation (or interest in pursuing one or the other) is preferred.
• Passion for investing and helping investors make better investment decisions.
• Excellent analytical, writing, and verbal communication skills.
• Ability to work at times independently, and at other times within a collaborative environment.
• Demonstrated expertise as a manager research analyst in multi-asset and alternative investments.

Responsibilities

• Develop clear opinions to support forward‑looking ratings on funds and other investment vehicles based on research focusing on management team, strategy, parent company, performance and expenses.
• Conduct quantitative and qualitative analysis using databases, monitoring regulatory information, interviewing portfolio managers, and leading on‑site due diligence visits of asset‑management firms.
• Author and edit analytical research reports, articles, and industry studies.
• Discuss ratings and reports with external institutional clients and internal investment management group.
• Represent Morningstar by speaking to media, conferences, industry associations, and regulators.

Skills

Analytical skills

Writing skills

Verbal communication

Independent work

Education

Bachelor's degree

Graduate degree or CFA preferred

Job description

Morningstar Research Services in Chicago seeks a Manager Research Analyst to conduct independent research on funds and investment vehicles, developing ratings and thought leadership for individual, intermediary, and institutional investors.

You will help build expertise across multi-asset and alternative investments, author analytical reports, and present findings to clients and external groups while collaborating with the asset class team.