Multi-Asset & Alternative Investment Analyst

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

As a manager research analyst, your objective and independent research on funds and other investment vehicles will help individuals, intermediaries, and institutional investors make better investment decisions--Morningstar's primary mission. The position requires a passion for investing along with strong analytical, presentation, and writing skills. In this role, you will research and rate funds and other investment vehicles, such as 529 savings plans, model portfolios, and separately managed accounts, while also developing broader investment expertise that contributes to the team's thought leadership. This position is with our Multi-Asset and Alternative Investment asset class team and is based in our Chicago office.

Responsibilities

• Develop clear opinions to support forward‑looking ratings on funds and other investment vehicles based on research that focuses on the funds' management team, strategy, parent company, performance, and expenses.


• Conduct quantitative and qualitative analysis using our 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.

Requirements

• 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 for 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.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health
  
  
  
  • 100% 401k match up to 6% of salary
  
  
  • Stock Ownership Potential
  
  
  • Company provided life insurance - 1x salary + commission
  
  
  
  


• Physical Health
  
  
  
  • Comprehensive health benefits(medical/dental/vision)including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages
  
  
  • Additional medical Wellness Incentives - up to $300-$600 annual
  
  
  • Company-provided long- and short-termdisabilityinsurance
  
  
  
  


• Emotional Health
  
  
  
  • Trust-Based Time Off
  
  
  • 6-week Paid Sabbatical Program
  
  
  • 6-Week Paid Family Caregiving Leave
  
  
  • Competitive 8-24 Week Paid Parental Leave
  
  
  • Adoption Assistance
  
  
  • Leadership Coaching & FormalMentorshipOpportunities
  
  
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  
  
  • Tuition Reimbursement
  
  
  
  


• Social Health
  
  
  
  • Charitable Matching Gifts program
  
  
  • Dollars for Doers volunteer program
  
  
  • Paid volunteering days
  
  
  • 15+ Employee Resource & Affinity Groups
  
  
  
  

Total Cash Compensation Range

$117,500.00-172,350.00

Inclusive of annual base salary and target incentive

Morningstar's hybrid work environment gives you the opportunity to collaborate in‑person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in‑office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.