Multi-Asset & Alternative Investment Analyst

Morningstar; Chicago (IL); Hybride; USD 118 000 - 172 000; Plein temps

Avantages offerts par ce poste

401k match

Stock ownership potential

Life insurance

Health benefits (medical/dental/vision

Disability insurance

Sabbatical program

Paid family leave

Résumé du poste

Morningstar is seeking a Manager Research Analyst in our Chicago office to conduct independent research on funds and other investment vehicles. You will develop clear opinions to support forward-looking ratings and engage with institutional clients to discuss insights and reports.

In this role, you will research and rate funds and investment vehicles, including 529 plans and model portfolios, while expanding broader investment expertise.

Qualifications

• Bachelor's degree required; graduate degree and/or CFA preferred.
• Investing passion and ability to help investors make better decisions.
• Excellent analytical, writing, and verbal communication skills.

Responsabilités

• Develop opinions to support forward-looking fund ratings based on management, strategy, performance and expenses.
• Conduct quantitative and qualitative analysis using databases and regulatory information.
• Interview portfolio managers and lead on-site due diligence with asset-management firms.
• Author and edit analytical research reports and industry studies.
• Represent Morningstar to media, conferences, and regulators.

Connaissances

Analytical skills

Written communication

Verbal communication

Investment research

Multi-asset investing

Team collaboration

Independence

Formation

Bachelor's degree

Graduate degree or CFA

Outils

Morningstar databases

Description du poste

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.

• 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 plans and coverages
• Additional medical Wellness Incentives - up to $300-$600 annual
• Company-provided long- and short-term disability insurance
• 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 & Formal Mentorship Opportunities
• 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.

Company overview

036_MstarResearchLLC Morningstar Research Services LLC Legal Entity Morningstar is a global independent investment research and financial data company.

Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success.

Morningstar Development Program

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.

We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.