Senior Analyst, Manager Research

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

Benefits offered by this job

401k match up to 6%

Stock ownership potential

Life insurance – 1x salary + bonus

Health benefits (medical/dental/vision

Disability insurance

Sabbatical program

Parental leave

Tuition reimbursement

Volunteer program

Job summary

Morningstar’s Research group provides independent analysis on funds, securities, markets, and portfolios. The Senior Manager Research Analyst will conduct objective research on funds and other investment vehicles, rating them and contributing to thought leadership from our Chicago office.

You will work with asset class teams (equities, fixed income, or multi-asset/alternatives), develop opinions, perform quantitative and qualitative analyses, and discuss ratings with institutional clients and

Qualifications

• Bachelor's degree required; a graduate degree and/or Chartered Financial Analyst® designation (or progress toward one or the other) is preferred.
• Passion for investing and for helping investors make better investment decisions.
• Excellent time management, analytical, writing and verbal communication skills.
• Ability to work at times independently, and at other times within a collaborative environment.

Responsibilities

• Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds’ management, strategy, parent company, performance and expenses.
• Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, interviewing portfolio managers, and conducting on-site due diligence visits of asset-management firms.
• Monitor important developments in the fund industry, markets, and the broader economy.
• Develop expertise in various asset classes, asset management firms, and the overall industry.
• Provide logistical and analytical support to various team initiatives.
• Author analytical research reports, articles, and industry studies.
• Discuss ratings and reports with external institutional clients and internal investment management group.

Skills

Investing passion

Analytical writing

Verbal communication

Education

Bachelor's degree

Graduate degree or CFA preferred

Job description

Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. As a Senior 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, which is Morningstar’s primary mission. The position requires a passion for investing along with strong analytical, presentational and writing skills. In this role, you will research and rate funds and other investment vehicles such as separately managed accounts, while also developing broader investment expertise that contributes to the team’s thought leadership. You will work within one of our asset class teams: equities, fixed income, or multi-asset/alternatives. The position is based in our Chicago office.

Job Responsibilities

• Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds’ management, strategy, parent company, performance and expenses.
• Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, interviewing portfolio managers, and conducting on-site due diligence visits of asset-management firms.
• Monitor important developments in the fund industry, markets, and the broader economy.
• Develop expertise in various asset classes, asset management firms, and the overall industry.
• Provide logistical and analytical support to various team initiatives.
• Author analytical research reports, articles, and industry studies.
• Discuss ratings and reports with external institutional clients and internal investment management group.

Qualifications

• A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst® designation (or progress toward one or the other) is preferred.
• Passion for investing and for helping investors make better investment decisions.
• Excellent time management, analytical, writing and verbal communication skills.
• Ability to work at times independently, and at other times within a collaborative environment.
• Demonstrated expertise in equities, fixed income, multi-asset class, or alternatives is desirable.

Compensation and Benefits

• 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.

036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

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.