Senior Research Manager, Funds & Markets

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 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