Senior Research Manager - Funds & Markets

Morningstar, Inc.; Chicago (IL); On-site; USD 118,000 - 172,000; Full time

Benefits offered by this job

401k match

Life insurance

Health benefits

Sabbatical leave

Parental leave

Tuition reimbursement

Volunteer days

Job summary

Morningstar, Inc. in Chicago is seeking an Associate Manager Research Analyst to conduct independent research on funds and investment vehicles. You will rate funds, analyze data from databases, and develop expertise across asset classes while communicating findings to clients and internal teams.

The role emphasizes rigorous analysis, clear written reports, and collaboration within the Research group. A degree in a relevant field is required and CFA progress is preferred; the position is based in

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.

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

Analytical skills

Research skills

Writing skills

Verbal communication

Time management

Education

Bachelor's degree

Graduate degree

CFA designation

Tools

Databases

Job description

Morningstar, Inc. in Chicago is seeking an Associate Manager Research Analyst to conduct independent research on funds and investment vehicles. You will rate funds, analyze data from databases, and develop expertise across asset classes while communicating findings to clients and internal teams.

The role emphasizes rigorous analysis, clear written reports, and collaboration within the Research group. A degree in a relevant field is required and CFA progress is preferred; the position is based in