Senior Retirement Portfolio Architect

Morningstar Investment Management, LLC; Chicago (IL); On-site; USD 118,000 - 172,000; Full time

Benefits offered by this job

401k match

Stock ownership potential

Health benefits

Job summary

Morningstar Investment Management, LLC seeks a Senior Investment Analyst for the Retirement Advice and Financial Planning team in Chicago. You will build and refine multi-strategy portfolios for institutional clients, lead projects, and collaborate with global teams on investment data analysis and solutions.

You will mentor junior analysts, present findings internally and to clients, and support ongoing research in retirement products and services.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• 2 years of investment research/data experience with U.S. retirement market preference.
• Experience with asset allocation, portfolio construction, and investment analysis.

Responsibilities

• Conduct in-depth asset allocation analysis and portfolio construction analysis for retirement products.
• Construct and refine fund-specific portfolios for large institutional clients.
• Manage client relationships and communicate project goals and updates.

Skills

Asset allocation

Portfolio analysis

Quantitative analysis

Morningstar Direct

Education

Bachelor's degree in finance/economics

Tools

Morningstar Direct

Job description

Morningstar Investment Management, LLC seeks a Senior Investment Analyst for the Retirement Advice and Financial Planning team in Chicago. You will build and refine multi-strategy portfolios for institutional clients, lead projects, and collaborate with global teams on investment data analysis and solutions.

You will mentor junior analysts, present findings internally and to clients, and support ongoing research in retirement products and services.