Strategic Fixed Income Analyst, Manager Research

Morningstar; Illinois; On-site; USD 114,000 - 167,000; Full time

Benefits offered by this job

6-Week Paid Sabbatical Program

Paid Family Caregiving Leave

Competitive Parental Leave

Job summary

Morningstar’s Chicago office hosts the Analyst role on the US manager research fixed income team. This position emphasizes producing high-quality strategy-level analysis and broader asset class research to support investors’ decisions, while mentoring newer analysts.

The role is based in Chicago with in-office four days a week, offering a broad compensation package and extensive wellness and professional development programs.

Qualifications

• Bachelor's degree; MBA, CFA or other advanced degree/accreditation a plus.
• Two to four years of experience in manager research or a related role.
• Fixed income subject matter expertise with specialization in a particular bond sector a plus
• Demonstrated expertise in strategy level analysis.
• Superior written and verbal communication skills, including the ability to speak professionally with investment management teams and institutional clients.
• Strong planning and time-management skills.
• The ability to make good decisions under tight deadlines, sometimes with incomplete information.
• Authorized to work in the U.S. without a sponsorship agreement.
• Familiarity with programming languages (i.e. Python, R, MATLAB) a plus.

Responsibilities

• Be part a collaborative team culture that aims for and prizes high-quality research, resulting in analyses that are insightful, ratings that are good calls for investors, and broader research that helps investors understand the fixed income managed products landscape
• Continue to pursue general fixed income subject matter expertise while striving to specialize in one or more bond sectors
• Engage with the external market (media, wealth managers, regulators) to strengthen understanding of Morningstar capabilities
• Contribute to thought leadership and/or the development of analytical tools using Morningstar Intellectual Property that improve fixed income strategy analysis.
• Mentor and help train new analysts

Skills

Communication skills

Time management

Mentoring

Programming language familiarity

Education

Bachelor's degree

MBA or CFA

Tools

Python

R

MATLAB

Job description

Morningstar’s Chicago office hosts the Analyst role on the US manager research fixed income team. This position emphasizes producing high-quality strategy-level analysis and broader asset class research to support investors’ decisions, while mentoring newer analysts.

The role is based in Chicago with in-office four days a week, offering a broad compensation package and extensive wellness and professional development programs.