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- Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds' management team, strategy, parent company, performance and expenses (20%).
- Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, interviewing portfolio managers, and leading on-site due diligence visits of asset-management firms (10%).
- Monitor important developments in the fund industry, markets, and the broader economy (5%).
- Develop expertise in various asset classes, asset management firms, and the overall industry. Author analytical research reports, articles, and industry studies (10%).
- Discuss ratings and reports with external institutional clients and internal investment management group (3%).
- Participate in projects for internal stakeholders from other departments (3%). Represent Morningstar by speaking to media, conferences, industry associations and regulators (5%).
- Develop deep subject matter expertise in a limited number of investment markets or strategy types (e.g., emerging markets, structured credit, risk parity, etc.). Lead in-depth trainings on those subjects and act as go-to resources for team members (15%).
- Mentor junior team members (7%).
- Actively participate in ratings committee discussions as a voter, as a subject matter expert, or as a mentor to the presenting analyst (7%).
- As a member of the editorial pool, participate in editing the written products of team members. Respond to edit requests promptly and give clear feedback during the editing process (12%).
- Author or coauthor long form white papers and landscape reports (3%).
- ***Remote work requests will be considered consistent with company's remote work policy.
- This position requires a Bachelor's degree in Finance, Economics, or a related field and 5 years of relevant research experience as a Research Analyst, Consultant, or a related position. Alternatively, we will accept a Master's degree in Finance, Economics, or a related field and 2 years of relevant research experience as a Research Analyst, Consultant, or a related position.
- This position also requires: 2 years of experience with equity, fixed income, or alternatives investment strategies; 1 year of experience using performance attribution tools for analyzing investment strategies.
- Demonstrated numerate analytical experience through an academic degree or professional experience (i.e. using data to draw conclusions in written form)
- Experience with writing clear, well-argued investment analyses or commentaries requiring few edits.
- Experience with mutual fund data and operations; experience with Morningstar Direct, , or other investment related software programs.
- Applicants must submit a writing sample that demonstrates writing and analytical skills, along with a resume and cover letter as writing is a critical part of this job. Will accept any suitable combination of education, training, and experience.
Senior Investment Research Analyst - Chicago, United States - Morningstar
Description
Job Title: Senior Investment Research Analyst (multiple positions)
Responsibilities:
Requirements:
Must possess unrestricted right to work in the U.S. in this position.
Morningstar Research Services LLC is an equal opportunity employer.
036_MstarResearchLLC Morningstar Research Services LLC Legal Entity
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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.