Job Description

Role As a manager research analyst, your objective and independent research on funds and other investment vehicles will help individuals, intermediaries, and institutional investors make better investment decisions--Morningstar’s primary mission. The position requires a passion for investing along with strong analytical, presentation, and writing skills. In this role, you will research and rate funds and other investment vehicles, such as 529 savings plans, model portfolios, and separately managed accounts, while also developing broader investment expertise that contributes to the team’s thought leadership. This position is with our Multi-Asset and Alternative Investment asset class and is based in our Chicago office. We are operating in a hybrid 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 team, strategy, parent company, performance and expenses. 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. Author and edit analytical research reports, articles, and industry studies. Discuss ratings and reports with external institutional clients and internal investment management group. Represent Morningstar by speaking to media, conferences, industry associations and regulators. Requirements A bachelor\'s degree is required; a graduate degree and/or Chartered Financial Analyst designation (or interest in pursuing one or the other) is preferred. Passion for investing and for helping investors make better investment decisions. Excellent analytical, writing and verbal communication skills. Ability to work at times independently, and at other times within a collaborative environment. Demonstrated expertise as a manager research analyst in multi-asset and alternatives investments. Please submit a cover letter and resume. Compensation And Benefits Base pay range $110,775.00/yr - $188,325.00/yr Total Cash Compensation Range $110,775.00 - 188,325.00 USD Annual Inclusive of annual base salary and target incentive Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically 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. Other details Working location: Chicago, IL (hybrid). Sudden job postings and related notes such as 036_MstarResearchLLC Morningstar Research Services LLC Legal Entity may appear in the description. #J-18808-Ljbffr Morningstar

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