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Manager Research Analyst at Morningstar
 The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

The Role: As a manager research analyst, your objective and independent research on funds and other investment vehicles will help individuals, intermediaries, and institutional investor make better investment decisions, which is Morningstar’s primary mission. The position requires a passion for investing along with strong analytical, presentational and writing skills.  In this role, you will research and rate funds and other investment vehicles such as separately managed accounts, while also developing broader investment expertise that contributes to the team’s thought leadership. You will work within one of our asset class teams: equities, fixed income, multi-asset, or alternatives. The position is based in our Chicago office.

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.
  • Author 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 progress toward one or the other)  is preferred.
  • At least four years of previous relevant work experience.
  • 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 in equities, fixed income, multi-asset class, or alternatives is desirable.

​Please submit a writing sample that demonstrates your writing and analytical skills, along with a resume and cover letter. Applications without all three items will not be considered. We read every cover letter and writing sample.  Writing is an important part of this job.

Morningstar is an equal opportunity employer.

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Why work with us
We’re an ambitious group, driven by our passion to make investing better. Imagining the next big thing is in our blood—it’s transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today.
Culture
There are no corner offices in our Chicago headquarters. In fact, there are no offices at all. At Morningstar, our open environment reflects our belief that anyone at any level can voice their ideas and take part in making them happen. You’ll see little of the typical corporate hierarchy here, with no rigid structures or barriers between people or teams. Morningstar employees enjoy a fluid work environment where they are given both the resources and opportunities to pursue a fulfilling career.
Perks & Benefits
Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.
Morningstar offers medical, dental, and vision coverage to employees and their families. Our philosophy is to provide access to excellent health care while maintaining low out-of-pocket costs.
Morningstar provides three tools to help employees maintain work-life balance—vacation, sabbatical, and leave. There’s no “use it or lose it” vacation policy at Morningstar. Employees take the time they need with their manager’s approval.
On top of the major benefits, we believe in preserving the little things that make a workplace friendlier. Some of these perks include: Casual dress every day, Open, egalitarian environment, Free beverages, Free bagels every Wednesday, Social events year-round, At-cost subscriptions to products for family members and friends, Employee discounts at selected merchants and retailers.

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