Data Researcher - Portfolio Analytics

| Chicago

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: The Portfolio Acquisition & Analytics team is seeking a content researcher to drive a variety of initiatives related to enhancing Morningstar’s offering of fixed income, equity, and multi-asset portfolio analytics. You will drive projects to improve upon our underlying reference data as well as the construction of new portfolio analytics. You will use your independent research and initiative to add significant value to strategic projects. You will learn the nuances of investment products, interacting with internal partners in Research, Solutions, and Products and external institutional clients. This position is based in Chicago. 

Responsibilities 

  • Actively participate in the identification, research, development, prototyping and implementation process around innovative investment analytics and methodologies
  • Drive development and launch of new multi-asset holdings-based solutions. 
  • Provide a vital junction between Research, Data, Solutions, & Product teams to ensure successful implementation of complex projects. 
  • Leverage financial market and instrument knowledge to proactively engage senior product management professionals to further strategic objectives

 

Requirements 

  • A bachelor’s degree with a strong academic record. 
  • At least 5 years of demonstrated experience with fixed income, equity, or other investment instruments
  • Detail-oriented self-starter with a shown ability to handle multiple projects in a flexible and fast-paced environment. 
  • Experience working with large data sets (SQL and Python skills desired)
  • Investment portfolio-related experience is highly valued
  • Excellent interpersonal skills. 
  • Creative thinker with an analytical approach to problem solving. 
  • CFA candidates and charter holders preferred. 

Please submit a resume and cover letter with your application materials. 
  
Morningstar is an equal opportunity employer.

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Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement

Additional 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.

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