Head of Research, Americas - Investment Management at Morningstar

| Chicago
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The Group: Morningstar Investment Management (MIM) is a diverse global team with a shared mission to empower investor success by delivering outstanding investment results. By helping investors meet their goals, we believe we can build up individuals, families, and communities. 

 

Our investment approach is guided by timeless investment principles, supported by deep research, and informed by behavioral science. We frequently collaborate on research and projects with our colleagues around the world, both within Investment Management and across the wider Morningstar group. We are committed to continuous learning and high ethical standards, placing needs of our investors first in everything we do.

 

The Role: The Investment Management group requires a Head of Research to lead the Americas Research team. Reporting jointly into the Chief Investment Officer, Americas and Global Head of Research, the Head of Research will work closely with the Americas Investment team to lead the regional research effort, focused on producing world class proprietary investment research to support the management of the group’s investment strategies. This role is based in our Chicago office.

 

Responsibilities

  • Lead the Americas Research team, overseeing capital markets, investment selection, and fundamental research to support the team’s investment strategies.

  • Collaborate with Americas portfolio management teams to formulate asset class, investment manager, and security-level investment views, providing actionable input into the portfolio construction of the team investment strategies and ensuring consistently high quality of proprietary investment research. Serve as an active member of the Americas investment policy committee, representing the research function and contributing to development and oversight of the team’s investment policies.

  • Collaborate with the Global Investment Policy Committee to lead best practice working groups governing the group’s research and investment processes, ensuring appropriate representation of, and contribution from, the Americas research team.

  • Collaborate with CIO Americas to define and supervise how investment teams apply investment processes to drive world class investor outcomes.

  • Mentor and develop analysts in areas such as financial markets, investor behavior, decision making, asset class research, manager selection, and portfolio construction.

  • Collaborate with CIO Americas to lead and support the Investment Management and Research Apprenticeship Program (IMRAP) to identify, coach, and develop potential investment management team members and ensure effective development, mentoring and coaching of associate analysts.

  • Collaborate with CIO Americas and partner with our campus recruitment team on the internship program for college students and develop a recruiting plan to attract curious and driven undergraduate students to join MIM’s analyst team.

  • Promote MIM through speaking at industry conferences, client events, roadshows, and due diligence days.

 

Qualifications

  • Alignment with MIM’s long-term philosophy and valuation-driven process.

  • Strong leadership capabilities coupled with a demonstrated ability to motivate and encourage high performing teams.

  • Experience in industry and country analysis, including profitability trends, competitive dynamics, and the impact of macroeconomic factors.

  • Significant experience with financial statement analysis and corporate valuation.

  • Exposure to multi-asset class investing.

  • Strong strategic and critical thinking skills in a pure investment sense along with a high degree of investment acumen.

  • 10+ years of progressive hands-on investment research experience with experience in leading investment teams and driving research excellence.

  • In-depth experience and knowledge of markets and portfolio construction across multiple asset classes and in numerous market segments.

  • Have a passion for investing, markets, investment research, and supporting innovative investment strategies and offerings to meet the needs the evolving market environments that our clients serve.

  • Outstanding oral and written communication skills, with experience producing high quality written materials for clients, media and publications.

  • Graduate degree related to investing is required.

 

 

002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • MariaDBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

An Insider's view of Morningstar

What does your typical day look like?

Every day is a little different. Our team is focused on POC (Proof of Concepts). My work involves problem-solving, development and software design. I work on the Data collections team, currently most of this involves, on a high level, automating the process currently used to collect data from raw sources through Machine Learning.

Upasna

Software Engineer, Data Collections - AI R&D

How does the company support your career growth?

We believe in promoting from within, based on previous impact to the team. Whenever possible, we will stretch our employees to take on expanded roles that aligns with the career progression they are interested in.

Jeff

Head of Technology and Product

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

At Morningstar, your contributions have meaning and can drive change. Across our 27 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. It’s all in the name of empowering investors. Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Culture
Volunteer in local community
Morningstar encourages our colleagues to become involved in their communities, by providing paid time off for volunteer activities.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Morningstar encourages unconscious bias training for all employees, especially managers and hiring personal. We believe that by raising awareness of bias we can decrease its effects.
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Morningstar offers two Flexible Spending Accounts (FSA)— one for healthcare expenses and one for dependent care expenses. You may enroll in both $ determine the contribution amount.
Disability Insurance
Dental Benefits
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision Benefits
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health Insurance Benefits
Morningstar continues to offer the choice of two medical plans—the Savings Plan and the Classic Plan. Both are administered by Blue Cross and Blue Shield of Illinois (BCBS).
Life Insurance
Morningstar offers 4 tiers of life insurance that offer varying benefits. Basic Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Mental Health Benefits
Our insurance covers 80% on in-network mental health services. Our Employee Assistance Program provides no-cost, confidential, 24-hour counseling on a wide variety of issues.
Retirement & Stock Options Benefits
401(K)
Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.
401(K) Matching
Morningstar provides employees with a 401(k) matching plan managed. We match $0.75 for every dollar contributed, up to a maximum of 7% of employee pay contributed to the plan each pay period.
Company Equity
Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.
Employee Stock Purchase Plan
Colleagues who exceed their performance goals substantially may be eligible for Impact RSU Awards as an additional reward on top of their cash bonus/commission award.
Performance Bonus
Match charitable contributions
Morningstar's Matching GIfts program will match your charitable giving up to the local currency equivalent of $500 USD per calendar year.
Child Care & Parental Leave Benefits
Child Care Benefits
Morningstar offers the option of in-home child and elder care, in addition to the existing day care center back-up care benefit.
Generous Parental Leave
Morningstar has a global minimum of 6 weeks paid time-off to bond with new family members. This benefit applies to all individuals equally, including birth mothers, fathers, adoptive parents.
Flexible Work Schedule
Morningstar provides employees with a flexible work schedule that includes Summer hours, Work from home, Flexible start and end times.
Remote Work Program
The safety of our employees is very important to us. We have been operating remotely due to COVID-19.
Family Medical Leave
Eligible employees may take up to 12 weeks of job-protected, unpaid leave per year for certain specified reasons, and up to a total of 26 workweeks of leave to care for a family member.
Adoption Assistance
We reimburse up to 80% for eligible adoption expenses, up to $4,000 per adoption, in addition to a minimum of 6 weeks paid time off.
Return-to-work program post parental leave
Company sponsored family events
Morningstar sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Our employees receive 2 days per year of paid volunteer time.
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

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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