Head of Research, Americas - Investment Management
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.
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