Investor Strategy Analyst

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The Group: The Investor Strategy group is seeking two highly motivated individuals with experience in credit markets or investments. These roles sits within the Strategy team of DBRS Morningstar, and reports to SVP and Head of Investor Strategy. The persons will work very closely with the team leader, as well as with teams across DBRS Morningstar and other Morningstar business units to:

  • Understand investor needs.
  • Execute on investor outreach campaigns.
  • Help broaden DBRS Morningstar's network by representing the company at industry events and with market participants.


Responsibilities:

  • Help prepare a Thought Leadership Research report at a regular cadence by utilizing and summarizing research commentaries being released by the different analytical teams, and other relevant information to be collected from other teams internally. Editorial judgment and investment knowledge to drive the content creation process, by translating complex content ideas from key internal stakeholders into easy-to-understand and client-focused communications, which resonate with the institutional segment.
  • Help build and maintain a robust Investor Database by collating contact information from internal and external data sources, and ongoing investor outreach. Maintain detailed notes of ongoing conversations and ensure follow-ups as needed.
  • Market Outreach - Emails, calls and in-person outreach with mid-senior people in key investment organizations. Broaden the networking touch points within larger investor and credit risk sensitive institutions
  • During investor conversations, focus on understanding the information needs of specific people in key investment organizations and ensuring all relevant analytical content released by DBRS reaches them. Input these investor requests into the Investor Database.
  • Adjust and maintain investor related content and distribution channels to meet investors, risk managers and other select fixed income professionals' needs.
  • Analyze effectiveness of, and suggest improvements in website content, investor focused videos and webinars
  • Help organize and participate in investor events, and have discussions with investors at conferences and industry events and build long-term relationships and report back on findings about their perceptions, needs and other market intelligence. Identify areas of improvement and implement action plans.
  • Support and collaborate with other internal market-oriented functions. Inform Business Development's tracking of market trends and dynamics.
  • Help in product development - Identify future credit analytics and research needs of fixed income institutional buy-side constituents. Provide input to enhance externally facing analytical platforms and components of analytical tools to better assist investors in their workflow processes. Identify potential investor-driven research opportunities and product enhancements internally. Understand, summarize and implement investor focused fact sheets of our analytical capabilities.


Qualifications:

  • An undergraduate degree, preferably in Finance or Economics.
  • MBA, and/or certifications like CFA, CAIA, FRM or PRM, or working towards these degree/ certifications highly valued.
  • Strong research and analytical skills, with a high attention to detail.
  • Excellent communication (verbal & written), presentation, and interpersonal skills.
  • Client management capabilities. Any existing business relationships with large credit investors highly valued.
  • Self-starter and strong team player, with a constant sense of urgency and a demonstrated ability to work in a fast-paced environment. Ability to work well with multiple internal and external stakeholders across multiple time zones.


About Us
DBRS Morningstar is a global credit ratings business, currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world.
DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes.
DBRS Morningstar rates more than 2,600 issuers and 54,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. DBRS Morningstar's approach and size provide the agility to respond to customers' needs, while being large enough to provide the necessary expertise and resources.

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Technology we use

  • Engineering
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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
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
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.
Diversity
Dedicated diversity and inclusion staff
Mandated 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
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
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 insurance
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision insurance
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health insurance
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.
Financial & Retirement
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
Charitable contribution matching
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
Childcare 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.
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
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
Office Perks
Commuter benefits
Company-sponsored outings
Some meals provided
Company-sponsored happy hours
Onsite office parking
Recreational clubs
Fitness stipend
Professional Development
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
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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