Senior Quantitative Analyst
The Group: Morningstar’s Quantitative Research Group creates independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. 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 Senior Quantitative Analyst, you will be a highly visible representative of our quantitative research team. In this role you’ll integrate Morningstar’s research and data into Morningstar Direct software. In addition, you’ll be responsible for creating original investment research that helps investors. A successful candidate will have impeccable interpersonal and communications skills, a solid quantitative mindset, and a strong understanding of finance. This position is based in our Chicago office.
Responsibilities:
• Generate original investment research with the goal of improving outcomes for our clients
• Implement thought leadership into Jupyter notebooks
• Faithfully represent the work of the quantitative research team to internal stakeholders and external clients
• Become a subject-matter expert in multiple investment topics such as equities, fixed income, mutual funds, exchange-traded funds, etc., as well as Morningstar’s proprietary methodology and data points.
Requirements:
• A bachelor’s degree in quantitative or financial discipline
• Minimum 3 years of experience in software engineering or finance
• Excellent written and oral communication skills
• Proficient in at least one statistical modeling language (Python or R)
• Proficient with SQL
• Experience with Morningstar’s mutual fund, fixed income, and equity databases
• Intermediate knowledge of statistical methods
• Meet strict deadlines and juggle various tasks while maintaining excellent attention to detail and impeccable accuracy in running and proofing analysis
• Ability to stay organized and to quickly and efficiently handle multiple projects at the same time is crucial in this role
• Ability to work collaboratively in a team environment, while also taking ownership of projects independently with minimal supervision
• Familiarity with Agile software engineering practices
• Intellectual curiosity for the world of quantitative research