Manager Research Analyst, ETFs and Index Funds

| 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 Passive Funds Research team seeks an Analyst to conduct detailed analysis of ETFs, other exchange-traded products and traditional index funds. This research is intended to help individual and professional investors better employ these investments in a portfolio. This position will be based in our Chicago office. 

Responsibilities 
+ Evaluate the investment merits of passively-managed products and author research reports. 
+ Analyze the construction of these products, role in a portfolio, and fees. 
+ Create content that surfaces investment ideas, such as industry developments and portfolio construction insights. 
+ Contribute to in-depth industry studies 
+ Collaborate with the data team to help identify areas of improvement 

Requirements 
+ Passion for investing. 
+ Strong communication, writing and time management skills. 
+ Three years of relevant work experience in an investment research setting. 
+ Fluency in the core tenets of our investment philosophy and modern portfolio theory. 
+ Broad-based investment knowledge is needed, as is a readiness and ability to apply our stock and mutual fund research when analyzing exchange-traded products and other index-tracking products. 
+ Quantitative skills are a plus. 
+ A bachelor’s degree is required; a CFA designation or MBA is preferred. 

Morningstar is an equal opportunity employer. 

 

 

036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

Read Full Job Description

Technology we use

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

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.

More Jobs at Morningstar66 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
Internships
Marketing
Operations
Product
Project Mgmt
Sales
Content
Product
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Finance
new
Chicago
Internships
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Operations
new
Chicago
Operations
new
Chicago
Operations
new
Chicago
Project Mgmt
new
Chicago
Product
new
Chicago
Sales
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Design + UX
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Sales
new
Chicago
Sales
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
Finance
new
Chicago
Design + UX
new
Chicago
Project Mgmt
new
Chicago
Design + UX
new
Chicago
Finance
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Marketing
new
Chicago
Sales
new
Chicago
Finance
new
Chicago