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Portfolio Specialist

| Chicago

The Role: The Investment Management group seeks a Portfolio Specialist to support key clients, wholesaler networks, and financial advisors in educating and promoting Morningstar Managed Portfolios product offerings. This position will interact heavily with wholesalers and advisors through speaking engagements and regular marketing and educational sessions. The position will also interact heavily with the Investment Team and requires building and maintaining expertise in an extensive set of portfolio offerings. Additionally, this position will provide input on new product and service ideas based upon feedback from the field and will provide input on marketing collateral supporting the Managed Portfolios. This position requires a minimum of 50% travel and is based in our Chicago office.
 

Responsibilities

  • Promote portfolios to wholesalers and advisors with input from Investment Professionals, Relationship Managers, Sales, and Product Managers.
  • Participate in client speaking engagements, meetings, videos, webinars, and conference calls.
  • Conduct educational and marketing sessions both in person and via the web and other mediums.
  • Respond to questions from wholesalers, advisors, and other stakeholders regarding portfolios and Morningstar’s investment process.
  • Provide input to Investment Professionals, Relationship Management teams, and Product Management to support the development and promotion of current and prospective product offerings.
  • Prepare presentations and draft content used for different engagements.
  • Provide other support services for key clients, wholesalers, advisors, and other stakeholders.

 

Requirements

  • A bachelors degree is required; an advanced degree and/or a CFA or CFP designation is preferred.
  • Demonstrated understanding of managed portfolio distribution networks.
  • Strong investment background, including principles of asset allocation, portfolio construction, and manager analysis.
  • Extensive knowledge of financial markets.
  • Strong attention to detail and commitment to accuracy.
  • Outstanding presentation and public speaking skills.
  • Excellent written skills.
  • Excellent interpersonal skills and the ability to represent Morningstar in a highly professional manner.
  • Ability and willingness to travel (minimum 50%).
  • Experience with Morningstar Direct and Morningstar Office is a plus.

 

Morningstar is an equal opportunity employer.

 

 

002_MIMLLC Morningstar Investment Management LLC Legal Entity

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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.

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