Senior Investment Analyst
The Group: The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
The Role: The Investment Management Research team seeks a senior investment analyst to join its team of investment professionals. This role requires a person who demonstrates a strong grasp of investment fundamentals, excellent quantitative analytical skills and a passion for research. You will work closely with members of the research team and play in integral role in advancing our research agenda. This role will be based in our Chicago office.
Responsibilities
Contribute to research agenda to enhance our investment methodologies and analytics, including security-level valuation models, sentiment indicators, and risk/portfolio construction methodologies.
Write and maintain code to support ongoing enhancement of investment research process.
Present research to our global team of investment professional to support continued learning and improvement of investment process.
Collaborate with technology and operations team on data management decisions to support the team’s global analytics platform.
Provide ad-hoc analytical support to the investment team in the management of investment portfolios, including analysis risk and portfolio exposures.
Requirements
A bachelor's degree in finance, economics, mathematics, computer science or engineering; an advanced degree in related field and/or Chartered Financial Analyst® designation or progress towards them is preferred.
At least five years of relevant research experience in the investment management industry.
Strong quantitative skills with good grasp of statistics and probability theory.
Familiarity with international accounting standards, corporate valuation, economics and behavioral finance .
Strong programming skills in R, Matlab, Python, SQL.
Excellent communication skills, both written and verbal.
A self-starter, able to work on projects independently.
Creativity, the desire to innovate, and passion for research.