Senior Investment Analyst
Job Duties:
Work with the Head of Research, Americas and the Global Head of Risk & Analytics, contribute to the success of our multi-asset portfolios by leading research projects to enhance our investment methodologies, improving and automating our global analytics platform and providing an independent investment perspective to our portfolio management team, including security-level valuation models, sentiment indicators, and risk/portfolio construction methodologies (45%). Lead to capital market research projects, analyzing the fundamental drivers, composition, structural change, ownership, sentiment, fair value/fair return, expected returns, and risks of asset classes and securities (15%). Present research to our global team of investment professional to support continued learning and improvement of investment process (15%). Provide ad-hoc analytical support to the investment team in the management of investment portfolios, including analysis risk and portfolio exposures (25%).
Job Requirements:• Bachelor's degree in Finance, Economics, Accounting, or related field.• 3 years of relevant investment experience in the financial services industry.• Chartered Financial Analyst (CFA).• 2 years of work or education on analyzing financial statements, including balance sheet, income statement, and cash flow statement.• Experience in fundamental equity analysis and valuation.• Experience in equity industry and country analysis, including profitability trends, competitive dynamics, and the impact of macroeconomic factors.• Knowledge in investment systems such as FactSet or Bloomberg.• Experience with quantitative problems, statistics, and probability theory.• Experience with international accounting standards, corporate valuation, economics, and behavioral finance.• Experience with programming in R, Python, or equivalent languages.
Morningstar Investment Management, LLC is an equal opportunity employer.
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