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Multi-Asset & Alternative Investment Analyst

Morningstar
Chicago, USA
Full-time
Mid
Onsite
Discovered 3 days ago
Communication

Full Job Posting

Responsibilities

  • Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds’ management team, strategy, parent company, performance, and expenses.
  • Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, interviewing portfolio managers, and leading on-site due diligence visits of asset-management firms.
  • Author and edit analytical research reports, articles, and industry studies.
  • Discuss ratings and reports with external institutional clients and internal investment management group.
  • Represent Morningstar by speaking to media, conferences, industry associations, and regulators.

Requirements

  • A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst® designation (or interest in pursuing one or the other) is preferred.
  • Passion for investing and for helping investors make better investment decisions.
  • Excellent analytical, writing, and verbal communication skills.
  • Ability to work at times independently, and at other times within a collaborative environment.
  • Demonstrated expertise as a manager research analyst in multi-asset and alternative investments.
  • Compensation and Benefits
  • At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
  • Financial Health
  • 100% 401k match up to 6% of salary
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission
  • Physical Health
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
  • Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
  • Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups
  • Total Cash Compensation Range
  • $117,500.00-172,350.00
  • Inclusive of annual base salary and target incentive
  • Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
  • 036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

Preferred Qualifications

  • A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst® designation (or interest in pursuing one or the other) is preferred.

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