Analyst, Passive Strategies, Research

 

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.

Job Purpose:

  • As an analyst on the Passive Strategies Research team, you would evaluate the investment merit of dozens of ETFs and index mutual funds, make ratings recommendations, and publish research reports to help investors make better decisions
  • You would also regularly publish highly visible articles on Morningstar.com, contribute to longer form research papers, speak with reporters, and represent Morningstar at industry events.

Your Responsibilities:

  • Develop clear opinions to support forward-looking ratings on ETFs and index mutual funds based on research that focuses on the funds’ management, strategy, parent company, performance and expenses
  • Conduct quantitative and qualitative analysis using firm‘s databases, monitoring regulatory information, interviewing portfolio managers, and conducting on-site due diligence visits of asset-management firms
  • Monitor important developments in the fund industry, markets, and the broader economy
  • Develop expertise in various asset classes, asset management firms, and the overall industry
  • Author 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.

Skills and Qualifications:

  • A bachelor’s degree is required; a graduate degree and/or Chartered Financial Analyst® designation (or progress toward one or the other) is preferred
  • At least three years of relevant work experience, or strong performance in the MDP program
  • Passion for investing and for helping investors make better investment decisions
  • Excellent analytical, writing and verbal communication skills
  • Intellectual curiosity
  • Ability to work at times independently, and at other times within a collaborative environment
  • Demonstrated expertise in ETFs.

Source: for more information click here.

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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015. The company has operations in 27 countries.

At Morningstar, our independence, integrity, and advocacy for investors’ interests are the foundation of our company. A set of six core values lie at the heart of everything we do: Investors First, Great Products, Great People, Uncompromising Ethics, Entrepreneurial Spirit, and Financial Success.

We strive to hire smart, curious, independent thinkers who embody these values and have a passion for our mission of creating great products that help investors.

Information
  • Specialism Index Providers, Data / Research
  • Location Chicago
  • Address 22 W. Washington St. Chicago, IL 60602 United States
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