Job Purpose:

  • The Director is responsible for leading qualitative research on Australian and New Zealand fund managers and their strategies, driving the integrity and evolution of the Manager Research process.

Your Responsibilities:

  • Responsible for the quality and timeliness of Morningstar’s manager research output across Australian and NZ including ETFs and LICs
  • An ability to manage and lead a team in accordance with Morningstar’s expectations of people managers, focusing on staff development
  • Lead Morningstar’s manager review process and internal research processes including being Chair of the Australasian Fund Ratings Committee and accountable for the performance of Australian and NZ ratings recommendations
  • Play a key role linking up with global analyst teams and harmonizing the global research effort as well as contributing to the local Australian business management team
  • Serve as a key client facing leader to drive Morningstar’s profile in Australia and NZ, maintain a public profile, meet with clients, and engaging with media
  • Deliver continual enhancements to Morningstar’s manager research reports in line with client expectations
  • Provide a clear structure and professional working environment for your staff to perform. Provide clear direction and an ‘open door’ policy if staff require clarification, direction and assistance
  • Proactively service Morningstar Investment Management, as a key manager research client in Australia and NZ
  • Assist Morningstar Research Analysts in formulating and defending our opinions on manager strategies, asset classes and investment approaches
  • Work with Product Managers (Direct / ARC / .com) to ensure Manager Research makes a positive contribution to Morningstar’s software platforms
  • Work with the Product managers to deliver new product initiatives where relevant to Manager Research
  • Provide assistance and advice on the Australian and NZ fund database
  • Relationship management with clients, media, and funds management organizations
  • Answer questions about our research and industry issues with the media
  • Perform other duties as necessary.

Skills and Qualifications:

  • A Bachelor’s degree; Chartered Financial Analyst® designation and/or MBA is desirable
  • 10+ years of experience, working in a manager research or a manager research related role
  • Desire and capability to develop and mentor the analyst team members
  • A high level of self-motivation and drive, and a desire to help others
  • The ability to use own initiative and work unsupervised together with the ability to prioritise effectively and work in a methodical manner to meet deadlines
  • Strong communication skills both written and oral with the capability to maintain a high degree of confidentiality at all times
  • A proactive aptitude to building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar
  • Strong attention to detail with proven analytical skills
  • A keen knowledge of financial markets that has been developed both personally and professionally
  • Experience with Office 365 and collaboration tools is a plus.

Source: for more information click here.

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