Investment Analyst

Job Purpose:

  • The EMEA Portfolio Management team seeks a skilled investment analyst to assist and contribute to the multi-asset investment team
  • This role requires a person who demonstrates a strong grasp of company research, financial statement analysis, a sound understanding of economics and capital markets and a passion for investing.

Your Responsibilities:

  • Support the portfolio manager in the construction and management of portfolios based on Morningstar’s investment principles
  • Perform asset allocation analysis to build asset allocations and calculate risk and return for models
  • Perform capital markets fundamental research to assess the fair value of equity, bond and currency markets and assess their relative attractiveness following MIM’s process
  • Monitor and research rules-based and active strategies, funds and ETFs including contributing to the buy list of funds and ETFs used to populate portfolios
  • Participate in presenting research to the broader investment team and discussions with other team members covering the advantages and disadvantages of an investment strategy and process together with key risks
  • Support the development of MIM’s direct equity strategies for EMEA clients, working in conjunction with the Morningstar Equity Research team and MIM regional direct equity specialists.

Skills and Qualifications:

  • Bachelor’s degree in finance or economics (or related field); CFA Level 1 is preferred
  • Detailed understanding of equity capital markets combined with broad knowledge of traditional finance, economics, investing and behavioral finance
  • Comfortable working in a high performance team environment and the ability to work independently with limited oversight
  • Impeccable character with high ethical and quality standards
  • 2-5 years hands-on investment experience as an equity research analyst, preferably with coverage of either UK and European companies or major sectors represented in EMEA including financials, consumer staples, industrials and healthcare
  • Comfortable working in a quantitative environment and have basic knowledge of investment tools such as Morningstar Direct.

Source: for more information click here.

More Information

  • Experience 3-5 Years
  • This job has expired!
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Company Information
  • Specialism Index Providers, Data / Research
  • Address 22 W. Washington St. Chicago, IL 60602 United States
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