The Investment Analyst will support asset class and capital markets research, client communication, and investment manager research, focusing on delivering quality outcomes for institutional clients.
The Role:
The Institutional Solutions Group, a team within the Investment Management group, seeks an Investment Analyst to join its team of investment professionals. This role focuses on institutional relationships and requires a person who demonstrates a strong grasp of capital markets fundamentals, excellent quantitative and qualitative analytical skills, attention to detail, and a passion for investing. In addition, the role requires client interaction and therefore superior communication skills. An ability to deliver top tier client service utilizing strong written & verbal skills is critical to success. You will work closely with the investment team to perform a variety of investment functions to help the team evaluate and implement investment opportunities with the objective of delivering superior outcomes for investors.
The Investment Analyst will join a team of Portfolio Managers, reporting to the Senior Portfolio Manager, within the Institutional Solutions Group.
This role will be based in our Chicago office. We are operating in a hybrid environment, in-office 4 days/week.
Responsibilities:
The Investment Analyst will serve in a broad-based capacity across several critical areas of investment management, including:
The Investment Analyst - Institutional Solutions role will include the preparation and maintenance of portfolio construction sheets, client communication and marketing materials, portfolio implementation and trade support, investment manager profiles, and other projects that support client deliverables.
Qualifications:
Nice to have: An MBA and/or Chartered Financial Analyst® designation or progress towards them is preferred.
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:
Total Cash Compensation Range
$114,100.00 - 193,975.00 USD Annual
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.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
The Institutional Solutions Group, a team within the Investment Management group, seeks an Investment Analyst to join its team of investment professionals. This role focuses on institutional relationships and requires a person who demonstrates a strong grasp of capital markets fundamentals, excellent quantitative and qualitative analytical skills, attention to detail, and a passion for investing. In addition, the role requires client interaction and therefore superior communication skills. An ability to deliver top tier client service utilizing strong written & verbal skills is critical to success. You will work closely with the investment team to perform a variety of investment functions to help the team evaluate and implement investment opportunities with the objective of delivering superior outcomes for investors.
The Investment Analyst will join a team of Portfolio Managers, reporting to the Senior Portfolio Manager, within the Institutional Solutions Group.
This role will be based in our Chicago office. We are operating in a hybrid environment, in-office 4 days/week.
Responsibilities:
The Investment Analyst will serve in a broad-based capacity across several critical areas of investment management, including:
- Supporting asset class research (equities, fixed income, currencies)
- Capital markets research
- Investment manager research
- Research related to risk and portfolio analytics & construction
- Preparation and delivery of client facing materials to meet specific deadlines
The Investment Analyst - Institutional Solutions role will include the preparation and maintenance of portfolio construction sheets, client communication and marketing materials, portfolio implementation and trade support, investment manager profiles, and other projects that support client deliverables.
Qualifications:
- A bachelor's degree, preferably in finance or economics
- One to four years of relevant investment experience, preferably in the financial services industry.
- Strong quantitative and analytical skills
- Excellent communication and presentation skills, both written and verbal
- A self-starter, able to work on projects independently
Nice to have: An MBA and/or Chartered Financial Analyst® designation or progress towards them is preferred.
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
$114,100.00 - 193,975.00 USD Annual
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.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
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