Senior Analyst

Senior Analyst

Location : Chicago, IL

Responsibilities :

Conduct quantitative and qualitative analysis and develop forward-looking ratings on index-based investment strategies (25%). Edit team member's investment analyses, commentaries, White Papers, or Landscape reports (15%). Contribute to the monthly newsletter and weekly content pipeline of the US passive strategies research team (10%). Author long-form investment research whitepapers / landscapes and contribute to the manager research organization's thought leadership (10%). Uphold Morningstar's rating methodology as a rating committee voter and actively participate in ratings committee discussion (10%). Become a subject matter expert in specific management firms, asset classes or strategies and enhance Morningstar' brand. Act as go-to resources for team members and provide training on those subjects (10%). Support the passive strategies research team in developing or maintaining core research methodologies (10%). Mentor junior team members (5%). Engage with media and speak at conferences on relevant areas of research (3%). Participate in projects for internal stakeholders from other departments, such as surfacing ideas for database / methodology enhancements and process improvements (2%).

Requirements :

This position requires a Bachelor's degree in Finance, Economics, Accounting or related field, or foreign equivalent and 3 years of relevant experience in a Financial Product Specialist, Associate Manager Research Analyst, Manager Research Analyst, or a related position. In addition, this position requires : 3 years of experience analyzing index-based & quantitative investment strategies; 3 years of experience using performance attribution tools for analyzing investment strategies; 3 years of experience with mutual fund data and operations; 3 years of experience with investment related software programs; 3 years of experience with publishing investments analysis, commentaries, White Papers, or other thought leadership reports; 2 years of experience developing or maintaining core research methodologies; 1 year of experience editing investment analyses, commentaries, White Papers, or Landscape reports; 1 year of experience mentoring and training newer Analysts and Associate Analysts; academic or work numerate analytical experience using data to draw conclusions in written form.

• Remote work requests will be considered consistent with company's remote work policy.

Must possess unrestricted right to work in the U.S. in this position

Compensation Range : 57,013 - 105,800

Morningstar is an equal opportunity employer.

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 :

Physical Health :

Emotional Health :

Social Health :

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.