Associate Portfolio Manager

The Group :

The Investment Management group is guided by Morningstar's investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals.

We use our expertise in asset allocation, research, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar.

Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.

The Role :

The Portfolio Management team requires an experienced investment professional to assist and contribute to the multi-asset investment teams, reporting to the Head of Investments, Multi-Asset Strategies.

This position requires a person who possesses extensive financial knowledge and experience with driving investment results.

You will work closely with a team to leverage expertise and global investment capabilities to deliver better investing outcomes to Investment Management clients.

This role will be based in our Chicago office. We are operating in a hybrid work environment where are in in-office 3 days / week.

Responsibilities :

• Build robust portfolios that meets all relevant objectives and constraints set out in the Investment Policy Statement to deliver superior risk-adjusted returns
• Manage subadvised multi-manager bond funds, providing subadvisor selection and monitoring, and building asset class exposures that reflect the asset class team's views.
• Manage multi-asset income focused strategies that meet the needs of our clients.
• Create and maintain a focused buy list of fixed income managers, and communicate advantages and disadvantages of an investment strategy and process with key risks to team members
• Proactively participate in the global best practice investment sub-committees and other global portfolio management forums.
• Contribute to the relationship management for Managed Portfolios clients
• Manage and contribute to marketing efforts via roadshows, quarterly webinars, due diligence meetings, videos, content, social media, investment insights and conference presentations
• Build and maintain an external profile for Investment Management as a thought leadership brand through publications, media engagements, conference presentations and client meetings.
• Be an advocate for our investment principles and approach within and outside of Morningstar

Requirements :

• Deep knowledge of Morningstar's philosophy and approach to investing
• Passion for investing and penchant for in depth research and analysis
• Extensive knowledge of capital markets, investment strategies, and alternative investments
• Excellent critical thinking skills for investing, preferably with a focus on valuation-driven investing strategies and processes
• Familiarity with a range of quantitative tools and research platforms
• Demonstrated effectiveness in a team-based environment-adept with articulating ideas, respectfully challenging others, and mentoring team members
• Experience in producing excellent written materials for clients, media and journals.
• Experience in acting as an expert spokesman to clients and external stakeholders
• 7+ years of hands-on investment experience
• Graduate degree education preferred, particularly an MBA or CFA designation

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Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least 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.