Investment Analyst Investment Analyst …

in Chicago, IL, United States
Permanent, Full time
Last application, 29 Nov 20
in Chicago, IL, United States
Permanent, Full time
Last application, 29 Nov 20
Investment Analyst
Investment Product Analyst Chicago/en-US/Americas/job/Chicago/Investment-Product-Analyst_REQ-017590-2/apply

About the Role

The Investment Management group is a global team guided by Morningstars investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. Morningstar® Managed PortfoliosSM, our complete wealth management platform, offers a broad lineup of strategies built with stocks, mutual funds, and ETFs to help meet an investors needs at each stage of their lifetime.

We use our expertise in asset allocation, investment selection and portfolio construction to create valuation-driven investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through Morningstar Managed Portfolios, we serve financial advisers and institutions, and the investors that they serve.

In this role, you will work closely with the Investment Product Managers to support our existing suite of investment strategies and the services through which they are delivered, new product development and product sun-setting. You will provide in-depth analysis of current and prospective investment product offerings, competitive landscape and investor profiles as well as support new product development and research. Your output will not only reinforce our value proposition with our clients and prospects, but it will also provide our product management, sales, and marketing teams with information to foster growth in our business. The position is based in our Chicago office.

To successfully fulfill the role, the investment management product analyst role will provide substantial support for various governance committees and boards as well as conduct a lot of researching through sources such as public websites, industry databases, ADVs, and client contracts. The analyst will also be writing product positioning statements and RFP responses. Continual curiosity, desire to always find better, more efficient ways to do something, attention to detail, keeping to tight deadlines, and ability to work well under pressure are great qualities to have for this role.

Job Responsibilities

Support Investment Product Managers in gathering and analyzing data, creating, populating and maintaining ongoing competitor and industry intelligence data related to our investment strategies, consisting of multi-asset managed portfolios, equity model portfolios delivered via separately managed accounts, and multi-manager mutual funds.
Updating team members with information on product positioning, performance attribution, market data, benchmark analysis and industry news
Build and maintain an intimate level of knowledge on institutional and retail investment vehicles, providing regular feedback on competitive intelligence and product development opportunities.
Conduct ongoing research and analyze competitor information in support of product positioning, market developments, portfolio performance.
Proactively identify product marketing opportunities based on industry trends, current market environment and competitive advantages.
Support Fund Board responsibilities and other committee duties related to product management
Update and maintain accurate records of current product offerings and attributes.
Collaborate with Marketing and other appropriate functional groups to create and maintain strong, consistent client materials.
Help facilitate and execute on key product initiatives across business functions, including but not limited to, new product launches, sales campaigns.
Support the learning & development for sales training initiatives
Update / Monitor internal sources to ensure accuracy of product related information


Minimum 1 years of relevant investment work experience
Investment product development/management experience at a financial services firm a plus.
A solid understanding of asset allocation, investing and performance analytics concepts, familiarity of mutual funds, ETFs and separately managed accounts required
Strong attention to detail, effective writing, presentation and interpersonal skills.
Ability to work independently and resourcefully as well as collaborate with diverse, multi-functional teams
Bachelors degree required

002_MstarAssocLLC Morningstar Investment Management LLC Legal EntityPosted YesterdayFull timeREQ-017590

How to Apply for a Job at Morningstar

Step 1

When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.

Step 2

You will receive an email notification to confirm that we've received your application.

Step 3

If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email and let us know the nature of your request and your contact information.

Please note:

  • We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
  • Please be sure to include the title and location of the open position youre interested in when you leave a message.

US Applicants: Morningstar is an E-Verify program participant.

Learn more:

  • This Organization Participates in E-Verify (English) -
  • This Organization Participates in E-Verify (Spanish) -
  • Right to Work (English) -
  • Right to Work (Spanish) -
  • EEO is the Law:
  • Pay Transparency Notice:

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

Morningstar logo
More Jobs Like This
See more jobs