Morningstar is a place where talented, driven people can grow; where theyre trusted to help investors reach their financial goals.
The Group: The Morningstar Investment Management group (MIM) is a global team guided by Morningstars investment principles to deliver great long-term investment results and help investors reach their financial goals. We use our expertise in asset allocation, investment selection, and portfolio construction to create world-class investment strategies built on Morningstars research. The group specializes in multi-asset investing, using building blocks in equities, fixed-income, and alternative investments to construct robust portfolios. Through our investment offerings, we support financial advisors, institutions, and the investors they serve.
The Role: The Americas Investment Management group has formulated a new role, Senior Client Portfolio Manager, to lead investment management and advisory solutions to institutional and other non-wholesale clients that are generally subject to additional Fiduciary governance approval processes. Reporting into the Americas Chief Investment Officer (CIO), the Senior Client Portfolio Manager will work closely with the three existing members of the Client Portfolio Management team, the regional Head of Asset Allocation, as well as the Head of Account Management, Americas and others in the IM leadership team. The primary responsibility of this role is to focus on investment excellence with investment offerings built around world class investment management strategies leveraging our proprietary research, to deliver great long-term investment results to clients on behalf of members. This role also requires the ability to communicate our investment process and market conditions while building superb relationships with clients, investment consultants, and prospects. This role is based in Chicago and regular domestic travel is expected.
Please submit a resume and a cover letter with your application.002_MIMLLC Morningstar Investment Management LLC Legal EntityPosted 2 Days AgoFull timeREQ-015079
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