The Group: Morningstar Investment Management is a diverse global team with a shared mission to empower investor success by delivering outstanding investment results. By helping investors meet their goals, we believe we can build up individuals, families, and communities.
Our investment approach is guided by timeless investment principles, supported by deep research, and informed by behavioral science. We frequently collaborate on research and projects with our colleagues around the world, both within Investment Management and across the wider Morningstar group. We are committed to continuous learning and high ethical standards, placing needs of our investors first in everything we do.
The Role: The Investment Management group requires an experienced portfolio manager to contribute to our multi-asset portfolios. Reporting to the Americas Chief Investment Officer, this position will lead the groups asset class research on the Americas equity team. The portfolio manager will also be responsible for building baskets of individual stocks targeting specific opportunities for example sectors or countriesidentified as attractive according to the groups capital markets research process. The portfolio manager will join the management teams of Morningstars 40-Act mutual funds and its strategy teams responsible for multi-asset portfolio positioning. Along with other senior leaders, the portfolio manager will be responsible for the mentorship and development of analysts and associate portfolio managers and will work closely with others in the investment management global leadership team to maintain the groups investment philosophy and commitment to analytical excellence. The portfolio manager will collaborate with product, marketing, and sales teams to communicate effectively with financial advisors and clients and drive product adoption. This role will be based in our Chicago office.
Lead asset class research for the Americas equity, focused on identifying sector, industry and country-specific opportunities in Americas opportunity set.
Lead efforts to construct baskets of individual stocks to target sector, country, or style-based investment opportunities.
Contribute to the management of the Morningstar Mutual Funds.
Contribute to the management of multi-asset strategies.
Aid in the development and refinement of portfolio management processes and analytics.
Collaborate with other members of the global leadership team to develop and enhance MIM culture.
Advocate for MIM investment principles and approach.
Act as subject matter expert to internal and external audiences via quarterly reporting, white papers, webinars, road shows, and conference presentations.
Support product, marketing, sales, trading, and operation functions as needed to ensure seamless execution and effective communication.
Lead and contribute to the global best practice methodologies investment working groups.
Participate in investment team senior leadership meetings, the US Investment Policy Committee, and other recurring meetings.
Alignment with MIMs long-term philosophy and valuation-driven process
Significant experience in fundamental equity analysis across a wide range of industries and market segments
Experience in equity industry and country analysis, including profitability trends, competitive dynamics, and the impact of macroeconomic factors
Significant experience with financial statement analysis and corporate valuation
Experience in index replication, including familiarity with index construction methodology and optimization
Willingness to contribute to multi-asset portfolio construction
Demonstrated ability to consider holistic portfolio construction and long-term client outcomes
Strong communication skills, both written and verbal
Excellent interpersonal skills, team-player
Excellent critical thinking skills for investing
Familiarity with a range of quantitative tools and research platforms
Familiarity with optimizers and related tools
Familiarity with economics and behavioral finance
10+ years of hands-on investment experience
Bachelor's degree required; graduate degree preferred, particularly a MBA or CFA designation
How to Apply for a Job at Morningstar
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.
You will receive an email notification to confirm that we've received your application.
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.
US Applicants: Morningstar is an E-Verify program participant.
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.