Research Manager/Analyst Research Manager/Analyst …

in Chicago, IL, United States
Permanent, Full time
Last application, 18 Jan 21
in Chicago, IL, United States
Permanent, Full time
Last application, 18 Jan 21
Research Manager/Analyst
Manager Research Analyst Chicago/en-US/Americas/job/Chicago/Manager-Research-Analyst_REQ-012107/apply

Job Description
(Please be sure to read the Requirements below, prior to submitting your application)

The Group: Morningstars Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors interests is the foundation of our company.

The Role: As a manager research analyst, your objective and independent research on funds and other investment vehicles will help individuals, intermediaries, and institutional investor make better investment decisions, which is Morningstars primary mission. The position requires a real passion for investing along with strong analytical, presentational and writing skills. In this role, you will research and rate funds and other investment vehicles such as separately managed accounts, while also developing broader investment expertise that contributes to the teams thought leadership. You will work within one of our asset class teams: equity, fixed income, multi-asset, or alternatives. The position is based in our Chicago office.


  • Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds management team, strategy, parent company, performance and expenses.
  • Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, interviewing portfolio managers, and leading on-site due diligence visits of asset-management firms.
  • Monitor important developments in the fund industry, markets, and the broader economy.
  • Develop expertise in various asset classes, asset management firms, and the overall industry.
  • Author analytical research reports, articles, and industry studies.
  • Discuss ratings and reports with external institutional clients and internal investment management group.
  • Represent Morningstar by speaking to media, conferences, industry associations and regulators.


  • A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst® designation (or interest in pursuing one or the other) is preferred.
  • Passion for investing and for helping investors make better investment decisions.
  • Excellent analytical, writing and verbal communication skills.
  • Ability to work at times independently, and at other times within a collaborative environment.
  • Demonstrated expertise in equities, fixed income, multi-asset class, or alternatives is desirable.

Please submit a cover letter, resume and optional thoughts below, in order to be considered for this role.

The Manager Research department and Morningstar deeply value diversity and consider having a diverse employee base as core to the intellectual vibrancy of our spaces, the employee experience, and ultimately, business success. Diversity presents itself in many different forms, such as: unique work or life experience, race or ethnicity, gender, sexual orientation, nationality or place of origin, religion, socioeconomic status, disability, etc. We invite you to submit an additional attachment to tell us how you may contribute to the diversification of the Manager Research department and Morningstar as a whole. The submission of this statement is optional for all applicants. Please limit your response to 600 words or less.

Morningstar is an equal opportunity employer.

Posted 3 Days AgoFull timeREQ-012107

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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.

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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.

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