Senior Investment Analyst, Multi-Asset Research

Responsibilities

• Collaborate with multi-asset research colleagues, portfolio managers, and equity research colleagues to formulate security- and market-level investment views, supporting equity strategies within multi-asset portfolios.
• Author actionable investment theses grounded in capital-cycle analysis, industry competitive dynamics, valuation assessment, and associated fundamental risks.
• Monitor equity market opportunities and keep portfolio managers apprised of developing opportunities for consideration inside our multi-asset portfolios.
• Aid in the ongoing enhancement of equity valuation frameworks in collaboration with the quantitative research team.
• Build and maintain robust and efficient investment processes and models.
• Promote equity market thought leadership for both internal and external client demands.

Requirements

• 5+ years of progressive hands-on fundamental equity research experience with an understanding of the drivers of forward-looking stock/equity market returns.
• Passion for investing, markets, in-depth fundamental investment research, and supporting investment strategies and offerings to meet the needs of evolving market environments that our clients serve.
• Alignment with Morningstar’s philosophy and approach to investing.
• Demonstrated expertise of equity security-level valuation models.
• Excellent critical thinking skills with a focus on industry and company analysis.
• Outstanding oral and written communication skills, with the ability to produce high quality written materials.
• Ability to communicate complex ideas clearly and succinctly.
• CFA designation or a post-graduate designation is preferable.

Compensation And Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health: 100% 401k match up to 6% of salary.
• Stock Ownership Potential.
• Company provided life insurance - 1x salary + commission.
• Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually for specific plans and coverages).
• Additional medical Wellness Incentives - up to $300-$600 annually.
• Company-provided long- and short-term disability insurance.
• Emotional Health: Trust-Based Time Off, 6-week Paid Sabbatical Program, 6-Week Paid Family Caregiving Leave, Competitive 8-24 Week Paid Parental Leave, Adoption Assistance.
• Ledgership Coaching & Formal Mentorship Opportunities.
• Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses.
• Tuition Reimbursement.
• Dollars for Doers volunteer program.
• Paid volunteering days.
• 15+ Employee Resource & Affinity Groups.

Total Cash Compensation Range: $147,550.00-226,233.33 Inclusive of annual base salary and target incentive.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change.