Manager Research Analyst

The Group:
Morningstar's 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 an analyst on the passive strategies research team, your objective is to collaborate with our global team to produce independent research on funds and other investment vehicles that will empower individuals, intermediaries, and institutional investors to make better investment decisions, which is Morningstar's primary mission. The analyst will directly support our Chicago-based manager research team's analysis of ETFs, index mutual funds, and systematic active funds. The position requires a passion for investing along with strong analytical and writing skills. In this role, you will research ETF and index mutual funds while developing broader investment expertise that contributes to the manager research organization's thought leadership.
The position is based in our Chicago office. We are in-office 4 days/week.
Responsibilities:

• Conduct quantitative and qualitative analysis to support our ratings of ETFs and mutual funds using Morningstar Direct, monitoring regulatory information, and engaging with asset-management firms.
• Monitor important developments in the fund industry and global markets.
• Develop expertise in various asset classes and the overall industry.
• Capably navigate Morningstar's database and surface ideas for database and methodology enhancements.

Requirements:

• A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst® designation (or progress toward one or the other) is preferred.
• At least four years of relevant work experience.
• Passion for investing and helping investors.
• Excellent analytical, writing and verbal communication skills.
• Ability to work independently and within a collaborative environment.

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
• Physical Health
  
  • 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 annual
  • 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
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
• Social Health
  
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range
$114,100.00 - 193,975.00 USD Annual
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. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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