at Morningstar, Inc. in Chicago, Illinois, United States
Job Description
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 (20%). 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 (10%). Monitor important developments in the fund industry, markets, and the broader economy (5%). Develop expertise in various asset classes, asset management firms, and the overall industry. Author analytical research reports, articles, and industry studies (10%). Discuss ratings and reports with external institutional clients and internal investment management group (3%). Participate in projects for internal stakeholders from other departments (3%). Represent Morningstar by speaking to media, conferences, industry associations and regulators (5%). Develop deep subject matter expertise in a limited number of investment markets or strategy types (e.g., emerging markets, structured credit, risk parity, etc.). Lead in-depth trainings on those subjects and act as go-to resources for team members (15%). Mentor junior team members (7%). Actively participate in ratings committee discussions as a voter, as a subject matter expert, or as a mentor to the presenting analyst (7%). As a member of the editorial pool, participate in editing the written products of team members. Respond to edit requests promptly and give clear feedback during the editing process (12%). Author or coauthor long form white papers and landscape reports (3%). ***Remote work requests will be considered consistent with company’s remote work policy.
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