Analyst, Manager Research- Funds

Morningstar is seeking a Fund Research Analyst in Sydney to critically assess fund managers and their products, including managed funds, ETFs, and LICs. The role involves writing 30-35 research reports annually, participating in fund manager interviews, formulating investment opinions, and managing ad-hoc analytical assignments. The analyst will also contribute articles and thought leadership pieces, working within a hybrid model requiring 4 days in-office per week.

Must Have

• Critically assess fund managers and products
• Write 30-35 research reports annually
• Participate in fund manager interviews
• Formulate investment strategy opinions
• Manage ad-hoc investment analyses
• Write investment articles and thought leadership
• Demonstrated passion for investing and market knowledge
• Strong critical reasoning abilities
• Excellent written and verbal communication
• Self-starter with strong prioritization skills
• Proactive relationship building with stakeholders
• Proven analytical skills and attention to detail
• Undergraduate degree in finance/business
• 2-5 years experience in financial services

Good to Have

• Interest in pursuing CFA or other relevant postgraduate studies
• Ability to think and write creatively

Perks & Benefits

• Hybrid work environment (4 days in-office)
• Range of other benefits to enhance flexibility
• Tools and resources for global collaboration

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:

Morningstar Manager Research has a requirement for a Fund Research Analyst to play a key role in researching fund managers that oversee managed funds, exchange-traded funds (ETFs) and listed investment companies (LICs). The research process involves critically analyzing fund managers, writing research reports, managing relationships with fund managers, and work on various consulting assignments. This role will be based in our Sydney office and requires in-office attendance on average 4 days per week.

Responsibility:

• To research and critically assess fund managers and their products.
• To write succinct and reader friendly research reports, approximately 30 to 35 per annum.
• To play a role in fund manager interviews.
• To play a role in formulating and justifying our opinions on investment strategies.
• To manage ad-hoc analytical assignments on investments, managed funds and products.
• To write articles including sector wrap up reports, talking points and thought leadership pieces.
• To undertake other administrative, research and/or analytical work as required.
• Perform other duties as necessary.

Requirements:

• A passion for investing, demonstrated through personal knowledge of and interest in investment markets.
• Strong critical reasoning skills and a preparedness to challenge the status quo with well-informed opinions.
• Strong written and verbal communication skills, ideally with the ability to think and write creatively.
• Ability to use own initiative and work unsupervised together with the ability to prioritise effectively to meet deadlines.
• Proactive aptitude to building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar.
• Strong attention to detail with proven analytical skills.
• Undergraduate degree, preferably in a finance or business-related discipline, with an interest in pursuing CFA or other relevant postgraduate studies.
• 2 to 5 years work experience, ideally gained within a financial services environment.

Part of this role will be supporting the Senior Analysts in the team and other senior team members.

Morningstar is an Equal Opportunity Employer

No Recruitment Agencies

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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