Associate Analyst - Manager Research

1 Month ago • 2 Years +

Monetization

Job Description

The Associate Analyst - Manager Research will be responsible for researching and critically assessing Australian and global fund managers and their products. This role involves assisting with fund manager interviews, writing rating notes and research reports, and formulating opinions on investment strategies. Candidates should possess a strong passion for investing, keen knowledge of financial markets, and at least two years of professional experience, preferably in financial services. The role requires superior communication skills, attention to detail, and the ability to work independently and collaboratively within a global team.

Good To Have:

Chinese language skills
Experience with Morningstar Direct
Advanced degrees and certifications
CFA designation or enrollment

Must Have:

Research and critically assess Australian and global fund managers and their products.
Assist with fund manager interviews and write succinct and reader-friendly rating notes and research reports.
Be responsible for formulating and justifying our opinions on investment strategies to both internal and external stakeholders.
Regularly contribute to the regional and local thought leadership agendas to strengthen Morningstar’s research brand recognition.
Support client-related output.
Help shape Morningstar methodologies.
Handle ad-hoc analytical assignments on investments, managed funds and products.
To undertake other administrative, research and/or analytical work as required.

Perks:

Hybrid work environment
Opportunity to work remotely and collaborate in-person each week
Range of other benefits to enhance flexibility as needs change
Tools and resources to engage meaningfully with global colleagues

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team-management

timeline-management

communication

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Responsibilities

Research and critically assess Australian and global fund managers and their products.
Assist with fund manager interviews and write succinct and reader-friendly rating notes and research reports.
Be responsible for formulating and justifying our opinions on investment strategies to both internal and external stakeholders.
Regularly contribute to the regional and local thought leadership agendas to strengthen Morningstar’s research brand recognition.
Support client-related output.
Help shape Morningstar methodologies.
Handle ad-hoc analytical assignments on investments, managed funds and products.
To undertake other administrative, research and/or analytical work as required.

Requirements

A passion for investing and for helping investors make better investment decisions.
A keen knowledge of financial markets that has been developed both personally and professionally.
Independent thinker with at least 2 years of professional work experience, preferably in the financial services industry. Promising candidates with a keen interest in manager research and an analytical background will also be considered.
Ability to work within a global and interdisciplinary team that includes investment experts, qualitative researchers, data analysts, and software developers.
Superior verbal and written English communication skills, with the ability to think and write creatively. Chinese language skills are viewed favorably.
Strong attention to detail.
Excellent time management skills.
Ability to use own initiative and work unsupervised together with the ability to prioritise effectively and work in a methodical manner to meet deadlines.
Skilled with PC and mainstream software packages. Experience with Morningstar Direct an advantage.
Proactive in building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar.
Bachelor’s degree; advanced degrees and certifications are desirable.
CFA designation or enrollment is an asset.