Lead Quantitative Analyst

1 Month ago • 5 Years +

Job Summary

Job Description

The Lead Quantitative Analyst will be part of the Calc Services and Portfolio Analytics Group, focusing on data-intensive products for the investment management industry. Responsibilities include developing methodologies, building quantitative models for products like Risk Model and Quant Ratings, leading projects independently, conducting research on asset allocation and portfolio optimization, and leveraging new datasets for informed investor decisions. The role also involves ensuring compliance, participating in client conversations, and publishing research papers. The ideal candidate blends financial knowledge with quantitative modeling skills to contribute to Morningstar's core products and teams.
Must have:
  • 5+ years of investment/quantitative research experience.
  • Experience in quantitative finance, mutual fund analysis, asset allocation, or portfolio construction.
  • Experience in developing finance/statistics-based applications using R, Python, etc.
  • Knowledge of statistical models such as regression and Monte Carlo simulations.

Job Details

Role: Lead Quantitative Analyst, Quantitative Research

The Group: Morningstar’s Quantitative Research Group is an integral part of the Data & Analytics Team with the aim of creating independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities across a broad range of asset classes, including equities, fixed income, structured credit, and funds. 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 a Lead Quantitative Analyst, you will work in the Calc Services and Portfolio Analytics Group, which is part of the Data & Analytics team dedicated to researching data-intensive products for the investment management industry. Most of the research is integrated into Morningstar’s core products (Direct, Advisor Workstation, etc.) and teams such as Morningstar Investment Management, Morningstar Indexes, Morningstar Credit Ratings, Pitchbook, Sustainalytics, etc.

The ideal candidate will blend financial knowledge, investment and portfolio construction expertise, quantitative modeling skills, and operational know-how. This position reports to the Manager of Quantitative Research.

Responsibilities:

  • Support methodology development, quantitative model builds, and enhancements for core quantitative products and calculations such as Risk Model, Asset Flows Forecast, Quant Ratings, Equity Style Box, Portfolio Construction, etc.
  • The ability to independently lead projects with limited hand-holding by taking ownership of key projects.
  • Drive independent research and publish research papers in asset allocation analysis, portfolio optimization, risk models, ESG, fund flows, etc., using principles of modern portfolio theory and statistics.
  • Leverage new structured and unstructured datasets to build new quantitative frameworks that will help investors make informed decisions.
  • Highly organized and efficient, with the ability to multi-task and meet tight deadlines.
  • Ensure compliance with regulatory and company policies and procedures.
  • Participate in client conversations to understand ongoing investor issues while increasing the reach of Morningstar's quantitative offerings.

Requirements:

  • 5+ years of relevant investment/quantitative research experience with an emphasis on quantitative finance, mutual fund analysis, asset allocation, and/or portfolio construction.
  • CFA, FRM, CQF, or postgraduate degrees in finance, economics, mathematics, or statistics are preferable.
  • Good experience in developing finance/statistics-based applications using proven technologies such as R, Python, PySpark, and comfort in using Jupyter Notebooks.
  • Understanding of both business and technical requirements, and the ability to serve as a conduit between product, research, technology, and external clients.
  • Knowledge of statistical models (e.g., regression, forecasting, optimization, Monte Carlo simulations, etc.).
  • Experience developing financial engineering/statistical applications on the cloud (AWS).

Morningstar is an equal opportunity employer

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

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