Senior Analyst

Responsibilities:

Conduct quantitative and qualitative analysis and develop forward-looking ratings on index-based investment strategies (25%). Edit team member’s investment analyses, commentaries, White Papers, or Landscape reports (15%). Contribute to the monthly newsletter and weekly content pipeline of the US passive strategies research team (10%). Author long-form investment research whitepapers/landscapes and contribute to the manager research organization’s thought leadership (10%). Uphold Morningstar’s rating methodology as a rating committee voter and actively participate in ratings committee discussion (10%). Become a subject matter expert in specific management firms, asset classes or strategies and enhance Morningstar’ brand. Act as go-to resources for team members and provide training on those subjects (10%). Support the passive strategies research team in developing or maintaining core research methodologies (10%). Mentor junior team members (5%). Engage with media and speak at conferences on relevant areas of research (3%). Participate in projects for internal stakeholders from other departments, such as surfacing ideas for database/methodology enhancements and process improvements (2%).

Requirements:

This position requires a Bachelor’s degree in Finance, Economics, Accounting or related field, or foreign equivalent and 3 years of relevant experience in a Financial Product Specialist, Associate Manager Research Analyst, Manager Research Analyst, or a related position. In addition, this position requires: 3 years of experience analyzing index-based & quantitative investment strategies; 3 years of experience using performance attribution tools for analyzing investment strategies; 3 years of experience with mutual fund data and operations; 3 years of experience with investment related software programs; 3 years of experience with publishing investments analysis, commentaries, White Papers, or other thought leadership reports; 2 years of experience developing or maintaining core research methodologies; 1 year of experience editing investment analyses, commentaries, White Papers, or Landscape reports; 1 year of experience mentoring and training newer Analysts and Associate Analysts; academic or work numerate analytical experience using data to draw conclusions in written form. *Remote work requests will be considered consistent with company's remote work policy.

Must possess unrestricted right to work in the U.S. in this position

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
• 75% 401k match up to 7%
• 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 Bonding Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Education Stipend
• Tuition Reimbursement

• Social Health
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically 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.