Senior Manager Research Analyst

Morningstar is a place where talented, driven people can grow and are trusted to help investors reach their financial goals.

Since 1984, Morningstar has been helping investors achieve their financial goals by developing and focusing on meaningful independent research, data, and investment management products. Today, we continue this mission in 27 countries where we are able to help millions of investors globally. At Morningstar great people are our most important asset and essential to our success. We seek people who want to contribute to our success and build a long-term career with us. We value a wide range of experiences and look for a diverse range of individuals in our search.

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. We believe that our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients. We are diligent in our hiring process and take a collaborative approach to find the right person for each role. We look for the ethically grounded and those who share our values.

The Role

Morningstar Manager Research has a requirement for a Senior 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 analysing fund managers, writing research reports, managing relationships with fund managers, and work on various consulting assignments. This role will be based in our Barangaroo office.

Responsibility

• To research and critically assess fund managers and their products.
• To write succinct and reader friendly research reports.
• 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 and talking points.
• 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 (past experience in high school or university debating is viewed favourably), 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.
• 3 years work experience ideally but not necessarily gained within a financial services environment.
• RG146 qualifications or equivalent desirable.
• Part of this role will be supporting the Senior Analysts in the team.

*Please note, as part of this recruitment process we will be issuing a written test.*

Morningstar is an Equal Opportunity Employer

*No Recruitment Agencies*

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.