Senior Analyst

Job Title: Senior Analyst (multiple positions)   

Location:

Chicago, IL

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 Range: 57,013 - 105,800

Morningstar is an equal opportunity employer.

"#LI-DNI"

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

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