About the role:
As a Manager Research Analyst, your objective and independent research on open-end index funds and ETFs will help individuals, intermediaries, and institutional investors make better investment decisions, which is Morningstar’s primary mission. The position requires an interest in the funds market along with strong analytical, presentational, operational, and writing skills. In this role, you will research and rate equity passive funds, while also develop broader investment industry expertise that contributes to the team’s thought leadership. The Manager Research Analyst will also be responsible for improving our operational goals to help scale Morningstar’s ratings and research products.
Job responsibilities:
1. Be a subject-matter expert on Morningstar’s forward-looking ratings on funds based on research that focuses on the funds’ management, strategy, parent company, performance, and expenses
2. Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, and conducting on-site due diligence visits of asset-management firms
3. Author research reports, articles, and industry studies
4. Drive innovation and best practices to achieve strategic business objectives
5. Handle data cleaning projects to improve our products and processes
Qualifications:
1. Bachelor’s Degree or equivalent experience
2. Experience reviewing, cleaning, and understanding data to build dashboards and write reports
3. Proven ability to work cross-functionally to understand business requirements and translate them to effective use of applications
4. Clear communicator with excellent written, verbal, and listening skills
5. Ability to work at times independently, and at other times within a collaborative environment
6. Strong project management and task organization skills with the ability to manage projects to a deadline
7. Passionate about technology, data, and processes
Nice to have:
1. Proficiency in Python, SQL, AWS, Jupyter Notebooks
2. Business strategy, familiarity with Morningstar’s products, and/or operations experience preferred
301_MstarEurLtd Morningstar Europe Ltd (UK) Legal Entity
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.