The Role:
The Analyst role on US manager research fixed income team is responsible for producing high-quality strategy-level analysis and broader asset class research that helps investors make better decisions. This role also serves the team through covering select asset management firms as a parent lead and when appropriate mentoring newer analysts.
This position is based in our Chicago office. We are in-office 4 days/week.
Responsibilities:
- Be part a collaborative team culture that aims for and prizes high-quality research, resulting in analyses that are insightful, ratings that are good calls for investors, and broader research that helps investors understand the fixed income managed products landscape
- Continue to pursue general fixed income subject matter expertise while striving to specialize in one or more bond sectors
- Engage with the external market (media, wealth managers, regulators) to strengthen understanding of Morningstar capabilities
- Contribute to thought leadership and/or the development of analytical tools using Morningstar Intellectual Property that improve fixed income strategy analysis.
- Mentor and help train new analysts
Requirements:
- Bachelor’s degree; an MBA, CFA, CFP or other advanced degree/accreditation a plus.
- Two to four years of experience in manager research or a related role.
- Fixed income subject matter expertise with specialization in a particular bond sector a plus
- Demonstrated expertise in strategy level analysis.
- Superior written and verbal communication skills, including the ability to speak professionally with investment management teams and institutional clients.
- Strong planning and time-management skills.
- The ability to make good decisions under tight deadlines, sometimes with incomplete information.
- Authorized to work in the U.S. without a sponsorship agreement.
- Familiarity with programming languages (i.e. Python, R, MATLAB) a plus.
To be considered for this role, please submit a resume. A cover letter is strongly recommended.
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
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 Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$114,100.00-167,350.00
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
