Morningstar

Equity Portfolio Manager

Morningstar • $195K — $299K *
Chicago, IL 60629In-Person
Finance & Insurance
8 - 10 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Minimum of 10 years' investment experience, with 5 years on the buyside.
  • Relevant experience as a portfolio manager or in analyzing growth companies is preferred.
  • Alignment with Morningstar's equity investing philosophy is essential.
  • Demonstrates intellectual curiosity and a desire to learn about new industries.
  • Strong communication skills, both written and verbal, are required.
  • Excellent critical thinking skills focused on company analysis and valuation.
  • Bachelor's degree required; CFA designation is preferred.

Responsibilities

  • Serve as portfolio manager for a U.S. growth strategy focused on valuation and risk management.
  • Contribute to company research and overall portfolio management efforts.
  • Engage in peer reviews, providing feedback on trade and portfolio positioning.
  • Communicate with clients through quarterly reports, webinars, and meetings with advisors.

Benefits

  • 100% 401k match up to 6% of salary and stock ownership potential.
  • Comprehensive health benefits, including medical, dental, vision, and HSA contributions.
  • Trust-Based Time Off, with unique sabbatical and family caregiving leave options.
  • Competitive parental leave and adoption assistance programs.
  • Leadership coaching and mentorship opportunities available.
  • Annual Flex Stipend for personal education and well-being expenses.
  • Charitable giving matching and employee volunteer programs.
Full Job Description
The Role:

The Select Equities team manages 6 distinct separate account strategies with a combined $10 billion of AUA as of Dec. 31, 2025. We are looking to add an experienced investment professional to join the team as a Portfolio Manager for our U.S. growth strategy. The Select Equities Team constructs high-conviction portfolios, with most of our separately managed accounts holding 25-50 stocks.

While Chicago is the preferred location for this role, we welcome applications from qualified candidates located in other locations.

Responsibilities:
  • Serve as portfolio manager for a growth-focused equity strategy that follows a disciplined approach to company valuation and portfolio risk management.
  • Contribute to the team's overall company research and portfolio management efforts.
  • Participate in the team's peer review process, which includes providing feedback to portfolio managers on other strategies about prospective trades and portfolio positioning.
  • Communicate with clients. Responsibilities include quarterly commentaries, webinars, meetings with financial advisors, etc.


Qualifications:
  • Minimum of 10 years' professional investment experience with at least 5 years on the buyside.
  • Strong preference for relevant experience as a portfolio manager and/or analyzing growth companies.
  • Alignment with Morningstar's philosophy and approach to investing in equities.
  • Demonstrates intellectual curiosity and genuine interest in learning new subjects, industries, and companies.
  • Strong communication skills, both written and verbal.
  • Excellent critical thinking skills with a focus on company analysis and valuation.
  • Bachelor's degree; CFA designation strongly preferred.


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
    • 100% 401k match up to 6% of salary
    • 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 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
$195,600.00-299,916.66
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.

About Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of December 31, 2020. The company has operations in 29 countries.
Learn more about Morningstar
Size
10,038 employees
Market Cap
$9 billion
Industry
Finance & Insurance
Net Income
$223.6 million
Founded
1984
5 Year Trend
+16.3%
Revenue
$1.3 billion
NASDAQ
MORN
* Ladders Estimates

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