The Role: As a Manager Research Analyst, you will produce objective, forward-looking research on funds and other investment vehicles to help individuals, intermediaries, and institutional investors make better decisions. Coverage may include equity, fixed income, multi-asset, and/or alternatives strategies.
The position is based in our Toronto office. We are in-office four days per 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 managed products landscape.
- Conduct quantitative and qualitative analysis using Morningstar's databases, monitor regulatory information, interview portfolio managers, and perform on-site due diligence visits of asset-management firms.
- Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds' parent company, people and process.
- Contribute to thought leadership and/or the development of analytical tools that improve strategy analysis.
Requirements:- Bachelor's degree required; graduate degree and/or CFA designation preferred.
- Two to four years of experience in manager research or a closely related role.
- Familiarity with liquid vehicles (open-end funds and ETFs); experience with semi-liquid vehicles is a plus.
- Excellent written and verbal communication skills.
- Strong time management skills and the ability to manage multiple priorities and deadlines.
- Specialization in a particular asset class is a plus.
Nice to Have:- Bilingual (French/English).
- Familiarity with programming languages (e.g., Python, R, MATLAB) and/or artificial intelligence tools and applications.
Base Salary Compensation Range$90,489.00-132,711.00
Incentive Target Percentage12.5% Annual
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.
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