Senior Variable Annuity Analyst

Morningstar   •  

Chicago, IL

Industry: Information Services


5 - 7 years

Posted 392 days ago

The Group: Morningstar’s Quantitative Research Group creates independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

The Role: As a Senior Variable Annuity Analyst, you will be Morningstar’s thought leader on the annuity industry. In this role you’ll represent Morningstar’s research, products, and data publicly to external clients and the media. In addition, you’ll be responsible for creating original investment research that helps investors. A successful candidate will have impeccable interpersonal and communications skills, a solid quantitative mindset, and a strong understanding of finance. This position is based in our Chicago office.


  • Be a subject-matter expert on annuities and the overall industry
  • Work closely with our product teams on methodologies related to how annuities are handled in our retirement and financial advisor products
  • Generate original investment research focusing on annuities with the goal of improving outcomes for investors
  • Write a quarterly report on trends in the annuity industry
  • Represent Morningstar on insurance industry committees and forums
  • Faithfully represent the work of the quantitative research team to internal stakeholders and external clients


  • A bachelor’s degree in quantitative or financial discipline (Masters or higher is desirable)
  • Minimum 5 years of experience in the annuity industry
  • Excellent written and oral communication skills
  • Meet strict deadlines and juggle various tasks while maintaining excellent attention to detail and impeccable accuracy in running and proofing analysis
  • Experience with Microsoft Excel (including use of macros and VBA programming)
  • Intermediate knowledge of statistical methods
  • Ability to stay organized and to quickly and efficiently handle multiple projects at the same time is crucial in this role
  • Ability to work collaboratively in a team environment, while also taking ownership of projects independently with minimal supervision
  • Familiarity with statistical modeling languages (R or Python)
  • Familiarity with SQL


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