The Role:
The Institutional Solutions Group, a team within the Investment Management group, seeks an Investment Analyst to join its team of investment professionals. This role focuses on institutional relationships and requires a person who demonstrates a strong grasp of capital markets fundamentals, excellent quantitative and qualitative analytical skills, attention to detail, and a passion for investing. In addition, the role requires client interaction and therefore superior communication skills. An ability to deliver top tier client service utilizing strong written & verbal skills is critical to success. You will work closely with the investment team to perform a variety of investment functions to help the team evaluate and implement investment opportunities with the objective of delivering superior outcomes for investors.
The Investment Analyst will join a team of Portfolio Managers, reporting to the Senior Portfolio Manager, within the Institutional Solutions Group.
This role will be based in our Chicago office. We are operating in a hybrid environment, in-office 4 days/week.
Responsibilities:
The Investment Analyst will serve in a broad-based capacity across several critical areas of investment management, including:
The Investment Analyst - Institutional Solutions role will include the preparation and maintenance of portfolio construction sheets, client communication and marketing materials, portfolio implementation and trade support, investment manager profiles, and other projects that support client deliverables.
Qualifications:
Nice to have: An MBA and/or Chartered Financial Analyst® designation or progress towards them is 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
$114,100.00 - 193,975.00 USD AnnualInclusive 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.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity