Lead Analyst, ESG Methodology

About Morningstar Sustainalytics

Morningstar Sustainalytics is a company dedicated to responsible investment with over 25 years' experience in ESG research and ratings. With an extensive client base across asset managers, asset owners and investment banks, our mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy. As Morningstar’s ESG center of excellence we are responsible for driving both the commercial success and innovation of its ESG products as well as its overall ESG strategy.

Key Responsibilities

• Lead and contribute to tasks related to methodological enhancements for our Risk products, including scoping and design of methodological concepts, variation analyses, creation of key methodological artefacts, and liaising with product and technical teams.

• Lead and contribute to tasks related to standardizing and optimizing core methodological deliverables and processes, as well as ensuring consistency in methodological rules and approaches across Morningstar Sustainalytics’ suite of products.

• Extract, query, and manipulate data from multiple sources, ensuring accuracy, integrity, and readiness for analysis.

• Respond to questions from research analysts, product managers, and other internal stakeholders on methodologies, including coordinating and delivering training sessions and presentations as needed.

• Respond to client questions and queries in a timely and professional manner, enlisting support from team members as needed, and participate in client calls.

• Write and/or coordinate relevant thought leadership pieces.

Competencies & Qualifications

• Masters degree in Finance, Economics, Statistics or related sciences;  

• 4+ years of relevant work experience; ESG Research or analysis experience will be considered an asset; 

• Deep knowledge of ESG investment approaches/strong understanding of financial markets, products and research methodologies; 

• Structured thinker with strong analytical and conceptual capabilities; 

• Creativity and problem solving that can be applied in real-life applications; 

• Strong quantitative skills including statistical grounding; 

• Skilled user of relevant software, in particular Excel; Python programming skills and statistical software user skills considered an asset;  

• Excellent communication and writing skills;  

• Organizational and project management skills; 

• Ability to work independently and within a strong team environment; 

• General leadership skills; embracing responsibility/accountability.