Skip to main content

This job has expired

You will need to login before you can apply for a job.

Associate Director/Manager, Research

Employer
Morningstar
Location
Chicago, USA
Salary
Competitive
Closing date
Nov 2, 2019

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Associate Director, Alternative Strategies, Manager Research Chicago/en-US/Americas/job/Chicago/Associate-Director--Alternative-Strategies--Manager-Research_REQ-012776-1/apply
The Group: Morningstars Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. 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: The Associate Director, Alternative Strategies, Manager Research will lead our research and ratings for alternative strategies in the North American Practice. The Associate Director is charged with driving the quality, consistency, timeliness, and efficacy of Morningstars alternatives manager research output. The Associate Director will also be responsible for defining the categorization of alternative strategies, representing our research offering to current and potential clients, and acting as a public representative of our mission, process, capabilities and research outcomes. The position is based in our Chicago office.

Responsibilities
  • Lead the North American manager research alternatives research effort, conducting investment due diligence on alternatives managers across strategy types, producing high quality and timely manager research reports and editing those of your colleagues
  • Help drive the development of a global structure and process for alternatives manager research in partnership with global colleagues, and develop scalable ways of delivering better services to our client segments
  • Optimize alternatives coverage to balance stakeholder needs; actively participate in a coverage committee to formalize coverage decision-making
  • Review Morningstars alternative strategies classifications system, propose improvements, and oversee implementation
  • Create clear, jargon-free educational pieces to inform investors about the workings of various alternative investment strategies
  • Coordinate with the Practice lead to ensure clear employee KPIs in line with business goals
  • Assist other analysts in formulating and defending our opinions on alternatives strategies and investment approaches through investment committee participation
  • Provide ideas and input that enhance the research process, methodology, and products
  • Increase ties with Morningstar Investment Management (IM) and push specialization to deepen subject-matter expertise
  • Engage with the external market (media, wealth managers, regulators) to strengthen perceptions of Morningstar capabilities
  • Work with Training Director(s) to ensure that Analysts are fully prepared to best represent themselves to institutional clients

Requirements
  • Bachelors degree; Chartered Financial Analyst? designation and/or MBA is desirable
  • Ten-plus years of experience working in a manager research or related role
  • Strong communication and planning skills
  • Record of building successful research efforts and models is a plus

Please submit your resume and cover letter with your application materials.
036_MstarResearchLLC Morningstar Research Services LLC Legal EntityPosted YesterdayFull timeREQ-012776
How to Apply for a Job at Morningstar

Step 1

When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.

Step 2

You will receive an email notification to confirm that we've received your application.

Step 3

If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 and let us know the nature of your request and your contact information.

Please note:
  • We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
  • Please be sure to include the title and location of the open position youre interested in when you leave a message.

US Applicants: Morningstar is an E-Verify program participant.

Learn more:
  • This Organization Participates in E-Verify (English) -
  • This Organization Participates in E-Verify (Spanish) -
  • Right to Work (English) -
  • Right to Work (Spanish) -
  • EEO is the Law:
  • Pay Transparency Notice:

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert