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Investment Product Manager

Employer
Morningstar
Location
Chicago, USA
Salary
Competitive
Closing date
Dec 18, 2019

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Investment Product Manager, Multi-Asset Strategies Chicago/en-US/Americas/job/Chicago/Investment-Product-Manager--Multi-Asset-Strategies_REQ-014355-2/apply
The Group

The Investment Management group is a global team guided by Morningstars investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. Morningstar® Managed PortfoliosSM, our complete wealth management platform, offers a broad lineup of strategies built with stocks, mutual funds, and ETFs to help meet an investors needs at each stage of their lifetime.

We use our expertise in asset allocation, investment selection and portfolio construction to create valuation-driven investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through Morningstar Managed Portfolios, we serve financial advisers and institutions, and the investors that they serve.

Role

This role, reporting to the Global Head of Product Management, leads investment product management for our multi-asset managed portfolio strategies including risk-based and outcome-based strategies. As product manager, you will lead the development of new product enhancements/features, and work with Investments, Operations, Technology, Compliance, Marketing, Sales, and Account Management to execute the strategy. The ideal candidate will understand the market demand and requirements, the competitive landscape and revenue impact/opportunities, serve as a subject matter expert on our multi-asset strategies both internally and externally, and will continuously find ways to enhance the products by working cross-functionally with the various stakeholders and support teams.

Responsibilities:
  • Own the development, lifecycle management including enhancements, extension and rationalization of our multi-asset managed portfolio product lines
  • Develop committee proposals for new investment products as well as for enhancements, extension and rationalization of existing products
  • Lead investment product development and cross-functional launch efforts by following our product launch playbook
  • Develop investment product positioning content as well as working with internal parties to ensure representation of the multi-asset managed portfolio strategies is accurate and compelling.
  • Answer product inquiries, assist in crafting and creating investment product messaging and positioning using deep analytical and competitive intelligence
  • Identify resources and collect information to research and analyze all aspects of competitor products, peer performance and competitive industry landscape, and then use that intelligence to support messaging.
  • Proactively identify product innovation and existing product positioning opportunities based on industry trends, current market environment and competitive advantages to meet customer needs
  • Perform analysis on key performance indicators (KPIs) and measurements of product success (product revenue, product profitability, customer satisfaction, quality, cost implications, forecasts, etc.) to inform product design

Qualifications:
  • Minimum 7-10 years investment product development/management experience with deep understanding of all aspects of product development, positioning and implementation within a financial services environment.
  • Demonstrated proficiency in interpreting and applying market and analytical research required
  • Highly effective communicator with excellent writing, presentation and interpersonal skills. Ability to articulate complex investment topics
  • Knowledge of advisor channels, primarily independent RIAs and Broker/Dealers; experience working with the financial advisor community and/or managed account platforms a plus
  • Proven track record of leading large, cross-functional projects or initiatives
  • Strong problem solving and analytical skills including demonstrated experience with research, data gathering and ability to think strategically
  • Strong interpersonal and relationship building skills, with a proven ability to collaborate with diverse, multi-functional teams.
  • Bachelors degree required; MBA preferred, CFA designation a plus
  • Full-time position based in Chicago, IL; minimal travel including international locations is possible

Please include a cover letter with your resume and application.
002_MIMLLC Morningstar Investment Management LLC Legal EntityPosted 3 Days AgoFull timeREQ-014355
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.

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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.

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