The Role:

Morningstar Manager Research have a requirement for a Senior Analyst, Manager Research to play a key role in researching fund managers and in writing research reports. Our goal is to help investors make more informed investment decisions by providing independent and objective recommendations.

 Responsibilities

• To research and critically assess fund managers and their products.
• To write succinct and reader friendly research reports.
• To play a key role in preparing for and running fund manager interviews.
• Write longer research pieces, demonstrating thought leadership.
• Engage with the external market to build and support the Morningstar brand.
• Work in a complementary manner with Morningstar’s investment advisory team.
• Coordinate with data operations to ensure required data and methodologies are in place to support products.
• Help shape Morningstar methodologies.
• To manage ad-hoc analytical assignments on investments, managed funds and products.
• To undertake other administrative, research and/or analytical work as required.

 Requirements

• Independent, experienced manager researcher (at least 4 years of analytical experience) who is familiar with modern finance and investment theory.
• Knowledge of the investment landscape in Asian equities, especially Greater China equities, is a definitive advantage.
• Able to work within an interdisciplinary team that includes investment experts, qualitative researchers, data analysts, and software developers.
• Superior oral and written communication skills.
• Excellent time management skills.
• Skilled with PC and mainstream software packages. Experience with Morningstar Direct an advantage.
• Ability to use own initiative and work unsupervised together with the ability to prioritise effectively and work in a methodical manner to meet deadlines.
• Proactive aptitude to building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar.
• Strong attention to detail.
• A keen knowledge of financial markets that has been developed both personally and professionally
• Bachelor`s or master`s degree; advanced degrees and certifications are desirable.
• CFA designation or enrollment is an asset.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.

Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data.

Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $203 billion in assets under advisement and management as of June 30, 2018. The company has operations in 27 countries.