The Group: Manager Research. Morningstar is the leading provider of manager research in Asia and offers independent, trusted information on managed fund proucts across Hong Kong, Singaproe and Taiwan. . Our objective, fundamentals-based approach is supplemented by our fund management knowledge, global research resources, and extensive investment databases. Institutions, wealth managers, and individual investors can access Morningstar fund research through insightful reports, easy-to-use software, website-building elements, and targeted consulting services.

The Role: Morningstar Manager Research has a requirement for a Research Analyst to play a key role in researching fund managers that oversee managed funds available for sale in Hong Kong, Singaproe and Taiwan. .). The research process involves critically analyzing fund managers, writing research reports, managing relationships with fund managers, and work on various consulting assignments. This role will be based in our Hong Kong office.

Responsibilities:

+ To research and critically assess fund managers and their products that are primarily managed in Asia.  

+ To write succinct and reader friendly research reports

+ To play a role in fund manager interviews

+ To play a role in formulating and justifying our opinions on investment strategies

+ To manage ad-hoc analytical assignments on investments, managed funds and products

+ To write articles including sector wrap up reports and talking points.

+ To undertake other administrative, research and/or analytical work as required

Requirements:

+ A passion for investing, demonstrated through personal knowledge of and interest in investment markets.

+ A solid understanding of Asian fixed income markets, and working knowledge of the Taiwan asset management market would be viewed favourably.

+ Strong critical reasoning skills (past experience in high school or university debating is viewed favourably), and a preparedness to challenge the status quo with well informed opinions

+ Strong written and verbal communication skills, ideally with the ability to think and write creatively

+ Ability to use own initiative and work unsupervised together with the ability to prioritise effectively 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 with proven analytical skills

+ Undergraduate degree, preferably in a finance or business-related discipline, with an interest in pursuing CFA or other relevant postgraduate studies

+ A minimum of three years work experience in an analytical capacity, ideally but not necessarily gained within a financial services environment

Morningstar is an Equal Opportunites Employer

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.