Address- Join a diverse community of great people who support their peers and their communities.
- We give our employees opportunities to grow from early career to experienced hires-and you can build a career that matters at Morningstar.
- We support personal and professional development through a variety of programs, including an annual Education Stipend that you choose how to spend to support your growth.
Welcome to Morningstar. We're a people-centric company led by a mission to empower investor success.
At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' needs. Our solutions pave the way for investors to achieve their goals with confidence.
The Group: Morningstar's Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also leverages 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.
The Opportunity: We are seeking a Manager Research Analyst with a unique perspective to play an important role in our team by researching fund managers that oversee managed funds, exchange-traded funds (ETFs) and listed investment companies and trusts (LICs/LITs). The research process involves critically analysing fund managers, providing analytical and data-related support for Morningstar's proprietary research algorithm, writing research reports, managing relationships with asset managers and asset owners, and working on various thought leadership assignments.
This role will be based in our Sydney, Barangaroo office.
What you'll do:
- Develop a deep understanding of the Morningstar Medalist Methodology and provide related analytical and data support;
- Research and critically assess fund managers and their products;
- Write succinct and reader friendly research reports;
- Provide analytical support to our Senior Analysts and manage ad-hoc analytical assignments on investments, managed funds and products;
- Lead fund manager interviews;
- Play a role in formulating and justifying our opinions on investment strategies;
- Undertake other administrative, research and/or analytical work as required;
We're interested in hearing from people who have:
- Undergraduate degree, preferably in a finance or business-related discipline, with an interest in pursuing CFA or other relevant postgraduate studies.
- 3 + years' work experience ideally but not necessarily gained within a financial services environment.
- Strong analytical and data skills
- Strong written and verbal communication skills, ideally with the ability to think and write creatively.
- 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.
- Ability to use own initiative and work unsupervised together with the ability to prioritise effectively to meet deadlines.
What you need to enjoy and be good at for this role:
- A passion for investing, demonstrated through personal knowledge of and interest in investment markets.
- Proactive aptitude to building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar.
Build a career that matters at Morningstar
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. We believe that our differences are our strength; the fact that we don't all think the same way and encourage unique perspectives helps create great products and services for our clients. We are diligent in our hiring process and take a collaborative approach to find the right person for each role. We look for the ethically grounded and those who share our values.
Sound like the sort of role for you? Apply now.
The preferred candidate will be subject to background screening by Morningstar or by our external third-party provider. Morningstar is an equal opportunity employer. No recruitment agencies, please.
704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
