Full-Time
$70.8k - $103.9k/yr (Verified by employer)
May sponsor international talent
About the job
(Please be sure to read the Requirements below, prior to submitting your application)
The Group: Morningstar’s 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 Analyst role on US manager research fixed income team is an introductory position oriented toward becoming a subject matter expert in fixed income strategy analysis while producing high-quality strategy-level analysis and broader asset class research that helps investors make better decisions. This role also serves the team through covering select asset management firms as a parent lead. This position will be required to be in office four days a week in our Chicago office.
Responsibilities:
Become conversant in the world of fixed income investing through a combination of formal and informal training, mentorship, self-study, and working towards covering between 30 and 40 fixed income strategies
Strive toward specialization in one or more bond sectors alongside pursuing general fixed income subject matter expertise
Be part a collaborative team culture that aims for and prizes high-quality research, resulting in analyses that are insightful, ratings that are good calls for investors, and broader research that helps investors understand the fixed income managed products landscape
Engage with the external market (media, wealth managers, regulators) to strengthen understanding of Morningstar capabilities
Contribute to thought leadership and/or the development of analytical tools (such as through Jupyter notebooks) that improve fixed income strategy analysis.
Requirements:
A bachelor's degree is required; an MBA, CFA, CFP or other advanced degree/accreditation a plus
Fixed income subject matter expertise is a plus
Excellent communications skills
Strong time management skills
Familiarity with programming languages (i.e. Python, R, MATLAB) is a plus
To be considered for this role, please submit a resume detailing your qualifications. A cover letter is also recommended but not required.
This role does not qualify for immigration sponsorship. Morningstar will not be considering candidates that require immigration sponsorship now or in the future for this role.
Compensation And Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$70,825.00-103,891.66
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
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