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The Role: In this London-based role, you will be a generalist, with a focus on researching and evaluating Multi Asset funds, in order to arrive at ratings and write reports to help individuals, intermediaries and institutional investors make more informed investment decisions. Morningstar has a strong presence locally and across the world. Globally, the Manager Research team comprises more than 115 fund analysts, with a key hub in London. The team here works closely with global colleagues based in other regions.
Develop clear opinions on funds and other investment vehicles based on research focusing on Morningstar's Five Pillars.
Communicate these views to investors via the assignment of ratings and writing robust reports to back your views.
Conduct quantitative and qualitative analysis using Morningstar's databases, monitoring regulatory information, and interviewing portfolio managers.
Monitor important developments in the fund industry, markets, and the broader economy.
Author columns, articles, and special reports.
Coordinate with global peers on methodology and strategies available in multiple geographies.
Represent Morningstar by speaking to the media, regulators, industry associations, and conference delegates.
Previous experience of fund research across asset classes; a background in analysing Multi Asset strategies is preferable. Adept at articulating opinions, supported by analytical rigour.
Excellent written and verbal communication skills.
Passion for investing and for helping individual investors to make better investment decisions.
Ability to work independently, but also within an interdisciplinary team.
Bachelor's degree is required; a CFA Charterholder or studying for the designation is desirable.
Please submit a writing sample that demonstrates your writing and analytical skills, along with a resume and cover letter. Applications without all three items will not be considered.