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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: In this role, you will research and evaluate multi-asset funds and investment strategies in order to arrive at ratings and write reports to help individuals, intermediaries and institutional investors make more informed investment decisions. The position requires a passion for investing along with strong analytical, presentational and writing skills, both in English and German. Morningstar's presence in the region is strong with offices across Europe and more than 25 EMEA fund analysts based in London and other key cities. With more than 100 fund analysts across the global team, colleagues work closely with each other. Responsibilities
Develop clear opinions on multi-asset funds and other investment vehicles based on research focusing on Morningstar's qualitative research framework
Communicate these views to investors via the assignment of ratings and writing robust reports to back your views.
Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, and interviewing portfolio managers.
Monitor important developments in the fund industry, markets, and the broader economy.
Author analytical research reports, articles, and industry studies.
Discuss ratings and reports with external institutional clients and internal investment management group.
Coordinate with global peers on strategies available in multiple geographies
Represent Morningstar by speaking to the media, regulators, industry associations, and conference delegates. Requirements
At least three years' experience in an investment research setting, with multi-asset experience desirable but not essential.
Excellent analytical, written and verbal communication skills.
Fluent in English and German
Passion for investing and for helping individual investors make better investment decisions.
Ability to work independently, but also within an interdisciplinary team
Ability to articulate opinions, supported by analytical rigour
Bachelor's degree is required; a graduate degree or CFA 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. Morningstar is an equal opportunity employer.