Associate Analyst - Manager Research

Responsibilities

• Research and critically assess Australian and global fund managers and their products.
• Assist with fund manager interviews and write succinct and reader-friendly rating notes and research reports.
• Be responsible for formulating and justifying our opinions on investment strategies to both internal and external stakeholders.
• Regularly contribute to the regional and local thought leadership agendas to strengthen Morningstar's research brand recognition.
• Support client-related output.
• Help shape Morningstar methodologies.
• Handle ad-hoc analytical assignments on investments, managed funds and products.
• To undertake other administrative, research and/or analytical work as required.

Requirements

• A passion for investing and for helping investors make better investment decisions.
• A keen knowledge of financial markets that has been developed both personally and professionally.
• Independent thinker with at least 2 years of professional work experience, preferably in the financial services industry. Promising candidates with a keen interest in manager research and an analytical background will also be considered.
• Ability to work within a global and interdisciplinary team that includes investment experts, qualitative researchers, data analysts, and software developers.
• Superior verbal and written English communication skills, with the ability to think and write creatively. Chinese language skills are viewed favorably.
• Strong attention to detail.
• Excellent time management skills.
• Ability to use own initiative and work unsupervised together with the ability to prioritise effectively and work in a methodical manner to meet deadlines.
• Skilled with PC and mainstream software packages. Experience with Morningstar Direct an advantage.
• Proactive in building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar.
• Bachelor's degree; advanced degrees and certifications are desirable.
• CFA designation or enrollment is an asset.

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.
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