Associate Investment Specialist

1 week ago

Sydney, New South Wales, Australia Morningstar, Inc. Full time
Make a difference to Australians' financial future

  • Morningstar is seeking an Associate Investment Specialist to join our content team in Sydney.
  • It's an exciting opportunity for an ambitious, inquisitive, selfdriven individual who seeks to join an established and respected champion for investors.

The Opportunity:
We are looking for someone to take Morningstar research and data and translate it into engaging content.

You'll help us express Morningstar's investing philosophies through working with analysts and investment specialists to cover topics from different angles and using varied formats.

You're passionate about investing, deeply curious, enjoy getting a byline, and are comfortable with technology.

Welcome to Morningstar. We're a people-centric company led by a mission to empower investor success.
Morningstar has been committed to empowering investor success for over 35 years.

Our mission extends to 27 countries and with our global reach, we empower investors worldwide to attain their financial goals.

One way we accomplish this is by offering independent research to financial advisers and individual investors. We believe that when the investor wins, we all win.


Morningstar has a substantial readership of highly engaged retail and professional investors seeking to understand the key trends in financial markets and how they can build future wealth.

You will be tasked with covering the fast-changing dynamics of the Australian and global equity markets, listed securities and exchange-traded funds and personal finance.

You will work closely with our investment and research teams to understand our view of markets and individual securities and how our research and investment insights enable investor to reach their goals.


Day to day could see you being involved in the following:

  • Work closely with our investment and research teams to understand how their insights can help investors achieve their goals.
  • Participate in the story ideation process.
  • Curate and re purpose content from research reports, articles, podcasts, and video.
  • Keep up with digital trends and market news, considering how they should influence our work.

We're Looking For Someone Who Has

  • University degree preferably in a finance or business related discipline
  • A passion for investing, demonstrated through personal knowledge of and interest in investment markets
  • Proven writing skills, including the ability to write a compelling story, succinct conclusion, and snappy titles/headlines
  • Proficiency with (or willingness to learn) digital publishing packages and charting tools
If you meet all or most of the qualifications, we'd love to hear from you.

Build a career that matters at Morningstar
Within Morningstar, you will collaborate regularly with our local equity analysts, research and investment teams. Your work will be selectively adapted or republished across Morningstar's investor websites, extending your reach to a global audience.

We foster an open, inclusive and flexible work environment that empowers employees to manage their responsibilities independently. Talk to us about what you need.

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.

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