Manager Research Analyst

1 week ago

Sydney, Australia Morningstar Full time

**About the role**:
Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win.

At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also leverages 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. We believe that our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients. We are diligent in our hiring process and take a collaborative approach to find the right person for each role. We look for the ethically grounded and those who share our values.

The Opportunity: We are seeking a Manager Research Analyst with a unique perspective to play an important role in our team by researching fund managers that oversee managed funds, exchange-traded funds (ETFs) and listed investment companies and trusts (LICs/LITs). The research process involves critically analysing fund managers, providing analytical and data-related support for Morningstar’s proprietary research algorithm, writing research reports, managing relationships with asset managers and asset owners, and working on various thought leadership assignments.

This role will be based in our Sydney, Barangaroo office.

**Job responsibilities**:
What you’ll do:

- Develop a deep understanding of the Morningstar Medalist Methodology and provide related analytical and data support;
- Research and critically assess fund managers and their products;
- Write succinct and reader friendly research reports;
- Provide analytical support to our Senior Analysts and manage ad-hoc analytical assignments on investments, managed funds and products;
- Lead fund manager interviews;
- Play a role in formulating and justifying our opinions on investment strategies;
- Undertake other administrative, research and/or analytical work as required; and
- Perform other duties as necessary.

**Qualifications**:
Qualifications & experience required:

- Strong analytical and data skills
- Strong written and verbal communication skills, ideally with the ability to think and write creatively.
- Strong critical reasoning skills (past experience in high school or university debating is viewed favourably), and a preparedness to challenge the status quo with well-informed opinions.
- Ability to use own initiative and work unsupervised together with the ability to prioritise effectively to meet deadlines.
- Undergraduate degree, preferably in a finance or business-related discipline, with an interest in pursuing CFA or other relevant postgraduate studies.
- 3 + years’ work experience ideally but not necessarily gained within a financial services environment.
- RG146 qualifications or equivalent desirable.
- Part of this role will be supporting the Senior Analysts in the team.

Human skills:

- Strong communication skills, both written and oral.
- A sense of humour.
- A team player’s attitude with a high threshold for quality.
- Empathy and the maturity to own and learn from challenges.

What you need to enjoy and be good at for this role:

- A passion for investing, demonstrated through personal knowledge of and interest in investment markets.
- Proactive aptitude to building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar.

Other things that would be useful to have, but not necessary:

- Financial services software experience a plus, but not necessary.
- Strong excel skills and/or coding experience in Python or R.

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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