Associate Portfolio Manager

2 weeks ago

Sydney, Australia Morningstar Full time

Join a diverse community of great people who support their peers and their communities.
- We give our employees opportunities to grow from early career to experienced hires—and you can build a career that matters at Morningstar.
- We support personal and professional development through a variety of programs, including an annual Education Stipend that you choose how to spend to support your growth.

**_ Welcome to Morningstar. We’re a people-centric company led by a mission to empower investor success._**

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 Team**: The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.

**The Opportunity**: The Associate Portfolio Manager & Quantitative Researcher will work with the global team to contribute to research, development and management of systematic equity strategies. This includes, but is not limited to, ideas generation, portfolio construction, risk management, cash-flow and corporate actions management, and compliance. In this position, the Associate Portfolio Manager & Quantitative Researcher is expected to collaborate with other members of the team and be able to interact with senior management. This role requires a person who demonstrates excellent quantitative research skills, and significant experience in day-to-day management of systematic equity strategies.

**Other key responsibilities will include**:

- Collaborate alongside other team members to build and enhance systematic strategies across all steps of investment process, including ideas generation, portfolio construction and implementation.
- Discover, evaluate, use alternative/new data sources to build novel systematic strategies.
- Collaborate with developers, operations, and trading team for the implementation of systematic strategies including trading, compliance, managing of daily cash flows and corporate actions.
- Communicate systematic strategies performance and attribution, market environment and outlook to internal stakeholders.

**About you**:

- 5+ years of progressive hands-on experience in quantitative investing including research and portfolio management, preferably with focus in equity.
- Significant experience in statistical modelling of large data sets and solid understanding of multi-factor models, portfolio construction, optimization, backtesting and scenario analysis.
- Strong quantitative skills with solid understanding of statistics (e.g., panel data analysis, machine-learning). Familiarity with equity databases (e.g., FactSet), and optimization softwares (e.g. Axioma).
- Proficiency in programming language(s) (Python, R) and database management software (e.g., SQL).
- Bachelors’ degree in a quantitative discipline. CFA charter, Masters’ degree and/or Ph.D. is a plus.

**Build a career that matters at Morningstar**

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.

Morningstar deeply values diversity and considers having a diverse employee base as core to the intellectual vibrancy of our spaces, the employee experience, and ultimately our business success. We are proud that we have been acknowledged with Best Places to Work certifications in many of our global locations.

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 mean

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