Financial Researcher

6 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000

Morningstar is seeking an investment professional to join their team of researchers.

About the Role
  • Conduct in-depth analysis and critical assessments of fund managers and their products.
  • Assist with research interviews and create concise, reader-friendly notes and reports.
  • Develop and justify investment strategies to internal and external stakeholders.
  • Contribute to thought leadership initiatives to enhance Morningstar's research brand recognition.
  • Support client-facing output and help shape methodologies.
  • Undertake ad-hoc analytical assignments on investments and managed funds.
Requirements
  • A passion for investing and helping investors make informed decisions.
  • Strong knowledge of financial markets developed through personal and professional experience.
  • Independent thinker with at least 2 years of work experience, preferably in the financial services industry.
  • Ability to collaborate within a global team comprising experts, researchers, data analysts, and software developers.
  • Excellent verbal and written communication skills, with the ability to think creatively.
  • Strong attention to detail and effective time management skills.
  • Ability to use own initiative, work independently, and prioritize tasks effectively.
  • Proficient in PC and mainstream software packages, with experience in data analysis an advantage.
  • Bachelor's degree; advanced degrees and certifications are desirable.

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