Analyst, Manager Research, Canada

The Group:

Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides 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 fixed income 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.

The Role:

As a Manager Research Analyst, you will produce objective, forward-looking research on funds and other investment vehicles to help individuals, intermediaries, and institutional investors make better decisions. Coverage may include equity, fixed income, multi-asset, and/or alternatives strategies.

The position is based in our Toronto office. We are in-office four days per week.

Responsibilities:

• Be part a collaborative team culture that aims for and prizes high-quality research, resulting in analyses that are insightful, ratings that are good calls for investors, and broader research that helps investors understand the managed products landscape.

• Conduct quantitative and qualitative analysis using Morningstar's databases, monitor regulatory information, interview portfolio managers, and perform on-site due diligence visits of asset-management firms.

• Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds’ parent company, people and process.

• Contribute to thought leadership and/or the development of analytical tools that improve strategy analysis.

Requirements:

• Bachelor’s degree required; graduate degree and/or CFA designation preferred.

• Two to four years of experience in manager research or a closely related role.

• Familiarity with liquid vehicles (open-end funds and ETFs); experience with semi-liquid vehicles is a plus.

• Excellent written and verbal communication skills.

• Strong time management skills and the ability to manage multiple priorities and deadlines.

• Specialization in a particular asset class is a plus.

Nice to Have:

• Bilingual (French/English).

• Familiarity with programming languages (e.g., Python, R, MATLAB) and/or artificial intelligence tools and applications.

Incentive Target Percentage

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.