Key Responsibilities:
- Research and critically assess fund managers and their products that are primarily managed in Asia.
- Lead fund manager interviews and write succinct and reader-friendly rating notes and research reports.
- Play a lead role in formulating and justifying our opinions on investment strategies to both internal and external stakeholders.
- Regularly contribute to the regional and local thought leadership agendas to strengthen Morningstar’s research brand recognition.
- Help shape Morningstar methodologies.
- Handle ad-hoc analytical assignments on investments, managed funds, and products.
- To undertake other administrative, research and/or analytical work as required.
Requirements:
- A passion for investing and for helping investors make better investment decisions.
- Independent thinker with 3-5 years of financial industry experience, preferably in fund manager due diligence. Backgrounds in other research or analytical disciplines may also be considered.
- A solid understanding of Asia-based investment managers, where proven expertise across equities, fixed income, multi-asset asset classes would be viewed favourably;
- Ability to work within a global and interdisciplinary team that includes investment experts, qualitative researchers, data analysts, and software developers.
- Superior verbal and written English communication skills, with the ability to think and write creatively. Chinese language skills are viewed favorably.
- Strong attention to detail.
- Excellent time management skills.
- Ability to use own initiative and work unsupervised together with the ability to prioritise effectively and work in a methodical manner to meet deadlines.
- Skilled with PC and mainstream software packages. Experience with Morningstar Direct is an advantage.
- Proactive in building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar.
- Bachelor’s degree; advanced degrees and certifications are desirable.
- CFA designation or enrollment is an asset.
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.
A99_MstarAsiaLtd Morningstar Asia Ltd (Hong Kong) Legal EntitySkills Required
- 3-5 years of financial industry experience, preferably in fund manager due diligence
- Understanding of Asia-based investment managers across equities, fixed income, or multi-asset investments
- Superior verbal and written English communication skills
- Strong attention to detail
- Excellent time management skills
- Ability to work independently, prioritize effectively, and meet deadlines
- Proficiency with PCs and mainstream software packages
- Bachelor's degree
- Passion for investing and helping investors make better decisions
- Ability to collaborate within a global and interdisciplinary team
- Independent thinking and analytical ability
- Chinese language skills
- Experience with Morningstar Direct
- Advanced degrees and certifications
- CFA designation or enrollment
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
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Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
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Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
