The Role
Support the Distribution and Portfolio teams by producing investment content, preparing client-facing materials, responding adviser queries, monitoring markets, analysing portfolio performance, and coordinating cross-team messaging to support sales and adviser engagement.
Summary Generated by Built In
About Morningstar
Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
About the role
The Associate Portfolio Specialist sits within the Distribution Team and reports to the Portfolio Specialist. This function is the bridge between the investment team and distribution, providing a centre of investment expertise, considering adviser needs, market dynamics, and investment solutions.
The Associate Portfolio Specialist supports the creation and delivery of high-quality investment content, including investment updates, portfolio insights, and market analysis. The role combines technical investment understanding with strong communication skills to ensure that messaging is clear, accurate, and aligned with delivering strong outcomes for advisers and investors.
Responsibilities
Distribution Support
Investment Communication & Content
Market & Portfolio Analysis
Stakeholder Collaboration
Requirements
Required skills
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
Base Salary Compensation Range
GBP 30.330,00-40.176,66
Bonus Target:
5% Annual
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate's qualifications, experience, and other job-related factors.
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.
U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity
Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
About the role
The Associate Portfolio Specialist sits within the Distribution Team and reports to the Portfolio Specialist. This function is the bridge between the investment team and distribution, providing a centre of investment expertise, considering adviser needs, market dynamics, and investment solutions.
The Associate Portfolio Specialist supports the creation and delivery of high-quality investment content, including investment updates, portfolio insights, and market analysis. The role combines technical investment understanding with strong communication skills to ensure that messaging is clear, accurate, and aligned with delivering strong outcomes for advisers and investors.
Responsibilities
Distribution Support
- Support the Portfolio Specialist and Distribution Team to aid adviser engagement
- Assist in preparing materials for client meetings, presentations, webinars, and events
- Respond to adviser queries in a timely, accurate, and insightful manner
- Contribute to providing investment insights that support advisers in client conversations
- Ensure materials are aligned to support business development and sales activity
Investment Communication & Content
- Assist in the production of regular investment updates (market commentary, portfolio positioning and performance messaging)
- Help translate investment concepts into clear, client-friendly language
- Support the development of high-quality investment content, including presentations, reports, articles, and digital materials
- Maintain consistency and accuracy of messaging across all materials
- Ensure content supports the commercial positioning of investment strategies
Market & Portfolio Analysis
- Monitor market developments and contribute to internal and external commentary
- Support analysis of portfolio performance and positioning
- Conduct competitor and market research to showcase key advantages of our product range
- Help identify key themes and trends relevant to advisers and investors
Stakeholder Collaboration
- Build working relationships with distribution, investment and marketing teams
- Support alignment between investment views and external messaging
- Act as a point of coordination for information between teams
Requirements
- Keen interest in financial markets
- Undergraduate degree (or higher) is required
- Studying towards, or willingness to complete, IMC or equivalent qualification
- Understand the importance of accuracy and timeliness in supporting sales activity
- Experience in preparing reports, presentations and data analysis
- Undergraduate degree (or higher) is required
- Occasional travel within the UK is expected
Required skills
- Communication: Able to confidently and clearly present ideas in both written and verbal formats
- Information Gathering: Proactive in sourcing relevant information for the required audience
- Attention to Detail: Ensures accuracy and consistency across all materials
- Analytical Thinking: Can interpret data and identify key messages
- Organisation: Manages time effectively to meet deadlines
- Collaboration: Builds positive relationships across teams
- Commercial Awareness: Understands the importance of supporting the sales process
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
Base Salary Compensation Range
GBP 30.330,00-40.176,66
Bonus Target:
5% Annual
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate's qualifications, experience, and other job-related factors.
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.
U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity
Skills Required
- Keen interest in financial markets
- Undergraduate degree or higher
- Studying towards, or willingness to complete, IMC or equivalent qualification
- Experience preparing reports, presentations, and data analysis
- Occasional travel within the UK
- Strong written and verbal communication skills
- Proactive information gathering
- Attention to detail to ensure accuracy and consistency
- Analytical thinking; ability to interpret data and identify key messages
- Effective organisation and time-management to meet deadlines
- Ability to collaborate and build relationships across teams
- Commercial awareness to support the sales process
What the Team is Saying
Anna
Team Lead of Software Engineering
Upasna
Software Engineer, Data Collections - AI R&D
Saurabh
Senior Software Engineer
Wendell
Head of Sales, Institutional Equity Research
Raaghavendar
Associate Software Engineer
Jeff
Head of Technology and Product
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — A recurring paid sabbatical combined with flexible time off in North America and regionally set PTO provides substantial time-away flexibility. Paid volunteer days further broaden the time-off offering.
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Parental & Family Support — A global minimum of paid parental leave for primary and secondary caregivers, along with paid caregiving leave, signals strong family support. Adoption-assistance reimbursement adds another layer of care for growing families.
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Retirement Support — Retirement programs include employer matching or fixed contributions and free access to Morningstar retirement-planning tools. These elements support long-term savings alongside the broader total-rewards package.
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The Company
What We Do
At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
Gallery
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
