The Role
The Role:
The Institutional Solutions Group, a team within the Investment Management group, seeks an Investment Analyst to join its team of investment professionals. This role focuses on institutional relationships and requires a person who demonstrates a strong grasp of capital markets fundamentals, excellent quantitative and qualitative analytical skills, attention to detail, and a passion for investing. In addition, the role requires client interaction and therefore superior communication skills. An ability to deliver top tier client service utilizing strong written & verbal skills is critical to success. You will work closely with the investment team to perform a variety of investment functions to help the team evaluate and implement investment opportunities with the objective of delivering superior outcomes for investors.
The Investment Analyst will join a team of Portfolio Managers, reporting to the Senior Portfolio Manager, within the Institutional Solutions Group.
This role will be based in our Chicago office. We are operating in a hybrid environment, in-office 4 days/week.
Responsibilities:
The Investment Analyst will serve in a broad-based capacity across several critical areas of investment management, including:
The Investment Analyst - Institutional Solutions role will include the preparation and maintenance of portfolio construction sheets, client communication and marketing materials, portfolio implementation and trade support, investment manager profiles, and other projects that support client deliverables.
Qualifications:
Nice to have: An MBA and/or Chartered Financial Analyst® designation or progress towards them is preferred.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Total Cash Compensation Range
$114,100.00 - 193,975.00 USD Annual
Inclusive of annual base salary and target incentive
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.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
The Institutional Solutions Group, a team within the Investment Management group, seeks an Investment Analyst to join its team of investment professionals. This role focuses on institutional relationships and requires a person who demonstrates a strong grasp of capital markets fundamentals, excellent quantitative and qualitative analytical skills, attention to detail, and a passion for investing. In addition, the role requires client interaction and therefore superior communication skills. An ability to deliver top tier client service utilizing strong written & verbal skills is critical to success. You will work closely with the investment team to perform a variety of investment functions to help the team evaluate and implement investment opportunities with the objective of delivering superior outcomes for investors.
The Investment Analyst will join a team of Portfolio Managers, reporting to the Senior Portfolio Manager, within the Institutional Solutions Group.
This role will be based in our Chicago office. We are operating in a hybrid environment, in-office 4 days/week.
Responsibilities:
The Investment Analyst will serve in a broad-based capacity across several critical areas of investment management, including:
- Supporting asset class research (equities, fixed income, currencies)
- Capital markets research
- Investment manager research
- Research related to risk and portfolio analytics & construction
- Preparation and delivery of client facing materials to meet specific deadlines
The Investment Analyst - Institutional Solutions role will include the preparation and maintenance of portfolio construction sheets, client communication and marketing materials, portfolio implementation and trade support, investment manager profiles, and other projects that support client deliverables.
Qualifications:
- A bachelor's degree, preferably in finance or economics
- One to four years of relevant investment experience, preferably in the financial services industry.
- Strong quantitative and analytical skills
- Excellent communication and presentation skills, both written and verbal
- A self-starter, able to work on projects independently
Nice to have: An MBA and/or Chartered Financial Analyst® designation or progress towards them is preferred.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$114,100.00 - 193,975.00 USD Annual
Inclusive of annual base salary and target incentive
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.
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
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 — Time away options include a paid six‑week sabbatical every four years and flexible time off in North America, with broad usage reported in 2024. Feedback suggests these programs are a distinctive strength by market standards.
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Parental & Family Support — A global minimum beginning in 2025 provides at least 16 weeks paid leave for primary caregivers and up to 8 weeks for secondary caregivers, plus at least 6 weeks paid caregiving leave. This breadth positions family support as a clear pillar of the package.
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Equity Value & Accessibility — An optional Shared Ownership program lets employees direct part of a bonus into RSUs with a 50% company match. This structure adds a notable long‑term ownership component to total rewards.
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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!
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Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
