The Role
As a Manager Research Analyst, you'll conduct quantitative and qualitative analysis on funds and investment vehicles, providing insights and ratings for investors while collaborating with a team dedicated to high-quality research.
Summary Generated by Built In
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:
Requirements:
Nice to Have:
Base Salary Compensation Range
$90,489.00-132,711.00
Incentive Target Percentage
12.5% Annual
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.
100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity
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.
Base Salary Compensation Range
$90,489.00-132,711.00
Incentive Target Percentage
12.5% Annual
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.
100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity
Skills Required
- Bachelor's degree required
- Two to four years of experience in manager research
- Familiarity with liquid vehicles (open-end funds and ETFs)
- Excellent written and verbal communication skills
- Strong time management skills
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.
Morningstar Insights
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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
