The Area: The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
Shift: UK Shift
Role Summary
The Analyst will join the Systematic Strategies team in the Research & Investment group. This experienced professional will work on investment analytics, data analysis and visualization of financial data, supporting portfolio management, investment research, risk reporting, and benchmark/index analytics. It requires strong technical capability, familiarity with vendor-sourced multi-asset financial datasets, and the ability to collaborate effectively with investment and technology teams.
Key Responsibilities
The successful candidate will
Partner effectively with investment and technology teams to deliver scalable analytics, reporting solutions, and data-driven insights that support investment decision-making
Develop and enhance analytical dashboards and reporting capabilities, including data visualization, performance monitoring, benchmark analytics, and investment reporting
Requirements
Develop investment analytics, portfolio monitoring, performance measurement and risk reporting solutions
Build and maintain Power BI, Tableau, or Qlik Sense dashboards
Build and manage scalable data and reporting solutions for multi-asset research team
Experience in handling large multi-asset financial datasets using PySpark and SQL
Proficiency with Python libraries such as Pandas, NumPy, Matplotlib, Seaborn, and Plotly
Automate reporting processes and integrate data from APIs and financial data providers
Required Technical Skills
Power BI, Tableau or Qlik Sense
Advanced SQL
Python and PySpark
Data Modelling
API Integration
Git / Version Control
Exposure to cloud-based services, AWS (preferred)
Exposure to AI-powered productivity & development tools such as Microsoft Copilot, and GitHub Copilot preferred
Financial & Domain Knowledge
Basic understanding of financial markets and investment concepts across equities, fixed income, currencies, and macroeconomics
Familiarity with financial datasets, including security prices, benchmark indexes, corporate fundamentals, and economic data
Familiarity with benchmark and index analytics, including performance, constituent composition, sector and country allocations, and index monitoring
Ability to apply domain knowledge to support reporting, dashboard development, and business intelligence initiatives
Preferred Qualifications
Bachelor's or master's degree in quantitative, financial, economic, or engineering discipline (MBA preferred)
4+ years of experience in investment analytics, BI or financial analytics.
Progress towards CFA/FRM certifications preferred
Morningstar is an equal opportunity employer.
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.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntitySkills Required
- Experience developing investment analytics, portfolio monitoring, performance measurement, and risk reporting solutions
- Experience building dashboards using Power BI, Tableau, or Qlik Sense
- Experience managing scalable data and reporting solutions
- Experience handling large multi-asset financial datasets using PySpark and SQL
- Proficiency with Python, Pandas, NumPy, Matplotlib, Seaborn, and Plotly
- Advanced SQL
- Data modelling experience
- API integration experience
- Git or version control experience
- Exposure to cloud-based services, preferably AWS
- Exposure to Microsoft Copilot and GitHub Copilot
- Basic understanding of financial markets and investment concepts across equities, fixed income, currencies, and macroeconomics
- Familiarity with financial datasets, benchmark indexes, and index analytics
- Bachelor's or master's degree in a quantitative, financial, economic, or engineering discipline
- MBA
- 4+ years of experience in investment analytics, business intelligence, or financial analytics
- Progress toward CFA or FRM certification
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
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.
