The Associate Analyst will research fund managers, assist with interviews, write reports, and support client output, emphasizing investment strategies.
Responsibilities
Requirements
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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.
704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity
- Research and critically assess Australian and global fund managers and their products.
- Assist with fund manager interviews and write succinct and reader-friendly rating notes and research reports.
- Be responsible for 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.
- Support client-related output.
- 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.
- A keen knowledge of financial markets that has been developed both personally and professionally.
- Independent thinker with at least 2 years of professional work experience, preferably in the financial services industry. Promising candidates with a keen interest in manager research and an analytical background will also be considered.
- 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 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 work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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.
704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity
Top Skills
Mainstream Software Packages
Morningstar Direct
Pc
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