Morningstar · 1 week ago
Associate Manager Research Analyst
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$71K/yr - $120K/yr
2+ years expMorningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and they are seeking an Associate Analyst on the Equity Strategies team within Manager Research. The role involves delivering objective, independent research on funds and other investment vehicles to assist investors in making better investment decisions.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
Responsibilities
Conduct quantitative and qualitative analysis using our 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’ management, strategy, parent company, performance and expenses
Author analytical research reports, articles, and industry studies
Discuss ratings and reports with external institutional clients and internal investment management group
Monitor important developments in the fund industry and global markets
Develop expertise in various asset classes, asset management firms, and the overall industry
Capably navigate Morningstar’s database, document data errors, and surface ideas for database and methodology enhancements
Qualification
Required
A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst® designation (or progress toward one or the other) is preferred
Familiarity with investing concepts / financial markets
Passion for investing and for helping investors make better investment decisions
Excellent time management, analytical, writing and verbal communication skills
Ability to work at times independently, and at other times within a collaborative environment
Preferred
A minimum of two years of experience in manager research or a related role is preferred but not required
Familiarity with programming languages (i.e. Python, R, MATLAB) a plus
Benefits
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Company
Morningstar
Morningstar provides independent investment research to investors worldwide.
10001+ employees
H1B Sponsorship
Morningstar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)
Funding
Current Stage
Public CompanyTotal Funding
$91M2005-05-03IPO
1999-07-09Private Equity· $91M
Leadership Team
Kunal Kapoor
Chief Executive Officer
Lawrence Johnson
SVP & Head of Fintech Engagement
Recent News
2026-01-12
2026-01-06
2026-01-06
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