Morningstar
Associate Portfolio Manager
Morningstar, Chicago, Illinois, United States, 60290
The Group:
The Investment Management group is 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, research, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
The Role:
The Portfolio Management team requires an experienced investment professional to assist and contribute to the multi-asset investment teams, reporting to the Head of Investments, Multi-Asset Strategies. This position requires a person who possesses extensive financial knowledge and experience with driving investment results. You will work closely with a team to leverage expertise and global investment capabilities to deliver better investing outcomes to Investment Management clients.
This role will be based in our Chicago office. We are operating in a hybrid work environment where are in in-office 3 days/week.
Responsibilities:Build robust portfolios that meets all relevant objectives and constraints set out in the Investment Policy Statement to deliver superior risk-adjusted returnsManage subadvised multi-manager bond funds, providing subadvisor selection and monitoring, and building asset class exposures that reflect the asset class team's views.Manage multi-asset income focused strategies that meet the needs of our clients.Create and maintain a focused buy list of fixed income managers, and communicate advantages and disadvantages of an investment strategy and process with key risks to team membersProactively participate in the global best practice investment sub-committees and other global portfolio management forums.Contribute to the relationship management for Managed Portfolios clientsManage and contribute to marketing efforts via roadshows, quarterly webinars, due diligence meetings, videos, content, social media, investment insights and conference presentationsBuild and maintain an external profile for Investment Management as a thought leadership brand through publications, media engagements, conference presentations and client meetings.Be an advocate for our investment principles and approach within and outside of MorningstarRequirements:
Deep knowledge of Morningstar's philosophy and approach to investingPassion for investing and penchant for in depth research and analysisExtensive knowledge of capital markets, investment strategies, and alternative investmentsExcellent critical thinking skills for investing, preferably with a focus on valuation-driven investing strategies and processesFamiliarity with a range of quantitative tools and research platformsDemonstrated effectiveness in a team-based environment-adept with articulating ideas, respectfully challenging others, and mentoring team membersExperience in producing excellent written materials for clients, media and journals.Experience in acting as an expert spokesman to clients and external stakeholders7+ years of hands-on investment experienceGraduate degree education preferred, particularly an MBA or CFA designation
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
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.
The Investment Management group is 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, research, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
The Role:
The Portfolio Management team requires an experienced investment professional to assist and contribute to the multi-asset investment teams, reporting to the Head of Investments, Multi-Asset Strategies. This position requires a person who possesses extensive financial knowledge and experience with driving investment results. You will work closely with a team to leverage expertise and global investment capabilities to deliver better investing outcomes to Investment Management clients.
This role will be based in our Chicago office. We are operating in a hybrid work environment where are in in-office 3 days/week.
Responsibilities:Build robust portfolios that meets all relevant objectives and constraints set out in the Investment Policy Statement to deliver superior risk-adjusted returnsManage subadvised multi-manager bond funds, providing subadvisor selection and monitoring, and building asset class exposures that reflect the asset class team's views.Manage multi-asset income focused strategies that meet the needs of our clients.Create and maintain a focused buy list of fixed income managers, and communicate advantages and disadvantages of an investment strategy and process with key risks to team membersProactively participate in the global best practice investment sub-committees and other global portfolio management forums.Contribute to the relationship management for Managed Portfolios clientsManage and contribute to marketing efforts via roadshows, quarterly webinars, due diligence meetings, videos, content, social media, investment insights and conference presentationsBuild and maintain an external profile for Investment Management as a thought leadership brand through publications, media engagements, conference presentations and client meetings.Be an advocate for our investment principles and approach within and outside of MorningstarRequirements:
Deep knowledge of Morningstar's philosophy and approach to investingPassion for investing and penchant for in depth research and analysisExtensive knowledge of capital markets, investment strategies, and alternative investmentsExcellent critical thinking skills for investing, preferably with a focus on valuation-driven investing strategies and processesFamiliarity with a range of quantitative tools and research platformsDemonstrated effectiveness in a team-based environment-adept with articulating ideas, respectfully challenging others, and mentoring team membersExperience in producing excellent written materials for clients, media and journals.Experience in acting as an expert spokesman to clients and external stakeholders7+ years of hands-on investment experienceGraduate degree education preferred, particularly an MBA or CFA designation
002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity
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.