Fund Analyst

Morningstar

  • London
  • Permanent
  • Full-time
  • 1 month ago
About the Role:In this London-based role, you will research and qualitatively evaluate equity funds, in order to arrive at ratings and write reports to help individuals, intermediaries and institutional investors make more informed investment decisions. Morningstar has a strong presence locally and across the world. Globally, the Manager Research team comprises more than 115 fund analysts, with a key hub in London. The team here works closely with global colleagues based in other regions. The position is based in our London office, but with a flexible working arrangement between workplace and home.Job Responsibilities:
  • Develop clear opinions on funds and other investment vehicles based on analysis within Morningstar’s research framework.
  • Communicate these views to investors via the assignment of ratings and writing robust reports to back your views.
  • Conduct quantitative and qualitative analysis using Morningstar’s databases, monitoring regulatory information, and interviewing portfolio managers.
  • Monitor important developments in the fund industry, markets, and the broader economy.
  • Author columns, articles, and special reports.
  • Coordinate with global peers on strategies available in multiple geographies.
  • Represent Morningstar by speaking to the media, regulators, industry associations, and conference delegates.
Qualifications:
  • Three years’ experience or more, in a manager research setting, focusing on equities.
  • Excellent written and verbal communication skills.
  • Passion for investing and for helping investors make better investment decisions.
  • Ability to work independently, but also within an interdisciplinary team.
  • Ability to articulate opinions, supported by analytical rigour.
U99_MstarUKLtd Morningstar UK Ltd. Legal EntityMorningstar’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.

Morningstar