Associate Portfolio Manager, Systematic Strategies at Morningstar

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

15 Feb, 26

Salary

0.0

Posted On

17 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Quantitative Investing, Portfolio Management, Statistical Modelling, Multi-Factor Models, Portfolio Construction, Optimization, Backtesting, Scenario Analysis, Communication, Data Analysis, Python, R, SQL, Equity Databases, Risk Management, Cash Flow Management, Corporate Actions Management

Industry

Financial Services

Description

Position: Associate Portfolio Manager Systematic Strategies 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. The Role: The Associate Portfolio Manager reports to the Chief Investment Officer, Asia Pacific, with a matrix reporting line to the Global Head of Systematic Strategies. The role serves as the on-the-ground owner of the systematic equity strategies used by the Australian investment management team and will act as their primary spokesperson to Australian-based clients and other regional stakeholders. The role requires strong organisational and prioritisation skills, as the majority of work will involve collaborating with the global systematic team on the research, development, and management of systematic equity strategies. Responsibilities include idea generation, portfolio construction, risk management, cash flow and corporate actions management, and meeting compliance obligations. The Associate Portfolio Manager will work closely with other members of the systematic equities team and engage with multi-asset portfolio managers and senior management, to deliver suitable portfolio strategies which draw upon their demonstrated quantitative research capabilities and experience in the daily management of systematic equity strategies. Responsibilities: • Collaborate alongside other members of the systematic equities team, multi-asset portfolio managers and senior management to build and enhance systematic strategies across all steps of the investment process, including idea generation, portfolio construction and implementation. • Discover, evaluate, use alternative/new data sources to build novel systematic strategies. • Collaborate with developers, operations, and trading team for the implementation of systematic strategies including trading, compliance, managing of daily cash flows and corporate actions. • Communicate systematic strategies performance and attribution, market environment and outlook to clients, research houses and internal stakeholders. Requirements: • 5+ years of progressive hands-on experience in quantitative investing including research and portfolio management, preferably with a focus on equities. • Ability to effectively communicate complex topics by simplifying them to explain portfolio outcomes at an appropriate level for various audiences. • Significant experience in statistical modelling of large data sets and solid understanding of multi-factor models, portfolio construction, optimization, backtesting and scenario analysis. • Strong quantitative skills with solid understanding of statistics (e.g., panel data analysis, machine-learning), fundamental analysis, and accounting. Familiarity with equity databases (e.g., FactSet), and optimization software product (e.g. Axioma). • Proficiency in programming language(s) (Python, R) and database management software (e.g., SQL). • Bachelors’ degree in a quantitative discipline. CFA charter, Masters’ degree and/or Ph.D. is a plus but not essential. 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. 704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

Responsibilities

The Associate Portfolio Manager will collaborate with the systematic equities team and multi-asset portfolio managers to build and enhance systematic strategies. Responsibilities include idea generation, portfolio construction, risk management, and compliance management.