Director/Associate Director, Manager Research

at  Morningstar Inc

Director/Associate Director, Manager Research

• Join a diverse community of great people who support their peers and their communities.
• We give our employees opportunities to grow from early career to experienced hires-and you can build a career that matters at Morningstar.
• We support personal and professional development through a variety of programs, including an annual Education Stipend that you choose how to spend to support your growth.

WELCOME TO MORNINGSTAR. WE’RE A PEOPLE-CENTRIC COMPANY LED BY A MISSION TO EMPOWER INVESTOR SUCCESS.

Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win.
At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.
Morningstar is the leading provider of manager research in Australia and New Zealand and offers independent, trusted information on 400 strategies covering both markets. Our objective, fundamentals-based approach is supplemented by our fund management knowledge, global research resources, and extensive investment databases. Institutions, advisers, and individual investors can access Morningstar manager research through insightful reports, easy-to-use software, website-building elements, and targeted consulting services.
The Opportunity: We are seeking a Director/Associate Director, Manager Research to take a leadership role in our Manager Research team. Morningstar Manager Research is responsible for researching fund managers that oversee managed funds, exchange-traded funds (ETFs) and listed investment companies and trusts (LICs/LITs). The research process involves critically analysing fund managers, providing analytical and data-related support for Morningstar’s proprietary research algorithm, writing research reports, managing relationships with asset managers and asset owners, and working on various thought leadership assignments.

• Take the lead in producing high quality and timely manager research reports on managed investment products across Australian and New Zealand;
• Assist analysts in formulating and defending our opinions on investment strategies through report editing and in rating committees;
• Play a key role in linking up with global analyst teams and harmonizing the global research effort as well as contributing to the local Australian business.
• Enhance Morningstar’s research profile in Australia and New Zealand through active engagements with the external market (advisers, media, clients) in areas including (but not limited to) industry trends and development, along with other investment issues that are relevant to investors in Australia and New Zealand.
• Strengthen perceptions of Morningstar’s research capabilities in Australia and New Zealand through contributions to the international thought leadership program and production of local research content.
• Relationship management with clients, media, and funds management organizations.
• Deliver continual enhancements to Morningstar’s manager research reports.
• Provide assistance and advice on the Australian and New Zealand fund database
• Manage ad-hoc analytical assignments on investments, managed funds and products
• Undertake other administrative, research and/or analytical work as required