Associate Analyst, Fixed Income, US Manager Research
(Please be sure to read the Requirements below, prior to submitting your application) 

The Group: Morningstars Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors interests is the foundation of our company.

The Role: The Associate Analyst role on US manager research fixed income team is an introductory position oriented toward becoming a subject matter expert in fixed income strategy analysis while producing high-quality strategy-level analysis and broader asset class research that helps investors make better decisions. This role also serves the team through covering select asset management firms as a parent lead. This position will be required to be in office four days a week in our Chicago office.

Responsibilities:

• Become conversant in the world of fixed income investing through a combination of formal and informal training, mentorship, self-study, and working towards covering between 30 and 40 fixed income strategies
• Strive toward specialization in one or more bond sectors alongside pursuing general fixed income subject matter expertise
• Be part a collaborative team culture that aims for and prizes high-quality research, resulting in analyses that are insightful, ratings that are good calls for investors, and broader research that helps investors understand the fixed income managed products landscape
• Engage with the external market (media, wealth managers, regulators) to strengthen understanding of Morningstar capabilities
• Contribute to thought leadership and/or the development of analytical tools (such as through Jupyter notebooks) that improve fixed income strategy analysis.

Requirements:

• A bachelor's degree is required; an MBA, CFA, CFP or other advanced degree/accreditation a plus
• Fixed income subject matter expertise is a plus
• Excellent communications skills
• Strong time management skills
• Familiarity with programming languages (i.e. Python, R, MATLAB) is a plus

To be considered for this role, please submit a resume detailing your qualifications. A cover letter is also recommended but not required.

This role does not qualify for immigration sponsorship.  Morningstar will not be considering candidates that require immigration sponsorship now or in the future for this role.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. Thats why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health

  • 100% 401k match up to 6% of salary

  • Stock Ownership Potential

  • Company provided life insurance - 1x salary + commission

• Physical Health 

  • 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

• Emotional Health 

  • Trust-Based Time Off

  • 6-week Paid Sabbatical Program

  • 6-Week Paid Family Caregiving Leave

  • Competitive 8-24 Week Paid Parental Leave

  • Adoption Assistance

  • Leadership Coaching & Formal Mentorship Opportunities

  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

  • Tuition Reimbursement

• Social Health 

  • Charitable Matching Gifts program

  • Dollars for Doers volunteer program

  • Paid volunteering days

  • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$70,825.00-103,891.66

Inclusive of annual base salary and target incentive

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.

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