The Role: 

Morningstar Directs Analytics Department is hiring for its quantitative research team and looking for a knowledgeable, enthusiastic, creative, and results-driven individual with 5+ years of experience in equity research or quantitative finance to join us. The teams mandate is rooted in equity research excellence: to develop and enhance the rigorous financial methodologies that underpin Morningstars equity ratings and investment analytics. Its work is fundamentally finance-first devising valuation frameworks and factor models, strengthening our equity research process, and building tools that empower our 100+ equity analysts and the institutional clients who rely on their insights. The role will report to the Director of Quantitative Research, Equities, situated within Morningstar Directs Analytics department. 

The Responsibilities: 

• Pursue a deep understanding of Morningstars equity methodologies, analyst workflows, data requirements, and client needs. 

• Partner with equity research, equity data, and clients globally to identify areas where we might apply quantitative methods to benefit our analyst teams and customers. 

• Independently develop and refine quantitative valuation frameworks, factor models, and screening methodologies that strengthen Morningstars equity research process and analyst capabilities. 

• Rigorously back-test and validate quantitative investment models, evaluating their predictive power, financial relevance, and robustness across market cycles 

• Partner with model validation and engineering teams to productionize research outputs; programming proficiency (Python preferred) is expected, but serves the research, not the other way around. 

• Create detailed specification documents and client-facing white papers 

• Communicate clear and concise project status information to key stakeholders, including the Morningstar product teams and clients 

The Qualifications: 

• Bachelors degree is required; Finance, Economics, or Accounting strongly preferred; Computer Science or Statistics considered when paired with demonstrable investment knowledge 

• CFA charter holder or active CFA candidate strongly preferred; demonstrated commitment to investment excellence is a key differentiator 

• Working proficiency in Python or equivalent quantitative tools; financial domain expertise and investment intuition take priority over pure programming depth 

• Familiarity with quantitative research tools and openness to applying emerging analytical techniques including AI-assisted research to investment problems 

• Deep understanding of equity valuation, fundamental analysis, and the investment research process; genuine passion for markets and the interplay between quantitative signals and financial judgment 

• More than 5 years of experience in investment research, equity analysis, or quantitative finance within an asset management, sell-side, or financial data context 

• Ability to communicate complex ideas clearly and succinctly. 

• Strong analytical and logical reasoning skills. 

• Effective time management skills 

• Comfortable taking the initiative and working without detailed guidance or supervision 

• Proactive and positive attitude, and a team player 

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