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About the Role

We are looking for an Investment Analyst to join our Multi Asset Portfolio Management team in London. You will contribute to the success of our multi asset portfolios by supporting portfolio managers responsible for managing funds and platform based managed portfolios for clients of financial advisers. You will also be involved in fundamental asset class research and fund selection. These activities are typically undertaken as part of a small team with a shared responsibility for the outcome. Alongside these varied daily activities, you will contribute to longer term projects as we continually improve our investment methodologies and processes. You will also take part in a structured learning and development programme as you progress towards becoming a great investor. A passion for investing, intellectual curiosity and a commitment to our mission are essential for this role, alongside the knowledge, experience, skills and character necessary to be comfortable as part of a high performance team.

Responsibilities

Contribute to the setting of target asset allocations for multi asset portfolios for EMEA clients
Support portfolio managers to construct multi asset portfolios that are consistent with MIM’s capital markets and manager research views and aligned to Morningstar’s investment principles
Contribute to detailed capital markets research on equities, bonds and currencies and lead, contribute to or provide feedback on cross-regional research projects
Undertake detailed manager and fund research
Support portfolio managers to keep portfolios in structure by managing cashflows, portfolio rebalancing and implementing changes in target weights in a timely, cost effective, compliant and error-free manner.
Participate in the global methodology development and local governance committees.
Participate in discussions about capital markets, investment strategies and portfolio construction
Contribute to the external profile for IM as a thought leadership brand through publications, media engagements, conference presentations and client meetings.
Contribute to the relationship management with UK financial advisers.

Requirements

Foundational knowledge of capital markets, investment strategies and portfolio construction
Independent minded with a desire to make high quality investment decisions.
A commitment to putting end investors first in all situations.
Desire to work in a team-based environment—preparedness to contribute ideas and respectfully challenge others
Familiarity with a range of quantitative tools and research platforms
3+ years of hands-on investment experience

Location

London

Work Type

Hybrid

Experience Level

3+ years

Education Level

Post graduate degree preferred, particularly an MBA or CFA designation

Salary/Compensations

Base Salary Compensation Range GBP 68.200,00-95.333,33
Bonus Target: 12,5% Annual

Benefits

A range of other benefits are also available to enhance flexibility as needs change.

About the Company

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.
No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
Morningstar Investment Management Europe Ltd.

Equal Opportunity

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities.
Morningstar is an E-Verify program participant.
Right to Work
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.