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About the Role

The Associate Portfolio Specialist acts as a liaison between the investment team and distribution, offering investment expertise and considering adviser needs, market dynamics, and investment solutions. This role supports the creation and delivery of investment content, blending technical investment knowledge with strong communication skills to ensure clear, accurate messaging for advisers and investors.

Responsibilities

• Support the Portfolio Specialist and Distribution Team to aid adviser engagement.
• Assist in preparing materials for client meetings, presentations, webinars, and events.
• Respond to adviser queries in a timely, accurate, and insightful manner.
• Contribute to providing investment insights that support advisers in client conversations.
• Ensure materials align with business development and sales activity.
• Assist in the production of regular investment updates, including market commentary, portfolio positioning, and performance messaging.
• Help translate investment concepts into clear, client-friendly language.
• Support the development of high-quality investment content, such as presentations, reports, articles, and digital materials.
• Maintain consistency and accuracy of messaging across all materials.
• Ensure content supports the commercial positioning of investment strategies.
• Monitor market developments and contribute to internal and external commentary.
• Support analysis of portfolio performance and positioning.
• Conduct competitor and market research to showcase key advantages of our product range.
• Help identify key themes and trends relevant to advisers and investors.
• Build working relationships with distribution, investment, and marketing teams.
• Support alignment between investment views and external messaging.
• Act as a point of coordination for information between teams.

Requirements

• Keen interest in financial markets.
• Undergraduate degree (or higher) is required.
• Studying towards, or willingness to complete, IMC or equivalent qualification.
• Understand the importance of accuracy and timeliness in supporting sales activity.
• Experience in preparing reports, presentations, and data analysis.
• Occasional travel within the UK is expected.

Skills

• Communication: Able to confidently and clearly present ideas in both written and verbal formats.
• Information Gathering: Proactive in sourcing relevant information for the required audience.
• Attention to Detail: Ensures accuracy and consistency across all materials.
• Analytical Thinking: Can interpret data and identify key messages.
• Organisation: Manages time effectively to meet deadlines.
• Collaboration: Builds positive relationships across teams.
• Commercial Awareness: Understands the importance of supporting the sales process.

Location

• UK

Work Type

• Hybrid

Education Level

• Undergraduate degree (or higher)

Salary/Compensations

• GBP 30,330.00-40,176.66
• Bonus Target: 5% Annual

Benefits

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

About the Company

• Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets.
• Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management.
• Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

Equal Opportunity

• 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.