Overview
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 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 undertaken as part of a small team with shared responsibility for the outcome. In addition to daily activities, you will contribute to longer‑term projects aimed at improving investment methodologies and processes, and participate in a structured learning and development program as you progress toward becoming a great investor.
Responsibilities
- Contribute to the setting of target asset allocations for multi‑asset portfolios for EMEA clients.
- Support portfolio managers to construct multi‑asset portfolios 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.
Qualifications
- 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.
- Post‑graduate degree education preferred, particularly an MBA or CFA designation.
Compensation
Base Salary: GBP 68,200.00–95,333.33. Bonus Target: 12.5% Annual. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job‑related factors.
Benefits
Morningstar’s hybrid work environment offers a flexible schedule. In most locations our hybrid model is four days in‑office each week, and we provide tools and resources to help you engage meaningfully with global colleagues. A range of other benefits are available to enhance flexibility.
EEO Statement
Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions 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.
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