Associate, Manager Research

Job Summary

This role serves as a vital link between the research team and advisors supporting the company clients. Key responsibilities include:

• Translating Research into Action: Convert research analyst perspectives and market insights into clear, actionable deliverables for advisors.

• Delivering Scalable Solutions: Develop standardized yet adaptable frameworks, such as search books and research-driven narratives, tailored to meet diverse client needs.

• Enabling Advisor Effectiveness: Provide advisors with intuitive, efficient, and impactful resources for client interactions, such as the Morningstar Report Portal.

Essential Duties and Responsibilities

• Lead the quarterly refresh of the company Manager Monitor (3M), ensuring the accuracy and accessibility of manager data for advisors.

• Conduct manager searches for public markets and open-end real estate.

• Serve as a subject matter expert for advisors using the Morningstar Report Portal and support the development of new reporting functionality.

• Produce monthly and quarterly capital markets materials.

• Build asset allocation studies in Morningstar for institutional clients.

• Design and implement surveys on public fixed income and public equities.

• Provide support to advisors regarding data and reporting inquiries.

• Maintain the Research Wealth Focus List within Morningstar.

Required Education and Experience

• Bachelor’s degree in finance, economics, statistics, or a related field.

• 1-3 years of experience in finance, investments, analytics, or a similar area.

• Advanced Excel skills, including experience with large data sets.

• Strong written and verbal communication skills.

• Exceptional attention to detail and ability to manage multiple deliverables under tight deadlines.

Preferred Education and Experience

• Experience with Morningstar Direct and eVestment.

• Familiarity with manager research, asset allocation, or capital markets concepts.

• Proficiency with AI tools to expedite research, analysis, and drafting, coupled with a willingness to learn new technologies.

• CFA designation or progress toward the credential.

• Experience developing presentations or client-facing materials.

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice [link for members]

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