Investment Analyst - Institutional Solutions

Morningstar • Chicago, IL

2d • Hybrid

About The Position

The Role: The Institutional Solutions Group, a team within the Investment Management group, seeks an Investment Analyst to join its team of investment professionals. This role focuses on institutional relationships and requires a person who demonstrates a strong grasp of capital markets fundamentals, excellent quantitative and qualitative analytical skills, attention to detail, and a passion for investing. In addition, the role requires client interaction and therefore superior communication skills. An ability to deliver top tier client service utilizing strong written & verbal skills is critical to success. You will work closely with the investment team to perform a variety of investment functions to help the team evaluate and implement investment opportunities with the objective of delivering superior outcomes for investors. The Investment Analyst will join a team of Portfolio Managers, reporting to the Senior Portfolio Manager, within the Institutional Solutions Group. This role will be based in our Chicago office. We are operating in a hybrid environment, in-office 4 days/week.

Requirements

• A bachelor's degree, preferably in finance or economics
• One to four years of relevant investment experience, preferably in the financial services industry.
• Strong quantitative and analytical skills
• Excellent communication and presentation skills, both written and verbal
• A self-starter, able to work on projects independently

Nice To Haves

• An MBA and/or Chartered Financial Analyst® designation or progress towards them is preferred.

Responsibilities

• Supporting asset class research (equities, fixed income, currencies)
• Capital markets research
• Investment manager research
• Research related to risk and portfolio analytics & construction
• Preparation and delivery of client facing materials to meet specific deadlines
• The Investment Analyst - Institutional Solutions role will include the preparation and maintenance of portfolio construction sheets, client communication and marketing materials, portfolio implementation and trade support, investment manager profiles, and other projects that support client deliverables.

Benefits

• Financial Health
• 100% 401k match up to 6% of salary
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission
• Physical Health
• Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
• Additional medical Wellness Incentives - up to $300-$600 annual
• Company-provided long- and short-term disability insurance
• Emotional Health
• Trust-Based Time Off
• 6-week Paid Sabbatical Program
• 6-Week Paid Family Caregiving Leave
• Competitive 8-24 Week Paid Parental Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
• Tuition Reimbursement
• Social Health
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees