Morningstar
Senior Quantitative Investment Analyst
Chicago · Senior
Work authorization required$300k-$600kDetected 29 days ago
PythonStatisticsAccountingValuationResearchLeadershipTime ManagementMentoringCFA
About the role
- The role will report to the Director of Quantitative Research, Equities, situated within Morningstar Direct's Analytics department.
- Communicate clear and concise project status information to key stakeholders, including the Morningstar product teams and clients
Responsibilities
- Rigorously back-test and validate quantitative investment models, evaluating their predictive power, financial relevance, and robustness across market cycles
- Create detailed specification documents and client-facing white papers
Requirements
- Working proficiency in Python or equivalent quantitative tools
- financial domain expertise and investment intuition take priority over pure programming depth
- Familiarity with quantitative research tools and openness to applying emerging analytical techniques - including AI-assisted research - to investment problems
- Ability to communicate complex ideas clearly and succinctly.
- Bachelor's degree is required; Finance, Economics, or Accounting strongly preferred; Computer Science or Statistics considered when paired with demonstrable investment knowledge
- CFA charter holder or active CFA candidate strongly preferred; demonstrated commitment to investment excellence is a key differentiator
- Working proficiency in Python or equivalent quantitative tools; financial domain expertise and investment intuition take priority over pure programming depth
- Deep understanding of equity valuation, fundamental analysis, and the investment research process; genuine passion for markets and the interplay between quantitative signals and financial judgment
- More than 5 years of experience in investment research, equity analysis, or quantitative finance within an asset management, sell-side, or financial data context
- Comfortable taking the initiative and working without detailed guidance or supervision
- Proactive and positive attitude, and a team player
Nice to have
- programming proficiency (Python preferred) is expected, but serves the research, not the other way around.
- Bachelor's degree is required
- Finance, Economics, or Accounting strongly preferred
- Computer Science or Statistics considered when paired with demonstrable investment knowledge
- CFA charter holder or active CFA candidate strongly preferred
- demonstrated commitment to investment excellence is a key differentiator
Skills
- Strong analytical and logical reasoning skills.
- Effective time management skills
Compensation
- 100% 401k match up to 6% of salary
- 1x salary + commission
Benefits
- Financial Health
- Stock Ownership Potential
- Company provided life insurance
- 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
Company info
- to develop and enhance the rigorous financial methodologies that underpin Morningstar's equity ratings and investment analytics.
- Its work is fundamentally finance-first - devising valuation frameworks and factor models, strengthening our equity research process, and building tools that empower our 100+ equity analysts and the institutional clients who rely on their insights.
Visa & Work Authorization
- This role does not qualify for immigration sponsorship.
- We will not be considering candidates that require immigration sponsorship now or in the future for this role.
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This listing is sourced directly from Morningstar's careers page and normalized into a canonical job model.