Morningstar
Senior Investment Product Analyst
Chicago · Senior
Sponsorship not specified$94k-$118kDetected 23 days ago
StatisticsProject ManagementSalesforceAccount ManagementResearchLeadershipCollaborationMentoring
About the role
- Identify opportunities and make strategic recommendations for new product development and research initiatives by utilizing knowledge of competitive landscape, investor profiles, and current product offerings (10%).
- Continuously review and assess current investment products for improvements in product positioning, portfolio performance by leveraging research, competitor analysis (2%).
- Author product positioning statements and substantiate product recommendations and strategic decisions (2%).
Requirements
- This position also requires 2 years of experience in mutual fund, ETF, models, and Separately Managed Account (SMA) products at an asset management firm including investment product development/management experience.
- Experience with research and analytics.
- Experience using Morningstar Direct, FactSet, SalesForce, and Office 365 tools relevant to industry database.
- Experience with investments, including asset allocation theories, investment vehicles such as mutual funds, ETFs and SMAs.
- Experience with performance and performance attribution and MPT statistics related to multi-asset portfolios.
- Experience with Turnkey Asset Management Platforms (TAMPs) and/or wealth management platforms.
- Experience with competitive forces, distribution, manufacturers and landscape.
- Experience with communicating business goals and functional requirements effectively to any audience within the enterprise.
- Provide new product development and product rationalization recommendations to Product Managers leveraging industry knowledge and experience (10%).
- If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately.
Compensation
- $93,933 - 117,535
- Compensation and Benefits
- 100% 401k match up to 6% of salary
- Company provided life insurance - 1x salary + commission
- Additional medical Wellness Incentives - up to $300-$600 annual
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- 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
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This listing is sourced directly from Morningstar's careers page and normalized into a canonical job model.