Investment Research Manager

Position: Investment Research Manager at Morningstar
Shape the future of investment analysis as an Investment Research Manager at Morningstar in Toronto. Lead high-quality research and deliver insights on various investment vehicles to enhance investor decisions.

This managerial role within Morningstar's Research Group emphasizes collaboration and high standards in research. You’ll conduct quantitative and qualitative analyses, utilizing Morningstar’s extensive databases, and provide forward-looking ratings on investment funds. Your contribution will support investors by shedding light on the complexities of managed products and improving strategy assessments.

Key Responsibilities:

• Conduct qualitative and quantitative research using Morningstar’s databases

• Develop clear opinions and ratings for investment funds

• Interview portfolio managers to gather insights

• Contribute to the development of analytical tools and thought leadership

• Monitor regulations and conduct due diligence visits

Requirements:

• Bachelor’s degree; MBA or CFA preferred

• 2-4 years of manager research experience

• Familiarity with open-end funds and ETFs

• Strong communication and time management skills

• Specialization in asset classes is a plus

Lead impactful research initiatives that empower investors through clear insights into funds and investment strategies at Morningstar.
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