About The Role

Morningstar Manager Research has a requirement for a Senior Analyst to join the team in Hong Kong or Singapore. The Senior Analyst play a key role in researching fund managers in cross-border fund markets. The research process involves conducting fund due diligence, interviewing fund managers, writing research reports. In addition, the Senior Analyst will contribute to the success of our clients in Asia, including but not limited to ongoing analytical support on our flagship model portfolios and select lists, overseeing the outputs of our governance solutions such as risk rankings, as well as regular client reporting.

Job Responsibilities

• To research and critically assess fund managers and their products that are primarily managed in Asia.
• To lead fund manager interviews and write succinct and reader-friendly rating notes and research reports.
• To play a lead role in formulating and justifying our opinions on investment strategies to both internal and external stakeholders.
• To contribute to periodic analytical assignments on investments, managed funds, and products.
• Substantiate and present model portfolio and fund recommendations to internal investment committee and take part in communicating such recommendations to external clients;
• Take a lead role in the maintaining our asset allocation models, including strategic asset allocation reviews, as well as quarterly review and rebalancing;
• Leverage the manager due diligence experience to make fund recommendations for model portfolio clients;
• Write market and model portfolio performance commentaries as well as timely pieces to showcase Morningstar’s investment insights and capabilities;
• Produce performance reports and analytics as part of the standard client deliverables;
• Review the outputs of our governance solution, notably the risk rankings;
• Collaborate with various internal stakeholders such as the investment management team to ensure client recommendations and deliverables are consistent with Morningstar’s house views and investment principles, as well as with data operations to ensure required data and methodologies are in place to support products;
• To help shape Morningstar methodologies
• Handle ad-hoc client enquiries and undertake other administrative, research and/or analytical work as required.
  
  
  

Qualifications

• A passion for investing and for helping investors make better investment decisions;
• At least 5 years of investment-related experience, with a strong background in fund manager due diligence, portfolio analytics, and demonstrable understanding of asset allocation strategies and manager selection;
• A solid understanding of Asia-based investment managers, where proven expertise across equities, fixed income, multi-asset asset classes would be viewed favourably;
• A keen knowledge of financial markets that has been developed both personally and professionally;
• Strong quantitative skills with good grasp of statistics, and familiarity with economics and behavioral finance;
• Ability to work within an interdisciplinary team that includes investment experts, qualitative researchers, data analysts, and software developers;
• Superior verbal and written English communication skills, with the ability to think and write creatively. Chinese language skills are viewed favorably;
• Excellent time management skills;
• Ability to use own initiative and work unsupervised, with the ability to prioritise effectively and work in a methodical manner to meet deadlines;
• Proactive in building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar
• Strong attention to detail;
• Bachelor’s degree; advanced degrees and certifications are desirable;
• Skilled with PC and mainstream software packages. Experience with Morningstar Direct an advantage;
• CFA designation is an asset
  
  
  

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.

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