Investment Analyst - Institutional Solutions at Morningstar… · Chicago

Summary: Morningstar Sustainalytics is seeking an Investment Analyst to join its Institutional Solutions Group within the Investment Management team. This role focuses on supporting institutional relationships through capital markets research, investment manager analysis, and client communication, while delivering superior outcomes for investors. 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 - 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 Required Qualifications: - 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 Preferred Qualifications: - An MBA and/or Chartered Financial Analyst® designation or progress towards them is preferred Required Skills: Investment analysis, Quantitative skills, Analytical skills Important Skills: Capital markets knowledge Nice-to-Have Skills: Client service, Project management Benefits: 100% 401k match up to 6% of salary, Stock Ownership Potential, Company provided life insurance - 1x salary + commission, 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, 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, Charitable Matching Gifts program, Dollars for Doers volunteer program, Paid volunteering days, 15+ Employee Resource & Affinity Groups