Associate Director, Fixed-Income Strategies

Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.
Working closely with the Director and the other Associate Director, this Associate Director is responsible for helping oversee the US Fixed-Income Manager Research team, ensuring that it produces high-quality strategy-level analysis and broader asset class research that helps investors make better decisions. This position is based in Chicago.
Responsibilities:
Foster a collaborative team culture that aims for and prizes high-quality research, resulting in analyses that are insightful, ratings that are good calls for investors, and broader research that helps investors understand the fixed income managed products landscape
Help manage a team of analysts, making sure that they have a clear understanding of their coverage, research and other responsibilities, and are able to execute at a high level
Contribute to training, development, and mentoring of new analysts
Ensure that analysts are fully prepared to best represent themselves to institutional clients
Coordinate with the Director and other Associate Director, and when appropriate the North American and Global Manager Research heads, to align employee OKRs and/or KPIs to business goals
Together with the Director and the coverage committee, participate in strategy coverage decisions
Work alongside the Director and senior team members to set the group’s thought leadership agenda
Continue to pursue general fixed income subject matter expertise while striving to specialize in one or more bond sectors
Instill an ethos of continuous improvement regarding analysis, research, team organization and collaboration
Engage with the external market (media, wealth managers, regulators) to strengthen understanding of Morningstar capabilities
Requirements:
Bachelor’s degree; an MBA, CFA, CFP or other advanced degree/accreditation a plus
Seven to 10 years of experience in manager research or a related role
Fixed income subject matter expertise with specialization in a particular bond sector a plus
Demonstrated expertise in strategy level analysis
Mentorship and team building skills with prior people management experience a plus
Excellent communications skills
Strong time management skills
Familiarity with programming languages (i.e. Python, R, MATLAB) a plus
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
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
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
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$151,975.00-233,025.00
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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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