Senior Quant Analyst

The Group: Morningstar, Inc.’s mission is to empower investor success. We were founded on the simple idea that when people have good investment information, they make better choices that lead to better outcomes.  The Investment Management group consists of our Managed Portfolios and Workplace solutions teams. Within Morningstar Investment Management, LLC, the Workplace group offers a range of retirement solutions, including managed accounts, custom models, and advice service by acting in a fiduciary capacity or as an independent financial expert, as defined by ERISA: IFE, 3(28), or 3(21) capacity. The flagship product is our Morningstar Retirement Manager which provides personalized advice on how much to save for retirement, asset allocation advice, and builds portfolios for individual investors. The Workplace team consists of the investment management team, the research team, the advice engines team, the operations team, and the client services team. The goal of these teams is to work together to provide investment solutions for the individual investor’s retirement goals.

The Role: 
Morningstar is seeking a Senior Quantitative Analyst to join our team of product management professionals. This person will work across our Managed Accounts platforms, Wealth Forecasting Engine (WFE), Automated Portfolio Construction and Retirement Planning tools. You will collaborate with research, development, and marketing teams to ensure successful product support & enhancements. If you are passionate about merging quantitative expertise with technical innovation in the financial domain, we invite you to apply for this exciting opportunity. 
 

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically 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.