Portfolio Manager & Senior Quantitative Researcher

External

Morningstar · Chicago

Full-timeHybridToday

ComplianceData AnalysisLeadershipMATLABPythonRisk Management

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About the role

The Portfolio Manager & Senior Quantitative Researcher will join the Systematic Strategies team in the Investment Management group. This experienced investment professional is responsible for contributing to the development, implementation, and management of systematic equity strategies globally. This includes, but is not limited to, ideas generation, strategy design, portfolio construction, risk management, cash-flow and corporate actions management, and compliance. In this position, the senior quantitative researcher / portfolio manager is expected to play a leading role within the team and be able to interact with clients, prospects, and senior management across various departments. This role requires a person who demonstrates excellent quantitative analytical skills, a track record for cutting-edge research, and significant experience in day-to-day management of systematic equity strategies.

Requirements

8+ years of progressive hands-on systematic investing experience including quantitative research and portfolio management, preferably with focus in equity.

Significant experience in statistical modelling of large data sets and solid understanding of multi-factor models, portfolio construction, optimization, backtesting and scenario analysis.

Strong quantitative skills with solid understanding of statistics (e.g. panel data analysis, time-series analysis, machine-learning), fundamental analysis, and accounting. Familiarity with equity databases (e.g., FactSet), and optimization softwares (e.g. Axioma).

Proficiency in programming language(s) (Python, R, or Matlab) and database management software (e.g., SQL).

Outstanding oral and written communication skills, with experience producing high quality materials for clients, prospects, and publications.

Proven ability to take investment-related research from idea origination to implementation. Evidence of ability to create alpha through deployment of quantitative systematic strategies.

Advanced degree in a quantitative discipline; Ph.D. preferred.

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

$195,600.00-299,916.66 Inclusive of annual base salary and target incentive

Morningstar's hybrid work environment gives you the opportu

Portfolio Manager & Senior Quantitative Researcher

About the role

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