Job Responsibilities
Research and critically assess fund managers and their products that are primarily managed in Asia.
Lead fund manager interviews and write succinct and reader-friendly rating notes and research reports.
Play a lead role in formulating and justifying our opinions on investment strategies to both internal and external stakeholders.
Support the maintenance of 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;
Substantiate and present model portfolio and fund recommendations to internal investment committee and take part in communicating such recommendations to external clients;
Write market and model portfolio performance commentaries as well as produce performance reports and analytics as part of the standard client deliverables;
Review the outputs of our governance solutions including product due diligence (PDD) and risk rankings;
Collaborate with various internal stakeholders such as the CIO organization to ensure client recommendations and deliverables are consistent with Morningstars house views and investment principles, as well as with data operations to ensure required data and methodologies are in place to support products;
Contribute to the cross-border thought leadership program that showcases and strengthen perceptions of Morningstars research capabilities;
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;
Bachelors 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.
A99_MstarAsiaLtd Morningstar Asia Ltd (Hong Kong) Legal Entity
Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. Weve found that were at our best when were 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, youll have tools and resources to engage meaningfully with your global colleagues.
