The Area: The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
Shift: UK Shift
Role Summary
The Analyst will join the Systematic Strategies team in the Research & Investment group. This experienced professional will work on investment analytics, data analysis and visualization of financial data, supporting portfolio management, investment research, risk reporting, and benchmark/index analytics. It requires strong technical capability, familiarity with vendor-sourced multi-asset financial datasets, and the ability to collaborate effectively with investment and technology teams.
Key Responsibilities
The successful candidate will
Partner effectively with investment and technology teams to deliver scalable analytics, reporting solutions, and data-driven insights that support investment decision-making
Develop and enhance analytical dashboards and reporting capabilities, including data visualization, performance monitoring, benchmark analytics, and investment reporting
Requirements
Develop investment analytics, portfolio monitoring, performance measurement and risk reporting solutions
Build and maintain Power BI, Tableau, or Qlik Sense dashboards
Build and manage scalable data and reporting solutions for multi-asset research team
Experience in handling large multi-asset financial datasets using PySpark and SQL
Proficiency with Python libraries such as Pandas, NumPy, Matplotlib, Seaborn, and Plotly
Automate reporting processes and integrate data from APIs and financial data providers
Required Technical Skills
Power BI, Tableau or Qlik Sense
Advanced SQL
Python and PySpark
Data Modelling
API Integration
Git / Version Control
Exposure to cloud-based services, AWS (preferred)
Exposure to AI-powered productivity & development tools such as Microsoft Copilot, and GitHub Copilot preferred
Financial & Domain Knowledge
Basic understanding of financial markets and investment concepts across equities, fixed income, currencies, and macroeconomics
Familiarity with financial datasets, including security prices, benchmark indexes, corporate fundamentals, and economic data
Familiarity with benchmark and index analytics, including performance, constituent composition, sector and country allocations, and index monitoring
Ability to apply domain knowledge to support reporting, dashboard development, and business intelligence initiatives
Preferred Qualifications
Bachelor's or master's degree in quantitative, financial, economic, or engineering discipline (MBA preferred)
4+ years of experience in investment analytics, BI or financial analytics.
Progress towards CFA/FRM certifications preferred
Morningstar is an equal opportunity employer.
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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