Multi-Asset & Alternative Investment Analyst

About Morningstar Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.

Morningstar

Investment research

M

morningstar.com/company

10,001+ employees

Financial Services

Chicago, IL

Public Company

461k LinkedIn followers

Raised $91M

• Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds’ management team, strategy, parent company, performance, and expenses.
• Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, interviewing portfolio managers, and leading on-site due diligence visits of asset-management firms.
• Author and edit analytical research reports, articles, and industry studies.
• Discuss ratings and reports with external institutional clients and internal investment management group.
• Represent Morningstar by speaking to media, conferences, industry associations, and regulators.

• A bachelor's degree is required; a graduate degree and/or Chartered Financial Analyst® designation (or interest in pursuing one or the other) is preferred.
• Passion for investing and for helping investors make better investment decisions.
• Excellent analytical, writing, and verbal communication skills.
• Ability to work at times independently, and at other times within a collaborative environment.
• Demonstrated expertise as a manager research analyst in multi-asset and alternative investments.

• 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
• 100% 401k match up to 6% of salary
• Company provided life insurance - 1x salary + commission
• 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
• $117,500.00-172,350.00
• 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.