Senior Analyst, Manager Research
Core
Research fund managers in Australian and global markets, conduct due diligence, interview managers, and write research reports and thought leadership for clients.
Role type
Senior IC fund research analyst
Builds
Fund recommendations, rating notes, research reports, and thought leadership pieces
Domain
Asset management / Investment research
Required skills
Fund manager due diligence, security selection, investment management, equities/fixed interest analysis, multi-asset/unlisted assets research, quantitative analysis, statistics, economics, behavioral finance, financial market knowledge
Preferred skills
CFA designation, Morningstar Direct experience, multi-asset/unlisted assets expertise
Technologies
Morningstar Direct, mainstream software packages
Responsibilities
Research and critically assess fund managers and their products; lead fund manager interviews and write rating notes and research reports; make fund recommendations for advice research, internal asset management, and external asset management clients; collaborate with investment management and data operations teams; help shape Morningstar methodologies; handle ad-hoc client enquiries and analytical work
Seniority
Senior, hands-on IC