The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. The Role: Morningstar is a leading provider of global manager research. We're looking for a skilled professional to lead our team in Canada, ensuring we produce high-quality, strategy-level analysis and broader asset class research that empowers investors. As the Director, you will be responsible for managing the Canadian Manager Research team. You'll work closely with Canadian business leaders and key industry stakeholders to ensure our research is timely, relevant, and impactful. This position is based in our Toronto office. Responsibilities: Foster a collaborative team culture that aims for and prizes high-quality research, resulting in analyses that are insightful, ratings that are good calls for investors, and broader research that helps investors understand the managed products landscape Act as a key spokesperson for Morningstar through active engagements with the external market, including but not limited to the regulator, wealth managers, asset managers, and the media, to strengthen understanding of Morningstar’s capabilities You will lead Morningstar's investment ratings and internal research processes. This includes being directly accountable for the performance of Canadian ratings recommendations. Manage a team of analysts, making sure that they are executing their coverage, research and other responsibilities Represent Morningstar on the Canadian Investment Funds Standards Committee (CIFSC) to contribute to Canada’s fund category standardization initiative Ensure that analysts are fully prepared to best represent themselves to the investment community Coordinate with other Manager Research Directors to align employee key performance indicators to business goals Work alongside senior team members to set the group’s thought leadership agenda Instill an ethos of continuous improvement regarding analysis, research, team organization and collaboration Requirements: Bachelor’s degree; an MBA, CFA, or other advanced degree/accreditation a plus At least 8 years of experience in manager research or an investment research role Demonstrated track record in an investment/research leadership role leading a high performing analyst team. Demonstrated expertise in strategy-level analysis and managed investments landscape Excellent written and verbal communications skills Strong presentation skills, where experience with the media, clients, and large audiences is preferred. Proactive aptitude to building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar. Ability to work within an interdisciplinary and international team that includes investment experts, qualitative researchers, data analysts, and software developers. Strong time management skills Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues. 100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.
