Senior Investment Product Analyst

Job Duties

Provide new product development and product rationalization recommendations to Product Managers leveraging industry knowledge and experience (10%). Identify opportunities and make strategic recommendations for new product development and research initiatives by utilizing knowledge of competitive landscape, investor profiles, and current product offerings (10%). Collaborate with product managers to equip sales and marketing teams with tailored materials and product positioning support to effectively communicate our value proposition to clients and prospects (5%). Continuously review and assess current investment products for improvements in product positioning, portfolio performance by leveraging research, competitor analysis (2%). Author product positioning statements and substantiate product recommendations and strategic decisions (2%). Provide recommendations for new market entry or product enhancements by leveraging research on current and prospective markets and distribution channels to identify product trends, gaps, and opportunities (5%). Provide timely insights and analysis to account management, sales, product development, marketing, and other stakeholders, enabling effective collaboration in managing, developing, and distributing investment strategies (2%). Work with product managers to drive promotion of investment strategies within client networks by partnering across portfolio specialists, sales, distribution, account management, marketing, and investment teams, and recommending targeted outreach approaches (5%). Respond to RFPs and recommend relevant product solutions, leveraging identified growth opportunities and collaboration with sales and solutions teams (2%). Take ownership of 3-4 key initiatives within the team, working autonomously and in collaboration with the product manager to drive measurable results and continuous improvement (10%). Lead projects in assigned areas, ensuring alignment with business objectives, timely execution, and ongoing process enhancements, while making recommendations for future initiatives (10%). Utilize comprehensive research gathered from public websites, industry databases, ADVs, and client contracts to deliver actionable insights that guide governance committees and board decision-making (5%). Identify product development opportunities and provide recommended enhancements to Product Managers using data and analysis gathered from competitor and industry intelligence (10%). Apply insights gained from performance attribution and market analysis to deliver strategic product positioning recommendations to team members that support business growth and reinforce the firm’s value proposition (6%). Leverage in-depth knowledge of institutional and retail investment vehicles to provide ongoing strategic input on competitive positioning and inform product development initiatives (2%). Help develop and implement data-driven product marketing initiatives that respond to industry trends, strengthen competitive positioning, and expand market presence (2%). Regularly update product offering records to ensure data integrity and alignment with market developments by leveraging industry knowledge and ongoing market research (2%). Support cross-functional collaboration to develop high-quality client materials and execute key product initiatives, including new product launches and sales campaigns, ensuring alignment with strategic business goals (2%). Help drive cross-functional product initiatives, including new product launches and sales campaigns, by applying project management expertise and identifying opportunities to optimize processes and improve execution (5%). Help develop and support learning initiatives for sales training to enhance team capabilities and drive performance (1%). Identify and resolve discrepancies in product-related information across internal systems to ensure accuracy (2%). ***Remote work requests will be considered consistent with company policy.

Job Requirements:

This position requires a Bachelor’s degree in Business Analytics, Finance, or a related analytical field, or foreign equivalent and 3 years of relevant investment product analysis experience in Investment Management Product Analyst, Financial Product Specialist, or related position.

This position also requires 2 years of experience in mutual fund, ETF, models, and Separately Managed Account (SMA) products at an asset management firm including investment product development/management experience. Experience with research and analytics. Experience using Morningstar Direct, FactSet, SalesForce, and Office 365 tools relevant to industry database. Experience with investments, including asset allocation theories, investment vehicles such as mutual funds, ETFs and SMAs. Experience with performance and performance attribution and MPT statistics related to multi-asset portfolios. Experience with Turnkey Asset Management Platforms (TAMPs) and/or wealth management platforms. Experience with competitive forces, distribution, manufacturers and landscape. Experience with communicating business goals and functional requirements effectively to any audience within the enterprise. Experience in developing investment product specifications based on market information. Experience with technical and financial concepts. *** Will accept any suitable combination of education, training, and experience.

Must possess unrestricted right to work in the U.S. in this position

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Compensation Base Salary Range: $93,933 - 117,535

Compensation and Benefits

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:

• Financial Health

  • 100% 401k match up to 6% of salary

  • Stock Ownership Potential

  • Company provided life insurance - 1x salary + commission

• Physical Health

  • 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

  • 15+ Employee Resource & Affinity Groups

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

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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