Role Overview
As a part of the Indexes New Product Development Team, you will participate in the full development cycle including ideation, design, development, presentations to global research team and clients, leading up to implementation.
About Morningstar
Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success.
Key Responsibilities
- Collaborate effectively with Morningstar research organization including equity, quantitative, manager or sustainability research teams, and product management to develop novel thematic and smart beta indexes that leverage Morningstar IP.
- Work on the entire product development lifecycle from ideation, design, development, and validation, leading up to launch.
- Work closely with other index teams to operationalize index methodologies.
- Develop new tools and capabilities to perform portfolio construction or analytics independently, including the use of statistical and machine learning techniques.
- Publish white papers, factsheets, client presentations, and other collateral to support go-to-market plans.
Requirements & Eligibility
- Up to 2 years of experience.
- Bachelor’s degree in a quantitative, financial discipline, or engineering.
- MBA from a premier institute is preferred.
- CFA charter or candidature (at least passed Level II) is preferred.
- Hands on experience with creating Strategic Beta (Factor), ESG Indexes or similar rules-based quantitative investment strategies is preferred.
- Knowledge of institutional investing, modern portfolio theory, and portfolio construction processes.
Required Skills & Tech
PythonRMATLABSQLQuantitative Analysis