Skip to content
Associate Director of Automated Portfolio Construction
| Company | Morningstar |
|---|
| Location | Chicago, IL, USA |
|---|
| Salary | $147742 – $163000 |
|---|
| Type | Full-Time |
|---|
| Degrees | Bachelor’s |
|---|
| Experience Level | Senior |
|---|
Requirements
- Bachelor’s degree in Finance or a related field or foreign equivalent
- 5 years of relevant investment experience with emphasis on mutual fund research/analysis, asset allocation, and portfolio construction
- 5 years of experience with mutual fund research and analysis, asset allocation, and portfolio construction
- 5 years of experience with automatic portfolio construction platform
- Experience with a range of quantitative tools and research platforms, including Bloomberg Terminal, YCharts, Refinitiv Eikon, S&P Capital IQ, and FactSet
- Experience mentoring in a team-based environment
- Experience with quantitative and qualitative investment analysis
- Experience with holdings-based and returns-based style analysis methods for investment risk analysis
- Experience with qualitative investment analysis in relation to investment strategy analysis and manager research
- Must possess unrestricted right to work in the U.S.
Responsibilities
- Conduct in-depth asset allocation analysis, portfolio construction analysis, and investment vehicle analysis on retirement products using key modern portfolio theory statistics and techniques
- Serve as an internal and external portfolio construction expert
- Communicate project goals and status updates internally and externally, and act as key investment resource on an ongoing basis
- Manage recordkeeper and plan sponsor client relationships
- Mentor and coach the junior investment analysts on the team
- Coordinate the team’s workload and drive accountability for quality and timeliness
- Create a metrics and reporting framework for key processes including key KPIs
- Perform regular reporting to global stakeholders
- Identify and work with technology, data groups and clients to resolve investment data issues
- Lead and participate in testing projects to enhance current methodologies and processes within the server based portfolio construction software
- Assess the practical implications of our methodology as you strive to innovate and improve our products and services
Preferred Qualifications
No preferred qualifications provided.
