Analyst, Manager Research Analyst, Manager Research …

Morningstar Asia Limited
in Hong Kong
Permanent, Full time
Last application, 24 Feb 21
competitive with bonus
Morningstar Asia Limited
in Hong Kong
Permanent, Full time
Last application, 24 Feb 21
competitive with bonus
Morningstar Manager Research has a requirement for an Analyst to play a key role in researching fund managers that oversee managed funds available for sale in cross-border fund markets. The research process involves critically analyzing fund managers, writing research reports, managing relationships with fund managers, and work on various consulting assignments.

The Group: 

Manager Research. Morningstar is the leading provider of manager research in Asia and offers independent, trusted information on managed fund products across the region. Our objective, fundamentals-based approach is supplemented by our fund management knowledge, global research resources, and extensive investment databases. Institutions, wealth managers, and individual investors can access Morningstar manager research through insightful reports, easy-to-use software, website-building elements, and targeted investment advisory services.


• Substantiate and present model portfolio and fund recommendations to internal investment committee and take part in communicating such recommendations to external clients;
• Take a lead role in the maintaining our asset allocation models, including strategic asset allocation reviews, as well as quarterly review and rebalancing;
• Write market and model portfolio performance commentaries as well as timely pieces to showcase Morningstar’s investment insights and capabilities;
• Produce performance reports and analytics as part of the standard client deliverables;
• Contribute to the manager due diligence process for model portfolio clients and make fund recommendations accordingly;
• Collaborate with various internal stakeholders such as the investment management team to ensure client recommendations and deliverables are consistent with Morningstar’s house views and investment principles;
• Handle ad-hoc client enquiries and undertake other administrative, research and/or analytical work as required.


• At least 3-5 years of experience in portfolio analytics with demonstrable understanding of asset allocation strategies and manager selection;
• A keen knowledge of financial markets that has been developed both personally and professionally;
• Strong quantitative skills with good grasp of statistics, and familiarity with economics and behavioral finance;
• Ability to work within an interdisciplinary team that includes investment experts, qualitative researchers, data analysts, and software developers;
• Superior verbal and written English communication skills, Chinese language skills are viewed favorably;
• Excellent time management skills;
• Skilled with PC and mainstream software packages. Experience with Morningstar Direct an advantage;
• Ability to use own initiative and work unsupervised, with the ability to prioritise effectively and work in a methodical manner to meet deadlines;
• Proactive aptitude to building effective internal and external relationships with key stakeholders and acting as a representative of Morningstar
• Strong attention to detail;
• Bachelor’s degree; advanced degrees and certifications are desirable;
• CFA designation or enrollment is an asset

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