Senior Investment Analyst
Chicagoonsitesenior$118K – $172K
Posted 3 days ago · via Workday
About this role
The Role: Morningstar Retirement is seeking a Senior Investment Analyst to join our Retirement Advice and Financial Planning team. This person will help construct, refine, implement, and oversee multi-strategy portfolios for large institutional clients. In this role, you will lead projects, support and partner with other team members, and be responsible for analyzing investment data to determine solutions for our clients. You will work closely with other members of the Retirement team including client relationship managers, operations/technology, developers, senior management, and other team members around the world. The position is based in our Chicago office but will require weekly calls with our global teams.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Chicago. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included