Job Description
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Chicago IL USA
Hybrid
100K-500K Annually
Entry level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Empowering Investor Success
The Role
Introductory analyst role on the US fixed income manager research team producing high-quality strategy-level analysis covering 30–40 strategies specializing in bond sectors engaging external stakeholders and contributing to thought leadership and analytical tools.
Summary Generated by Built In
Associate Analyst Fixed Income US Manager Research
(Please be sure to read the Requirements below prior to submitting your application)
The Group: Morningstar's Research group provides independent analysis on individual securities funds markets and portfolios. The Research group also provides data on hundreds of thousands of investment offerings including stocks mutual funds and similar vehicles along with real-time global market data on millions of equities indexes futures options commodities and precious metals in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund equity and credit data and research in the world and our advocacy for investors' interests is the foundation of our company.
The Role: The Associate Analyst role on US manager research fixed income team is an introductory position oriented toward becoming a subject matter expert in fixed income strategy analysis while producing high-quality strategy-level analysis and broader asset class research that helps investors make better decisions. This role also serves the team through covering select asset management firms as a parent lead. This position will be required to be in office four days a week in our Chicago office.
Responsibilities:
Requirements:
To be considered for this role please submit a resume detailing your qualifications. A cover letter is also recommended but not required.
This role does not qualify for immigration sponsorship. Morningstar will not be considering candidates that require immigration sponsorship now or in the future for this role.
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:
Total Cash Compensation Range
$70825.00-103891.66
Inclusive of annual base salary and target incentive
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.
001_MstarInc Morningstar Inc. Legal Entity
(Please be sure to read the Requirements below prior to submitting your application)
The Group: Morningstar's Research group provides independent analysis on individual securities funds markets and portfolios. The Research group also provides data on hundreds of thousands of investment offerings including stocks mutual funds and similar vehicles along with real-time global market data on millions of equities indexes futures options commodities and precious metals in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund equity and credit data and research in the world and our advocacy for investors' interests is the foundation of our company.
The Role: The Associate Analyst role on US manager research fixed income team is an introductory position oriented toward becoming a subject matter expert in fixed income strategy analysis while producing high-quality strategy-level analysis and broader asset class research that helps investors make better decisions. This role also serves the team through covering select asset management firms as a parent lead. This position will be required to be in office four days a week in our Chicago office.
Responsibilities:
- Become conversant in the world of fixed income investing through a combination of formal and informal training mentorship self-study and working towards covering between 30 and 40 fixed income strategies
- Strive toward specialization in one or more bond sectors alongside pursuing general fixed income subject matter expertise
- Be part a collaborative team culture that aims for and prizes high-quality research resulting in analyses that are insightful ratings that are good calls for investors and broader research that helps investors understand the fixed income managed products landscape
- Engage with the external market (media wealth managers regulators) to strengthen understanding of Morningstar capabilities
- Contribute to thought leadership and/or the development of analytical tools (such as through Jupyter notebooks) that improve fixed income strategy analysis.
Requirements:
- A bachelor's degree is required; an MBA CFA CFP or other advanced degree/accreditation a plus
- Fixed income subject matter expertise is a plus
- Excellent communications skills
- Strong time management skills
- Familiarity with programming languages (i.e. Python R MATLAB) is a plus
To be considered for this role please submit a resume detailing your qualifications. A cover letter is also recommended but not required.
This role does not qualify for immigration sponsorship. Morningstar will not be considering candidates that require immigration sponsorship now or in the future for this role.
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-$2000 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
Total Cash Compensation Range
$70825.00-103891.66
Inclusive of annual base salary and target incentive
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.
001_MstarInc Morningstar Inc. Legal Entity
Skills Required
- Bachelor's degree
- Must be in-office four days per week in Chicago
- Authorized to work in the US without immigration sponsorship
- Excellent communications skills
- Strong time management skills
- MBA CFA CFP or other advanced degree/accreditation
- Fixed income subject matter expertise
- Familiarity with programming languages (Python R MATLAB)
What the Team is Saying
Morningstar Compensation & Benefits Highlights
- Leave & Time Off Breadth—A recurring paid sabbatical combined with flexible time off in North America and regionally set PTO provides substantial time-away flexibility. Paid volunteer days further broaden the time-off offering.
- Parental & Family Support—A global minimum of paid parental leave for primary and secondary caregivers along with paid caregiving leave signals strong family support. Adoption-assistance reimbursement adds another layer of care for growing families.
- Retirement Support—Retirement programs include employer matching or fixed contributions and free access to Morningstar retirement-planning tools. These elements support long-term savings alongside the broader total-rewards package.
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The Company
HQ: Chicago IL
11500 Employees
Year Founded: 1984
What We Do
At Morningstar we believe in building great products in-house in a highly collaborative agile environment where we focus on technical excellence the user experience and continuous improvement. Our technologists represent a range of skills and experience levels but they all view their work as a craft and push technology’s boundaries.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020 we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
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Date Posted
06/25/2026
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