Senior Quantitative Analyst

• Pursue a deep understanding of Morningstar's equity methodologies analyst workflows data requirements and client needs.
• Partner with equity research equity data and clients globally to identify areas where we might apply quantitative methods to benefit our analyst teams and customers.
• Independently develop new methodologies processes or tools to empower our analysts and enhance our research.
• Evaluate the efficacy of new or existing methodologies using Python
• Deploy high-quality Python programs in concert with model validation and engineering staff.
• Create detailed specification documents and client-facing white papers
• Communicate clear and concise project status information to key stakeholders including the Morningstar product teams and clients

• Bachelor's degree is required Accounting/Finance/Economics/Computer Science preferred
• Progress toward or attainment of CFA designation is considered an asset
• Strong Python skills (with a high willingness to continue learning)
• High degree of AI familiarity (work tools like Github Copilot and deployable client-facing AI products)
• Firm grasp of equity data and an interest in equity research
• More than 5 years of experience in quantitative data analysis preferably related to investment research.
• Ability to communicate complex ideas clearly and succinctly.
• Strong analytical and logical reasoning skills.
• Effective time management skills
• Comfortable taking the initiative and working without detailed guidance or supervision
• Proactive and positive attitude and a team player

• 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

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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