The Team: As part of the Asian Fund Research Team the successful candidate will join one of the fastest growing businesses within Morningstar. Morningstar Asia`s presence in region has been developed over past 10 years and currently has employees based in Hong Kong, Shenzhen, Taiwan, Singapore, and South Korea. Morningstar employs over 80 mutual fund analysts across the globe and the fund research team in Asia will work closely with the European and Australasian research teams.
The Role: Morningstar fund analysts are responsible for writing research reports on a wide variety of investment fund products. These include mutual funds, segregated funds, and funds of funds/wraps. Our research process includes running screens in our database, interviewing fund managers, and investigating regulatory information. Morningstar fund analysts also research and write reports on fund-investing topics, as well as provide data and commentary to the news media. Our goal is to help investors make more informed investment decisions by providing independent and objective recommendations. This position is based in our Hong Kong office.
+ Research and write a variety of reports and articles on Asian investment funds, fund companies, and various investment topics.
+ Conduct due diligence visits with fund companies and portfolio managers.
+ Occasionally deliver presentations to industry participants and Morningstar clients.
+ Contribute thought leadership by participating in one-off, Asia-specific research initiatives.
+ Coordinate with data operations to ensure required data and methodologies are in place to support products.
+ Provide data and commentary to the news media as needed.
+ A bachelor`s or master`s degree.
+ CFA designation or enrollment is an asset.
+ 3 to 6 years of investment experience including at least 2 years in a fund research capacity.
+ Excellent spoken and written communication skills in English.
+ A knack for number crunching and problem solving.
+ Excellent time management skills.
+ Skilled with PC and various software including Morningstar Direct
Along with your CV and cover letter, please submit a writing sample.
Morningstar is an equal opportunity employer.