Senior Investment Product Manager, U.S. Investment Management

Job Description

The Role:Morningstar’s Wealth business seeks a self-motivated individual who possess a blend of business acumen, analytical skills and ability to work independently in a multi-faceted role. The ideal candidate will have strong understanding of investments, exceptional project management and marketing, communication, and organizational skills. This role will require a deep level of understanding of investment products including ETFs, Mutual Funds, SMAs, and multi-asset models, Morningstar’s investment methodologies, a good knowledge of asset management and distribution platforms, a firm grasp of available retail investment products and services, the ability to work effectively with customers to understand their problems and find innovative solutions.

This position is based in our Chicago office. Responsibilities:Support different facets of new product development and work in partnership with the Head of Investment Product to develop strategic plans and new product development. Conduct on-going research on ETFs, mutual funds, SMAs, and multi-asset models. Conduct product research and competitive/market analysis in support of business development and product promotion, as part of assessing and communicating trends and competitive advantages and then translating them into an effective product roadmap.

Coordination and facilitation of communication between Subadvisor and Board of Trustees. Preparation of Board Materials to support all funds.

Coordination of all functional areas and vendors in meeting Board reporting needs. Support Investment team with business and administrative aspects of subadvisor search, selection, contracting and monitoring. Coordinate multi-functional teams in support of registered product efforts – Legal, Compliance, Investment, Operations, Sales, Marketing, Managed Portfolios.

Collaborate with cross-functional team including marketing to establish communication requirements and provide necessary content. Fulfill role as subject matter expert on all facets of Morningstar Mutual Funds to provide guidance and support to sales, marketing, legal, finance, compliance, product specialists, product analysts, investment professionals, account management, and compliance and operations teams. Requirements:Exceptional communication, analytical, planning, and project management skills.

Action-oriented individual possessing an entrepreneurial mindset. Ability to access, evaluate and present financial, market, product and competitive information and to effectively present findings in support of business decisions.

3-5 years of relevant operations and/or product management experience in Mutual Fund industry. Demonstrated ability to work independently and quickly develop practical knowledge of new investment products and services. High level of understanding of business and operational aspects of sub-advised Funds, Fund of Funds, ETFs, and SMAs.

The candidate should be able to thrive in a fast-paced work environment, exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of Morningstar’s core values. Candidates must have a minimum of a bachelor’s degree with excellent academic credentials. MBA or CFA highly desired.

Compensation and BenefitsAt 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 Health75% 401k match up to 7%Stock Ownership PotentialCompany provided life insurance – 1x salary + commissionPhysical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coveragesAdditional medical Wellness Incentives – up to $300-$600 annualCompany-provided long- and short-term disability insuranceEmotional Health Trust-Based Time Off6-week Paid Sabbatical Program6-Week Paid Family Caregiving LeaveCompetitive 8-24 Week Paid Parental Bonding LeaveAdoption AssistanceLeadership Coaching & Formal Mentorship OpportunitiesAnnual Education StipendTuition ReimbursementSocial Health Charitable Matching Gifts programDollars for Doers volunteer programPaid volunteering days15+ Employee Resource & Affinity GroupsTotal Cash Compensation Range$121,400.

00 – 218,5200 USD Annual

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