About the role
We are looking for an Investment Analyst to join our Multi Asset Portfolio Management team in London. You will contribute to the success of our multi asset portfolios by supporting portfolio managers responsible for managing funds and platform based managed portfolios for clients of financial advisers. You will also be involved in fundamental asset class research and fund selection. These activities are typically undertaken as part of a small team with a shared responsibility for the outcome. Alongside these varied daily activities, you will contribute to longer term projects as we continually improve our investment methodologies and processes. You will also take part in a structured learning and development programme as you progress towards becoming a great investor.
A passion for investing, intellectual curiosity and a commitment to our mission are essential for this role, alongside the knowledge, experience, skills and character necessary to be comfortable as part of a high performance team.
Job responsibilities:
Contribute to the setting of target asset allocations for multi asset portfolios for EMEA clients
• Support portfolio managers to construct multi asset portfolios that are consistent with MIM’s capital markets and manager research views and aligned to Morningstar’s investment principles
• Contribute to detailed capital markets research on equities, bonds and currencies and lead, contribute to or provide feedback on cross-regional research projects
• Undertake detailed manager and fund research
• Support portfolio managers to keep portfolios in structure by managing cashflows, portfolio rebalancing and implementing changes in target weights in a timely, cost effective, compliant and error-free manner.
• Participate in the global methodology development and local governance committees.
• Participate in discussions about capital markets, investment strategies and portfolio construction
• Contribute to the external profile for IM as a thought leadership brand through publications, media engagements, conference presentations and client meetings.
• Contribute to the relationship management with UK financial advisers.
Qualifications:
Foundational knowledge of capital markets, investment strategies and portfolio construction
• Independent minded with a desire to make high quality investment decisions.
• A commitment to putting end investors first in all situations.
• Desire to work in a team-based environment—preparedness to contribute ideas and respectfully challenge others
• Familiarity with a range of quantitative tools and research platforms
• 3+ years of hands-on investment experience
• Post graduate degree education preferred, particularly an MBA or CFA designation
GBP 68.200,00-95.333,33
Bonus Target:
12,5% Annual
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
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.
U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
