Equity Portfolio Manager

The Group:

The Investment Management group is guided by Morningstar's investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, research, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar, Inc. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.

The Role:

The Select Equities team manages 6 distinct separate account strategies with a combined $10 billion of AUA as of Dec. 31, 2025. We are looking to add an experienced investment professional to join the team as a Portfolio Manager for our U.S. growth strategy. The Select Equities Team constructs high-conviction portfolios, with most of our separately managed accounts holding 25-50 stocks.

Responsibilities:

• Serve as portfolio manager for a growth-focused equity strategy that follows a disciplined approach to company valuation and portfolio risk management.

• Contribute to the team's overall company research and portfolio management efforts.

• Participate in the team's peer review process, which includes providing feedback to portfolio managers on other strategies about prospective trades and portfolio positioning.

• Communicate with clients. Responsibilities include quarterly commentaries, webinars, meetings with financial advisors, etc.

Qualifications:

• Minimum of 10 years' professional investment experience with at least 5 years on the buyside.

• Strong preference for relevant experience as a portfolio manager and/or analyzing growth companies.

• Alignment with Morningstar's philosophy and approach to investing in equities.

• Demonstrates intellectual curiosity and genuine interest in learning new subjects, industries, and companies.

• Strong communication skills, both written and verbal.

• Excellent critical thinking skills with a focus on company analysis and valuation.

• Bachelor's degree; CFA designation strongly preferred.

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-$2,000 annually) for specific plansand coverages

  • Additional medical Wellness Incentives - up to $300-$600 annual

  • Company-provided long- and short-termdisabilityinsurance

• 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 & FormalMentorshipOpportunities

  • 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

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.