Senior Quantitative Analyst

The Area: The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals.We use ourexpertisein asset allocation, investmentselectionand portfolio construction to create world-class investment strategiesleveragingthe full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixedincomeand alternative investments to construct robust portfolios.Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve. 
Shift: UK Shift

 
Role Summary 

TheAnalyst will join theSystematicStrategiesteamin the Research & Investment group. This experienced professional will work on investment analytics, data analysis and visualization of financial data, supporting portfolio management, investment research, risk reporting, and benchmark/index analytics. It requires strong technical capability, familiarity with vendor-sourced multi-asset financial datasets, and the ability to collaborate effectively with investment and technology teams. 
 

Key Responsibilities 

The successful candidate will 

• Partner effectively with investment and technology teams to deliver scalable analytics, reporting solutions, and data-driven insights that support investment decision-making 

• Develop and enhance analytical dashboards and reporting capabilities, including data visualization, performance monitoring, benchmark analytics, and investment reporting 
   

Requirements 

• Develop investment analytics, portfolio monitoring, performance measurement and risk reporting solutions 

• Build and maintain Power BI, Tableau, or Qlik Sense dashboards 

• Build and manage scalable data and reporting solutions for multi-asset research team 

• Experience in handling large multi-asset financial datasets using PySpark and SQL 

• Proficiency with Python libraries such as Pandas, NumPy, Matplotlib, Seaborn, and Plotly 

• Automate reporting processes and integrate data from APIs and financial data providers 

Required Technical Skills 

• Power BI, Tableau or Qlik Sense 

• Advanced SQL 

• Python and PySpark 

• Data Modelling 

• API Integration 

• Git / Version Control 

• Exposure to cloud-based services, AWS (preferred) 

• Exposure to AI-powered productivity & development tools such as Microsoft Copilot, and GitHub Copilot preferred 

Financial & Domain Knowledge 

• Basic understanding of financial markets and investment concepts across equities, fixed income, currencies, and macroeconomics 

• Familiarity with financial datasets, including security prices, benchmark indexes, corporate fundamentals, and economic data 

• Familiarity with benchmark and index analytics, including performance, constituent composition, sector and country allocations, and index monitoring 

• Ability to apply domain knowledge to support reporting, dashboard development, and business intelligence initiatives 

Preferred Qualifications 

• Bachelor's or master's degree in quantitative, financial, economic, or engineering discipline (MBA preferred)  

• 4+ years of experience in investment analytics, BI or financial analytics. 

• Progress towards CFA/FRM certifications preferred 

Morningstar is an equal opportunity employer.