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Senior Investment Analyst

Morningstar • Chicago, IL, US • published 2026-10-10 09:03:13.259999

Description

**The Role:** Morningstar Retirement is seeking a Senior Investment Analyst to join our Retirement Advice and Financial Planning team. This person will help construct, refine, implement, and oversee multi\-strategy portfolios for large institutional clients. In this role, you will lead projects, support and partner with other team members, and be responsible for analyzing investment data to determine solutions for our clients. You will work closely with other members of the Retirement team including client relationship managers, operations/technology, developers, senior management, and other team members around the world. The position is based in our Chicago office but will require weekly calls with our global teams. **Responsibilities** : * The Senior Investment Analyst on the Automated Portfolio Solutions team will conduct in\-depth asset allocation analysis, portfolio construction analysis, and investment vehicle analysis on retirement products using key modern portfolio theory statistics and techniques. * Construct and refine fund\-specific portfolios for large institutional clients as part of Morningstar Retirement's Advice and Managed Account service offering. * Manage plan s...

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