Morningstar Sustainalytics · 2 months ago
Senior Investment Product Manager, U.S. Investment Management
Chicago
Full-time
Hybrid
Mid, Senior Level
$121K/yr - $219K/yr
3+ years expMorningstar Sustainalytics is seeking a Senior Investment Product Manager for its Wealth business. The role involves supporting new product development, conducting market research, and coordinating communication between various stakeholders to enhance investment product offerings.
Financial Services
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
Qualification
Required
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
Preferred
MBA or CFA highly desired
Benefits
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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 coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Company
Morningstar Sustainalytics
Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies.
1001-5000 employees
Funding
Current Stage
Late StageRecent News
2024-04-25
2024-04-25
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