Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.
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We are looking for a Portfolio Manager to join our Multi Asset Portfolio Management team. You will contribute to the success of our multi-asset strategies by having dedicated portfolio and risk management responsibilities across South African model and platform-based portfolios. You will also be involved in asset allocation, manager research and selection, portfolio implementation, performance attribution, trading and client reporting. 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. 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. The role that will report into the Head of Investments for MIM SA.
Responsibilities
Manage the local South African multi-asset model portfolios across both constrained and unconstrained portfolios.
Build and maintain target risk asset allocations using guidelines without supervision to deliver superior risk-adjusted returns.
Propose new portfolio construction techniques, strategies and tools while supervising and mentoring others in asset allocation and portfolio construction.
Contribute to the manager research and selection process by maintaining coverage of assigned buy and approved lists, identifying lagging positions and engaging with internal and external stakeholders to mitigate potential risks.
Participate as a dedicated member of SA and EMEA investment and governance committee structure.
Mentor team members in areas such as portfolio and risk management, capital markets, investment strategies, and decision-making
Qualifications
Undergraduate degree in Mathematics / Statistics / Finance / Economics with advanced post-graduate, MBA or CFA strongly preferred.
A minimum of 7 years of tangible investment experience with dedicated responsibilities across portfolio management and investment research.
A commitment to long-term, valuation-driven investing and deep fundamental research.
A demonstrable track record for applying knowledge of capital markets, investment strategies, and alternative investments to deliver superior risk-adjusted returns.
Comfortable working in a high-performance environment with a desire for continuous learning.
Desire to work in a team-based environment and willingness to contribute to investment ideas.
A commitment to putting end investors first in all situations.
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