Director of Research, Investment Advice and Planning

2 weeks ago

Chicago, United States Morningstar Full time
About the role:

As the Director of Research for Lifetime Financial Advice, you will help lead our research around lifetime investment & consumption models by applying your skills in econometrics, utility theory and mathematical optimization. You will be expected to continuously improve the advice and financial planning inventory of methodologies.

This position requires a Ph.D. in Economics or a closely related field with a keen interest in lifecycle finance, lifetime investment & consumption modeling, and financial economics that leads to investment advice. You will report to the Head of Advice and Financial Planning.

The position is based in Chicago.

Job responsibilities:
  • Lead the development and execution of our research agenda in the areas of lifetime investment & consumption modeling, utility theory, econometrics, and optimization.
  • Collaborate with a team of research professionals in conducting research and development in the topics of portfolio construction, retirement planning, wealth forecasting, cash flow, risk management, tax planning, and estate planning.
  • Work with our product and commercial teams to translate our research findings into actionable insights for investors and advisors.
  • Communicate research findings and recommendations to senior management, investors, and other stakeholders in a clear and concise manner.
  • Act as an expert spokesman through publications, media engagements, and conference presentations.
Qualifications:
  • At least 7 years of experience
  • Candidates should have a Ph.D. in Economics or Econometrics.
  • Candidates should have some research publications on lifetime planning and advice.
  • Candidates should have excellent communication skills, both written and verbal, and be able to communicate complex financial information to a variety of stakeholders. They should be able to build relationships with other researchers and work collaboratively.
Nice to have:
  • Experience in acting as an expert spokesman for media and journals is a nice-to-have.
  • Some knowledge of Morningstar's existing advice and financial planning methodologies is highly desirable.
  • Professional certification such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be preferred.
  • Experience with portfolio management and financial planning is a nice-to-have.
100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.

  • Director of Research, Investment Advice and Planning

    3 weeks ago

    Chicago, IL, United States Morningstar, Inc. Full time

    About the role : As the Director of Research for Lifetime Financial Advice, you will help lead our research around lifetime investment & consumption models by applying your skills in econometrics, utility theory and mathematical optimization. You will be expected to continuously improve the advice and financial planning inventory of methodologies. This...

  • Director of Research, Investment Advice and Planning

    3 weeks ago

    Chicago, IL, United States morningstar Full time

    About the role : As the Director of Research for Lifetime Financial Advice, you will help lead our research around lifetime investment & consumption models by applying your skills in econometrics, utility theory and mathematical optimization. You will be expected to continuously improve the advice and financial planning inventory of methodologies. This...

  • Director of Risk Management

    3 weeks ago

    Chicago, IL, United States Morningstar, Inc. Full time

    As the Director of Research for Lifetime Financial Advice, you will help lead our research around lifetime investment & consumption models by applying your skills in econometrics, utility theory and mathematical optimization. You will be expected to continuously improve the advice and financial planning inventory of methodologies. D. in Economics or a...

  • Director of Investment Accounting

    6 days ago

    Chicago, United States The Reserves Network Full time

    Director of Investment Accounting needed for a well-respected financial services organization headquartered in the Midwest. Apply today to take advantage of this unique and exciting opportunity! WHAT IS GREAT ABOUT THIS OPPORTUNITY? You have the flex Accounting, Director, Investment, Leadership, Business Partner, Account, Staffing

  • Senior Investment Research Analyst

    3 weeks ago

    Chicago, Illinois, United States Morningstar Full time

    Job Title: Senior Investment Research Analyst (multiple positions)Responsibilities:Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds' management team, strategy, parent company, performance and expenses (20%).Conduct quantitative and qualitative analysis using our...

  • Investment Funds Attorney

    2 weeks ago

    Chicago, United States Leffler Search Full time

    Office: Chicago, United States (vacancy is also open in Houston)Practice: Investment FundsExperience: Minimum 3 years of experienceA v10 Law firm with a top tiered investment funds practice is looking for highly qualified investment funds attorneys with at least 3 years of relevant experience.Key Responsibilities:Provide expert legal advice on the formation,...

  • Investment Funds Attorney

    3 weeks ago

    Chicago, United States Leffler Search Full time

    Office: Chicago, United States (vacancy is also open in Houston)Practice: Investment FundsExperience: Minimum 3 years of experienceA v10 Law firm with a top tiered investment funds practice is looking for highly qualified investment funds attorneys with at least 3 years of relevant experience.Key Responsibilities:Provide expert legal advice on the formation,...

  • Associate Director

    2 days ago

    Chicago, United States University Of Groningen Full time

    Associate Director - Government Finance Research Center (GFRC) (Job ID #167729) Associate Director - Government Finance Research Center (GFRC) (Job ID #167729) The Government Finance Research Center (GFRC) at the University of Illinois Chicago is seeking to fill its Associate Director position. The candidate should have research experience with a focus on...

  • Investment Funds Associate

    2 weeks ago

    Chicago, United States Buchanan Law Full time

    Our client is currently seeking a talented Investment Funds Associate to join their team in Chicago. This role presents an exciting opportunity for a qualified lawyer to work on sophisticated investment funds matters and further develop their legal career in a dynamic and collaborative environment.Responsibilities:Provide legal advice and support on a wide...

  • Investment Funds Associate

    2 weeks ago

    Chicago, United States Buchanan Law Full time

    Our client is currently seeking a talented Investment Funds Associate to join their team in Chicago. This role presents an exciting opportunity for a qualified lawyer to work on sophisticated investment funds matters and further develop their legal career in a dynamic and collaborative environment.Responsibilities:Provide legal advice and support on a wide...

  • Investment Funds Associate

    3 weeks ago

    Chicago, United States Buchanan Law Full time

    Our client is currently seeking a talented Investment Funds Associate to join their team in Chicago. This role presents an exciting opportunity for a qualified lawyer to work on sophisticated investment funds matters and further develop their legal career in a dynamic and collaborative environment.Responsibilities:Provide legal advice and support on a wide...

  • Associate Director of Business Development, Clinical Research

    1 week ago

    Chicago, United States Insight Hospital And Medical Center Full time

    Insight Institute of Neuroscience & Neurosurgery (IINN) aims to advance, challenge, and revolutionize neurosciences and medicine through scientific research and advanced technology, driven by a passion to help others regardless of any obstacles and challenges that may lie ahead. Our integrated team of medical professionals does so through creative,...

  • Sr. Manager, Investment Compliance

    3 weeks ago

    Chicago, United States Aon Full time

    Aon Investments USA is looking for Senior Manager, Investment Compliance As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting our investment team. Your impact as a Senior Manager, Investment Compliance  Aon Investments USA’s (AIUSA) compliance department...

  • Senior Research Analyst

    3 weeks ago

    Chicago, United States Duff & Phelps Investment Management Company Full time

    The senior analyst role will participate as an active contributing member on the water team, in a senior analyst and/or associate portfolio management role. The person in this position must take ownership of a primary research coverage list and actively contribute to the overall investment process, including communicating closely with the Water portfolio...

  • Investment Funds Associate

    3 weeks ago

    Chicago, IL, United States Buchanan Law Inc Full time

    Our client is currently seeking a talented Investment Funds Associate to join their team in Chicago. This role presents an exciting opportunity for a qualified lawyer to work on sophisticated investment funds matters and further develop their legal career in a dynamic and collaborative environment. Responsibilities: Provide legal advice and support...

  • Associate Director of Research Compliance, OPHS

    1 day ago

    Chicago, United States University of Illinois Full time

    Associate Director of Research Compliance, OPHSHiring Department: Office of Population Health SciencesLocation: Chicago, IL USARequisition ID: 1025091Posting Close Date: May 14, 2024About the University of Illinois ChicagoUIC is among the nation's preeminent urban public research universities, a Carnegie RU/VH research institution, and the largest university...

  • Investment Analyst

    2 weeks ago

    Chicago, United States LHH Full time

    Our client is a highly regarded boutique wealth management firm based in the heart of Chicago. With a client-centric approach, they specialize in delivering personalized financial solutions that align with their clients' unique goals and aspirations. Their team of experienced professionals is committed to excellence, ethics, and innovation in the world of...

  • Investment Analyst

    2 weeks ago

    Chicago, United States LHH Full time

    Our client is a highly regarded boutique wealth management firm based in the heart of Chicago. With a client-centric approach, they specialize in delivering personalized financial solutions that align with their clients' unique goals and aspirations. Their team of experienced professionals is committed to excellence, ethics, and innovation in the world of...

  • Investment Analyst

    3 weeks ago

    Chicago, United States LHH Full time

    Our client is a highly regarded boutique wealth management firm based in the heart of Chicago. With a client-centric approach, they specialize in delivering personalized financial solutions that align with their clients' unique goals and aspirations. Their team of experienced professionals is committed to excellence, ethics, and innovation in the world of...

  • Research Director I

    2 days ago

    Chicago, United States NORC at the University of Chicago Full time

    NORC at the University of Chicago is seeking a talented Research Director I to support the Health Sciences Research Department. This position is responsible for managing discrete tasks of complex projects including survey work, study management syste Health Science, Director, Research, Science, Health, Public Health, Technology, Education