Portfolio Associate

About Morningstar

Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

About the role

The Portfolio Associate sits within the Distribution Team and reports to the Portfolio Specialist. This function is the bridge between the investment team and distribution, providing a centre of investment expertise, considering adviser needs, market dynamics, and investment solutions.

The Associate Portfolio Specialist supports the creation and delivery of high-quality investment content, including investment updates, portfolio insights, and market analysis. The role combines technical investment understanding with strong communication skills to ensure that messaging is clear, accurate, and aligned with delivering strong outcomes for advisers and investors.

Responsibilities

Distribution Support

• Support the Portfolio Specialist and Distribution Team to aid adviser engagement
• Assist in preparing materials for client meetings, presentations, webinars, and events
• Respond to adviser queries in a timely, accurate, and insightful manner
• Contribute to providing investment insights that support advisers in client conversations
• Ensure materials are aligned to support business development and sales activity

Investment Communication & Content

• Assist in the production of regular investment updates (market commentary, portfolio positioning and performance messaging)
• Help translate investment concepts into clear, client-friendly language
• Support the development of high-quality investment content, including presentations, reports, articles, and digital materials
• Maintain consistency and accuracy of messaging across all materials
• Ensure content supports the commercial positioning of investment strategies

Market & Portfolio Analysis

• Monitor market developments and contribute to internal and external commentary
• Support analysis of portfolio performance and positioning
• Conduct competitor and market research to showcase key advantages of our product range  
• Help identify key themes and trends relevant to advisers and investors

Stakeholder Collaboration

• Build working relationships with distribution, investment and marketing teams
• Support alignment between investment views and external messaging
• Act as a point of coordination for information between teams

Requirements

• Keen interest in financial markets
• Undergraduate degree (or higher) is required
• Studying towards, or willingness to complete, IMC or equivalent qualification
• Understand the importance of accuracy and timeliness in supporting sales activity
• Experience in preparing reports, presentations and data analysis
• Undergraduate degree (or higher) is required
• Occasional travel within the UK is expected

Required skills

• Communication: Able to confidently and clearly present ideas in both written and verbal formats
• Information Gathering: Proactive in sourcing relevant information for the required audience
• Attention to Detail: Ensures accuracy and consistency across all materials
• Analytical Thinking: Can interpret data and identify key messages                                   
• Organisation: Manages time effectively to meet deadlines
• Collaboration: Builds positive relationships across teams
• Commercial Awareness: Understands the importance of supporting the sales process

Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

Base Salary Compensation Range

Bonus Target:

We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.