Equity Portfolio Manager
Morningstar, Chicago, IL, United States
The Investment Management group is guided by Morningstar’s investment principles focused on delivering great long‑term investment results to help end‑investors reach their financial goals. We use our expertise in asset allocation, research, investment selection and portfolio construction to create world‑class investment strategies leveraging the full resources of Morningstar, Inc. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
Role The Select Equities team manages 6 distinct separate account strategies with a combined $10 billion of AUA as of Dec. 31, 2025. We are looking to add an experienced investment professional to join the team as a Portfolio Manager for our U.S. growth strategy. The Select Equities Team constructs high‑conviction portfolios, with most of our separately managed accounts holding 25-50 stocks.
Responsibilities
Serve as portfolio manager for a growth‑focused equity strategy that follows a disciplined approach to company valuation and portfolio risk management.
Contribute to the team’s overall company research and portfolio management efforts.
Participate in the team’s peer review process, which includes providing feedback to portfolio managers on other strategies about prospective trades and portfolio positioning.
Communicate with clients. Responsibilities include quarterly commentaries, webinars, meetings with financial advisors, etc.
Qualifications
Minimum of 10 years’ professional investment experience with at least 5 years on the buyside.
Strong preference for relevant experience as a portfolio manager and/or analyzing growth companies.
Alignment with Morningstar’s philosophy and approach to investing in equities.
Demonstrates intellectual curiosity and genuine interest in learning new subjects, industries, and companies.
Strong communication skills, both written and verbal.
Excellent critical thinking skills with a focus on company analysis and valuation.
Bachelor's degree; CFA designation strongly preferred.
Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
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
Emotional Health
Trust‑Based Time Off
6‑week Paid Sabbatical Program
6‑Week Paid Family Caregiving Leave
Competitive 8‑24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1,000 annually to cover personal education & well‑being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range $181,950.00 - 327,500.00 USD Annual
Inclusive of annual base salary and target incentive
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.
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Role The Select Equities team manages 6 distinct separate account strategies with a combined $10 billion of AUA as of Dec. 31, 2025. We are looking to add an experienced investment professional to join the team as a Portfolio Manager for our U.S. growth strategy. The Select Equities Team constructs high‑conviction portfolios, with most of our separately managed accounts holding 25-50 stocks.
Responsibilities
Serve as portfolio manager for a growth‑focused equity strategy that follows a disciplined approach to company valuation and portfolio risk management.
Contribute to the team’s overall company research and portfolio management efforts.
Participate in the team’s peer review process, which includes providing feedback to portfolio managers on other strategies about prospective trades and portfolio positioning.
Communicate with clients. Responsibilities include quarterly commentaries, webinars, meetings with financial advisors, etc.
Qualifications
Minimum of 10 years’ professional investment experience with at least 5 years on the buyside.
Strong preference for relevant experience as a portfolio manager and/or analyzing growth companies.
Alignment with Morningstar’s philosophy and approach to investing in equities.
Demonstrates intellectual curiosity and genuine interest in learning new subjects, industries, and companies.
Strong communication skills, both written and verbal.
Excellent critical thinking skills with a focus on company analysis and valuation.
Bachelor's degree; CFA designation strongly preferred.
Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
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
Emotional Health
Trust‑Based Time Off
6‑week Paid Sabbatical Program
6‑Week Paid Family Caregiving Leave
Competitive 8‑24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1,000 annually to cover personal education & well‑being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range $181,950.00 - 327,500.00 USD Annual
Inclusive of annual base salary and target incentive
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.
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