Equity Portfolio Manager

The Group: 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. The 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. Apply tot his job Apply To this Job