Chief Australian Market Strategist
Morningstar
- Sydney, NSW
- Permanent
- Full-time
- Join a diverse community of great people who support their peers and their communities.
- We give our employees opportunities to grow from early career to experienced hires—and you can build a career that matters at Morningstar.
- We support personal and professional development through a variety of programs, including an annual Education Stipend that you choose how to spend to support your growth.
- Weekly Overview: Commentary and analysis on markets, economics, securities and broader investment themes relevant and valuable to investors.
- Quarterly Markets and Economics Pulse: Quarterly lay of the land for investors, connecting the economic and investing environment to actionable investment ideas and opportunities.
- Ad-hoc Research and Analysis: Selective reactions to major market and economic events.
- Investment Context: Characterise the current economic conditions and outlook. Link to investment opportunities by leveraging the fundamental analysis of Morningstar’s research team.
- Educate: Produce content that educates investors on investment fundamentals, ideally tied to topical events and/or investment ideas.
- Visibility: Be a key face and voice to represent Morningstar Australia’s market views prominently, for example in the media on television and podcasts, with clients and at conferences.
- Build Engagement: Engage with the full range of client types to drive revenues. Identify opportunities with product and sales teams to retain and win new business.
- Collaborate: Enhance our methodology and research through collaboration. Leverage existing best practices for market strategists and economists fit for purpose for the Australian market. Work with the equity research team to surface individual security ideas of value to clients. Seek to reduce duplication and harmonise workflows across the broader Morningstar Australia research team.
- Demonstrated fundamental research experience and expertise
- Deep knowledge of, and alignment to Morningstar’s Research methodologies
- Be the face of our research to engage a broad audience; from individual to institutional investor
- Effective collaboration across teams, including the broader ANZ research team
- Aggregation of investment ideas across asset classes to present a consistent “One Morningstar” view
- Ability to leverage economic information and forecasts into fundamental investment ideas
- Passion for driving positive investor and commercial outcomes