Full-Time

Global Credit Research Lead

Posted on 2/18/2025

Morningstar

Morningstar

10,001+ employees

Provides independent investment research and data

Data & Analytics
Financial Services

Senior

Company Does Not Provide H1B Sponsorship

London, UK

Hybrid work environment requiring in-office attendance 3 days a week.

Category
Investment Banking
Finance & Banking
Required Skills
Fixed Income Securities

You match the following Morningstar's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 5+ years of research experience in fixed income and currency research gained in a pure research capacity or as part of an investment management team.
  • Deep understanding of global fixed income markets, including government bonds, corporate debt, high-yield, and emerging markets.
  • Expertise in macroeconomic analysis, monetary policy, and currency market dynamics.
  • Strong time management skills, with the ability to mentor and develop junior analysts.
  • Proven ability to communicate complex market information in a clear, concise, and actionable manner.
  • Strong quantitative skills and proficiency in relevant financial software and research tools.
Responsibilities
  • Generate fixed income and currency related capital market research deliverables, including strategic capital market assumptions and shorter-term, valuation-driven fixed income and currency research for global credit asset classes, including investment grade corporate bonds, high yield corporate bonds, hard currency denominated emerging-market sovereign bonds, municipal bonds and other credit sensitive fixed income asset classes.
  • Analyze macroeconomic factors, including interest rates, inflation, and economic growth, that influence credit spreads, valuations, and fundamentals.
  • Provide views on relative attractiveness across global credit asset classes for internal and external clients.
  • Enhance research robustness by producing additional analysis including scenario analysis, back testing, economic regime analysis etc.
  • Evaluate fair value assumptions for credit asset classes based on corporate, municipal and EM sovereign fundamentals and long-term trends.
  • Lead the monthly production process of quantitative outputs from proprietary valuation models for fixed income asset classes and major currencies.
  • Collaborate with economists and capital market assumption team to produce country specific economic research.
  • Contribute to fixed income methodology improvements to sustain Morningstar's research excellence.
  • Present research findings, conviction updates and market insights to internal portfolio management teams and clients.
  • Contribute to external research publications and media engagements with a focus on the outlook for credit assets.
Desired Qualifications
  • Prior research experience in covering credit asset classes is preferred.

Morningstar provides independent investment research and data to help individual investors, financial advisors, and asset managers make informed investment decisions. The company offers subscription-based access to a vast database of investment information, analytics, and tools through platforms like Morningstar Advisor Workstation, Morningstar Office Cloud, and Morningstar Cloud. Morningstar differentiates itself from competitors by focusing on Environmental, Social, and Governance (ESG) investing, especially after acquiring Sustainalytics, which enhances its ESG data and analytics offerings. The company's goal is to empower investors with the information they need to achieve their financial objectives while promoting sustainable investment practices.

Company Size

10,001+

Company Stage

IPO

Total Funding

$88.5M

Headquarters

Chicago, Illinois

Founded

1984

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Simplify's Take

What believers are saying

  • Increased demand for ESG data due to EU regulatory changes benefits Morningstar.
  • The Direct Advisory Suite captures a larger share of the financial advisor market.
  • Methodology change in Medalist Rating system increases trust in Morningstar's ratings.

What critics are saying

  • Commodity Data acquisition by ZEMA may lead to loss of proprietary data resources.
  • Changes in Medalist Rating system could cause client dissatisfaction or confusion.
  • Direct Advisory Suite may face integration challenges or competition from established platforms.

What makes Morningstar unique

  • Morningstar's acquisition of Sustainalytics enhances its ESG data and analytics offerings.
  • The Direct Advisory Suite modernizes software solutions for financial advisors.
  • Morningstar's partnership with Lang Cat's Analyser strengthens its managed portfolio services.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Unlimited Paid Time Off

Sabbatical Leave

401(k) Retirement Plan

401(k) Company Match

Paid Sick Leave

Parental Leave

Adoption Assistance

Hybrid Work Options

Stock Options

Professional Development Budget

Tuition Reimbursement

Mentorship Program

Employee Referral Bonus

Company Social Events

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