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Temporary Morningstar Development Program information

What is the difference between Temporary Morningstar Development Program vs Financial Analyst?

AspectTemporary Morningstar Development ProgramFinancial Analyst
CredentialsBachelor's degree, relevant courseworkBachelor's degree, often CFA or CPA preferred
Work EnvironmentStructured training, rotational assignments at MorningstarOffice setting, analyzing financial data and reports
Employer & IndustryMorningstar, finance and investment industryVarious financial firms, investment industry
Search & Comparison IntentEntry-level training programs, career developmentFinancial analysis roles, career progression

The Temporary Morningstar Development Program is a structured, entry-level training initiative designed to develop skills in finance and investment at Morningstar. In contrast, a Financial Analyst typically holds a more specialized role analyzing financial data, often requiring additional certifications. While both roles operate within the finance industry and may share similar educational backgrounds, the program emphasizes rotational training and career development, whereas the Financial Analyst role focuses on specific analysis tasks and reporting.

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Temporary Morningstar Development Program jobs near you
Responsible Investment Program Manager

Responsible Investment Program Manager

Fisher Investments

Plano, TX • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 22 days ago

Fisher Investments rating

8.4

Company rating: 8.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

Job description

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages ~$27B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe.

The Opportunity:

As the Responsible Investments (RI) Program Manager, you will lead the lifecycle of FIIG’s RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies. Such leadership includes roadmap & product strategy development, competitor research, product design & enhancement, and external positioning. You will collaborate with multiple FIIG teams (New Strategy Development, Engagement, Sales/RFP, Marketing & Content) and firm groups (Portfolio Management Group, Legal Compliance Department, etc). You will understand global ESG investment trends & regulations to ensure the firm’s institutional ESG offerings are best positioned to meet current and future client demands.

The Day-to-Day:                       

  • Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders
  • Conduct market and competitor analysis for equity/fixed ESG-product design and enhancement
  • Create external product positioning, value-propositions, and key answers for FI’s ESG & Investment process
  • Support the Responsible Investments team in day-to-day client/prospect requests and act as an internal ESG expert supporting training
  • Maintain expertise in shifting ESG regulatory trends, industry standards, and best practices
  • Monitor market developments from external organizations, third party reporting frameworks (e.g. PRI), ESG labels to understand evolving markets standards and client preferences

Your Qualifications:

  • 5+ years' experience in the financial services sector with at least 3 years in ESG-product development, investment management, or manager research at an asset management/investment consulting firm
  • Strong understanding of global equity markets, institutional investors, portfolio management techniques with experience communicating complex investment concepts
  • Proven knowledge of ESG-related investor & regulatory trends in the EU (e.g. SFDR), UK and US
  • Passionate about both Responsible Investments & asset management
  • Experience using tools from services such as FactSet, Morningstar, and ESG data providers

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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