Integrate proprietary research and financial planning concepts into a global set of advice engines by working closely with Morningstar research, product managers, and developers to bring intellectual property and new methodology to market.Develop an in-depth understanding of the Wealth Forecasting Engine and Automated Portfolio Construction tool , its underlying methodologies and implementations.Work closely with stakeholders across research, product, and development teams to ensure successful delivery of projects and features.Support internal and external clients through product prototyping, demonstrations, troubleshooting, methodological proofs, and timely communication.Translate product or functional requests from internal and external clients into detailed written specifications and user stories.Develop scripts in python / R / MATLAB to improve efficiency of current business processes.Build dashboards to support Quality Checks(interactive / automated / visual) that improve the interpretability of the historical trends or new methodologies .Requirements :
- Bachelor s degree in finance, economics, mathematics, engineering, computer science or related field is required . A Master s degree or CFA are all highly desired.
- Prior experience in finance or a very strong interest in the financial industry is essential. Demonstrated skill (2-3 yrs.) automating processes using Python / R similar tech stack would be preferred.
- Experience practicing investment planning methodologies (tax modelling, capital markets assumptions, strategic asset allocation, tax-optimized asset location, goal planning, etc.) or related experience in investment management, insurance domain.
- Demonstrated ability to visualize data using Python / MATLAB / R / Tableau or other tools.
- Possessing a robust foundation in statistical modeling theory and the practical skillset to leverage this knowledge by developing and deploying code-based solutions.
- Understanding of both business and technical requirements, and the ability to serve as a conduit between product, research, technology, and external clients.
- Possessing knowledge of database systems or cloud computing platforms, particularly Amazon Web Services (AWS), would be considered a significant advantage.
- Excellent English-language oral and written communication.
Skills Required
Python, Statistical Modeling, Tableau, Matlab, Aws