45 minute structured interview with hiring manger, written report on a managed investment product (timed) and final stage is 20 minute presentation of a investment product with questions from interview panel of 3 people in the Chicago office
1
Positive experience
Difficult interview
Application
I applied online. The process took 3 weeks. I interviewed at Morningstar (Central) in Oct 2023
Interview
very efficient and smooth includes a written test with two long questions at the interview hr is very nice and responsive the interviewers were very welcoming generally an insightful interview
I applied online. The process took 4 weeks. I interviewed at Morningstar (Chicago, IL) in Oct 2023
Interview
Fund pitch was part of the interview process. The HR would give you a fund and give you three days to prepare for your fund pitch. They ask you to prepare a deck, but don't tell you what format this fund pitch will need to be in, and so you are pretty much free to do whatever.
Interview questions [1]
Question 1
How would Morningstar Manager Research Analyst approach this fund?
What are the fund's strength?
What are the peers?
What is sharpe-ratio?