I applied online. The process took 2 months. I interviewed at Morningstar (Chicago, IL) in Jun 2018
Interview
The whole process took about two months. A call with a Jr. HR, a call with a Sr. HR, a call with a team member, a video chat with two additional team members, an on-site interview and presentation with 5 team members. This interview process included an online test that took about 2 hours and a presentation they require for the onsite called the "pitch". All in all the process took 20-30 hours of my time including the interviews, test and preparation for the presentation. They really do try make sure you are a legitimate candidate they would hire so I didn't feel like it was unnecessary screening or work, however it was extremely burdensome for candidate working with several other companies. All in all it didn't work out, I got the feeling they are extremely careful (picky?) but appreciated the processes. I would recommend that anyone considering applying be comfortable with all of the time and work they are requiring and the odds that it doesn't work out, some could feel pretty upset after all is said an done.
Interview questions [3]
Question 1
They are real big on this "do you need to be edited" question.
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
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?