Investment Specialist

The Group

Morningstar is a global leader in investment research, portfolio construction, asset allocation, and wealth management solutions. Through our Managed Portfolios business, we partner with financial advisers across Australia to help them deliver superior client outcomes while building more valuable, scalable, and sustainable advice businesses.

Our ambition extends beyond investment management. We seek to become the strategic partner of choice for Australian advice businesses by combining world-class investment expertise, behavioural research, practice management insights, and technology-enabled solutions to help advisers achieve better client outcomes and stronger commercial outcomes.

About The Role: Investment Specialist

We have an opening for an experienced investments business development professional to join our rapidly growing Managed Portfolio sales team in Victoria. Reporting to the Senior Investment Specialist and working alongside the Regional Director (VIC/SA/TAS) and our Adviser Solutions Managers (BDMs), the Investment Specialist will follow a solutions-based business development approach and leverage Morningstar’s capabilities to deliver investment solutions for advisers. In doing so, the adviser entrusts their clients’ assets to Morningstar as their investment partner to help them achieve their financial goals. 

 The successful candidate will be an ambitious self-starter with strong expertise in investments and business development. They will have an evidenced track record of successfully converting their investment proficiency into revenue by retaining and growing AUM with financial advisers. 

Key Responsibilities

• Drive managed portfolio net flow and FUM growth by partnering with Adviser Solutions Managers and the Regional Director (VIC/SA/TAS) to acquire new adviser and licensee relationships, expand existing client partnerships, and increase adoption, retention and share of wallet.
• Strengthen adviser engagement and loyalty through investment education, strategic relationship management and proactive resolution of investment-related challenges.
• Represent Morningstar's investment capabilities at client meetings, conferences, webinars, licensee events and industry forums, delivering market insights, portfolio updates and thought leadership that strengthen adviser relationships and generate business opportunities.
• Act as a subject matter expert on Morningstar's investment philosophy, managed portfolio solutions and market views, supporting advisers and internal stakeholders with investment insights that drive confidence, adoption and asset growth.
• Collaborate across functions, including the Sales, Product and Investment teams to identify growth opportunities, provide client and market feedback, and support the ongoing evolution and positioning of Morningstar's managed portfolio solutions.
• Develop and deliver high-quality presentations, market updates, portfolio commentaries and thought leadership content that supports adviser engagement, business growth and Morningstar's market presence.

Qualifications, Skills & Experience

• Demonstrated success in investment management, managed accounts or wealth management business development roles, with a proven track record of converting adviser relationships into revenue and asset growth outcomes.
• Strong commercial acumen with the ability to identify opportunities for business growth and translate adviser needs into solution-based outcomes.
• Experience working with managed accounts, managed portfolios, model portfolios or investment platforms will be highly regarded.
• Proven ability to build credibility and influence with advisers, practice owners, investment committees and licensee stakeholders.
• Strong investment background, including principles of asset allocation, portfolio construction and manager analysis.
• Demonstrated ability to communicate complex investment and behavioural finance concepts in a practical and compelling manner to financial advisers and practice principals.
• An ability to prioritise in a fast-paced environment to meet deadlines and service standards to financial advisers.
• Excellent presentation, public speaking and written communication skills, with the ability to articulate compelling investment solutions and effectively address adviser needs and objections.
• A Bachelor’s degree in Finance, Commerce, Economics or a related discipline is preferred. CFA designation or relevant postgraduate qualifications will be highly regarded.
• RG146 Certification.

Location: Melbourne (Remote)
Reporting To: National Director, Senior Investment Specialist
Travel Requirements: Domestic and international travel required

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.