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
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 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?