• Conduct detailed research across asset classes and investment vehicles, due diligence, asset allocation, portfolio design, portfolio analysis, portfolio optimization, and risk management.• Developed and managed multi-asset strategies designed to limit downside. • Develop investment processes and procedures.• Developed a multi-asset strategy to generate both income and growth. • Create quantitative models and screens for investment selection. • Conduct macro-economic research for tactical asset allocation changes. • Monitor external investments and effectively communicating recommendations to investment committee.

• Perform asset allocation, strategic allocation, and security selection research for mutual fund and ETF model portfolios.• Develop investment processes and procedures, researching and investing in traditional and alternative asset classes.• Conduct due diligence on investment pooled vehicles across the asset class spectrum.• Perform portfolio research including but not limited to investment process analysis, attribution analysis, factor exposures and attribution, stress testing, incentives structures, etc.• Individual equity security research.

• Perform portfolio analysis, investment process analysis, attribution analysis, factor analysis, and risk analysis on investment vehicles and strategies. • Develop opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds’ management, strategy, process, parent company, performance and expenses. • Conduct quantitative and qualitative analysis using our databases, monitoring regulatory information, interviewing portfolio managers, and conducting on-site due diligence visits of asset-management firms. • Develop expertise in various asset classes, asset management firms, and the overall industry.• Monitor important developments in the fund industry, markets, and the broader economy.• Discuss ratings and reports with external institutional clients and internal investment management group. • Represent Morningstar by speaking to media, conferences, industry associations and regulators.