Job Description
Experience identifying and evaluating business acquisition and investment opportunities (20%). Developing sophisticated revenue projection models for new product ideas and enhancements (20%). Deep understanding of global defined contribution systems in the US, Australia, UK and Canada, as well as familiarity with emerging DC markets in Asia and Europe (20%). In-depth understanding of the 401(k) managed accounts and fiduciary services markets and competitive landscape (20%). Familiarity with the fintech landscape, particularly in the retirement and financial wellness spaces (10%). Demonstrated experience writing long-form reports to communicate global trends and insights to senior leadership (10%).
About Morningstar
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