At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries to find new and better ways to serve investors.

Senior Variable Annuity Analyst at Morningstar

The Group: Morningstar’s Quantitative Research Group creates independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

The Role: As a Senior Variable Annuity Analyst, you will be Morningstar’s thought leader on the annuity industry. In this role you’ll represent Morningstar’s research, products, and data publicly to external clients and the media. In addition, you’ll be responsible for creating original investment research that helps investors. A successful candidate will have impeccable interpersonal and communications skills, a solid quantitative mindset, and a strong understanding of finance. This position is based in our Chicago office.


  • Be a subject-matter expert on annuities and the overall industry
  • Work closely with our product teams on methodologies related to how annuities are handled in our retirement and financial advisor products
  • Generate original investment research focusing on annuities with the goal of improving outcomes for investors
  • Write a quarterly report on trends in the annuity industry
  • Represent Morningstar on insurance industry committees and forums
  • Faithfully represent the work of the quantitative research team to internal stakeholders and external clients


  • A bachelor’s degree in quantitative or financial discipline (Masters or higher is desirable)
  • Minimum 5 years of experience in the annuity industry
  • Excellent written and oral communication skills
  • Meet strict deadlines and juggle various tasks while maintaining excellent attention to detail and impeccable accuracy in running and proofing analysis
  • Experience with Microsoft Excel (including use of macros and VBA programming)
  • Intermediate knowledge of statistical methods
  • Ability to stay organized and to quickly and efficiently handle multiple projects at the same time is crucial in this role
  • Ability to work collaboratively in a team environment, while also taking ownership of projects independently with minimal supervision
  • Familiarity with statistical modeling languages (R or Python)
  • Familiarity with SQL
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Why work with us
We’re an ambitious group, driven by our passion to make investing better. Imagining the next big thing is in our blood—it’s transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today.
There are no corner offices in our Chicago headquarters. In fact, there are no offices at all. At Morningstar, our open environment reflects our belief that anyone at any level can voice their ideas and take part in making them happen. You’ll see little of the typical corporate hierarchy here, with no rigid structures or barriers between people or teams. Morningstar employees enjoy a fluid work environment where they are given both the resources and opportunities to pursue a fulfilling career.
Perks & Benefits
Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.
Morningstar offers medical, dental, and vision coverage to employees and their families. Our philosophy is to provide access to excellent health care while maintaining low out-of-pocket costs.
Morningstar provides three tools to help employees maintain work-life balance—vacation, sabbatical, and leave. There’s no “use it or lose it” vacation policy at Morningstar. Employees take the time they need with their manager’s approval.
On top of the major benefits, we believe in preserving the little things that make a workplace friendlier. Some of these perks include: Casual dress every day, Open, egalitarian environment, Free beverages, Free bagels every Wednesday, Social events year-round, At-cost subscriptions to products for family members and friends, Employee discounts at selected merchants and retailers.

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