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.

Vice President - Equity Research Sales at Morningstar

 The Group: Morningstar’s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, Redistributor, and Commodities & Energy.

The Team: The Equity Research sales team focuses primarily on Portfolio Managers, Heads of Research and Analysts within Asset Managers, Private Banks and other asset owners. We are a global, independent, investor-focused research, data and tools provider. We deliver award-winning equity research on over 1,500 stocks and from over 100 analysts to clients globally.

The Role: As a Vice President, Equity Research Sales, you will forge and maintain client relationships in order to provide a full range of equity (and credit research services) to portfolio managers, directors of research, and research analysts in a defined geographic territory. This position will require 25-30% travel time and ideally will be based in Toronto, but there is some flexibility with the location for the right candidate.


  • Match client needs with Morningstar's Equity Research Services in a consultative manner, with a focus on matching clients' investment styles and research processes with Morningstar analysts' work to surface relevant investment ideas.
  • Convey extensive knowledge of our methodologies, analyst expertise, pricing, and value proposition to sophisticated investors.
  • Establish trust among analysts, portfolio managers, and directors of research.
  • Generate leads from industry contacts, publications, trade show lists, business directories, databases, and websites.
  • Drive revenue by proactively identifying and cultivating prospective clients, and build long-term relationships through introductory calls, meetings, and trials.
  • Consult with sales managers, and global product managers to establish annual sales targets, then meet these targets on a quarterly and annual basis.
  • Coordinate prospecting, support, and revenue-generating activities with a large Morningstar sales force.
  • Provide regular pipeline reports, customer feedback, and market research knowledge to management to enhance product development efforts and the customer experience.


  • Proven success in growing sales over several years, achieving sales targets, and building long-term relationships while adhering to a disciplined sales process is required. Preferably in an equity sales/research environment.
  • Clear and persuasive written and verbal communication skills are essential, as are strong presentation and negotiation abilities for working with clients and prospects with sophisticated investment knowledge, specifically buyside managers and analysts.
  • Candidates should also have a demonstrated interest in stock and/or corporate bond investing.
  • Familiarity with Morningstar equity and credit research and the asset management industry is highly desirable.
  • Strong motivation to excel in a fast-paced, entrepreneurial work environment.
  • Strong quantitative and analytical skills.
  • Bachelor’s degree is required; an advanced degree or relevant qualification such as an MBA or CFA, is preferred.

Morningstar is an equal opportunity employer.


100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity
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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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