Benefits at Morningstar

At Morningstar, your contributions have meaning and can drive change. Across our 27 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. It’s all in the name of empowering investors. Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Financial + Retirement


Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.

401(K) matching

Morningstar provides employees with a 401(k) matching plan managed. We match $0.75 for every dollar contributed, up to a maximum of 7% of employee pay contributed to the plan each pay period.

Company equity

Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.

Employee stock purchase plan

Colleagues who exceed their performance goals substantially may be eligible for Impact RSU Awards as an additional reward on top of their cash bonus/commission award.

Charitable contribution matching

Morningstar's Matching GIfts program will match your charitable giving up to the local currency equivalent of $500 USD per calendar year.

Performance bonus

Child Care + Parental Leave

Adoption Assistance

We reimburse up to 80% for eligible adoption expenses, up to $4,000 per adoption, in addition to a minimum of 6 weeks paid time off.

Childcare benefits

Morningstar offers the option of in-home child and elder care, in addition to the existing day care center back-up care benefit.

Company sponsored family events

Morningstar sponsors family oriented events Annually.

Family medical leave

Eligible employees may take up to 12 weeks of job-protected, unpaid leave per year for certain specified reasons, and up to a total of 26 workweeks of leave to care for a family member.

Generous parental leave

Morningstar has a global minimum of 6 weeks paid time-off to bond with new family members. This benefit applies to all individuals equally, including birth mothers, fathers, adoptive parents.

Return-to-work program post parental leave

Office Perks

Commuter benefits

Company-sponsored outings

Fitness stipend

Company-sponsored happy hours

Onsite office parking

Recreational clubs

Some meals provided

Professional Development

Continuing education stipend

Customized development tracks

Job training & conferences

Mentorship program

Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.

Online course subscriptions available

Paid industry certifications

Promote from within

Lunch and learns

Continuing education available during work hours

Tuition reimbursement


Dedicated diversity and inclusion staff

Diversity manifesto

Mandated unconscious bias training

Morningstar encourages unconscious bias training for all employees, especially managers and hiring personal. We believe that by raising awareness of bias we can decrease its effects.

Diversity employee resource groups

Hiring practices that promote diversity

Health Insurance + Wellness

Dental insurance

Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.

Disability insurance

Disability insurance covers %60 of annual salary up to $15000 monthly maximum payout.

Flexible Spending Account (FSA)

Morningstar offers two Flexible Spending Accounts (FSA)— one for healthcare expenses and one for dependent care expenses. You may enroll in both $ determine the contribution amount.

Health insurance

Morningstar continues to offer the choice of two medical plans—the Savings Plan and the Classic Plan. Both are administered by Blue Cross and Blue Shield of Illinois (BCBS).

Life insurance

Morningstar offers 4 tiers of life insurance that offer varying benefits. Basic Life insurance is equal to 1 times an employee's annual salary.

Vision insurance

With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.

Wellness programs

Mental health benefits

Our insurance covers 80% on in-network mental health services. Our Employee Assistance Program provides no-cost, confidential, 24-hour counseling on a wide variety of issues.


Volunteer in local community

Morningstar encourages our colleagues to become involved in their communities, by providing paid time off for volunteer activities.

Flexible work schedule

Morningstar provides employees with a flexible work schedule that includes Summer hours, Work from home, Flexible start and end times.

Open door policy

Open office floor plan

Partners with nonprofits

Remote work program

The safety of our employees is very important to us. We have been operating remotely due to COVID-19.

Team based strategic planning

OKR operational model

Vacation + Time Off

Generous PTO

Paid volunteer time

Our employees receive 2 days per year of paid volunteer time.

Paid holidays

Paid sick days


Unlimited vacation policy

Additional 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.

Search the 41 jobs at Morningstar

Recently posted jobs

2 Days Ago
Enterprise Web • Fintech • Financial Services
Morningstar, Inc. is seeking a highly motivated Senior Internal Auditor to evaluate business and IT processes, internal controls, and compliance. Responsibilities include conducting various audits, preparing recommendations, applying control frameworks, and collaborating with management. Requires strong communication, problem-solving, and data analytics skills, along with a degree in accounting, business, or related field. A minimum of 3 years of audit experience is required.
Enterprise Web • Fintech • Financial Services
Senior Manager of Software Engineering managing a team of engineers in the Advisor Workstation team, collaborating globally to provide cutting-edge engineering solutions to enhance customer satisfaction and product functionality. Responsible for data engineering, product support, and guiding teams in building robust data pipelines and solutions. Requires expertise in Dot Net/C#, Java, Python, SQL databases, AWS, web application development, authentication concepts, debugging tools, and leadership skills. Bonus for knowledge in networking, AI, machine learning, and computer science fundamentals.
3 Days Ago
Enterprise Web • Fintech • Financial Services
Seeking a Junior Writer to create authentic and differentiated content for Morningstar's Retirement group. Responsibilities include writing and editing content for various audiences, supporting content team in creating narratives, ensuring compliance, distilling research into user-friendly pieces, and more. Requires 1 year of work experience in content strategy or writing, a degree in journalism or related field, and superb communication skills.