Jobs at Morningstar

Develop and launch benchmark, thematic, factor, strategic beta, and multi-asset indexes from concept through market release. Conduct quantitative research, machine learning, back-testing, portfolio construction, risk analytics, and statistical testing. Build AI-enabled tools, prototypes, dashboards, and automated workflows while translating complex investment concepts into methodologies, research, presentations, and client-facing narratives. Collaborate with research, product, technology, operations, and commercial teams.

Create and optimize investing content across social media, newsletters, video, and visual formats. Develop graphics, carousels, charts, scripts, newsletter content, and on-camera videos; translate complex financial topics for individual investors; identify high-potential stories; use audience performance data to improve content; and collaborate with editorial, design, video, research, and corporate social teams while maintaining editorial accuracy and consistency.

Design and build cloud-native microservices, REST APIs, and highly available backend services supporting large-scale data requests. Translate business requirements into scalable platform solutions, contribute to architecture modernization, and uphold engineering practices including testing, observability, CI/CD, and code reviews. Troubleshoot production issues, improve reliability, and evaluate emerging data engineering and generative AI technologies. Mentor colleagues and collaborate across technical and business teams.

Designs and maintains automated tests for web applications, APIs, backend services, cloud-native systems, and AI-enabled applications. Responsibilities include functional, integration, regression, exploratory, and end-to-end testing; developing reusable automation frameworks; integrating tests into CI/CD pipelines; investigating defects; validating REST APIs and asynchronous workflows; and assessing AI applications for accuracy, reliability, grounding, and workflow effectiveness. The role collaborates with engineering and product teams and supports AWS-based testing and troubleshooting.

Produces and technically operates corporate, executive, hybrid, webinar, and livestreamed events. Responsibilities include event planning, rehearsals, show calling, AV and broadcast system operation, troubleshooting, production documentation, presenter coaching, vendor and crew coordination, live incident management, equipment maintenance, and post-event wrap-up. The role requires onsite support in Chicago, occasional travel, flexible scheduling, and expertise with Microsoft Teams, Zoom, vMix, broadcast systems, networking, audio, video, lighting, and streaming technologies.

Lead product marketing for Morningstar Direct’s reporting solutions, including positioning, messaging, go-to-market launches, sales enablement, competitive intelligence, client adoption, and demand programs. Partner with product, UX, sales, campaign marketing, and client success teams to translate reporting capabilities into customer value. Conduct market research and win-loss analysis, develop sales plays and content, and measure performance through campaign, adoption, revenue, and client outcome metrics.

Analyze sales performance, pipeline health, forecasting, conversion, territories, and revenue drivers. Build dashboards, reports, and scorecards; audit CRM data quality; define sales metrics; and translate complex datasets into actionable recommendations. Partner with sales leadership, Finance, Marketing, and Customer Success on planning, pipeline visibility, quota analysis, segmentation, and productivity improvements.

Leads the Direct Platform architecture function and defines its long-term technology vision. Oversees enterprise architecture standards, cloud and platform strategy, modernization roadmaps, governance, technical debt reduction, scalability, resiliency, and operational excellence. Partners with executive, Product, Engineering, Data, Security, and Infrastructure leaders on strategic investments and emerging technologies. Manages approximately six architects, develops architecture capabilities, and remains hands-on in designing and governing complex platform solutions.

Leads Morningstar’s global data acquisition and operations organization of approximately 700 employees. Oversees investment, reference, and market data collection, enrichment, quality, and delivery while modernizing platforms, workflows, and operating models. Drives automation, AI adoption, governance, regulatory compliance, performance improvement, and technology transformation. Partners with Product, Engineering, Research, Data Strategy, Risk, and Commercial leadership to execute the data acquisition roadmap and build scalable, efficient operations.

Supports CMBS credit ratings for commercial real estate transactions and entities. Responsibilities include analyzing stabilized cash flows, market data, economic indicators, financial statements, and third-party property reports; preparing rating reports and committee materials; participating in rating committees; supporting regulatory disclosures; and communicating with issuers, investors, and intermediaries.

Qualifies marketing and outbound leads, conducts personalized outreach, develops sales pipelines, schedules meetings and demos, and manages lead interactions in a CRM. Partners with marketing and sales teams on lead quality, handoffs, reporting, and conversion improvements. Tracks outreach KPIs, researches prospects and competitors, and continuously improves sales messaging, product knowledge, and qualification techniques.

The Senior Accountant manages financial reporting, journal entries, reconciliations, statutory and regulatory filings, complex accounting transactions, audits, and SOX controls across multiple Americas entities. The role also drives accounting process improvements through automation, data analytics, AI-enabled tools, and finance transformation initiatives while partnering with global controllership, tax, treasury, FP&A, legal, auditors, and business stakeholders.

Performs Structured Finance security mappings, data quality controls, reconciliations, regulatory reporting checks, and dataset validation. Maintains metadata, data dictionaries, and data lineage for governance and AI-ready initiatives. Investigates and documents data issues while collaborating with Data, Credit Operations, Technology, and global stakeholders. Supports accurate, complete, timely, and compliant ratings and regulatory datasets.

Own operations and governance for enterprise planning platforms (budgeting, forecasting, workforce and compensation planning). Lead requirements gathering, solution design, enhancements, integrations, testing, deployments, production support, and user adoption. Partner with Finance, People & Culture, Technology, and vendors to drive platform roadmap, controls, documentation, and training to improve planning, reporting, and process efficiency.

Ten-week technology internship for college students graduating in 2027. Interns join Agile squads, contribute to individual and group projects, research and analyze business problems, collaborate with teammates, present findings to senior leaders, and participate in technology training and mentoring. The program offers exposure to software, cloud, data, infrastructure, design, financial data, and products, with potential consideration for Morningstar’s Development Program after graduation.

Supports HR operations, process documentation, analytics, process improvement, program development, internal communications, and organizational initiatives. The intern collaborates with HR team members and business partners while gaining exposure to multiple human resources domains through mentorship, training, and project-based work.

Supports quantitative research by cleaning financial datasets, testing statistical models, creating visualizations, documenting findings, and collaborating with analysts and internal teams. The intern gains exposure to investment analysis, financial technology, and research workflows through mentorship, training, and project-based work.

Leads Morningstar’s advisor practice management strategy by consulting with financial advisors, developing growth and productivity frameworks, creating thought leadership, enabling distribution teams, and delivering workshops, webinars, and coaching. The role helps advisors improve client acquisition, segmentation, staffing, succession planning, operational effectiveness, and retention while connecting advisor needs with Morningstar’s broader investment, research, marketing, and product capabilities.

Leads Corporate Marketing’s operational infrastructure, including vendor and procurement management, budget administration, financial reporting, marketing technology operations, internal communications, and cross-functional initiatives. The role establishes scalable processes, improves operational efficiency, coordinates stakeholders across Finance, Legal, Procurement, Technology, and Marketing, and provides leadership with visibility into budgets, vendor investments, and organizational performance.

Leads index research and develops thought leadership for Morningstar Indexes. The description provides limited role-specific responsibilities, but the position likely oversees research-driven content, insights, and strategic perspectives supporting the organization’s indexing business and external audience engagement.