Jobs at Morningstar

Leads go-to-market launches, product positioning, messaging, sales enablement, customer marketing, and adoption programs for advisor software. Partners with product, sales, client success, and service teams to develop client-facing assets, competitive intelligence, and lifecycle marketing initiatives. Uses market research, win/loss analysis, analytics, and business results to guide product decisions, improve sales performance, increase retention, and drive customer engagement.

Leads the Security Engineering team responsible for security tooling, detection platforms, endpoint and email protection, SOAR, cloud security, and security foundations. Sets engineering priorities, develops staff, manages roadmaps, improves SOC detections and incident response, automates security operations, and partners with product, cloud, and infrastructure teams across AWS, GCP, and Azure. The role also integrates security checks into CI/CD pipelines and supports secure AI-assisted development.

Leads Morningstar’s global communications strategy, corporate narrative, executive and CEO communications, media relations, thought leadership, digital content, reputation, crisis response, internal communications, and employer brand storytelling. Oversees a 20-person global team, communications budget, agency ecosystem, analytics, AI enablement, and regional execution. Advises senior executives and the Board while modernizing communication channels, operating models, measurement, and content formats.

Leads Morningstar’s U.S. Investment Management distribution organization, setting go-to-market strategy and driving revenue, net asset flow, market-share growth, and strategic partnerships. Oversees advisor distribution, sales, national accounts, portfolio specialists, and practice consulting. Builds commercial infrastructure, manages forecasting and P&L contributions, launches investment capabilities, strengthens advisor relationships, and develops a high-performing leadership team.

Develop qualified sales opportunities by researching prospects, following up on marketing-qualified leads, conducting outreach by phone, email, and LinkedIn, arranging meetings and demonstrations, maintaining CRM records, tracking outreach metrics, and sharing lead-quality feedback with marketing and sales teams.

Owns Morningstar Direct’s event marketing channel, including strategy, portfolio planning, execution, budgeting, vendor management, performance measurement, and optimization. Partners with Sales, Marketing, and Product teams to drive pipeline, engagement, customer relationships, and business growth through conferences, sponsorships, executive programs, hosted events, and hospitality experiences. Establishes scalable processes and uses automation, AI, and event technology to improve execution and attendee experiences.

Own discovery, validation, and delivery of agentic AI use cases for Morningstar Direct. Lead market research, experiments, prototypes, requirements, product vision, prioritization, and execution with engineering, data, design, sales, marketing, and client success teams. Engage financial professionals through demos and feedback sessions, while incorporating responsible AI principles including bias, safety, privacy, and reliability.

Senior full-stack JavaScript engineer to develop and modernize web applications. Build backend APIs with Node.js, create responsive single-page apps using Angular.js or Vue.js, implement consistent CSS/SASS, follow MVC/MVVM patterns, work in Agile/Scrum, and promote usability and scalability within a financial services context.

Develop, maintain, and analyze cash flow models for structured finance transactions across ABS, RMBS, CMBS, and structured credit. Interpret legal documents, model waterfalls and structural features, perform cash flow tie-outs, assess credit implications, and present findings to senior stakeholders and rating committees. Provide technical guidance to junior analysts and collaborate globally on complex transactions.

Early-career software engineer joining Morningstar’s Central Technology AI team through its development program. Responsibilities include contributing to Agile projects, researching and solving business problems, building AI-enabled solutions with Python and modern AI tools, collaborating with engineers and business stakeholders, presenting outcomes, and participating in structured training and mentorship. The role is based in Chicago with four days per week in the office.

Manage full-cycle recruiting for technology roles across software engineering, data, cloud, cybersecurity, AI/ML, and product. Partner with technical hiring managers, develop sourcing strategies and market maps, build candidate pipelines, analyze recruiting metrics, guide candidates through interviews and offers, and improve recruiting processes and tools.

Develop and enhance investment risk analytics methodologies across equities, fixed income, mutual funds, and portfolios. Own quantitative projects end to end, including data validation, methodology design, testing, documentation, and production handoff. Partner with quantitative analysts, software engineers, Product, and Engineering; validate models, address client inquiries, review peer work, and evaluate responsible AI approaches. Communicate complex financial and statistical concepts clearly to technical and non-technical stakeholders.

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.

Designs, develops, integrates, tests, deploys, and supports scalable Salesforce solutions for Sales, Finance, Marketing, and Service processes. Leads Apex and Lightning development, Salesforce Agentforce and AI-enabled capabilities, external system integrations, release management, and production stability. Translates stakeholder requirements into secure, maintainable solutions, chooses declarative versus custom development approaches, supports legacy SQL Server applications, reviews code, guides quality assurance and user acceptance testing, and mentors junior developers.

Lead and manage US collections operations and an overseas collections team, own collections OKRs across six business segments, develop and coach direct reports, drive strategies to reduce past-due balances and DSO, monitor collections metrics, resolve escalations, ensure compliance, and lead process improvements in partnership with Finance, Sales, and Customer Success.

Conduct independent quantitative and qualitative research on funds and investment vehicles, develop forward-looking ratings, monitor markets and regulatory developments, interview portfolio managers, and perform due diligence. The role also involves authoring research reports and industry studies, developing asset-class expertise, supporting team initiatives, and communicating ratings and findings to institutional clients and internal investment teams.

Leads surveillance and fundamental credit analysis for highly leveraged middle-market companies. Evaluates financial performance, cash flow, leverage, and credit risks; prepares rating committee materials, recommendations, reports, and research. Communicates credit views to internal and external stakeholders, monitors market developments, manages a portfolio of credits, and supports improvements to analytical workflows and data management.

Conduct financial data analytics, leveraged finance research, and corporate credit analysis for highly leveraged middle-market companies. Responsibilities include sourcing and validating financial data, building Excel, Python, and SQL analytical tools, performing quantitative analysis, creating visualizations, reviewing financial statements, supporting credit surveillance and rating recommendations, preparing committee materials, and engaging with lenders, investors, and bankers.

Owns product operations for Morningstar Indexes, including pricing strategy and governance, roadmap prioritization, business intelligence, AI initiatives, commercial opportunity evaluation, and investment business cases. Partners with Product, Operations, Technology, Legal, Compliance, Finance, and Sales to align delivery with commercial priorities, ensure governance, and support product growth. Presents recommendations and trade-offs to senior stakeholders.

Supports complex, escalated data and data product issues from Level I teams. Researches cases, identifies trends using metadata, determines resolutions, coordinates cross-functional resources, prioritizes tickets, improves workflows, and communicates outcomes to internal stakeholders and clients. The role requires ownership of issue resolution, effective collaboration with Client Service, Product, Sales, and Data Operations, and occasional client meetings.