Jobs at Morningstar

Lead planning, coordination, and execution of third-party conferences and executive-level experiences. Manage cross-portfolio event calendars, logistics, vendors, contracts, budgets, measurement and reporting, and stakeholder communications. Develop recommendations and business cases for executive engagement programs and maintain organized documentation and repeatable planning frameworks.

Drive advisor relationships and territory growth for Morningstar Investment Management. Own a book of advisors, execute sales activities, use CRM to manage pipeline, educate advisors on managed portfolios and SMAs, run virtual and occasional in-person meetings, and collaborate with portfolio specialists on client-facing content.

Create, maintain, and run cash flow models (Intex, Python, proprietary platforms); analyze securitization structures and legal documents; evaluate credit profiles of ABS securities; present findings to ratings teams and senior staff; support rating committee discussions.

Ten-week summer internship where students work on individual and group projects solving Morningstar business problems through research, analysis, and creative thinking. Interns present findings to senior leaders, participate in training and mentorship, and are placed across teams (e.g., Editorial, Product, AI Office). Positions are full-time, on-site in Chicago.

Participate in Morningstar's sales internship cohort: build lead lists using LinkedIn and CRM, assist with outreach emails and call scripts, shadow SDRs and sales reps, and contribute to projects improving sales processes and client engagement.

Support HR operations by improving processes and documentation, assist with analytics, process improvement, program development, and internal communications, and collaborate with HR team members and business partners on organizational initiatives.

Ten-week credit internship supporting credit ratings: gather and analyze financial data, conduct market research, review legal documents, assist financial modeling and cash flow engines, prepare rating reports and press releases, participate in meetings, and learn DBRS Morningstar rating methodologies.

Ten-week, in-person summer internship joining an Agile squad to complete individual and group technical projects. Interns conduct research and analysis, present a group case study to senior leaders, attend training sessions, and receive mentoring. Opportunities to apply to Morningstar's Development Program after graduation.

Support quantitative research by cleaning and organizing financial datasets, developing and testing basic statistical models, building visualizations, documenting findings, and collaborating with analysts while learning data-science applications for investment analysis.

Support an equity research sector team by conducting company and industry research, maintaining financial models, applying equity research methodologies, producing timely investor-facing research, and collaborating on in-depth thematic analysis. Communicate findings clearly and apply strong analytical judgment under deadlines.

Lead global equity research for multi-asset portfolios, contribute to the Equity Committee, author investment theses, manage valuation frameworks with quant research, train and mentor analysts, and represent the firm on equity thought leadership and client engagements.

Lead development and scaling of Brand Research and Competitive Intelligence functions, build measurement and monitoring frameworks, synthesize insights into actionable recommendations, present to senior stakeholders, integrate insights across CoE streams, leverage AI and partners to improve efficiency, and establish governance, roadmap, and stakeholder engagement for brand and competitive strategy.

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.

Lead revenue growth and expand Morningstar Direct adoption within strategic institutional accounts. Build stakeholder relationships, identify and close upsell opportunities (including Report Distribution), create account growth plans, forecast pipeline, deliver product demonstrations, and document activities in SFDC. Role requires collaboration with SVPs and ~30% travel; based in Chicago.

Partner with business leaders to diagnose capability gaps, design and deliver blended learning (eLearning, instructor-led, workshops), facilitate sessions, manage logistics, run concurrent L&D projects, and ensure content aligns to company values.

Senior individual-contributor technical recruiter owning hiring outcomes for engineering, AI/ML, data science, and product across North America. Run complex searches, mentor recruiters, design evidence-based selection and AI-assisted recruiting workflows, provide market intelligence to stakeholders, manage pipeline health, and contribute to playbooks and process improvements.

Manage and grow a portfolio of Mid-Market advisor, asset management, and institutional clients. Serve as primary contact, drive retention and expansion, own full sales cycle, deliver revenue and retention targets, conduct client meetings and demos, partner with cross-functional teams to drive adoption and forecasting.

Manage leave of absence, disability, and accommodation cases across the U.S. and Canada. Provide case management, ensure compliance with FMLA/ADA and other laws, coordinate stakeholders and vendors, maintain documentation and reporting, and improve processes to enhance employee experience.

Lead full-cycle technical recruiting across engineering, data, and product: serve as a talent advisor, design sourcing strategies, screen and assess candidates, manage stakeholder alignment and interview processes, negotiate offers, build diverse pipelines, and drive process improvements to enhance candidate experience and hiring quality. Hybrid role based in Chicago.

Manage Morningstar's tax accounting and compliance: lead quarterly/annual tax provisions (10-Q/10-K), ASC 740 uncertain tax positions, US tax filings, audits, SOX tax controls, tax planning, M&A support, process automation, and supervise junior staff.