Morningstar Careers in Chicago
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Live Audio/Video Engineer

Morningstar
Chicago
2 weeks ago
+45
The Role:  Morningstar seeks a Live Audio/Video Engineer to maintain and operate it’s Audio/Video Facilities in our Chicago office. The Engineer will not only maintain and operate the Audio/Video systems in our Chicago Auditorium, but will also work to maintain and operate the Audio/Video systems in our two TV Studios. The Engineer will be responsible for preparing for events, running events, and following-up on post-event tasks. The Engineer must work with a live broadcast mentality that requires being fully prepared and able to troubleshoot any issues as they arise in real-time. This role reports to the Director of Media Production.

Senior Technical Support Analyst

Morningstar
Chicago
2 weeks ago
+45
Job Duties: Work as part of the global support team supporting the financial market data business by providing technical assistance and support to clients globally to deliver high-quality data to service and grow the market data business. Partner with internal technology specialists to onboard new datasets and provide advanced data streaming metrics to enhance the investment process, portfolio construction, and risk management. Identifying, researching, and resolving complex technical data issues that enhance business decision making capabilities. Provide technical support to all incoming queries and resolve all data issues M-F from 9AM to 6PM. Evaluate all incoming queries and escalate to the relevant teams. Manage and triage of all issues via customer relationship management system, Salesforce Service Cloud, including but not limited to ensuring Service Level Agreements are satisfied. Extract and analyze exchange market data for a variety of financial assets to identify data content is in line with exchange specifications and provide solutions to enhance the workflow for data delivery cycles, and drive value to the services by suggesting optimal solutions. Support key customers, schedule and participate in regular client service reviews, via phone. Assist internal teams with queries relating to market data delivery and products, providing additional training where necessary. Enhance data quality by using data science methods and tools to evaluate historical market prices in conjunction with fundamental knowledge of financial corporate actions. Document all actions in CRM system and create escalations to counterparties in JIRA to track and manage priority for customer aspects. Provide regular follow‐up to clients on all outstanding queries. Extract network throughput to gauge the requirement for onboarding new datasets for customers. Actively contribute to process improvement project work. Monitor data connectivity between servers via various network protocols to ensure successful data delivery from the globe wide exchanges to clients. Attend meetings over the phone and in person with Clients.

Business Development Executive

Morningstar
Chicago
2 weeks ago
+45
The Role: Business Development Executives on the Direct to Advisor (DTA) sales team generate revenue for Morningstar by effectively driving new company business. They develop new relationships by assessing prospective clients’ needs, and apply a consultative approach to assemble creative solutions from Morningstar’s diverse portfolio of product offerings. This person must quickly develop a thorough understanding of our capabilities and how our solutions solve problems. This position requires client-facing travel within an assigned territory and is based in our Chicago office.  

Lead Java Engineer

Morningstar
Chicago
3 weeks ago
+45
At Morningstar, helping investors is what brings us together and drives our work. We are looking for software engineers who specialize in Java and the JVM platform to join our team, grow with us, introduce us to new ideas and develop products that empower our users. You will have product ownership and responsibility for ensuring process and quality adherence through peer reviews, code reviews, test coverage and best practices.  You will act as the software guardian, owning non-functional requirements, architectural direction, and the quality of the code while addressing technical debt. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

Product Designer

Morningstar
Chicago
3 weeks ago
+45
Morningstar is looking for a user experience designer for our Products group to help lead user experience design within a cross-functional team developing software for financial advisors and financial professionals. We’re looking for a designer who loves the challenge of turning complex data into great communication design, translating usage patterns into intuitive interactions and workflows, and working in an incredibly collaborative environment.

Chief Information Officer

Morningstar
Chicago
3 weeks ago
+45
The successful candidate will be a self-starter with 15-20 years of experience leading global technology organizations. They will oversee the day-to-day operations across the areas above and ensure we are executing on our strategic plan. As a member of global technology leadership team, the CIO will continually contribute to adapting leading technologies and practices to Morningstar and develop our technology people, thus driving growth of product and services excellence and operational productivity.

Senior JavaScript Software Engineer

Morningstar
Chicago
3 weeks ago
+45
We are seeking a Senior Front-end Software Engineer proficient in JavaScript and existing web standards to work with emerging technologies. This position will be part of an engineering team focused on updating Morningstar’s Web-based product suites. The position includes development of new systems and maintenance and improvement of existing applications. Candidates should have solid software engineering experience in building commercial-grade Web-based applications using modern technologies. You will work with other engineers to develop APIs and modernize the platform to build leading product experiences. A successful candidate will be able to play an active role in managing the prioritization of work in order to meet project goals. This position is based in our Chicago office.

Head of Benchmark Data Services

Morningstar
Chicago
3 weeks ago
+45
The Role: The Morningstar Indexes Team seeks a highly motivated Head of Benchmark Data Services focused on aggressively growing the use of Morningstar Indexes across the index benchmark ecosystem. This is a strategic position that not only supports the creation of innovative investable products, but also brings institutional credibility and a platform to create significant revenue growth in our index data business. Because this role covers opportunities globally, it will require approximately 25-50% travel. This position may be based in either our New York or Chicago office.

Equity Analyst, Energy and Utilities

Morningstar
Chicago
3 weeks ago
+45
The Role: Our Equity Research team requires an experienced equity analyst to cover Energy and Utilities stocks, primarily focusing on a select group of clean energy and technology companies. The role offers considerable intellectual freedom to focus on developing long-term oriented, original, and in-depth insights on complex industry issues with an emphasis on understanding ever-changing competitive dynamics. The analyst will publish in-depth research pieces that exemplify our reputation for thought leadership, our ability to assess outcomes for debatable investor topics, and provide the analysis our clients need to make better investing decisions. This position is based in our Chicago office.

Database Developer

Morningstar
Chicago
3 weeks ago
+45
Design and document logical and physical database models to cater to a variety of business requirements.  Develop advanced T-SQL code for implementing application business logic using stored procedures, views, and functions. Collaborate with other Database Administrators and Applications/ Business teams to support enterprise applications; develop data warehouse objects and processes for supporting business intelligence, including ETL, fact/dimension tables.  Design and implement reports and dashboards utilizing SSRS as required; assist in the migration of several databases and associated SSIS routines to a new set of SQL Servers. Create standards for SQL Server database administration that supports the use of optimal database server resources and performance.  Implement automated database maintenance plans and backup routines using standard methodologies.  Monitor database/ application growth and server resources to ensure optimum performance and availability. Routinely evaluate/ implement improved methods or processes for administering and maintaining databases and servers.

Index Licensing Manager

Morningstar
Chicago
4 weeks ago
+45
The Role: The Index Licensing Manager position will report to the Managing Director, Index Operations. The selected candidate will take responsibility for all index licensing agreements and regulatory reporting compliance. The position will be responsible for managing licensing agreement reviews and re-contracting for Morningstar’s Index business. The position will also be responsible for maintaining the internal Index Oversight Committee process, IOSCO compliance reporting and EU-BMR reporting. This role will require working autonomously supporting market data licensing with sales, product managers and other internal stakeholders across the Index business.

Head of Indexes Marketing

Morningstar
Chicago
4 weeks ago
+45
The Role: Morningstar is committed to creating great products that help investors reach their financial goals. One way we do so, is through our Index offering where we transform our research into investable solutions. We are looking for an experienced index marketing leader to join our team. You’ll be responsible for successfully bringing new offers to market, ensuring strong demand in a b-b-c environment and building Morningstar’s reputation for Indexes. The group develops new, innovative indexes for use by the asset manager, asset owner and wealth management client segments in serving their investment needs. You will work globally and understand the nuances in marketing strategy per geography. This role dually reports to the President, Head of Indexes and the Head of Product Marketing.

Director of Product Management, Market Monitoring

Morningstar
Chicago
4 weeks ago
+45
As the business owner, the Director will be required to operate at a strategic level, understanding the key Market Monitoring industry trends, competitive landscape and best practices – assisting the data leadership group in forming our long-term strategy. The go-to-market for Market Monitoring is expected to be very high touch and involve a lot of direct client marketing. The ideal candidate will be cable of not only building great products, but also able to communicate our value proposition of our offering digitally, to technical clients and ultimately in the board room.

Head of Product Marketing, Data and Research

Morningstar
Chicago
4 weeks ago
+45
We are looking for an experienced leader to assume global responsibility for the marketing strategy of our data and research solutions. In this role you will have the opportunity to launch multiple significant offerings, create demand strategies, and enhance product positioning. This role dually reports to the head of the business unit and the global head of product marketing.

Product Manager, Data Capabilities

Morningstar
Chicago
4 weeks ago
+45
The Role: Morningstar is looking for a talented Product Manager to lead a cross functional squad. This squad is accountable to build the next generation of data feed product/platform. The Product Manager is responsible for providing business requirement, setting the development roadmap and executing on that roadmap. The Product Manager acts as both product expert and strategist to translate stakeholder needs, technology landscape (internal and external), and Morningstar intellectual property into innovative deliverables that solve customer problems. This role has indirect leadership of the squads in Morningstar’s Shenzhen development center. This role reports to the Director of Product Management, Data Services. The position is based in our Chicago office.

Global Chief Compliance Officer

Morningstar
Chicago
4 weeks ago
+45
The Role: Morningstar, Inc. is seeking an experienced and senior global chief compliance officer to architect, integrate, manage and oversee compliance programs and teams across all of Morningstar’s regulated entities in the United States and international jurisdictions. The role also involves conducting periodic evaluations of Morningstar’s enterprise risks and its progress with risk management activities. Morningstar operates regulated investment advisory, credit rating and index businesses globally, as well as a broker-dealer subsidiary in the United States. Regulated businesses currently operate in the United States, Canada, the United Kingdom, Australia and six other international jurisdictions. The position will involve interaction with management at the most senior level and with the Board of Directors, as well as senior regional business, product and compliance teams. The successful candidate will have extensive experience in overseeing broad-based compliance programs globally and overseeing a large compliance organization. This role is currently based in Chicago, IL, and reports to Morningstar’s General Counsel. 

Freelance UX Writer

Morningstar
Chicago
4 weeks ago
+45
Craft relatable language to build trust and ease apprehension around retirement planning and goal setting.   Write and edit copy in natural language that helps people use things, with a focus on clarity, consistency, and understandability.    Content test various messaging concepts to evaluate their comprehension, viability / desirability.  Effectively articulate, present, and explain writing choices.

Mergers & Acquisition Project Manager, Finance

Morningstar
Chicago
1 month ago
+45
The Job: The Mergers & Acquisition (M&A) Project Manager will lead and contribute to all stages of the acquisition life cycle/deal phase. These activities include pre-deal assessments, financial due diligence, and post-close integration. As a Mergers & Acquisition Project Manager, you will work closely with the Finance team stakeholders to understand the transaction’s requirements, define a project plan, and monitor progress against milestones across multiple workstreams. You will also help coordinate cross-functional activities and decisions with other Morningstar teams participating on the M&A project.

Senior Sales Director, Money Manager & Data

Morningstar
Chicago
1 month ago
+45
The Role: Morningstar's Indexes Team seeks a highly motivated Senior Sales Director focused on aggressively growing a book of assigned clients and prospects in the Asset Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You will represent Morningstar’s suite of Index data products and will work with Generalist Sales on opportunities for Index Market Data solutions. Because this role covers opportunities globally, it will require approximately 25-50% travel. This position will be based in New York or Chicago.

Senior Quantitative Analyst

Morningstar
Chicago
1 month ago
+45
The Role: As a part of the Indexes New Product Development Team, you will participate in the full development cycle including ideation, design, development, presentations to global research team and clients, leading up to implementation. The ideal candidate will have a good grasp of investment concepts, possess strong analytical skills, good communication skills and will be technically proficient with at least one programming language (Python, R or MATLAB) in addition to SQL. The position will have a special focus on Strategic Beta (Factor) and ESG Indexes, and candidates with hands-on experience with such investment strategies will have an advantage. This position is based in our Chicago office.

Head of Index Technology

Morningstar
Chicago
1 month ago
The Role: The Head of Technology will report to the Managing Director, Index Operations. The selected candidate will take responsibility for the overall planning, execution, and success of technical projects; operating with scale, speed and quality. Working with other key technology and business leaders, the selected individual will establish best engineering practices and influence them through solid design decisions, processes, and tools across the broader engineering organization. The candidate will oversee a team of senior level engineers and will work with other areas in Indexes to constantly evolve our strategy to produce better end user outcomes and relevant offerings in the market. This position is located in our Chicago office.

Customer Support Manager

Morningstar
Chicago
1 month ago
The Role: Our Client Services team is seeking a Customer Support Manager to manage our Institutional, Advisor and Retail clients. The team provides a central point of contact for external customers to coordinate support queries in relation to various Morningstar platforms and services. The Customer Support Manager will lead process improvement initiatives, demonstrating and promoting strong client advocacy. The role will be based in our Chicago office.

Director, Product Marketing, Software

Morningstar
Chicago
1 month ago
In partnership with our marketing, product management, sales and service teams, you’ll be responsible for crafting the go-to-market strategy, positioning, messaging, competitive analysis, and sales enablement materials to deliver business growth. You will collaborate with marketing managers in local markets to develop, execute, and optimize multi-channel campaigns to launch new products, drive demand, generate leads, and influence sales pipeline for new prospects as well as existing clients. You will have an opportunity to build and/or extend product marketing teams in the US, Canada, Australia and United Kingdom in support of our growth targets and ensuring recent acquisitions are successfully integrated into Morningstar. Impact will be measured by increased sales pipeline and closed business conversion rates globally, shortened sales cycles, and market share growth over time. This role reports to the Head of Product Marketing, Software and sits on the leadership team of the financial planning product organization. 

Associate Customer Success Manager

Morningstar
Chicago
1 month ago
As an Associate Customer Success Manager on either the Direct, Office, or Enterprise Customer Success team, you will own a book of business and assist our senior accounts by providing world-class service to institutional clients through supporting client interactions and training opportunities. This role will interact extensively with clients at asset management, investment consulting, insurance, wealth management, and plan sponsor companies that use Morningstar’s institutional products. The Associate Customer Success Managers combine a thorough understanding of Morningstar’s products with strong investment knowledge and business acumen to help clients maximize the value they receive from Morningstar’s products and build their brand loyalty. This position requires quarterly or as needed client-facing travel within assigned accounts and is based in the Chicago, New York, or Boston area, depending on the specific Customer Success team requirements.

Technical Support Representative

Morningstar
Chicago
1 month ago
•    Provide technical support to all incoming client queries during your shift. •    Deliver outstanding customer service by responding to and efficiently resolving client issues and requests. •    Investigate thoroughly all incoming queries and escalate to your team leader where necessary. •    Work with Senior technical analysts to provide dedicated and specialist support to key clients. •    Document all actions in CRM (Service Cloud) and create escalations for other teams in Jira. •    Provide regular follow-up to clients on all outstanding queries. •    Assist with creating documentation and knowledge sharing.

Operations Specialist, Fund Operations

Morningstar
Chicago
1 month ago
The Role:  Morningstar’s Investment Management group is seeking an outstanding trade operations specialist to join our Fund Operations team.  This position does not have any direct reports.  We are looking for a detail-oriented, self-starter who can work effectively in a highly collaborative team setting.  In this role you will support the day-to-day trade processing and investment operations of the Morningstar Funds Trust nine mutual funds. The ideal candidate has excellent organization and time management skills, the ability to multi-task in a dynamic and rapidly changing environment, be proficient in running projects, and thrive in documenting, implementing, and improving processes. This position is based in our Chicago office.  

Senior Software Engineer

Morningstar
Chicago
1 month ago
(i) Responsible for  working and testing technology projects for the development and enhancement of websites (7%); (ii) working with project managers, developers, product managers, release engineers and other QA engineers to ensure the highest level of quality (7%); (iii) working with server-side technologies such as Node.JS, C#, or ASP.NET and scripting languages like php, JavaScript, Python, HTML, CSS (7%); (iv) checking the health of a system by monitoring software (1%); (v) conducting cross-browser testing (7%); (vi) improving upon and maintaining the automation framework – nightwatch, restassured API (7%); (vii) working with the development team to build CI/CD pipeline (3%);

Lead Quantitative Analyst

Morningstar
Chicago
1 month ago
The Role: As a Lead Quantitative Analyst, you will be a highly visible representative of our Quantitative Research team. In this role you will be analyzing large data sets and condensing complex information into concise, relevant, and easy to communicate results. You will assist in the implementation and maintenance of statistical software applications, research databases, and other data products. In addition, you’ll be responsible for creating original investment research that helps investors. A successful candidate will have impeccable interpersonal and communications skills, a solid quantitative mindset, and a strong understanding of finance. This position is located in our Chicago office.

Project Manager, Operational Excellence

Morningstar
Chicago
1 month ago
The Role: Morningstar’s Investment Management group is seeking an outstanding project manager to join our Operational Excellence team. We are looking for an assertive, detail-oriented, self-starter who can work effectively in a highly collaborative team setting. You will coordinate, manage, and execute cross-functional and cross-region projects that reduce friction, increase quality, drive efficiency, eliminate waste, and improve decision-making in the group. This position is based in our Chicago office.

Associate UX / Service Designer – Morningstar Managed Portfolios

Morningstar
Chicago
1 month ago
We are looking for an Associate UX / Service Designer for our Managed Portfolios group. This multi-talented individual will gain experience in all parts of the UX and Service Design process: user archetype and journey development, UX/UI design, UX writing, user research and testing, and prototyping. This person will work within a cross-functional, global team developing software and services for financial professionals.  We seek a curious, entrepreneurial designer who loves elegantly simplifying complex data, translating user needs into intuitive, rewarding interactions, and smoothing the service frictions of a challenging industry.  

Senior Product Designer

Morningstar
Chicago
1 month ago
We are looking for a Senior Product Designer for our Managed Portfolios group. This multi-talented individual will be involved in all parts of the design process: concept development, creative visualization, user research and testing, UX writing, system design, and prototyping. This person will work within a cross-functional, global team developing software for financial professionals. We seek a curious, entrepreneurial designer who loves the challenges of elegantly simplifying complex data, translating user needs into intuitive, rewarding interactions, and beautifully expressing our brand.

Client Account Executive

Morningstar
Chicago
1 month ago
The Role: Morningstar's Advisor Solutions unit is creating a new client-facing sales team that will be focused on enhancing our clients’ overall experience and driving value that leads to upsells, expansion into other areas of an account, and customer satisfaction. We are looking for a high energy, enthusiastic sales-minded individual to join this new sales-focused Client Account Executive team based in Chicago. We are looking for someone who is motivated, goal-oriented, results-driven, and inspired to manage a portfolio of assigned customers, develop new business from existing clients and actively seek expansion opportunities to grow overall client revenue. This is a quota-carrying role where you will make a visible impact within our organization. This is a true career opportunity with tremendous professional and financial upside. Success in this role will require performance management to drive both client and company results, industry expertise and acumen, and the ability to thrive in a high growth and fast paced company environment. This position is based in our Chicago office.

Senior User Researcher

Morningstar
Chicago
1 month ago
We’re looking for a Senior User Researcher to help our Professional Software team develop digital products that empower investors of all kinds to make better financial decisions. In this role, you'll help shape the product experience by uncovering user insights that ensure our teams understand and design for the needs, challenges, and mindsets that our key segments—wealth managers, investment consultants, financial advisors, and asset managers—face in their day-to-day work. Your work will also include coaching product and design partners on a range of user research methods to increase both the quantity and quality of self-directed squad research. With everything you do, you’ll help us champion user-centered practices across the organization and the value of user research. 

Chief Information Security Officer

Morningstar
Chicago
1 month ago
The Chief Information Security Officer will define the overall strategy and direction for the global Information Security and Disaster Recovery programs. This individual will be responsible for ensuring the confidentiality, integrity and availability of our information and preventing damage to our brand/reputation. This individual will also ensure continued compliance with applicable client/regulatory audits and communicate major risks to executive management. A large part of this role will be spent directly working with and areas of the business and technology teams. This position is based in our Chicago office.

Associate Employee Support Analyst

Morningstar
Chicago
2 months ago
Candidates should be punctual, trustworthy and able to work independently, managing their time and priorities. Additionally, they must be strong team players who are able to work closely with other support team members. As a service desk analyst, you should possess strong interpersonal and communication skills as well as excellent proven troubleshooting skills. You should also possess a highly proactive “can-do” attitude and be able to manage multiple demands and tight deadlines. This position reports to the Desktop Support Service Desk Manager in Chicago.

Associate Director of Manager Research

Morningstar
Chicago
2 months ago
The Role:  Working closely with the Director, the Associate Director is responsible for helping manage the North American Multi-Asset and Alternatives Strategies team, ensuring that it produces high-quality analysis on multi-asset and alternative strategies and broad research in those asset classes to help investors make better decisions. The team also evaluates and produces annual white papers across a large and growing range of solutions, including 529 college savings plans, health savings accounts, Mexican pension funds, model portfolios, and target-date funds, which the Associate Director helps oversee. This position is based in our Chicago office and will report to the Director of Multi-Asset and Alternatives Strategies.

Privacy Program Manager

Morningstar
Chicago
2 months ago
The Role: Morningstar’s privacy team guides our corporate and business partners with clear, practical advice in a fast-paced environment.  The Privacy Program Manager will help develop and implement efficient and scalable policies, procedures and processes regarding privacy matters to our corporate and product partners.  We are looking for collaborative, self-motivated and flexible people.  A successful candidate will have some expertise in the current privacy & data protection regulatory regimes globally and a willingness and ability to learn more.  

Program Manager

Morningstar
Chicago
2 months ago
The Role: We seek an enthusiastic, results-driven candidate to serve as a Program Manager within the product success group. In this role, you will work with internal partners in Product Management, Technology, Marketing & Communications, Customer Success, Support, Service, and Sales to drive large and complex initiatives forward. You will help transition of our existing Direct clients to the new cloud editions and work on other highly visible, complex projects across the software business.

Product Marketing Associate, Data & Research

Morningstar
Chicago
2 months ago
This role will be involved in launching new products, crafting compelling value props/positioning/messaging, developing go-to-market strategies, building compelling sales enablement materials, deploying integrated marketing campaigns, and driving measurable business growth. You will work across multiple audience segments and Morningstar solutions. Successful candidates will thrive on building cross-functional relationships and interlocks. This role reports to the head of marketing for Data, Research, and Indexes.

Senior Client Service Representative

Morningstar
Chicago
2 months ago
The Role: Morningstar’s Investment Management seeks a Senior Client Service Representative to join its team to provide superior service to advisors and their clients. This role will interact extensively with advisors including new and existing advisors to provide a thorough understanding of Morningstar Managed Portfolios custodial processes and supporting operational procedures. The Senior Client Service Representative works closely with their sales counterparts on advisor retention, issue resolution and continuous process improvement within their assigned territories while always promoting strong client advocacy. This position is based in our Chicago office.

Portfolio Administrator

Morningstar
Chicago
3 months ago
The Role: Morningstar Investment Management (MIM) seeks a Portfolio Administrator to join our investment operations team. The Portfolio Administrator will provide the highest quality investment and operations support for the Morningstar Managed Portfolios (MMP) program. This position reports to our senior operations manager and is based in our Chicago office. 

Product Manager, Morningstar Managed Portfolios

Morningstar
Chicago
3 months ago
Morningstar is looking for an enthusiastic Product Manager to execute on the product vision of our Morningstar Managed Portfolios (MMP) platform. As a Product Manager, you will lead an agile squad comprised of designers, developers, and quality assurance analysts to execute on a variety of complex projects related to designing the next generation Managed Portfolios platform that delivers value to our clients.  This position reports into the Director of Product Management and is located in our Chicago office.

Director of Marketing Analysis

Morningstar
Chicago
3 months ago
We are looking for a leader who can build solid relationships across marketing, product, sales and service and can translate a myriad of marketing metrics into digestible and actionable insights for key stakeholders, including executives.  The ideal candidate will be empowered to manage, lead and develop others while also playing an active “hands-on” role in strategy and execution. This position reports to the Senior Director of Marketing Operations, and is being established to cover descriptive, diagnostic, predictive and prescriptive analytical insights for both our B2C and B2B product lines. The Director and his/her team will function as the center of excellence for Morningstar in developing best practices, guidelines and governance for campaign reporting, customer segmentation, content engagement KPIs, traditional and digital marketing, media mix optimization as well as advanced modeling toolsets. Working in concert with our Behavioral and Corporate Business Intelligence teams, the desired outcome is to develop an integrated, analytical marketing framework and supporting organization.

Internal Sales Consultant, Investment Management

Morningstar
Chicago
3 months ago
The Role:  As the Internal Sales Consultant for Morningstar Managed Portfolios, you will join our growing US Sales Team by focusing on new and existing relationships, identifying and cultivating investment alignment with like-minded advisors.  This position is based in our downtown Chicago headquarters.

Managing Director, Americas - Morningstar Investment Management

Morningstar
Chicago
4 months ago
Responsibilities: The role is primarily responsible for evolving and implementing the distribution strategy across the Americas region to be able to exceed the net flow targets. This will include driving revenue for new product launches, increasing the number of likeminded advisors and increasing wallet share across the aligned advisors through leading and managing the Americas sales, distribution, national accounts and portfolio specialists.

Associate Product Manager

Morningstar
Chicago
4 months ago
The Role:  We are seeking an Associate Product Manager to support our Institutional Equity Research business.  Our global equity research team of 100+ analysts provides fundamental valuations, ratings and analysis on more than 1,500 companies, using a consistent and proprietary approach to analyzing companies by focusing on their long term sustainable competitive advantages. In addition to company reports that provide an extensive analysis of business strategy, economic moat drivers, scenario analysis, and stewardship, subscribers to Morningstar’s institutional equity research are able to explore actionable investment ideas across multiple content categories.

Senior Product Manager, Institutional Consulting

Morningstar
Chicago
4 months ago
The Role: Morningstar is looking for a talented Senior Product Manager for Institutional Software and Data products to lead the strategy, development and go-to-market activities for Morningstar’s products in the institutional investing and consulting market. Morningstar primarily serves this market via our Morningstar Direct software platform and this role will be responsible for evolving Direct to serve the specific needs of investment consultants and institutional investors.   

Fixed Income Data Analyst

Morningstar
Chicago
4 months ago
The Role: The Fixed Income team seeks an enthusiastic, results-driven fixed income data analyst. The Data Analyst works with other data analysts, data developers, and product support specialists to ensure distribution of accurate, reliable, and timely data to clients. This individual will assist with data sourcing, data templates, write specifications and assist with model validation. You will monitor processing activities of the fixed income production data set and respond to all problems that may occur. This role is based in our Chicago office.

Senior .Net Engineer

Morningstar
Chicago
4 months ago
At Morningstar, empowering investors is what brings us together and drives our work. We are looking for software engineers who specialize .NET to join our team, grow with us, introduce us to new ideas and develop products that empower our users. You will have product ownership and responsibility for ensuring process and quality adherence through peer reviews, code reviews, test coverage and best practices.  You will act as the software guardian, owning non-functional requirements, architectural direction, and the quality of the code while addressing technical debt. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

Senior Product Designer

Morningstar
Chicago
5 months ago
Morningstar is looking for a senior-level user experience designer to join our Products group. This role will support the UX design discipline within a cross-functional team charged with developing solutions for individual investors. We’re looking for a designer who loves the challenges of turning complex data into meaningful design, translating usage patterns and customer insights into intuitive, rewarding interactions and workflows, and working in an incredibly collaborative environment.  

Senior Analyst, Workday

Morningstar
Chicago
5 months ago
The Role: As a senior member of our People Technology/HRIS team, the Senior Workday Analyst plays a key role in guiding the design, implementation, maintenance, and support of our core HR system, Workday. You’ll help define the long-term (next 12-18 months) and near-term (next quarter) Workday roadmap by consulting with HR stakeholders to understand needs and priorities, representing what’s possible within the constraints of Workday capabilities, and ultimately designing solutions and translating those solutions to requirements and plans for implementation.

Director of Product Management, Morningstar Managed Portfolios

Morningstar
Chicago
5 months ago
The Role: This role, reporting to the Global Head of Product and located in our Chicago office, leads digital-based product development for our Morningstar Managed Portfolios (MMP) platform. As director of product development, you will lead the development of new platform functionality/features, and work with a cross-functional team of designers, software engineers, quality assurance analysts and business stakeholders to execute the strategy. The ideal candidate will understand the market demand and requirements, the competitive landscape and revenue impact/opportunities, serve as a subject matter expert on our Managed Portfolios platform both internally and externally, and will continuously find ways to enhance the digital experience by working cross-functionally with the various stakeholders and support teams.

Fixed Income Lead QA/ Business Analyst

Morningstar
Chicago
6 months ago
The Fixed Income team seeks an enthusiastic, results-driven senior business analyst with knowledge of and experience with fixed income securities and financial concepts. This critical role will have the opportunity to shape and design quality processes and systems within a growing and visible business line. The Lead QA Business Analyst works with data analysts, data developers, quantitative developers and project managers to ensure distribution of accurate, reliable, and timely data to clients. This individual will validate changes to the fixed income calculation library, assure the quality of data and analytics produced in production processes and delivered through front-end software and assist with model validation. You will monitor processing activities of the fixed income production data set and respond to all problems that may occur. This role is based in our Chicago office.

SDET/QA Automation Engineer

Morningstar
Chicago
6 months ago
 At Morningstar, helping investors is what brings us together and drives our work. We are looking for QA Automation Engineers or Software Development Engineers in Test (SDET) who specialize in full stack QA (Front end, Webservice, & Non-Functional testing) to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

Senior SDET/QA Automation Engineer

Morningstar
Chicago
6 months ago
At Morningstar, helping investors is what brings us together and drives our work. We are looking for QA Automation Engineers or Software Development Engineers in Test (SDET) who specialize in full stack QA (Front end, Webservice, & Non-Functional testing) to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

.NET Engineer

Morningstar
Chicago
6 months ago
At Morningstar, helping investors is what brings us together and drives our work. We are looking for software engineers who are pro’s with .NET to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Morningstar is a technology agnostic company, and as an engineer focused on .NET you may be working across .NET, .NET Core, AWS, SQL Server, LINQ, WebAPI and integrating with various systems and standing up new products. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

Senior Front End Engineer

Morningstar
Chicago
6 months ago
We are seeking a Senior JavaScript Software Engineer with full-stack experience. This position will be part of an engineering team focused on updating Morningstar’s Web-based product suites. The position includes development of new systems and maintenance and improvement of existing applications. Candidates should have solid software engineering experience in building commercial-grade Web-based applications using modern SPA technology. You will work with other engineers to develop APIs and modernize the platform to build leading product experiences. A successful candidate will be able to play an active role in managing the prioritization of work in order to meet project goals. This position is based in our Chicago office.

Front End Engineer

Morningstar
Chicago
6 months ago
We are seeking a Front End Engineer with full-stack experience. This position will be part of an engineering team focused on updating Morningstar’s Web-based product suites. The position includes development of new systems and maintenance and improvement of existing applications. Candidates should have solid software engineering experience in building commercial-grade Web-based applications using modern SPA technology. You will work with other engineers to develop APIs and modernize the platform to build leading product experiences. A successful candidate will be able to play an active role in managing the prioritization of work in order to meet project goals. This position is based in our Chicago office.

Sales Development Representative

Morningstar
Chicago
6 months ago
In the Sales Development Representative role, you will represent Morningstar`s software, tools, or services to the appropriate individual, advisor, or institutional clients. Our SDRs are the first point of contact for the vast majority of our new business opportunities. As an SDR, you’ll run a high volume of outreach, make connections with decision makers at companies that fit our ideal customer profile, and generate new business opportunities for our Regional Sales team. A successful Sales Development Representative embraces challenges and change, considers themselves a people person, and has a natural curiosity to learn about others and their needs. This is a highly visible role that makes a direct and significant impact in our business, working closely with the product development, marketing, and other sales teams for the solutions you represent. 

Manager Research Analyst

Morningstar
Chicago
6 months ago
As a manager research analyst, your objective and independent research on funds and other investment vehicles will help individuals, intermediaries, and institutional investor make better investment decisions, which is Morningstar’s primary mission. The position requires a real passion for investing along with strong analytical, presentational and writing skills.  In this role, you will research and rate funds and other investment vehicles such as separately managed accounts, while also developing broader investment expertise that contributes to the team’s thought leadership. You will work within one of our asset class teams: equity, fixed income, multi-asset, or alternatives. The position is based in our Chicago office.

Lead Data Designer

Morningstar
Chicago
6 months ago
We are looking for a Lead Data Designer who can facilitate exploration and understanding of complex data through visualization and data storytelling. You’ll work alongside our analysts, data scientists, and software engineers to create beautiful visualizations that embrace the complexity in data to support well-informed decisions. You’ll develop data stories that engage, inform, and delight our clients. As a Lead Data Designer, your data visualizations will spark curiosity, enable the discovery of new insights, and extend the reach and understanding of complex data and methodologies.

Global Treasury Manager

Morningstar
Chicago
6 months ago
Morningstar is looking for a Treasury Manager to join our Finance team, which is focused on innovation, automation and process improvements. As a Treasury Manager, you will be responsible for the development and implementation of daily treasury functions, including the management of global cash, banking relationships, credit lines, investments and other bank loans. This is a full-time position and is based in our Chicago office.

Product Marketing Manager, Data

Morningstar
Chicago
6 months ago
We are looking for an experienced Product Marketing Manager to help shape and execute the marketing of the company’s core Data business that uniquely differentiates Morningstar in the marketplace. In this role, you will launch new products, craft compelling value props/positioning/messaging, develop go-to-market programs, build compelling sales enablement materials, deploy integrated marketing campaigns, and drive measurable business growth. You will work across multiple audience segments and Morningstar solutions. Successful candidates will thrive on building cross-functional relationships and interlocks. This role reports to the head of marketing for Data, Research, and Indexes.

Associate Communications Designer

Morningstar
Chicago
6 months ago
Morningstar is looking for an Associate Communications Designer for our Marketing group, specifically focused on developing marketing communications and experiences to support our professional software offerings. In this role you’ll help us express our differentiated brand and capabilities story through compelling digital campaigns and websites, print collateral and presentations, and live events with prospects and customers. Communications designers at Morningstar collaborate with other designers, content professionals, product marketing professionals, the brand team, and our technology and business partners to craft impactful customer interactions that drive brand engagement, elevate awareness of our products, and provide support for sales and client interactions. 

Head of Demand Generation Marketing

Morningstar
Chicago
6 months ago
The Role: We are looking for an experienced leader to assume overall responsibility for global demand and client marketing for our cloud and data products and to ensure the success and growth of an integrated cross functional team. This role reports to the Chief Revenue Officer and works closely with the Chief Product Officer, CMO and other members of the executive leadership team and across sales, marketing and product in order to create, manage and execute on demand creation priorities. You will be expected to grow and lead a team of 20-25 marketing and creative professionals. 

Customer Success Manager

Morningstar
Chicago
6 months ago
As an Office Customer Success Manager, you will manage relationships with a wide range of new and existing financial advisors using the Morningstar Office product. You will provide world-class support and service to our clients by understanding how our clients use our solutions to drive their business, train clients on the product, and assist them in implementing the product into their day-to-day business. You will also work closely with sales counterparts on client retention and additional revenue opportunities. This position requires occasional client-facing travel within an assigned territory and is based in the Chicago office.