Jobs at Morningstar
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Manager Research Analyst

Morningstar
Chicago
6 hours ago
+16
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.

Sales Development Representative

Morningstar
Chicago
11 hours ago
+16
The Group: Morningstar`s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: advisors, asset management, institutional consultants, academics, pensions and hedge funds.  The Role: In the Sales Development Representative role, you will represent Morningstar`s

Design Manager

Morningstar
Chicago
15 hours ago
+16
We’re looking for a UX Design Manager for our Investment Management team. Guided by Morningstar’s investment principles, this global team focuses on delivering great long-term investment results to help investors reach their financial goals. Our complete wealth management platform, Morningstar Managed Portfolios, offers a broad lineup of strategies built with stocks, mutual funds, and ETFs that advisors can use to help meet their client’s needs at each stage of their life. The platform also offers access to content, events, and thought leadership from Morningstar to help advisors best serve their clients. Everything we do is driven by our independent view, long-term investment approach and desire to always put investors first. 

Director of Operations, Morningstar Editorial

Morningstar
Chicago
15 hours ago
+16
This position is responsible for operational efficiency and day-to-day workflows to effectively scale and maintain effective implementation of Morningstar’s enterprise content strategy. The ideal candidate knows how to creatively solve problems, innovate, and develop solutions that push boundaries to create value for Morningstar clients. You’ll work closely with stakeholders to strategize, develop, and see through long-term plans that usher in new levels of productivity and success for Morningstar’s global editorial organization and deliver a modern content experience for Morningstar audiences. To ensure success, you’ll set strategic goals for operational efficiency and increased productivity and manage large projects that improve processes for the firm’s entire content, editorial, and some marketing teams. The candidate must work well on tight deadlines and work collaboratively in cross-functional teams, including marketing, research, product, and technology. The position reports directly to the Editor in Chief and is located in our Chicago office. 

Lead User Experience Designer - NY or Chicago

Morningstar
Chicago
15 hours ago
+16
We’re looking for a lead UX designer to join the Morningstar Credit Ratings team. Morningstar Credit Ratings is redefining the credit industry’s expectation of what a ratings agency should be. Our insightful analysis provides informative opinions and greater transparency of the analytical process. Our focus on client service provides investors and issuers with a responsive alternative in the credit ratings and analysis business. 

Sales Training & Enablement Program Director

Morningstar
Chicago
18 hours ago
+16
We are looking for a talented Sales Training and Enablement Program Director to focus on shaping the next generation of services to drive sales enablement for Morningstar, Inc. This person will be the true owner of Morningstar’s sales enablement; creating a vision and providing hands-on development all the way through to execution. This role is critical to insuring that Morningstar maintains a competitive edge by building training and readiness that supports our global sellers. 

Global Finance Transformation Program Project Analyst

Morningstar
Chicago
18 hours ago
+16
The Project Analyst will contribute to all stages of the overall project life for initiatives in the Global Finance Transformation Program. For large, cross-functional initiatives, the Project Analyst may be responsible for specific aspects of each project such as planning documentation, data analysis and reconciliation, project dash boards, and coordination of resources/tasks to achieve project milestones; and as the need arises, this position will also be required to manage small to moderate sized projects. As a Project Analyst, you will work closely with the stakeholders to understand requirements, define a project plan, and monitor progress against project milestones. This position reports to the Director of Global Finance Transformation and will have exposure to many of the various processes within the Finance and Accounting department as well as other functions within Morningstar such as Corporate Systems. 

Operations Manager - Licensed Data Products

Morningstar
Chicago
18 hours ago
+16
This role’s primary responsibility will be to support the data feed products team’s day-to-day activities and responsibilities and ensure that all client deliverables are created, maintained and supported in accordance with Project Management and Operational standards.  This role covers domain areas that include monthly data feed production, incident management, QA & continuous improvement of the deliverables, as well as cross-team coordination for ongoing change management, maintenance of existing and new feed implementation. 

Senior Software Engineer

Morningstar
Chicago
1 day ago
+16
Are you looking for an exciting opportunity to blend Cloud, Engineering, and DevOps skills? Morningstar is looking for a talented software engineer to focus on our API platform. Gone are the days of data tightly coupled to desktop applications. Today our browser-based software runs on API engines fueled by a world-class database. These APIs power our own software, but are also available to external institutions that want the benefit of the value-add calculations while still owning the front-end user experience themselves. APIs don’t come free however, and there’s technical systems and processes to design and build in or to support managing, integrating, and deploying APIs. Sounds exciting, right? Here’s your chance to join the SaaS revolution! This role reports to our Senior Application Architect responsible for API and Component standards, and is located at Morningstar Headquarters in Chicago. 

VP of Marketing, Morningstar Investment Management

Morningstar
Chicago
1 day ago
+16
We are looking for a VP of Marketing to join the team and propel the mission forward. You will report to the President and global Chief Investment Officer for Morningstar Investment Management (MIM). The MIM marketing head for each geographical region will have a reporting line to this position. This new role will be responsible for the development of our global marketing strategy, the management of the global marketing budget and the development and delivery of our brand experience. You will leverage best practices, technologies and vendors from various partners in corporate marketing including digital, brand and experiential marketing. You will benefit and represent the business line in corporate marketing initiatives such as brand architecture and corporate campaigns. However, you will be fully responsible for the success of all marketing initiatives of the business line.

Data Researcher - Portfolio Analytics

Morningstar
Chicago
1 day ago
+16
The Portfolio Acquisition & Analytics team is seeking a content researcher to drive a variety of initiatives related to enhancing Morningstar’s offering of fixed income, equity, and multi-asset portfolio analytics. You will drive projects to improve upon our underlying reference data as well as the construction of new portfolio analytics. You will use your independent research and initiative to add significant value to strategic projects. You will learn the nuances of investment products, interacting with internal partners in Research, Solutions, and Products and external institutional clients. This position is based in Chicago. 

Senior Accountant - Financial Reporting

Morningstar
Chicago
1 day ago
+16
As a Senior Accountant, you will play an integral role in all aspects of financial reporting, including Morningstar`s global consolidated financial statements, SEC filings, earnings releases, management reports and board reports. This position reports to the Manager of Financial Reporting. This is a full-time position and is based in our Chicago office.

Associate Quantitative Analyst

Morningstar
Chicago
1 day ago
+16
Morningstar’s Advice Engines team helps investors reach their goals by incorporating proprietary research and methodology into sophisticated analytical engines that power internal and external applications. The team is seeking an Associate Quantitative Analyst to work on our Wealth Forecasting Engine (WFE). In this role, you will work alongside research, product management, development, and quality assurance teams to gain in-depth understanding of complex financial planning and investment management methodologies and implementation. You will collaborate with research, development, and QA teams to ensure successful product support, development, and growth. If you are looking to apply your knowledge of financial planning with your analytics skills toward the development of differentiated automated investing solutions, this may be the position for you! This position is based in Chicago. 

Front End Engineer

Morningstar
Chicago
1 day ago
+16
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.

Fixed Income Data/Analytics Leader

Morningstar
Chicago
2 days ago
+16
The Fixed Income team seeks an enthusiastic, results-driven fixed income data/analytics leader and subject matter expert to advance our fixed income capabilities, including data assets, portfolio-level analytics, and software functionality and tools. This individual will lead a small fixed income focused team and supports product teams in creating and commercializing innovative functionality and reports that solve customer problems, evangelizing the innovations internally and externally, and delighting our clients by providing them great in-product user experience and service experience. The preferred location for this position is Chicago. 

Manager Research Analyst, ETFs and Index Funds

Morningstar
Chicago
4 days ago
+16
The Passive Funds Research team seeks an Analyst to conduct detailed analysis of ETFs, other exchange-traded products and traditional index funds. This research is intended to help individual and professional investors better employ these investments in a portfolio. This position will be based in our Chicago office. 

Associate Customer Success Manager

Morningstar
Chicago
4 days ago
+16
In this role within the Enterprise Relationship Management group, you will provide world-class support and service to our institutional clients by understanding how our clients use our solutions to drive their business and by assisting the sales team in identifying new business opportunities. This team is committed to delivering innovative products including Morningstar Licensed Data, Global Document Library, Morningstar Essentials, API Center, Morningstar Advisor Workstation, Integrated Web Tools, Financial Communications, Andex and Syndication. This position is based in our Chicago office. As a Relationship Manager Team Lead, you will direct and mentor a team of relationship managers in addition to supporting your own clients and collaborating with internal teams. This position is based in our Chicago office. 

Marketing Associate

Morningstar
Chicago
4 days ago
+16
The Digital Marketing team is looking for a Marketing Associate to support the Morningstar Blog. The team believes in creating user-centric digital experiences and is passionate about supporting the revenue goals of the firm. In partnership with members from across the organization this marketer will execute on the blog’s goals to generate leads for the organization. This position will play an important role as the blog continues to grow and impact lead generation goals. In this role, you will be involved in all aspects of managing a blog and see through the development of blog posts from idea to publishing. You’ll be responsible for managing the blog’s publishing calendar, communicating with blog contributors, optimizing blog content for search and conversion, creating campaigns to promote blog content through a variety marketing channels, and reporting on the performance of the blog. You will also help generate ideas for new content and digital marketing experiences that will support the goals of the team. We’re seeking an organized, self-starter with strong communication skills. This position is perfect for someone with a passion for digital marketing and desire to learn new skills and technologies. The ideal candidate for someone who is collaborative, analytical, creative, and able to balance multiple projects. This position is based in our Chicago office. 

Morningstar Summer Internship Program for Technologist

Morningstar
Chicago
4 days ago
+16
The Morningstar Summer Internship Program for Technologists is accepting applicants graduating in 2020. We are looking for students in all fields of study with a demonstrated interest in investing and the financial services industry. Successful applicants will be assigned meaningful work suitable for their background. The program advisors and mentors will meet with you regularly to identify and develop your summer goals. Summer interns have the opportunity to apply directly to the Morningstar Development Program after graduation. All positions are based in our Chicago office.

Morningstar Summer Internship Program

Morningstar
Chicago
4 days ago
+16
The Morningstar Summer Internship Program is accepting applicants graduating in 2020. We are looking for students in all fields of study with a demonstrated interest in investing and the financial services industry. Successful applicants will be assigned meaningful work suitable for their background. The program advisors and mentors will meet with you regularly to identify and develop your summer goals. Summer interns have the opportunity to apply directly to the Morningstar Development Program after graduation. All positions are based in our Chicago office.

Morningstar Development Program for QA/SRE

Morningstar
Chicago
4 days ago
The Morningstar Development Program for QA/SRE is accepting applicants with zero to two years of full-time work experience. You are a self-starter who sees technology as an art, understands business goals, and can ensure scalable, flexible software solutions by taking technical direction and applying modern software quality practices. We expect that you’ve mastered the technologies, processes, or development environments you’ve been working with—whichever they may be—and that you will be able to learn any technology or process that’s needed. All positions are based in our Chicago office.

Morningstar Development Program

Morningstar
Chicago
4 days ago
We are accepting applicants with zero to two years of full-time work experience. While we look for individuals who have an interest in investing, we welcome all fields of study. If you are selected for the program, your first placement will be as a Customer Support Representative. Customer support provides you with experience learning about Morningstar’s business, directly interacting with our clients, and building your knowledge about Morningstar’s data, products, and research. After your first placement in Customer Support, MDPs are encouraged to rotate to one to two other areas of Morningstar’s business. Past MDP participants have moved into roles research, data, investment analysis, human resources, marketing, sales, and beyond. All positions are based in our Chicago office.  

Morningstar Development Program for Technologist

Morningstar
Chicago
4 days ago
The Morningstar Development Program for technologists is accepting applicants with zero to two years of full-time work experience. You are a self-starter who sees technology as an art, understands business goals, and can build scalable, flexible software solutions by taking technical direction and applying modern software development practices. We expect that you’ve mastered the technologies, languages, or development environments you’ve been working with—whichever they may be—and that you will be able to learn any technology or language that’s needed. All positions are based in our Chicago office.  

Implementation Specialist

Morningstar
Chicago
4 days ago
The Implementation Manager is responsible for the successful management of our Commodities & Energy clients regarding software and data product questions. This is a hybrid role requiring technical ability and relationship skills. From a technical perspective, you will ensure clients take full advantage of Morningstar capabilities by training analysts, carrying complex calculations in Excel, building complex dashboards and automating calculations through Morningstar’s calculation engine. From a relationship perspective, you will handle escalation of client support issues, spend time learning the client’s business and look for more opportunities for Morningstar to help our clients. You will become a product expert in our Commodities & Energy software tools and data products. This position may require up to 20% travel and is based in our Chicago office.

Senior Product Marketer, Investment Management

Morningstar
Chicago
4 days ago
We are looking for a senior product marketer to join our investment management marketing squad. The successful candidate will collaborate with the channel and regional marketing managers to plan a variety of marketing campaigns, while managing the production process execution to ensure sales and distribution partners have the knowledge and tools required to promote the...

Scrum Master

Morningstar
Chicago
4 days ago
The Role: The Workplace group is looking for a talented agile scrum master to join us in building software users love. This position will support the growth of Morningstar’s flagship managed account platform. This role will act as Scrum Master for at least two squads.  Agile Scrum Masters are responsible for facilitating the planning and execution of product development projects/programs through coordination of multiple disciplines. They are

Associate Product Manager, Vendor Management

Morningstar
Chicago
4 days ago
The role of Associate Product Manager focuses on making sure our data vendors are happy, informed, and confident that their intellectual property is handled properly. The role also focuses on communication with vendors and with our client team on day-to-day issues with clarity, tact, and discretion. Finally, the Associate Product Manager serves as a point of contact for our data operations team and he or she the opportunity to lead process improvements and define requirements for software development as it relates to helping build tools that make the job more efficient. This role is based in our Chicago office and reports to the Director of Data Products.

VP, Direct Sales Specialist

Morningstar
Chicago
4 days ago
Morningstar`s Business Development Team seeks a highly motivated Business Development Director, Morningstar Direct focused on growing revenue and building relationships within our Tier 1 and Tier 2 accounts. Aligned with the Business Development reps for those accounts, you will work opportunistically to deepen our footprint of Morningstar Direct. This role covers opportunities across the U.S., and will require approximately 30% travel. This position is based in our Chicago office. 

Risk Model Sales Specialist

Morningstar
Chicago
4 days ago
The Risk Model Sales Specialist (RSS) role is a critical technical sales role specializing in portfolio risk management capabilities. Across both strategic accounts and prospective new logo clients, the RSS works closely with the other members of the sales, product, marketing and customer success teams to drive sales of Morningstar’s Risk Model capabilities within the Direct Cloud platform.  The RSS serves as the Risk Model product and domain expert leveraging deep industry and subject matter expertise to effectively communicate the power and value of Morningstar’s analytical capabilities. The RSS engages across multiple stages of the end to end client sales process. While the RSS will engage in territory planning, opportunity identification, and prospecting, the primary function will be to qualify and advance opportunities as the technical product expert with a diverse set of client buyer roles and personas. The RSS will primarily work in a teamed sales environment working with inside and outside sales resources as the product technical expert.  The RSS role requires a strong working knowledge of risk management, portfolio management and construction, portfolio optimization, performance attribution, risk decomposition, multi-factor models, stress testing, and other topics. In addition to the strong quantitative background, successful candidates must also have a strong track record of working and collaborating across internal functional teams to solve clients' problems. The RSS must also represent Morningstar across all client buying roles, including senior executives, portfolio managers, risk managers, traders, researchers, technology teams and procurement staff. 

Regional Sales Director

Morningstar
Chicago
4 days ago
A day in the life of a Regional Sales Director includes staying up-to-date on the latest industry trends and news through periodicals, association communications, and research; researching and identifying top new business prospects –individual libraries, library systems, and consortia; working both cold and warm sales leads via phone and email; managing your renewal pipeline via phone and email; checking in with existing clients; closing out new and renewal business in SFDC; and maintaining updated records in SFDC. You’ll be expected to develop and maintain client relationships and partner with prospective and existing clients to understand needs and sell our solution as well as work closely with our account management team to set up trials and facilitate trainings. 

Global Head of Product Strategy

Morningstar
Chicago
4 days ago
Morningstar is looking for a Head of Global Product Strategy to work across the Software and Data businesses. Responsible for developing long term product strategy, providing thought leadership, and designing long-term plans for Software and Data products.  In addition to driving the commercial success of the business globally this role will work with our Global Product Leaders to help define and expand the product strategy, by segment and by region, along with leading the development of business cases\financial models to aid in the evaluation of investment opportunities.  This role reports jointly to the two P&L leaders for our Software and Data products organization and is based in our Chicago office.

Senior Business Analyst

Morningstar
Chicago
4 days ago
Are you looking for an exciting opportunity to blend technical, product, and communication skills? Morningstar is looking for a talented Senior Business Analyst to focus on our API standards. Gone are the days of data tightly coupled to desktop applications. Today our browser-based software runs on API engines fueled by a world-class database. These APIs power our own software, but are also available to external institutions that want the benefit of the value-add calculations while still owning the front-end user experience themselves. APIs don’t come free however, and there’s work to do in promoting best practices for API creation, documentation, and integration across the firm. Sounds exciting, right? Here’s your chance to join the SaaS revolution! This role reports to our Senior Application Architect responsible for API and Component standards, and is located at Morningstar Headquarters in Chicago. 

Product Manager, Product Analytics

Morningstar
Chicago
4 days ago
As a Product Manager in the Software Product Team, you will work across internal Product, Sales, Marketing and Engineering teams to turn software subscriber’s usage data into behavioral analytics to help the business make data-driven decisions. The ideal candidate for this role will conduct full lifecycle analysis to include requirements, activities and design; develop analysis and reporting capabilities; and monitor performance and quality control plans to identify improvements.

Compliance Officer

Morningstar
Chicago
4 days ago
Morningstar Credit Ratings is currently seeking a Compliance Officer to manage the compliance monitoring program from end-to-end for MCR. Additionally, the Compliance Officer will handle compliance matters emanating from various offices, especially from Chicago and the Mumbai offices and manage company-wide compliance training programs.  To assist in the responsibility, the Compliance Officer will interact with personnel from MCR’s various offices such as New York, Chicago and Mumbai. This position is based in Chicago office and reports to MCR’s Chief Compliance Officer. 

Head of Client Solutions, Asset Management

Morningstar
Chicago
4 days ago
Reporting to the Chief Revenue Officer, the Head of Client Solutions, Asset Management role leads overall go-to-market responsibility for our Asset Management segment in North America. The segment leader serves in a strategic business development capacity, leading GTM strategy and execution across the asset management industry. This leader possesses a strong understanding of the asset management industry, competitive dynamics, emerging trends, and disruptive forces. Both strong working knowledge of front office business transformation and knowledge of investment product creation, product management and product marketing and distribution are critical. This leader also possesses a strong working knowledge of the Advisor segment, comfortable with all advisor firm types including registered investment advisors (RIA), regional and independent broker dealers, online / discount brokerage, wirehouses, and robo-platforms. This leader will work with Product, Marketing and Sales to set priorities for addressing the market opportunity and executing marketing and sales activities against the strategy. This is based at Morningstar headquarters in Chicago, IL. 

Marketing Program Manager, Corporate Systems

Morningstar
Chicago
4 days ago
The Marketing Program Manager’s primary role is to work with cross-functional stakeholders to drive implementation of marketing automation, business architecture and data flows.  While this position will focus primarily on supporting our email communication platforms, projects and initiatives in that space, the role also involves interfacing with Sales and Product teams using our primary CRM applications for improved integration between them.  The Program Manager is expected to act as an advisor to our internal stakeholders while managing projects to implement comprehensive marketing strategies. They should be able to implement marketing and external email communication initiatives across multiple platforms organizing and planning towards targeted solutions for system and process improvement. 

Equity Analyst, Financials

Morningstar
Chicago
4 days ago
Our Equity Research team requires an experienced equity analyst who will primarily cover a diversified list of financial service 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. 

IT Disaster Recovery Analyst

Morningstar
Chicago
5 days ago
The IT Disaster Recovery Analyst will work directly with individuals across Morningstar to help implement disaster recovery program that meets the needs of our business units globally. The ideal candidate is a technologist with robust understanding of enterprise-scale infrastructure, technologies and applications, with a passion for Disaster Recovery. Public cloud initiatives are and will continue to be important part of Morningstar’s IT strategy, so understanding of public cloud and infrastructure are a must. This position will report to the Business Continuity Management Director and is based in our Chicago office.

Senior Product Marketing Manager, Software

Morningstar
Chicago
5 days ago
Our Product Marketing team is critical to achieving this goal. We are looking for a Senior Product Marketing Manager for our Software Product Marketing team who deeply understands how the financial industry is digitally transforming their business operations to better serve their customers and to drive scale and efficiency. This person understands that change can be challenging and has worked with businesses before in upgrading their technologies from desktop (or on-premise) to the cloud. He/she can translate the sophisticated technical capabilities of our investment analysis cloud platforms into clear benefits for asset managers, advisors, and the clients they serve. In partnership with our product management, sales and support teams, you’ll be responsible for crafting the strategy, positioning, messaging and marketing programs to facilitate our clients’ upgrade to the cloud. You will also collaborate with cross-functional marketing teams to execute and optimize multi-channel campaigns to illustrate these benefits, drive demand and influence sales pipeline for our portfolio of cloud products within client accounts. This role reports to the Head of Product Marketing, Software.

Project Manager

Morningstar
Chicago
6 days ago
We’re looking for a highly motivated, energetic, and collaborative project leader with a strong attention to details while understanding the overall goals in order to drive projects to completion. The ideal candidate is a good partner with executive team, project stakeholders, a good communicator, and a fast learner especially when it comes to understanding Morningstar’s product offerings and network infrastructure. S/he thrives on challenges in a dynamic and fast-paced environment, exhibits good problem-solving skills, and has an ownership mindset. The position is based in our Chicago office. 

Lead Software Engineer

Morningstar
Chicago
6 days ago
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 Adobe Experience Manager (AEM) platform to join our team, grow with us, introduce us to new ideas and develop products that empower our users. We use Google Marketing Platform to run key elements of our customer facing products. 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. This position is based in our Chicago office.

Vice President, Business Development

Morningstar
Chicago
6 days ago
Morningstar U.S. Business Development Team seeks a highly motivated Vice President, Business Development focused on aggressively growing a book of assigned clients and prospects within the Advisor and Asset Management segments. You will represent Morningstar’s suite of capabilities including Data, Research, Software and will work with Specialists Sales on opportunities for Market Data, Investment Management, Buy-Side solutions, Audience Sales, etc. Because this role covers opportunities across the U.S., it will require approximately 25-50% travel. This position will be based in either our Chicago or New York office.

Accounting Manager

Morningstar
Chicago
6 days ago
This is an Accounting Manager role that will work within the Revenue and Receivables team and will report to the Accounting Director. In this role, you will have the opportunity to work closely with our internal teams to process sales contracts and record the related invoicing and revenue. You will work collaboratively with multiple departments to understand, assess, and improve revenue and receivable processes. This position is based in Chicago. 

Relationship Manager Team Lead

Morningstar
Chicago
1 week ago
Morningstar seeks a Team Lead to manage the training and development of the Relationship Managers as well as manage the Relationship Management team. The Team Lead will own the collection, maintenance, and reporting of CSM team KPIs and support ad-hoc key initiatives/projects across the group. The Team Lead will also own the development of the training program for the Relationship Managers and the skill development of the Relationship Managers. This position requires frequent client-facing travel and is based in Chicago. 

Program Manager

Morningstar
Chicago
1 week ago
The Cloud Services team is looking for a Program Manager to join us as we migrate to public cloud.  In this role you will align all the various stakeholders to our public cloud strategy.  One day you will be coordinating a deep technical session with our public cloud provider and our architects, another you will be presenting on our migration status to executive leadership.  A secondary responsibility of this role will be to act as the scrum master for the Cloud Services squad.  

Director of Product Management, Advisor Platforms

Morningstar
Chicago
1 week ago
Morningstar is looking for a Director of Advisor Platforms to lead the development and evolution of our portfolio accounting and performance reporting capabilities in the advisor segment. You will be responsible for defining our roadmap within this space and leading the execution of that roadmap across development teams. This will include developing products that meet the needs of all advisor segments across the US. If you are looking for an exciting role that combines deep subject matter expertise with the opportunity to build software users love for the advisor segment, this might be the role for you!

Fixed Income Data/Analytics Leader

Morningstar
Chicago
1 week ago
The Fixed Income team seeks an enthusiastic, results-driven fixed income data/analytics leader and subject matter expert to advance our fixed income capabilities, including data assets, portfolio-level analytics, and software functionality and tools. This individual will lead a small fixed income focused team and supports product teams in creating and commercializing innovative functionality and reports that solve customer problems, evangelizing the innovations internally and externally, and delighting our clients by providing them great in-product user experience and service experience. The preferred location for this position is Chicago. 

Customer Success Manager

Morningstar
Chicago
1 week 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.

Business Intelligence Developer

Morningstar
Chicago
1 week ago
We are looking for a Business Intelligence (BI) Developer to create and manage reports and analytics solutions for our BI platforms. In the role the BI Developer would routinely work with teams from different business units at Morningstar to develop data sources and queries that provide visibility into data across our systems.  This will allow teams and executives across the organization to not only keep track of business activities in our systems but also help them make better decisions and plan accordingly.

Sales Operations Assistant

Morningstar
Chicago
1 week ago
As a Sales Operations Assistant, you will assist with increasing the effectiveness and efficiency of Morningstar’s award-winning Renewal Team.  The Renewal Team is responsible for helping our Global Sales Teams grow their book of business through technology innovation and operational efficiency.  You will be responsible for obtaining a deep understanding of how our sales representatives currently go about their role, identify areas for improvement, and recommend and implement solutions to allow our sales team to optimize results.  You will gain a deep understanding of the systems and processes that brings Revenue to Morningstar.  You will assist in contract creation, reporting, general sales support & process improvement.  This position is based in our Chicago office.

Sales Operations Analyst

Morningstar
Chicago
1 week ago
Morningstar’s Global Sales Operations team seeks a Sales Operations Analyst to support our global sales organization. In this role you will be an important partner to our Senior Sales Operations Analysts in providing sales executives and managers with critical pipeline analysis and decision support to help distill sales data from Salesforce.com. You will provide access to critical sales data via Salesforce.com and Tableau dashboards. You will also work closely with sales, IT, marketing, service, product and finance on matters concerning data sets, reporting consistency and best practices. This position reports to the Director of Global Sales Operations and is based in our Chicago office. 

Lean and Transformation Manager

Morningstar
Chicago
1 week ago
The pursuit of Quality at Morningstar is deeply ingrained in our culture and a key part of the value we bring our clients. Led by our Chief Quality & Transformation Officer, the independent Quality & Transformation team works with teams across the company to help transform and improve our practices, processes and methods. Members of this team serve to enhance employee and customer experience by using philosophies and tools like Lean, Agile, Design Thinking and latest technologies like Robotics Process Automation. This team stays abreast of emerging technologies, people practices, and other concepts related to the “future of work” and help introduce them in the organization

Designer, Visual

Morningstar
Chicago
1 week ago
Morningstar is looking for an intermediate visual designer for our Products group who loves taking on a variety of challenges. You’ll be working with a team to translate complex information into usable design, bringing wireframes to life through compelling interface design, and creating great user experiences for our diverse client base. Visual designers at Morningstar work with our design teams, product teams, and our tech and business partners to develop, iterate, and improve our existing software and content. 

Product Manager, Morningstar Index Technology/Operations

Morningstar
Chicago
1 week ago
The Morningstar Index team is looking for an execution-focused Product Manager to join us as the product owner of an agile squad. The ideal candidate will have familiarity with the financial services industry with an emphasis on portfolio construction, calculation, or data dissemination. We are seeking results-orientated professional who can work directly and effectively in a highly collaborative, Agile software development setting.  In this role, you will take ownership of the platform and act as product expert—developing a deep understanding of the user and business requirements, translate the platform vision into user stories and acceptance criteria and manage the product backlog, with a focus on delivering value to the users. 

Senior Quantitative Analyst, Rebalancing and Tax-Efficient Methodologies

Morningstar
Chicago
1 week ago
The Group: The Investment Management group consists of our investment advice and investment management capabilities. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients. Everything we do is driven by our independent view, long-term investment approach and desire to

Global Training & Change Management Manager

Morningstar
Chicago
1 week ago
This position will provide you with the opportunity to facilitate training and change management activities of both ongoing business processes and system usage as well contribute to change management programs for future projects. You will develop training programs for finance and accounting team members.  You will act as a liaison between Corporate Systems resources and the business to communicate system enhancements and will work with the appropriate stakeholders to communicate the changes and provide training. As part of the GFTP team, this position will also be required to manage small to moderate sized projects as the need arises. As a PM, you will work closely with the stakeholders to understand requirements, define a project plan and monitor progress against project milestones. While this position is located in our Chicago office, you will have global exposure and be required to communicate effectively and frequently with team members in other regions. This position reports to the Director of Global Finance Transformation. Some travel may be required.

Desktop Support Analyst

Morningstar
Chicago
1 week ago
As a Desktop Support Analyst you will be primarily responsible for carrying out all aspects of second line desktop support to approximately 1800 employees in our Chicago office, as well as supporting employees in our other global offices as required. This role reports to the Desktop Support Manager and is based in our Chicago office. 

DevOps Engineer

Morningstar
Chicago
1 week ago
DevOps engineering plays a critical role in modern software development and engineering. It is an integral part of the software development life cycle. In this role, you will collaboratively and iteratively provide a CI/CD platform around which our teams can maturely deploy applications to public cloud. You will have opportunities to utilize your CI/CD knowledge to interact and collaborate with diverse teams, and to establish an at scale CI/CD platform in Amazon Web Services.

Lead/Senior DevOps Engineer

Morningstar
Chicago
1 week ago
As a Lead Site Reliability (SRE)/DevOps Engineer, you will be responsible for the availability, automation, performance, efficiency, scaling, monitoring and emergency response of operating systems. You use your deep understanding of platforms, architecture, people, systems, and processes to both establish and continuously improve SLIs and SLOs for uptime, performance, deployment, monitoring, and troubleshooting. You are interested in setting direction and leading the day to day processes that shape our vision for reliability.

Senior Internal Auditor

Morningstar
Chicago
1 week ago
The Area: Morningstar is a leading provider of financial information. Reporting to the Board of Directors, Morningstar’s Internal Audit Services is an independent, objective assurance and consulting activity designed to add value and improve the company’s global operations. Internal Audit Services helps the company accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management

Lead .Net Engineer

Morningstar
Chicago
1 week ago
At Morningstar, helping 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 SDET/QA Automation Engineer

Morningstar
Chicago
1 week 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.

SDET/QA Automation Engineer

Morningstar
Chicago
1 week 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.

HR Intern

Morningstar
Chicago
1 week ago
Morningstar seeks an intern to support our centralized talent acquisition team. This is an excellent opportunity to gain valuable work experience and exposure to the end to end processes that support creating an exceptional employee experience. This is a terrific role for someone exploring a career in Human Resources. These are part-time paid internships that require working at least all day Tuesday/Thursday or Monday/Wednesday/Friday at least 20-25 hours per week during the school year and up to 40 hours during the summer and break periods. This position is based in our Chicago office. 

Copy Editor 

Morningstar
Chicago
1 week ago
In this role, you’ll edit a broad range of materials produced by the Marketing and Research teams. Whether its emails or in-depth research reports, you’ll ensure that our content is clear by guarding the high standards we value through copy editing. This position is based in our Chicago office.  

IT Risk and Compliance Analyst

Morningstar
Chicago
1 week ago
The IT Risk and Compliance Analyst will assist in supporting Morningstar’s compliance related responsibilities. This individual will help document security processes and procedures, ensure current and future compliance obligations are met, assist in identifying and following up on information security risks, manage 3rd party risk management program, respond to customer RFP’s, RFI’s and contract reviews and create metrics for reporting compliance status to senior management. This position is based in our Chicago office. 

IT Service Desk Analyst

Morningstar
Chicago
1 week ago
You will be responsible for carrying out all aspects of IT Service Desk support to approximately 1600 users in our Chicago office, as well as supporting our other global offices as required.  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 IT Service Desk Manager in Chicago. 

Lead Java Engineer

Morningstar
Chicago
1 week ago
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.

Java Engineer

Morningstar
Chicago
1 week ago
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. 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
1 week 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.

.NET Engineer

Morningstar
Chicago
1 week 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.

Investment Product Manager, SMAs

Morningstar
Chicago
1 week ago
This role, reporting to the Global Head of Product Management, leads investment product management for our separately managed account (“SMA”) strategies including equity and fixed income security-based model portfolios. As product manager, you will lead the development of new product launches and enhancements/features, and work with Investments, Operations, Technology, Compliance, Marketing, Sales, and Account Management 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 direct security strategies both internally and externally, and will continuously find ways to enhance the products by working cross-functionally with the various stakeholders and support teams.

Investment Product Analyst

Morningstar
Chicago
1 week ago
To successfully fulfill the role, the investment management product analyst role will provide substantial support for various governance committees and boards as well as conduct a lot of researching through sources such as public websites, industry databases, ADVs, and client contracts. The analyst will also be writing product positioning statements and RFP responses. Continual curiosity, desire to always find better, more efficient ways to do something, attention to detail, keeping to tight deadlines, and ability to work well under pressure are great qualities to have for this role.

Investment Product Manager, Multi-Asset Strategies

Morningstar
Chicago
1 week ago
This role, reporting to the Global Head of Product Management, leads investment product management for our multi-asset managed portfolio strategies including risk-based and outcome-based strategies. As product manager, you will lead the development of new product enhancements/features, and work with Investments, Operations, Technology, Compliance, Marketing, Sales, and Account Management 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 multi-asset strategies both internally and externally, and will continuously find ways to enhance the products by working cross-functionally with the various stakeholders and support teams.