Jobs at Morningstar
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VP of Marketing, Morningstar Investment Management

Morningstar
Chicago
8 hours 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.

Compliance Officer

Morningstar
Chicago
14 hours ago
+16
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. 

Risk Model Sales Specialist

Morningstar
Chicago
14 hours ago
+16
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. 

Head of Client Solutions, Asset Management

Morningstar
Chicago
14 hours ago
+16
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. 

Senior Product Marketing Manager, Software

Morningstar
Chicago
19 hours ago
+16
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.

Manager Research Analyst, ETFs and Index Funds

Morningstar
Chicago
3 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. 

Equity Analyst, Financials

Morningstar
Chicago
3 days ago
+16
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. 

Sales Operations Analyst

Morningstar
Chicago
3 days ago
+16
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. 

Ad Sales Intern

Morningstar
Chicago
4 days ago
+16
This role offers a unique opportunity to work on Morningstar.com, our flagship website that provides independent analysis, articles, investing tools, and education for investors of all levels of expertise. The Operations Intern is a key member of our advertising sales team. This is a paid internship that requires 20-25 hours per week during the school year with the option of increased hours during school breaks. Please specify your cumulative GPA and work availability in your cover letter. This position is based in our Chicago office.    

Software Engineering Manager

Morningstar
Chicago
4 days ago
+16
In this role, you will lead the development of Reporting Solutions at Morningstar. An ideal candidate would be a self-starter who gets technology as an art, understands business goals and creates scalable, flexible technical solutions. The candidate would be fully responsible for delivery and ensuring modern software development practices are being applied with rigor. They would motivate the team and cultivate a culture of high energy and technical excellence. Establishing a good support infrastructure to handle production issues and being responsive to customer problems is essential to the role. Exposure & experience in large-scale system implementation is a big plus. This position is based out of our headquarters in Chicago.

Corporate Real Estate Transaction Administrator

Morningstar
Chicago
4 days ago
+16
You will provide assistance in coordinating day to day activities related to the real estate process. Ensuring all is well planned and documented, inclusive of monthly portfolio updates. Some activities may be conducted across time zones.  You will also provide assistance in the coordination and execution of real estate transaction activities for the global Morningstar real estate portfolio. Assistance with transaction execution and portfolio planning, helping to implement occupancy needs, organise portfolio data, and provide project management to the ongoing transactions in the portfolio.  You will provide assistance in the invoices payment process (check invoices vs approved budget, work with the Finance team to ensure a payment on time). 

Senior Product Manager, Advice Engines

Morningstar
Chicago
4 days ago
+16
As a Senior Product Manager, you are responsible for making sure we build the right software products for our business and our users. The product manager will be responsible for defining, delivering, and managing the entire lifecycle, from productizing research IP to ongoing client integration and service. You will collaborate with research, development, and QA teams to ensure successful product support, development, and growth. You will also drive new and improved ways to integrate the Advice Engines into Morningstar’s latest-generation products.

Director of Global Customer Success

Morningstar
Chicago
4 days ago
+16
• Champions our client service culture of delivering world-class service, high performance, employee development and process improvement.  • Leads a global team of CSM managers across multiple products sets and customer segments.  • Works with managers and team leaders to ensure team member development and training.  • Leads in the creation and implementation of CSM processes, KPIs and goal setting. Informs and influences overall Client Service strategy and execution.  • Continually measures and looks for process improvement opportunities to ensure high quality of customer experience and retention and growth of customer base.  • Partners closely with our product management to represent the customer voice in future product development.  • Works closely with sales management to ensure we execute on an optimized working relationship. 

DevOps Engineer

Morningstar
Chicago
4 days ago
+16
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
4 days ago
+16
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
4 days ago
+16
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

Manager, Project Management

Morningstar
Chicago
4 days ago
+16
This position will provide you the opportunity to lead the project management office of a global, strategic initiative which aims to implement a tool and processes to help control and monitor expenses. You will work closely with the team’s other Core Team Members to coordinate project timelines, monitor project milestones, assess project resources, report on project status. You will gain access to cross-functional teams, processes and leadership and experience first-hand the various phases of a system implementation. This role is project based.

Director of Automated Portfolio Solutions

Morningstar
Chicago
4 days ago
+16
Morningstar Investment Management seeks a Director of Automated Portfolio Solutions to lead the global Automated Portfolio Solutions team.  The position reports to the head of the Workplace investment management team.  The person will blend people leadership/management, portfolio construction expertise, client facing skills, and operational know how.  The person will oversee the global Automated Portfolio Solutions team, including our U.S. and China-based teams.  As our Workplace business grows, the successful candidate will be able to work efficiently to meet the evolving needs of our clients for different service levels and service level agreements.  The position is based in our Chicago office, but will require weekly off-hour calls with our international team as well as periodic domestic and international travel.

Accounting Manager

Morningstar
Chicago
6 days ago
+16
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. 

Lead Software Engineer

Morningstar
Chicago
6 days ago
+16
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.

Director of Product Management, Advisor Platforms

Morningstar
Chicago
6 days 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!

Sales Operations Assistant

Morningstar
Chicago
6 days 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.

Application Architect

Morningstar
Chicago
1 week ago
We’re looking for an exceptional Application Architect who does not shy away from challenges. You are out there somewhere! Your work will be directly responsible for helping millions of people live a better financial life. We’re a fun and dynamic company, with a team of people who work together on everything from the latest web technologies to cutting edge mobile software. If you join our team, you’ll work in our agile technology organizations, contributing your expertise to all aspects of our product line. 

Infrastructure Product Manager - Logging Services

Morningstar
Chicago
1 week ago
The Product manager for the Splunk Center of Excellence (COE), reports to the Director of Infrastructure Engineering - North America and is the owner of Morningstar's Global Logging service. They will be accountable for business relationship management, service strategy, roadmap, implementation, driving the adoption of and evangelizing the logging services based on Splunk throughout the organization. 

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

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. 

Customer Success Manager, Morningstar Direct

Morningstar
Chicago
1 week ago
As a Direct Customer Success Manager, you will provide superior service to institutional investment software clients and users. This role will interact extensively with clients at asset management, investment consulting, insurance, wealth management, and plan sponsor companies that use Morningstar Direct and other institutional products. Our client solutions consultants combine a thorough understanding of Morningstar’s products with strong investment knowledge and business acumen to help clients make the most of our products. This position requires occasional client-facing travel within an assigned territory and is based in the Chicago, New York, San Francisco, or Boston areas. 

Senior Investment Product Analyst

Morningstar
Chicago
1 week ago
In this role, you will work closely with the Investment Product Managers to support our existing suite of investment strategies and the services through which they are delivered, new product development and product sun-setting. You will provide in-depth analysis of current and prospective investment product offerings, competitive landscape and investor profiles as well as support new product development and research. Your output will not only reinforce our value proposition with our clients and prospects, but it will also provide our product management, sales, and marketing teams with information to foster growth in our business. The position is based in our Chicago office.

Copywriter, Product Marketing

Morningstar
Chicago
1 week ago
In this role, you’ll guard the standard for quality through writing and editing content. You won’t just think about the content in front of you, but the messages that came before and after to support the creation of compelling end-to-end content experiences. It will be your mission to translate the sophisticated technical capabilities of our investment analysis software platforms and associated tools into clear benefits for asset managers, advisors, and the clients they serve.  In partnership with our product marketing, product management, and content strategy teams, you’ll be responsible for crafting website copy, blog posts, whitepapers, social media posts, nurture and other prospecting emails, event-specific content, sales enablement materials, and webinar communication assets to facilitate product marketing campaign production and measurement. You will also collaborate with cross-functional marketing teams to execute and optimize best practices for multi-channel content campaigns with an end goal of showcasing great products that help investors reach their financial goals. This role reports to the Senior Manager of Content Strategy for Product Marketing and collaborates closely with the Software Product Marketing team. 

Managing Director, Analytical Team Manager

Morningstar
Chicago
1 week ago
The Managing Director will be the Analytical Team Manager of the Corporate and Financial Institutions (CFI) Rating Team and responsible for the application and development of credit rating methodology and criteria. The Analytical Team Manager will have direct management responsibility to lead a staff of analysts focused on providing new issue ratings and ongoing surveillance for corporate and financial institutions. The Managing Director—Analytical Team Manager will report to the Managing Director—Practice Leader to execute the analytical approach for the CFI Ratings business and various other initiatives. The Analytical Team Manager is responsible for the integrity and quality of the credit ratings and will lead development of new methodology and criteria to diversify and broaden analytical coverage. 

Vice President, Infrastructure and Project Finance Ratings

Morningstar
Chicago
1 week ago
Morningstar Credit Ratings is broadening its credit ratings capabilities and has identified the infrastructure and project finance sectors to further expand its sector coverage. The Vice President, Infrastructure and Project Finance Ratings will have the opportunity to lead this effort and will be responsible for the development from the ground up, and the implementation of, the methodology and criteria used to rate transactions in this sector.  Leveraging off this methodology, the VP will be expected to publish thought leading research on the Infrastructure sector in order to highlight MCR’s subject matter expertise. In addition, in this role, you will meet with issuers, institutional investors, and investment bankers to educate market participants on this methodology and Morningstar’s differentiated and forward-looking approach to rating credit risk. 

Advertising Sales Associate

Morningstar
Chicago
1 week ago
This position is based in Chicago and reports to the Sales Product Manager.  The role will help in the development and execution of sponsorship programs and sales package ideas. They will assist in monthly input of sales data for the analysis and tracking of our Advertising Sales team’s performance against revenue goals.  The Advertising Sales Associate will maintain a superior customer service focus and will work with our team’s three North American Sales Directors to drive success, helping generate leads, exploring and developing new business segments, assisting with pre-meeting prep and post-meeting follow up.  

Head of Sales, US Strategic Accounts

Morningstar
Chicago
1 week ago
As a Head of Sales, U.S. Strategic Accounts, you will lead a team of experienced enterprise sales representatives responsible for expanding Morningstar’s relationship with our largest institutional clients, representing over $250M in annual revenue. You will be responsible for coaching and managing this team to exceed sales goals, strengthen and build relationships, and achieve our strategic growth initiatives. This position is based in our Chicago office. 

Senior Product Marketing Manager

Morningstar
Chicago
1 week 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. You will work on marketing our APIs and components that help financial services firms develop and deliver digital experiences for their investor clients. We need a strong leader that can translate the sophisticated technical capabilities of our investment analysis platforms into clear benefits for asset managers, advisors, and the clients they serve. 

IT Disaster Recovery Analyst

Morningstar
Chicago
1 week 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.

Manager Research Analyst

Morningstar
Chicago
1 week 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.

Product Manager for Investment Planning Capabilities

Morningstar
Chicago
1 week ago
We are seeking a Product Manager who will support the maintenance and optimization of our in-market IP applications, as well as own the roadmap, prioritization and development of new features and functionalities for our next-generation IP solutions.  This involves stewardship of existing IP capabilities as well as translation of market trends and opportunities, customer needs, competitive intelligence and Morningstar intellectual property into new software experiences. It requires close collaboration with a cross-functional, global network of Morningstar business/product owners and other stakeholders, along with UX and UI designers, user researchers and engineers to drive all phases of the IP product lifecycle from conceptualization and definition to build and deployment to maintenance and enhancement, and eventually sun-setting. 

.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.

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.

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. 

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.

Sales Development Representative

Morningstar
Chicago
1 week ago
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

Global Finance Transformation Program Project Analyst

Morningstar
Chicago
1 week ago
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. 

Front End Engineer

Morningstar
Chicago
1 week 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.

Design Manager

Morningstar
Chicago
1 week ago
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
1 week ago
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. 

Procurement Specialist (Buyer)

Morningstar
Chicago
1 week ago
The Team: The Corporate team unites a variety of functions at Morningstar, including design, marketing, corporate communications, finance, quality, human resources, legal, compliance, and strategic planning with the goal of keeping our business running smoothly. Each of these functions plays an essential role in supporting our company’s infrastructure, day-to-day operations, and strategic initiatives.  The Role: The Procurement team, which sits

Consultant Relations

Morningstar
Chicago
1 week ago
As a Consultant Relations, you will establish and build relationships with assigned advisory and consulting firms. In addition, you will partner with Sales on new opportunities, collaborate with Marketing and Client Service on initiatives and join in client meetings, methodology and investment related topics/discussions and consultant due diligence requests. As a Consultant Relations, you will be an ambassador of Morningstar to the defined contribution consulting community. 

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.

Marketing Automation Manager

Morningstar
Chicago
1 week ago
As the Marketing Automation Manager, you will be responsible for designing and building campaigns that deliver the right content to the right prospects based on the buyer journeys and messaging maps created by our Product and Digital Marketing teams. This role reports to the Senior Manager, Marketing Operations. 

Senior Project Manager (Product Success)

Morningstar
Chicago
1 week ago
An ideal candidate has a strong background in both product work and process improvement and is experienced in delivering complex strategic projects across cross-functional teams using hybrid project management practices. Experience planning and leading complex projects across multiple teams, including the oversight of multiple project plans and key metrics, as well as the ability to work in a fast-paced technical environment is critical. The ability to communicate clearly at all levels, form strong relationships with stakeholders and proactively identify and manage risks is essential in this role.

Senior Software Engineer

Morningstar
Chicago
1 week ago
As a Data Engineer with a strong background in Microsoft database and AWS technologies, you will work as part of the Workplace Data team to design and develop data migration strategies from on-prem to the cloud.  This position also provides opportunities to work on a wide variety of projects to solve valuable analytics and business problems. The ideal candidate is a diligent, hardworking individual with a strong Microsoft SQL background, a good working knowledge of AWS, who is able to learn new systems and processes rapidly.

Associate Customer Success Manager

Morningstar
Chicago
1 week ago
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. 

Associate Product Manager, Morningstar Plan Advantage

Morningstar
Chicago
1 week ago
Morningstar seeks an Associate Product Manager to work with the VP, Product Management on Morningstar Plan Advantage (MPA), an online platform that helps advisors more effectively onboard and service retirement plans. We are distributing the platform through broker dealer firms so that their generalist and specialist retirement advisors can more easily obtain and compare pricing proposals from recordkeepers, access Morningstar’s or the broker dealer’s 3(38) and 3(21) fiduciary service, and offer clients a suite of Morningstar’s compliance, fund, and plan-level reports. 

Lead 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 Software Development Engineer in Test 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 Sales Operations Analyst

Morningstar
Chicago
1 week ago
Morningstar’s Global Sales Operations team seeks a Senior Sales Operations Analyst to support our global sales organization.  In this role you will be an important partner to our sales executives and managers providing critical pipeline analysis and decision support to help distill sales data from Salesforce.com.  In this role you will also work closely with sales, finance, HR, internal audit and IT on matters concerning variable sales compensation, financial controls and best practices.  This position reports to the Director of Global Sales Operations and is based in our Chicago office.  

Regional Sales Director

Morningstar
Chicago
1 week ago
As a Regional Sales Director on the Direct to Advisor sales Team, you must generate revenue for Morningstar by effectively managing a sales territory. You will develop and maintain client relationships by assessing a client`s needs, as well as use a consultative approach to assemble creative solutions from Morningstar`s product offerings. This person must quickly develop a thorough understanding of our capabilities and solutions and how our solutions solve problems. This position requires client-facing travel within an assigned territory and is based in our Chicago office.

Service Desk Team Lead

Morningstar
Chicago
1 week ago
As the IT Service Desk Team Leader, you will provide first class support to our global colleagues. You will be the primary owner of ticket distribution to our global teams and will provide on-going training to our service desk team in Chicago. You will continually drive the improvement of our service desk for customer service and first-time resolution of ticket requests. This role reports to the IT Service Desk Manager and is based in our Chicago office.

Scrum Master

Morningstar
Chicago
1 week 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

Senior Product Marketer, Investment Management

Morningstar
Chicago
1 week 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...

Director, Product Marketing, Software

Morningstar
Chicago
1 week ago
In partnership with our product management, sales and support 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 cross-functional marketing teams to develop, execute, and optimize multi-channel campaigns to launch new products, drive demand, generate leads, and influence sales pipeline for our portfolio of software products. Impact will be measured by increased opportunity and closed business conversion rates, shortened sales cycles, and market share growth over time. This role reports to the Head of Product Marketing, Software and collaborates closely with global counterparts for major product launches.

Relationship Manager

Morningstar
Chicago
1 week ago
As a Relationship Manager, you will be responsible for the overall ongoing relationship for your clients. In addition, you will partner with Sales on new opportunities, collaborate with Marketing on initiatives to drive plan and participant adoption, work with legal counsel and clients on contract negotiations, lead and manage the discussions in every area of the client relationship including senior level client meetings, strategy planning, annual and quarterly update meetings, methodology and investment related topics, due diligence and corporate security and audits. As a RM, you’ll continue to expand on a developing product/industry knowledge set in order to maximize efforts for your owned clients. Lastly, you will also work to identify new business opportunities within existing client relationships and come up with creative solutions to help in the marketplace. In doing so, the RM will help act as a lead product and/or post-rollout and strategy advisor. This may also include renewals and some new business negotiations. 

Operations Manager - Licensed Data Products

Morningstar
Chicago
1 week ago
The Licensed Data Product Operations team seeks an Operations Manager to join the team. This role’s primary responsibility will be to support the Licensed Data product operation 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 product deliverables, business analysis, incident management, QA & continuous improvement, as well as cross-team coordination for ongoing change management, maintenance of existing and support of new product development. This position is based in our Chicago office.  

Director, Infrastructure - North America

Morningstar
Chicago
1 week ago
The Director of infrastructure Engineering will be responsible for sponsoring, driving and delivering Infrastructure transformation programs. The successful candidate will lead a team of IT infrastructure Product Managers, Architects and Engineers and will collaborate with the IT project management, Product, Security, IT Operations and regional infrastructure engineering and support teams to deliver projects as part of the technology organization’s objectives of sustainable cost efficiency, improvement, and optimization of the IT portfolio as part of the company’s overall technology strategy. 

Senior Manager, Product Marketing, Data & Research

Morningstar
Chicago
1 week ago
Morningstar is committed to providing independent investment research and great products that help investors reach their financial goals. It is a serious responsibility to represent the investor’s best interests at all times. One way we achieve this is by providing investors and those that support them the data, research, and applications they need to live up to this expectation.  Overview:  We are looking for a Senior Manager, Product

Product Marketing Associate, Indexes

Morningstar
Chicago
1 week ago
Morningstar is committed to helping investors meet their financial goals. One way we accomplish this is by offering independent research and great products to the financial community. We believe that when the investor wins, we all win. Our Indexes business is one way in which we disrupt and innovate the traditional approach to benchmarking and strategic beta. We are looking for a marketing associate to join our team, who can add value to integrated marketing campaigns and go to market strategies. This role reports to the product marketing manager, indexes. 

Project Manager, Operational Excellence

Morningstar
Chicago
1 week ago
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. 

Director of Analytics Products

Morningstar
Chicago
1 week ago
As Director, you will be responsible for establishing and delivering the product development roadmap for your services. You will develop high-level business requirements, and be steward of the product management discipline for your team. It will be important to act as both product expert and strategist to translate market trends, customer needs, competitive intelligence, and Morningstar intellectual property into innovative deliverables that solve user problems, and evangelize those innovations internally and externally. You’ll draw product requirements from and be a partner to quantitative research, data science, technology, and design. This role has a matrix personnel management responsibility over a small team of product managers, and indirect leadership of the broader cross-functional development and delivery team. This role reports to the Head of Product Capabilities, and is based in our Chicago office.