Morningstar
Teams at Morningstar
Recently posted jobs
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Lead planning, coordination, and execution of third-party conferences and executive-level experiences. Manage cross-portfolio event calendars, logistics, vendors, contracts, budgets, measurement and reporting, and stakeholder communications. Develop recommendations and business cases for executive engagement programs and maintain organized documentation and repeatable planning frameworks.
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Drive advisor relationships and territory growth for Morningstar Investment Management. Own a book of advisors, execute sales activities, use CRM to manage pipeline, educate advisors on managed portfolios and SMAs, run virtual and occasional in-person meetings, and collaborate with portfolio specialists on client-facing content.
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Create, maintain, and run cash flow models (Intex, Python, proprietary platforms); analyze securitization structures and legal documents; evaluate credit profiles of ABS securities; present findings to ratings teams and senior staff; support rating committee discussions.
