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Morningstar Research Team in Chicago

Research at Morningstar spans markets, asset classes, and disciplines, all connected by the same purpose: give investors what they need to make confident decisions. Our independent research covers equities, managed investments, fixed income, alternatives, private markets, ESG and climate, and credit ratings. Analysts bring their own judgment to complex questions, and that independence is central to how the work gets done.

Team FAQs

What's it like to work in Research at Morningstar in Chicago?

The work centers on independent analysis, evidence-based judgment, and clear written research. Depending on your team, you might be rating funds, modeling credit risk, assessing ESG risk across companies and markets, forming views on individual securities, or building the quantitative models behind Morningstar products. Analysts are trusted to develop and defend 

What training and learning resources does Morningstar offer its Research team in Chicago?

We support research analysts with opportunities to deepen their expertise through continuous learning, internal mobility, role-relevant certifications, educational and wellness stipends, and paid sabbaticals.

What else should people know about Research at Morningstar in Chicago?

Chicago is Morningstar's headquarters, a downtown location with local office events and small weekly traditions like alternating bagels and donuts every Wednesday.

What People Are Saying About Morningstar

  • Mission & Purpose: Research in Chicago is anchored to an “investors first” and independence ethos, with clear guardrails separating research from commercial functions. Proximity to HQ-based leaders and community programs reinforces this purpose and keeps research conversations and visibility centered in Chicago.
  • Team Support: Colleagues are often described as approachable and low‑ego, with cross‑functional collaboration between research, data, product, and tech encouraged by an open, purpose‑built HQ space. Regular in‑person collaboration and access to leadership and flagship events in Chicago further support a collegial, connected team dynamic.
  • Learning & Development: Formal programs like the Morningstar Development Program, mentorship, tuition reimbursement, and an annual education/well‑being stipend create a learning‑friendly environment. Chicago‑origin programs and HQ proximity enable internal mobility and faster exposure to senior forums and publishing platforms.

What People Are Saying About Morningstar

  • Mission & Purpose: In Chicago, Research teams emphasize an “investors first” ethos with rigorous independence and ethics anchored in the Research & Investments group. The headquarters setting also places analysts near senior leaders and flagship forums, reinforcing the mission’s visibility and impact locally.
  • Learning & Development: Chicago functions as a hub for structured learning and mobility, featuring programs like the Morningstar Development Program alongside ongoing training. Company materials highlight mentorship and education support that encourage continuous growth for research professionals.
  • Team Support: The Chicago office is described as collaborative and approachable, with a low‑ego, cross‑functional culture connecting research, data, product, and tech. Colleagues and managers are seen as supportive, enabling open communication and effective teamwork.

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At a glance

workplace awards + recognition

We’re proud to share that our AI Academy has earned three Brandon Hall Group™ HCM Excellence Awards®️: Gold Award: Best Custom Content; Silver Awards: Best Learning Strategy, Best Use of AI for Learning. The program has reached more than 6,000 colleagues globally, representing more than half our workforce. Participants are applying what they learn in practical ways, turning peer learning into real use cases across the organization.