Senior Data Journalist

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About Morningstar 
Morningstar brings inspired problem solvers together with one goal in mind—to empower investor success. At our core, we’re one of the world’s top investment research and data companies. But what sets us apart is how we take that data and research, and pair it with the latest technology and thoughtful design, to deliver insights with a purely independent view that address a wide range of needs for our customers. This foundation of research, data, technology and design uniquely positions us to provide a more complete set of services to investors all around the world—ultimately helping people make better decisions about their money, or the money they manage for their clients. 

The Team 
Morningstar’s Quantitative Research team aims to improve investor outcomes by providing innovative research using rigorous scientific methods. We are a creative group of analysts, software engineers, data scientists, and designers who collaborate with teams across the company to make vast amounts of data accessible and understandable to a wider audience. We are dedicated to increasing the transparency of financial information to all investors and recognize the importance of story-telling and design when communicating complex ideas and providing an unbiased view into the data we analyze. Together with our research, design and technology colleagues, we are building a data visualization team focused on creating interactive visuals and story-telling devices that promote early stage research and allow our data to tell its own story. This role will report to the Director of Data Visualization. 

The Role 
The role requires a person who will pitch, report, and build data-driven, analytics-forward stories for Morningstar. This is a journalistic position as much as a technical one. The ideal candidate is passionate about investing, is deeply curious, enjoys getting a by-line every day, and is comfortable with the latest data science and data visualization technologies. 

You will work closely with quantitative researchers and data scientists to tell a story about what is happening in the investing world and demonstrate the power of Morningstar analytical tools, research, data, and software for an audience of professionals at asset management and investment advisory firms. For example, you might be asked to use data to illustrate how Brexit could impact mutual fund flows, how momentum strategies in Japan have been succeeding (or failing), or how US home prices have been trending using geographic mapping tools. The content you create will be selectively adapted or republished on other platforms, including social media, Morningstar.com, and the Morningstar blog. 

Responsibilities 
• Pitch data-driven and analytics-forward ideas, stories or graphics. 
• Exploring those ideas using statistical tools or relational databases to identify trends or patterns. 
• Present your ideas to wider stakeholders and audiences from a non-statistical background. 
• Create data visualizations based on your reporting and research. 
• Publish 1 to 2 data-driven, analytics-forward articles per week. 
• Assist in production of videos. 
• Contribute to social media posts. 
• Create a quarterly editorial calendar and socialize it internally. 
• Work with editorial team to establish and disseminate editorial KPIs (page views, etc.). 
• Representing the Quantitative Research team and the Data Visualization team at editorial meetings. 

Requirements 
• Bachelor’s or Master’s-level degree or equivalent in econometrics, statistics, finance, economics, data science or equivalent practical experience 
• At least ten years of experience reporting or analyzing financial markets. 
• A keen understanding of global markets, financial concepts and economics. Particular emphasis will be placed on identifying the primary points of journalistic interest in a complex dataset and conveying them clearly and concisely for a general audience. 
• Prior journalistic experience is desirable but not required. 
• Proficiency working with data in any relational database construct – MySQL, RDS, Aurora, Postgres, Presto, Athena, Redshift. 
• Proficiency working with statistical or data analysis tools – R, Matlab, Stata Python (pandas, scikit-learn). 
• Passion for building data visualizations. 
• Foundational understanding of layout, typography, and UX, particularly with regard to mobile-Web development. 
• Moderate level of social media fluency. 
• Familiarity with Morningstar’s data; specifically, Morningstar Direct. 
• Familiarity with (or willingness to learn) front-end Web technologies (HTML, CSS, JavaScript). 
• Familiarity with (or willingness to learn) a data-visualization library, such as Tableau, D3.js, Chart.js or dimple. 
• Familiarity with (or willingness to learn) mapping tools, such as QGIS or GeoJSON. 
• Familiarity with (or willingness to learn) digital publishing packages and charting tools, such as Adobe Illustrator. 

 

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Technology we use

  • Engineering
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • ASP.NETFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • MariaDBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

An Insider's view of Morningstar

What does your typical day look like?

Every day is a little different. Our team is focused on POC (Proof of Concepts). My work involves problem-solving, development and software design. I work on the Data collections team, currently most of this involves, on a high level, automating the process currently used to collect data from raw sources through Machine Learning.

Upasna

Software Engineer, Data Collections - AI R&D

How does the company support your career growth?

We believe in promoting from within, based on previous impact to the team. Whenever possible, we will stretch our employees to take on expanded roles that aligns with the career progression they are interested in.

Jeff

Head of Technology and Product

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

At Morningstar, your contributions have meaning and can drive change. Across our 27 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. It’s all in the name of empowering investors. Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Culture
Volunteer in local community
Morningstar encourages our colleagues to become involved in their communities, by providing paid time off for volunteer activities.
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Morningstar provides employees with a flexible work schedule that includes Summer hours, Work from home, Flexible start and end times.
Remote work program
The safety of our employees is very important to us. We have been operating remotely due to COVID-19.
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Morningstar encourages unconscious bias training for all employees, especially managers and hiring personal. We believe that by raising awareness of bias we can decrease its effects.
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Morningstar offers two Flexible Spending Accounts (FSA)— one for healthcare expenses and one for dependent care expenses. You may enroll in both $ determine the contribution amount.
Disability insurance
Dental insurance
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision insurance
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health insurance
Morningstar continues to offer the choice of two medical plans—the Savings Plan and the Classic Plan. Both are administered by Blue Cross and Blue Shield of Illinois (BCBS).
Life insurance
Morningstar offers 4 tiers of life insurance that offer varying benefits. Basic Life insurance is equal to 1 times an employee's annual salary.
Wellness programs
Mental health benefits
Our insurance covers 80% on in-network mental health services. Our Employee Assistance Program provides no-cost, confidential, 24-hour counseling on a wide variety of issues.
Financial & Retirement
401(K)
Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.
401(K) matching
Morningstar provides employees with a 401(k) matching plan managed. We match $0.75 for every dollar contributed, up to a maximum of 7% of employee pay contributed to the plan each pay period.
Company equity
Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.
Employee stock purchase plan
Colleagues who exceed their performance goals substantially may be eligible for Impact RSU Awards as an additional reward on top of their cash bonus/commission award.
Performance bonus
Charitable contribution matching
Morningstar's Matching GIfts program will match your charitable giving up to the local currency equivalent of $500 USD per calendar year.
Child Care & Parental Leave Benefits
Childcare benefits
Morningstar offers the option of in-home child and elder care, in addition to the existing day care center back-up care benefit.
Generous parental leave
Morningstar has a global minimum of 6 weeks paid time-off to bond with new family members. This benefit applies to all individuals equally, including birth mothers, fathers, adoptive parents.
Family medical leave
Eligible employees may take up to 12 weeks of job-protected, unpaid leave per year for certain specified reasons, and up to a total of 26 workweeks of leave to care for a family member.
Adoption Assistance
We reimburse up to 80% for eligible adoption expenses, up to $4,000 per adoption, in addition to a minimum of 6 weeks paid time off.
Return-to-work program post parental leave
Company sponsored family events
Morningstar sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid volunteer time
Our employees receive 2 days per year of paid volunteer time.
Sabbatical
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Some meals provided
Company-sponsored happy hours
Onsite office parking
Recreational clubs
Fitness stipend
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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