Associate UX / Service Designer – Morningstar Managed Portfolios at Morningstar

| Chicago
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About Morningstar Investment Management 
The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. Morningstar® Managed Portfolios, our complete wealth management platform serving financial advisors, offers a broad lineup of strategies built with stocks, mutual funds, and ETFs to help meet an investor’s needs at each stage of their lifetime.

 

About this Role
We are looking for an Associate UX / Service Designer for our Managed Portfolios group. This multi-talented individual will gain experience in all parts of the UX and Service Design process: user archetype and journey development, UX/UI design, UX writing, user research and testing, and prototyping. This person will work within a cross-functional, global team developing software and services for financial professionals.  We seek a curious, entrepreneurial designer who loves elegantly simplifying complex data, translating user needs into intuitive, rewarding interactions, and smoothing the service frictions of a challenging industry.  
 
This position is based in our Chicago office.   

 

You’ll be great at: 
•    Providing inspired solutions for portions of our user and service workflows while learning how they impact the entire service experience. 
•    Applying creativity, logic, and critical thinking in new situations to find the best solution while continuously striving to find better ways of doing things.  
•    Helping test your designs and experiments with our users – financial advisors and investors – to continuously improve the usability and desirability of our products and services.
•    Producing artifacts needed to visualize, communicate, and test product and service design—including task flows, sitemaps, wireframes, user journeys, and prototypes. 
•    Solving a variety of navigation and information organization challenges.
•    Helping document product and service requirements and detailing your design work.
•    Learning the intricacies of financial services, managed investing, financial advising, and the Morningstar and Managed Portfolios businesses.  
•    Understanding connections between digital products and offline service channels and helping build and plan for coordinated solutions.  
•    Helping implement best practices around creating a great user and service experience
•    Collaborating with an international team on a global product for a global user base
•    Actively seeking out new challenges and tasks and overcoming obstacles to achieve results. 

 

You’ll also do things like:  
•    Collaborate with the product owner, visual designer, and engineers on your squad to make product decisions. 
•    Clearly articulate design decisions and share your process with stakeholders and other designers when appropriate.  
•    Collect, interpret, and prioritize the feedback you receive. 
•    Participate in critiques, workshops, design studios, and other design activities. 
•    Participate in user research and prototyping activities, such as helping with planning, taking notes during sessions, and helping analyze the data. 
•    Be curious, resourceful, and have a desire to solve challenging information, communication, and systems design problems. 
•    Prioritize your work and know when to ask for help or clarity. 

 

Basic qualifications:  
•    Bachelor’s degree 
•    1-2 years relevant professional experience designing for software, web and/or digital products and services.  
  
Preferred qualifications:  
•    Strong knowledge of Sketch, Invision, Microsoft Office Suite, and Mac OS X  
•    Knowledge of HTML and CSS 
•    Experience applying user and customer research methods
•    Degree in a field related to human-computer interaction, design, library sciences, psychology, or communication  
 
How to apply:  
Please include a link to your online portfolio or attach pdf samples along with your resume. 

 

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. 

 

Our Design Culture 
The Morningstar design team is dedicated to creating thoughtful financial products and services so that people across the world can make the best investing decisions for themselves and their clients. We synthesize complex financial information into experiences that empower our users to deliver better outcomes. We do this by not only creating the look and feel of a product, but also driving product direction: prioritizing the biggest opportunities to support our users and the business, while maintaining a strong sense of product ownership and its resulting success. The design organization is made up of several disciplines—visual, UX, communications, content, and research—united to help each other, and the whole company, grow. We’re always seeking designers who are motivated, are driven to deliver user-centered outcomes, and are equally committed to craft and compassion. 

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • 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
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
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
Someone's primary function is managing the company’s diversity and inclusion initiatives
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 Benefits
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision Benefits
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health Insurance Benefits
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.
Retirement & Stock Options Benefits
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
Match charitable contributions
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
Child Care 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.
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.
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
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
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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