Lead the Morningstar Investor Perspectives market research program by coordinating with stakeholders, managing projects, analyzing data, and providing actionable insights.
Job Responsibilities:
This role will primarily lead the development, design, fielding, and analysis of our Morningstar Investor Perspectives market research program by engaging internal stakeholders and our vendor partners to complete the research around our specific segments (Retail Investors, Advisors, Asset Managers, and Asset Owners) in the markets that are most meaningful to Morningstar. The Perspectives program leverages both quantitative and qualitative methods to develop instruments that will give us a broad understanding of these different audiences and how they interact, and also an opportunity to really dial in on topics where we want and need to go deeper.
A key secondary consideration for this program will be the longer-term development of the research, how it fits within client conversations and other market research we conduct, and how it can be most impactfully and efficiently distributed throughout the key stakeholder groups within Morningstar. As this position sits within Central Marketing, the marketing and sales teams will be our primary internal audiences, along with product development and product marketing teams, as appropriate.
The Market Research team has made great strides and is looking to grow the team, which will help us further our ability to have internal and external conversations about the results and expand the scope of the program overall. We plan to remain on a path of growth as demand for market research and insights continues to increase across Morningstar.
Location: Chicago, IL (Hybrid Policy 4 days onsite)
Specific responsibilities will include, but are not limited to:
Qualifications:
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Total Cash Compensation Range
$74,325.00 - 126,350.00 USD Annual
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
001_MstarInc Morningstar Inc. Legal Entity
This role will primarily lead the development, design, fielding, and analysis of our Morningstar Investor Perspectives market research program by engaging internal stakeholders and our vendor partners to complete the research around our specific segments (Retail Investors, Advisors, Asset Managers, and Asset Owners) in the markets that are most meaningful to Morningstar. The Perspectives program leverages both quantitative and qualitative methods to develop instruments that will give us a broad understanding of these different audiences and how they interact, and also an opportunity to really dial in on topics where we want and need to go deeper.
A key secondary consideration for this program will be the longer-term development of the research, how it fits within client conversations and other market research we conduct, and how it can be most impactfully and efficiently distributed throughout the key stakeholder groups within Morningstar. As this position sits within Central Marketing, the marketing and sales teams will be our primary internal audiences, along with product development and product marketing teams, as appropriate.
The Market Research team has made great strides and is looking to grow the team, which will help us further our ability to have internal and external conversations about the results and expand the scope of the program overall. We plan to remain on a path of growth as demand for market research and insights continues to increase across Morningstar.
Location: Chicago, IL (Hybrid Policy 4 days onsite)
Specific responsibilities will include, but are not limited to:
- Coordinate and manage research project roadmaps by collaborating with internal stakeholders and external research vendors.
- Understand business questions/objectives that need to be addressed and recommend research methodologies that could be applied outside of what is already established.
- Work with business units to ensure their understanding of their target segments.
- Work with external research vendors to ensure methods and deliverables are in line with our expectations
- Analyze data, synthesize findings, and develop actionable insights.
- Work with internal design and research amplification teams to create deliverables that are meaningful and leverageable with our internal and external audiences.
- Continually focus on answering the question "how do we apply the research results to the business unit's and Morningstar's strategy?"
- Coach internal stakeholders and teams on the different aspects and value of market research to enhance and become more efficient on future projects.
- Work with the rest of the Audience Strategy & Insights team on opportunities to share research results externally, where appropriate.
Qualifications:
- Strong knowledge of our key segments. Specific financial services and B2B/B2C audiences are a plus.
- Have a great understanding of the market research process.
- Be familiar with many quantitative and qualitative methodological approaches and when to apply each.
- Ability to manage multiple projects across different audiences at once.
- Excellent communication skills.
- Experience with Excel, SPSS, and/or other data analysis packages is desirable.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$74,325.00 - 126,350.00 USD Annual
Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
001_MstarInc Morningstar Inc. Legal Entity
Top Skills
Excel
Spss
Morningstar Chicago, Illinois, USA Office
Morningstar Global Headquarters Office
22 West Washington Street, Chicago, IL, United States, 60602
Similar Jobs at Morningstar
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
The Investor Relations Analyst supports shareholder communications, prepares earnings releases, contributes to SEC filings, and assists in investor analysis while managing multiple workstreams.
Top Skills:
Excel
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
This role manages accounts receivable processes, communicates with clients for collections, maintains records, supports month-end closing, and aids process improvements.
Top Skills:
Crm SystemsErp SystemsExcelMS OfficeOracleOutlookSalesforce
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Support A/B and multivariate testing, create wireframes/prototypes following design system and accessibility standards, align pages to new templates during CMS migrations, and partner with UX, analytics, marketing, and engineering to interpret data and improve website user experiences.
Top Skills:
FigmaSketch
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

