Senior Associate, Client Relations (ESG Focus) at Morningstar

| Chicago
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About the Role
We believe that it is imperative for the global economy to become more just and sustainable. Our mission is to provide the insights required for investors and companies to help make that happen. Sustainalytics, a Morningstar company, is a leading provider of Environmental, Social, and Governance (ESG) research. Members of the team choose to work for Sustainalytics to have a positive impact not only on financial markets in their daily work, but more importantly for the planet and its people. We operate in a lively and collaborative environment, where each day is different.
The Client Relations team works with a diverse range of leading asset managers, asset owners, and other financial institutions on the integration of Sustainalytics' suite of research products and services. This role is an exciting opportunity for someone who wants to be part of Sustainalytics' growth story.
As a Senior Associate, you will assume a leading role in relationship management on our North American team. You will manage a portfolio of clients, working with them to incorporate Sustainalytics' research and data into their investment processes and other initiatives. You will work as an advisor to clients on product-specific expertise and ESG market best practices, driving client retention and growth. The Client Relations team also plays a key role in the innovation of Sustainalytics' solutions through collaboration with internal Product and Research teams.
Through this position you will obtain a thorough understanding of how investors implement ESG factors, work in an entrepreneurial and cross-cultural environment, and quickly assume new responsibilities. Strong communication skills, a can-do attitude, and the ability to learn quickly about concepts related to ESG investing will be key to your success in this role.
Job Responsibilities - Manage the retention and growth of your own client portfolio by encouraging the use and expansion of Sustainalytics' research and services- Act as a trusted advisor to your clients:
  • Support clients in building ESG strategies by providing advice and guidance on market best practices
  • Educate clients on Sustainalytics' products and ESG market trends through presentations and training sessions
  • Ensure that clients' research needs are met, including content and delivery
- Stay current on ESG market trends and developments, including Sustainalytics' latest products and services- Mentor junior Client Relations team members through close collaboration in supporting clients- Support Sustainalytics' product development by providing critical market feedback to our Research and Product teams- Collaborate with colleagues in other North American and European offices - the desire to work very closely with a diverse team from many different cultures is critical to working at Sustainalytics
Qualifications- 4+ years of work experience- Demonstrated knowledge of financial services and ESG from either education, work experience, or personal interest- Strong client servicing and commercial skills- Ability to understand and present complex products and services in an engaging and digestible manner- Excellent interpersonal, communication, and writing skills- Intellectual curiosity and a drive for continued learning- Adaptability, including comfort navigating uncertainty and managing competing priorities- Strong attention to detail- Proficiency in productivity software, such as Microsoft Office- Alignment with Sustainalytics' mission, vision, and values- Degree in related discipline (business, finance, environment and/or social sciences)
About Us
Sustainalytics is a Morningstar company dedicated to responsible investment with over 25 years' experience in ESG research and ratings. With an extensive client base across asset managers, asset owners and investment banks, our mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.
As Morningstar's ESG center of excellence we are responsible for driving both the commercial success and innovation of its ESG products as well as its overall ESG strategy.
In these times, we rely on virtual team meetings and management practices, as well as a remote buddy program, to support a smooth integration in our virtual offices. New team members are onboarded and start their first day with the company from the safety of their homes.
For more information, visit www.sustainalytics.com
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Technology we use

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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 sync
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
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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