Associate Product Manager, Retirement and Workplace Solutions

| Chicago

The Group: Morningstar's mission is to create great products that help investors achieve their financial goals. For the Workplace group, that means building products and solutions that help employers maximize the value of their workplace retirement plans and put individuals on the path to better retirement outcomes. Workplace is a high-growth area for Morningstar that houses a diverse suite of technology and investment-based solutions. Our unique client base includes retirement plan providers, plan sponsors, plan consultants, and retirement plan advisors. By constantly evolving our solutions and solving our clients' problems, we are well-positioned to help individuals achieve a better retirement.
The Role: Morningstar seeks an Associate Product Manager to work in the Product Management team on Retirement Manager, a web application that helps employees reach their retirement goals by offering advice on how much to save, identifying when to retire, and allocating their retirement account to the appropriate investment options. This position is located in our Chicago office.
Responsibilities

Understand and analyze business requirements and write detailed user stories to explain a change to the product from a user's perspective.
Collaborate with product managers, engineering, design, and UI/UX to deliver a best-in-class user experience and drive implementation of new product functionality.
Work in an agile development framework and assist product managers and team with reprioritization and grooming upcoming sprints.
Document product capabilities to cover gaps in existing functionality or when new capabilities are being introduced.
Help support the operational aspects of the product, including client and user support.
Ramp up to understand basics of retirement advice methodology.

Qualifications

2 to 5 years of relevant work experience; familiarity with Morningstar products and services is a plus.
Ability to communicate and work cross-functionally.
Technical experience or the willingness to gain technical knowledge to effectively communicate with scrum team engineers.
Knowledge and experience in working with the Agile development framework, including writing user stories.
Previous knowledge of the retirement industry would be considered a plus.
A bachelor's degree is required.

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Technology we use

Engineering

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- D3JSLibraries
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- AngularJSFrameworks
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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

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.

View full list of perks + benefits

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