Associate Product Manager at Morningstar

| Chicago
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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data.

 

The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

 

The Role:  We are seeking an Associate Product Manager to support our Institutional Equity Research business.  Our global equity research team of 100+ analysts provides fundamental valuations, ratings and analysis on more than 1,500 companies, using a consistent and proprietary approach to analyzing companies by focusing on their long term sustainable competitive advantages. In addition to company reports that provide an extensive analysis of business strategy, economic moat drivers, scenario analysis, and stewardship, subscribers to Morningstar’s institutional equity research are able to explore actionable investment ideas across multiple content categories.

 

The Product Manager will help our clients maximize the value of their institutional equity research subscription. This individual will help facilitate interactions between our clients and our analyst team. The role will be focused on partnering with our sales team to develop account-based plans to increase analyst engagements and drive revenue. Impact measured from the role will include increasing average account value from subscription accounts, increasing share of wallet and share of votes within our client base, as well as supporting analysts with their target KPIs.

 

The Product Manager will report to the Director of Marketing for Equity Research and work closely with Morningstar equity research analysts as well as sales and marketing teams across Morningstar and PitchBook, and is based in Chicago.

 

Responsibilities:

  • Partner with sales team to increase share of research vote/wallet within existing accounts
  • Monitor, track and report on analyst and client interactions to ensure clients maximize value
  • Manage analyst/sales marketing travel plan
  • Track Morningstar equity research pipeline to surface upcoming thematic research to the sales and marketing teams for client and prospect programs and campaigns
  • Partner with Morningstar and PitchBook PR teams to promote research
  • Manage company and analyst meetings during our annual investor conference
  • Manage analyst presentation plan at owned and unowned events

 

 

Requirements

  • A bachelor’s degree is required; progress towards/interest in the Chartered Financial Analyst designation is preferred
  • Familiarity with equity investing is desirable
  • Data driven, strong analytical skills
  • Excellent writing and verbal communication skills to support working with clients and internal stakeholders
  • Comfortable working in multiple technology/CRM systems

 

 

036_MstarResearchLLC Morningstar Research Services LLC Legal Entity

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • 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

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

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
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
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)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Employee Assistance Program
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
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
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
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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