Product Specialist at Morningstar

| Chicago
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•      Act as both product experts and strategists to translate market trends, customer needs, competitive intelligence, and Morningstar intellectual property into innovative deliverables that solve customer and market problems, and evangelize those innovations internally and externally. 10%.

•      Champion financial planning capabilities (including product demos) with third-party clients and other Morningstar products and capabilities, working closely with sales, product, and development teams across the organization. 10%.

•      Own the tactical roadmap to build and deliver client- and advisor-facing financial planning applications (including client portal and plan monitoring) by integrating and building on existing Morningstar capabilities and developing new ones. 10%.

•      Own an investor-facing client portal website with over 20,000 monthly active users and prioritize the client portal feature backlog based on user feedback, market research and cross-product initiatives and share out and maintain a product roadmap. 5%.

•      Capture and synthesize business requirements from customers and stakeholders, prioritize the backlog across multiple projects and workstreams, and work within an agile software development framework and scrum team setting. 10%.

•      Understand both business and technology requirements, serving as a conduit between stakeholders, sales, service, marketing, go-to-market, design, operations, and technology teams. 5%.

•      Break down and analyze complex workflows and systems, identify inefficiencies/areas for improvement, and define solutions to improve the client experience. 10%

•      Design, develop, and manage activities for a specific product or service from conceptualization, definition, and planning to implementation, release, and enhancement to eventual sun-setting. 10%

•      Track and report out Heap Analytics KPIs to measure product success to internal stakeholders and executive management. 5%

•      Lead an agile squad comprising designers, developers, user researchers, and quality assurance engineers to design, test, and deliver the next generation of financial planning applications that deliver value to Morningstar customers. 5%

•      Develop high-quality user stories, acceptance criteria, and story estimations for use by designers, developers, and quality assurance analysts.  5%

•      Collaborate with the Data Science team and the Behavioral Insights Research and Development Lab to develop product ideas from prototyping and incubation to product integration.  10%

•      Conduct user testing to help vet and develop new functionality and emerging user experiences. 5%

 

Job Requirements:

 

·         Bachelor’s degree in economics, computer science or related field with course work in financial markets and banking is required.

·          A minimum of 2 years of relevant experience in product management, business analysis, or software development roles required.

·         Experience with agile development and technical acumen required

·         Experience building software, cross-functional design, product, and development team with a track record for quality and on-time deliveries

·         Experience with financial advisor segment, financial planning and client-facing advice tools, portfolio accounting, and performance reporting is required

·         Experience with conducting market research, including user testing, is required

·         Experience with new product ideation, content strategy, and design-thinking is required

·         Practical experience using or building portfolio/investment planning, portfolio accounting, investment screening or analysis software tools such as Morningstar Office or Morningstar Enterprise Components’ research and investing solutions, including portfolio planner, screeners or comparison tools and Morningstar Advisor Workstation including the Investment Planning Tool solution. Qualifying skill and experience using Morningstar software need not be gained at Morningstar.

 

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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
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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