Project Manager, Operational Excellence

| Chicago

The Role: Morningstar’s Investment Management group is seeking an outstanding project manager to join our Operational Excellence team. We are looking for an assertive, detail-oriented, self-starter who can work effectively in a highly collaborative team setting. You will coordinate, manage, and execute cross-functional and cross-region projects that reduce friction, increase quality, drive efficiency, eliminate waste, and improve decision-making in the group. This position is based in our Chicago office.


Responsibilities
• Manage projects from the discovery phase through implementation while maintaining high quality, timely deliverables
• Identify, track, and manage project risks and issues to conclusion, defining appropriate risk mitigation and contingency plans.
• Develop project KPIs and communicate objectives and updates to all key stakeholders
• Effectively manage cross functional project teams, including product management, technology, investment operations, customer success, sales, and investment management
• Understand business needs and dependencies, continuously identify areas of improvement
• Coordinate and collaborate with global stakeholders across Americas, APAC and EMEA

Requirements
• Three to five years of project management and/or business analyst experience, preferably in investment management or wealth management
• A commitment to operational excellence, business scalability and innovation
• Strong analytical, planning and organizational skills for managing competing demands and priorities
• Ability to understand complex business needs with a creative problem-solving mindset
• Ability to lead team decision-making processes and foster an environment of healthy team debate and collaboration
• Strong knowledge of, and experience using, Agile and Lean project management methodologies
• Knowledge or background in the managed accounts business is a plus
• A bachelor's degree

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Technology we use

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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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