Project Manager at Morningstar

| Chicago
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Our Morningstar ESG Strategy Group (see end of document for associated sub-groups that this role supports) is looking for a project management & change management professional to help embed a coherent approach to project management across the business. 

We seek an enthusiastic, results-driven candidate to serve as a hands-on Project Manager. This person will work with internal partners across product management, data, technology, operations, sales, marketing, research and service to help drive ESG and sustainability initiatives forward. In addition to helping coordinate these initiatives across Morningstar Business Units, the Project Manager will support the Strategy Group’s leadership team to ensure effective reporting of the product roadmap and run high profile, complex, corporate-level sustainability related projects using the Enterprise Sustainability Working Group structure. 

You have a strong background in program/project management, Agile product development and process improvement. Experience in strategizing, planning, managing and implementing concurrent complex strategic projects across cross-functional teams using hybrid project management practices is required. The ability to communicate clearly at all levels, form strong relationships with team members and business partners, and proactively identify and control risks and dependencies is critical in this role. 
 

Responsibility:

•    Develop a basic understanding of products and services in the ESG Product portfolio and a basic level of understanding of issuer-level ESG ratings.
•    Manage multiple initiatives concurrently, including planning, scheduling, delivery and quality management, alongside working with delivery teams to ensure that project goals are met.
•    Communicate regular program and project level updates across all stakeholder groups. 
•    Identify and handle dependencies between multiple teams throughout the organization.
•    Coach teams to identify and solve project issues effectively. 
•    Identify, monitor and mitigate project risks.
•    Lead program reviews with business partners to report on and/or facilitate conversations regarding OKR status, progress, resources, and risks. 
•    Establish and maintain trusted relationships with research, data teams; product managers, designers, technology teams, and business partners.
•    Coordinate the project team(s) through all project management phases.
•    Lead daily/weekly stand-ups and meetings.
•    Report on progress to the project sponsor(s), PMO management, proactively identifying constraints and escalating problems.
•    After the project is complete, gather and document all project results and debrief to the appropriate parties (including management).
 

Requirements:

•    Master’s degree in related discipline (business, economics, communication, information technology or data management) or Bachelor’s degree with relevant experience;
•    At least 3-5 years of experience managing projects, preferably in a digital environment;
Project Management Certification, Quality Management Certification or other related discipline is a strong asset;
•    Excellent execution skills and attention to detail; Strong oral and written communication skills;
•    Excellent interpersonal skills and ability to work with a variety of stakeholders, including in different time zones;
•    Strong analytical and problem-solving skills and ability to work independently;
•    Experience working with AGILE and Waterfall methodologies an asset; experience working with Asana, Morningstar’s new project management software, is also an asset. 
 

 

Recommended Action:

About the Groups this role will support: 
•    ESG Product Strategy: Morningstar’s ESG Product Strategy team is part of the Sustainability Strategy Group. This Team’s mandate is to further Morningstar’s mission of empowering investor success by ensuring ESG capability across Morningstar products and platforms including Direct & Reporting Solutions, RISE, Indexes, as well as Pitchbook, MIM and DBRS.  The ESG Product Strategy group is responsible for identifying, prioritizing and supporting the execution of product development and go to market initiatives that drive direct ESG revenues, enhance other business unit product revenues, and increase visibility and branding through education and marketing efforts to amplify our ESG signals broadly allowing us to become ubiquitous and thus become the standard signal in the market.


•    Enterprise Sustainability Group: Morningstar’s Enterprise Sustainability team is part of the Sustainability Strategy Group. The team’s role is to articulate and coordinate Morningstar’s long-term corporate sustainability strategy across the Morningstar enterprise, which includes Pitchbook, Sustainalytics, and DBRS. We manage an Enterprise Sustainability Working Group (ESWG) which includes global business units (such as MIM or Sustainalytics), functions (such as Facilities), and offices (such as country manager representatives) to develop strategies to mitigate sustainability risks at Morningstar; identify, propose, and support relevant programs to reduce impact; and align our research, products, and services with best practices in sustainability. We ensure alignment of Morningstar’s ESG activities with international ESG reporting and compliance standards. We demonstrate the value of Morningstar’s service by turning the firm’s own transparency, research, and reporting tools on ourselves in order to build Morningstar into a sustainability leader in the financial services industry.  

 

About Us

Sustainalytics has been a leading independent provider of Environmental, Social and Governance (ESG) research for the last 25 years. Our insights are used by clients to make better informed investment decisions, engage with companies in relation to their business activities and drive change.

 

Sustainalytics is a growing organization with 800 employees and 17 offices globally. We have a flexible and supportive working culture and empower our employees to progress and develop quickly in an entrepreneurial environment.

 

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
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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