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Job Overview

The Collections Specialist is involved in all areas of Morningstar’s accounts receivable process. This role is responsible for responsible for resolving overdue bills and collecting payments from those who owe, along with resolving escalated client issues, providing analysis on client invoices, and managing the invoice extension process. Other responsibilities include assisting Morningstar’s Sales teams with billing questions. Willing to work in EMEA or NAR shift timings will be 3 PM to 12 AM.

Team Overview

At Morningstar, employees are our customers, and customers are king! The Finance team handles everything “money” at Morningstar including accounting, quote-to-cash, for our fast-paced and growing company. The team supports the growth of Morningstar by providing actionable insights on the company’s financial health, all while working with a fun, energetic team!

Outline of Duties and Responsibilities

Monitor accounts on a daily basis to Identify outstanding account receivables
Investigate historical data for debts and bills
Collaborate with other sub-process teams to resolve escalated invoices and client payment problems.
Provide In depth analysis of client invoices including escalated aging buckets.
Create Morningstar’s Quarterly Accounts Receivable reports.
Manage approvals for payment extensions or exceptions outside of Morningstar’s standard cadence.
Work with Morningstar’s Sales department to answer questions around billing and communicate any issues with accounts.
Respond to a variety of inquiries from both customers email and phone calls.
Communicate remittance information to the cash application team.
Manage collections efforts for past due invoices by making calls and sending notices.
Compile back-up documentation for 3rd party collection cases.
Support to the accounting team with month-end close duties as needed.
Participate in various company initiatives and projects as requested.

Experience, Skills and Qualifications

Bachelor’s degree and 2+ years of experience in a Shared Service or BPO environment.
Proven experience as a Collection Specialist or similar role for EMEA or NAR will be plus
Strong organization skills with excellent attention to detail.
Excellent communication skills, both written and verbal.
Experience with any collection tool/systems a plus.
Ability to work independently, under tight deadline at times, and in an ever changing/dynamic environment.
Proficiency with MS Office suite including in-depth knowledge of Outlook, Word and Excel with the ability to pick up new systems and software easily.

Working Conditions

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day.

Morningstar is an equal opportunity employer

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity91:Tc12,

Accounts Executive – Finance Shared Services

Employment Type: Permanent

The Area: Morningstar is looking for Accounts Executive for the Finance Shared Services. The Finance Shared Services organization is responsible for executing day to day and project-based activities for the Procure to Pay; Quote to Cash; Record to Report processes of Morningstar’s global business.

The Role: Reporting to the Financial Shared Services Team Lead, executing day-to-day Accounts payable, Accounts receivable and record to Report activities of Morningstar Global business in a process oriented and disciplined manner. The Role will also include responsibility for the accounting contribution for the shared services responsibility that India plays as part of Morningstar’s global business. This role will be based in our Mumbai office.

Key Responsibilities

+ Execute assigned AP, AR, GL transactions on time with accuracy.

+ Ensure all month-end activities are completed within the agreed time and of the highest quality and ensure metrics are met as per targets as applicable.

+ Resolve customer / Suppliers’ queries through email and phone calls.

+ Review and select standard responses for answers or solutions

+ Report on work executed.

+ Prepare Journal entries with supporting documentation.

+ Track progress of assigned tasks, while at the same time adhering to Team set KPIs.

+ Interact with global finance teams on doubt and error resolution.

+ Ensure good customer care and focus on all times.

+ Bank Reconciliation.

Qualifications / Experience:

The incumbent must have proficient knowledge in the following knowledge of accounts payable:

Hands-on experience on ERP (SAP / Oracle, Coupa) system for a minimum of 6 months
Thorough knowledge of basic accounting procedures
Ability to maintain a high level of accuracy in preparing and entering financial information.
Strong analytical and problem-solving skills
Already part of a similar setup either a BPO or Shared Service center
Minimum work experience of 4 years in an MNC setup
Commerce Graduate (B.Com/M.com/MBA)

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity92:T1973,

Associate Project Manager – Finance

Employment Type: – Permanent
Location: Mumbai

The Area

Morningstar global finance support operations across Procure-to-Pay (P2P), Quote-to-Cash (QTC), and Record-to-Report (RTR) through standardized, controlled, efficient, and technology-enabled processes.

We are looking for an Associate Project Manager – Finance to support and lead strategic projects, process transitions, transformation initiatives, and continuous improvement programs across global Finance.

Role Summary

Reporting to the Director – FSS, this role will be responsible for leading and coordinating Finance projects and transitions from initiation through stabilization.

The role will partner with Finance, Business, Technology, and stakeholders to define project scope, establish project governance, manage timelines and dependencies, identify and mitigate risks, and ensure successful delivery of agreed business outcomes.

The position will also support new process migrations, operating-model changes, process standardization, automation and digital transformation initiatives.

Success in this role will be measured not only by on-time project delivery, but also by the achievement of intended business outcomes including productivity, process effectiveness, control improvement, automation, service quality, and stakeholder experience.

Key Responsibilities

Project & Transformation Management

Lead and coordinate Finance projects and transformation initiatives across Finance teams.
Define project scope, objectives, deliverables, milestones, dependencies, and success measures in partnership with key stakeholders.
Develop and maintain comprehensive project plans and ensure delivery on time, within scope, and against agreed business outcomes.
Establish appropriate project governance, including status reporting, steering updates, logs, decision tracking, and escalation mechanisms.
Monitor project performance using appropriate tools, metrics, and reporting mechanisms.
Proactively identify and manage risks, issues, dependencies, and project roadblocks.

Transition & Change Management

Support or lead the transition of Finance processes from business/local teams to Finance Shared Services.
Develop transition plans, knowledge-transfer approaches, readiness assessments, stabilization/hypercare plans, and handover criteria.
Assess resource and capacity requirements and coordinate resource allocation across projects.
Ensure effective handover from project teams to operations, including documentation, controls, KPIs, training, and operational readiness.
Support change management and stakeholder communication throughout the project lifecycle.

Process Improvement & Digital Transformation

Partner with process owners and operational teams to identify opportunities for standardization, simplification, automation, and no-touch processing.
Work with Technology, Business Process and Application Development teams to translate Finance requirements into scalable solutions.
Support Finance automation and digital initiatives, including opportunities involving workflow, analytics, AI and intelligent automation.
Apply structured problem-solving and root-cause-analysis techniques to address project and operational issues.
Ensure improvement initiatives have clearly defined baselines, targets, benefits, and measurable outcomes.

Stakeholder & Business Management

Build strong relationships with Finance Shared Services, regional Finance teams, Technology, and other business stakeholders.
Facilitate project meetings, workshops, governance reviews, and senior-management updates.
Communicate progress, risks, decisions, and required actions clearly and proactively.
Manage stakeholder expectations and ensure continued alignment on project objectives and priorities.

Requirements

Education & Experience

Bachelor’s degree in finance, Accounting, Business, Commerce, or a related discipline.
Approximately 6–8 years of relevant experience, including 3–5 years of project, transition, transformation, or process-improvement experience.
Minimum two years of experience within Finance & Accounting operations, preferably in a global operating environment.
Knowledge of one or more Finance processes such as P2P, QTC/Order-to-Cash, or RTR.
PMP, PRINCE2, Agile, Lean Six Sigma or equivalent project/process certification would be an advantage.

Skills & Capabilities

Strong project management, planning, governance, and organizational skills.
Strong analytical, structured problem-solving, and root-cause-analysis capabilities.
Ability to translate business requirements into actionable project plans and measurable outcomes.
Strong stakeholder-management skills with the ability to work across functions, geographies, and organizational levels.
Excellent written and verbal communication skills, including preparation of executive-level presentations and project updates.
Strong proficiency in Excel and PowerPoint.
Experience with project/collaboration tools such as Jira, SharePoint, Visio, Teams, or similar platforms.
Familiarity with process mapping, automation, analytics, and emerging AI capabilities within Finance is desirable.
Ability to work independently, manage multiple priorities, and operate effectively in a changing environment.
Demonstrated focus on teamwork, collaboration, accountability, and continuous improvement.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity93:T1426,

The Role:

As a Senior Research Analyst, you will play a pivotal role in ensuring the integrity and accuracy of our Fixed Income data and analytics. Working closely with Fixed Income Methodology Analysts, Product Managers, and Engineering teams, you will design and implement robust validation checks that uphold the quality of our production environments. Your strong analytical background will enable you to review production code critically, ensuring methodologies are correctly translated into system processes and that models perform effectively.

You will be responsible for developing quality assurance frameworks, monitoring data health, and validating new data content and analytics to maintain high standards throughout the entire data lifecycle. Additionally, you will manage client escalations by performing detailed root cause analysis and collaborating with internal teams to resolve issues efficiently.

This role requires a proactive individual with a strong understanding of Fixed Income markets, data science tools, and end-to-end data processes to help drive data accuracy, reliability, and insightful analysis..

Responsibilities:

Design, develop, and maintain a comprehensive QA framework for Fixed Income data and analytics, including monitoring data processes, data completeness, accuracy, and timeliness.
Consistently improve upon existing model validation and QA processes, with an eye toward automation, efficiency, and robustness. Leverage Data Science, AI, and Large Language Models (LLMs) where possible to enhance analysis and generate actionable insights.
Create and implement validation strategies for new data sets and analytical outputs, integrating these checks seamlessly into production environments.
Oversee the full lifecycle of vendor data—from ingestion through to analytics and insights production—to ensure all outputs meet defined quality and accuracy standards.
Validate the accuracy and integrity of Fixed Income calculations, metrics, and models to ensure they align with established methodologies. Collaborate closely with Quantitative Analysts, Product Managers and Engineering teams to understand methodologies, resolve issues, and drive continuous improvements.
Handle client escalations by conducting thorough root cause analysis and facilitating timely communication and resolution with relevant stakeholders.
Maintain a deep understanding of Morningstar’s Fixed Income data models and infrastructure, ensuring end-to-end data quality from collection to reporting.

Requirements:

Education & Experience:

Bachelor’s or Master’s degree in Finance, Economics, Data Science, Computer Science, or a related quantitative field.
Minimum 3 years of experience as a Research Analyst, Data Analyst, or similar role within Fixed Income or Financial Services.
Strong background in financial data analysis, particularly Fixed Income products and methodologies.

Technical Skills:

Required: Proficiency in SQL
Preferred: Proficiency in coding and reviewing production-level code in at least one statistical modeling language (Python or R) for validation and quality assurance purposes.
Experience developing QA frameworks for large datasets and complex analytics.
Familiarity with data validation techniques, anomaly detection, and root cause analysis.
Knowledge of data science, AI, and LLM tools for data insights and anomaly detection.
Understanding of data lineage, data infrastructure, and end-to-end data pipeline management.
Hands-on experience with vendor data integration and quality monitoring.
Strong understanding of Fixed Income market instruments, calculations, and metrics.
Ability to interpret and ensure methodologies are correctly implemented in code and production environments.
Familiarity with Morningstar data models and their end-to-end lifecycle is a plus.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity94:T11bf,

Key Responsibilities

1. Financial Reporting & Month-End Close

Assist in month-end and quarter-end close activities.
Support preparation and review of account reconciliations.
Analyze balance sheet and P&L movements and investigate variances.
Assist in maintaining supporting documentation for financial reporting.
Support intercompany reconciliations and transaction reviews.
Participate in financial data validation and reporting activities.

2. Audit & Statutory Compliance

Assist in preparation of audit schedules and supporting documentation.
Coordinate with internal and external auditors to respond to audit queries.
Support statutory financial statement preparation and review processes.
Help organize and maintain audit-ready documentation.

3. Regulatory & Tax Compliance

Support compliance activities related to direct and indirect taxes.
Assist with reconciliations for TDS, GST, and other statutory requirements.
Support regulatory filing requirements for various Asia entities.
Participate in documentation and compliance tracking activities.

4. Treasury & Banking Operations

Assist with banking administration and treasury-related activities.
Support cash management reporting and reconciliations.
Participate in monitoring banking documentation and controls.

5. Internal Controls & Process Documentation

Assist in testing and documenting finance controls.
Support maintenance of SOPs, process maps, and control documentation.
Identify opportunities for strengthening processes and controls.
Participate in balance sheet review and control monitoring activities.

6. Fixed Assets & Accounting Support

Assist in maintaining fixed asset records and reconciliations.
Support asset verification exercises and documentation.
Help track additions, disposals, and depreciation-related information.

7. Finance Transformation & Automation

Participate in automation and process improvement initiatives.
Support reporting enhancements using Excel, Smart View, Oracle, BlackLine, or similar systems.
Assist in testing and implementation of new processes and system improvements.
Explore AI-enabled solutions to improve efficiency in finance operations.

Learning Opportunities

The Industrial Trainee will gain exposure to:

US GAAP and local statutory reporting requirements
Multi-country accounting and controllership
Month-end and year-end close processes
Internal controls and governance frameworks
Statutory and tax audits
Treasury and banking operations
ERP systems (Oracle/FCCS/BlackLine or equivalent)
Finance automation and AI-driven process improvements

Eligibility Criteria

Chartered Accountancy student registered with ICAI and eligible for Industrial Training as per ICAI guidelines.
Strong academic record and understanding of accounting principles.
Proficiency in Microsoft Excel.
Strong analytical, communication, and problem-solving skills.
Ability to collaborate effectively with multiple stakeholders and manage competing priorities.

Preferred Skills

Knowledge of accounting standards and financial reporting.
Exposure to ERP systems is an advantage.
Interest in process improvement, automation, and data analytics.
Strong attention to detail and commitment to quality.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity95:T1df2,

About Morningstar

Good investing decisions start with good information. Morningstar builds the research, data, and technology that help individual investors, financial advisors, and institutions make sense of markets. We are independent by design: our data and opinions answer to evidence, not to outside influence. That independence makes us a force for good in the markets, bringing transparency and unbiased information to the people who rely on us.

We can only empower investors if our people feel empowered, and that starts with how we hire. Talent Acquisition brings in the people who move that work forward, and for many of them it is their first experience of Morningstar.

About the Role

As a Lead Recruiter, you own recruiting outcomes for Morningstar Direct's technical and non-technical hiring across North America, and you set the standard for what great hiring looks like. This is a senior individual-contributor role: you run the most complex searches yourself and raise the bar for the recruiters around you through example and expertise, not direct reports.

Recruiting here works the way Morningstar's research does, on evidence, independence, and a clear point of view. You bring that same rigor to every search, every debrief, and every partnership you build with leaders across the Direct business.

What You'll Do

Own recruiting outcomes for Morningstar Direct across North America, including quality of hire, speed, and candidate experience.

Set the capability standard across intake, sourcing, selection, and closing. Coach recruiters with hands-on feedback that builds genuine advisory skills.

Lead the most complex and senior searches in your area, bringing evidence, judgment, and a clear point of view to every stage.

Build genuine fluency across the Direct business and the functions you support, enough to hold credible conversations, assess real depth rather than keywords, and translate business requirements into search strategy and market maps.

Serve as the senior TA voice for your domain with business and HR leaders, bringing market intelligence and a clear point of view.

Make structured, fair, evidence-based selection the standard across your domain. Facilitate calibrated debriefs that sharpen team judgment over time.

Own pipeline health for your domain: forecast risk early, intervene before problems compound, and turn recruiting data into insight for stakeholders and TA leadership.

Design and champion AI-assisted recruiting workflows, driving adoption while keeping use responsible and compliant. Contribute to playbooks, training, and process improvements that scale beyond your own searches.

Required Qualifications

7 or more years of recruiting experience, including demonstrated time spent mentoring or coaching other recruiters

A personal track record owning complex or senior searches, with measurable outcomes you can speak to specifically

Demonstrated ability to learn a business, product, or function quickly, well enough to credibly advise leaders and translate talent needs into recruiting strategy

Demonstrated ability to set standards and raise the capability of the recruiters around you

Ability to influence senior stakeholders with market data and insight

Fluency in designing and coaching AI-assisted recruiting workflows

Solid working knowledge of employment law, EEO, and OFCCP as applied to talent acquisition

Preferred Qualifications

Experience with Workday, Paradox, and HiredScore

A track record building or improving a recruiting program, tool, or training curriculum

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$98,125.00-143,925.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entity96:T2076,

Finance Technology Product Owner

About Morningstar

Morningstar brings inspired problem solvers together with one goal in mind—to help investors reach their financial goals. At our core, we’re one of the world’s top investment research and data companies. But where we set ourselves apart is how we use that data and research to serve a diverse range of users. Our investment data and research enable us to deliver analytics and insights with a purely independent view, and then we leverage the latest in technology and design to deliver an array of solutions that best meet our users’ needs. This foundation of research, data, technology, and design uniquely positions us to provide a more complete set of services to investors all around the world, ultimately helping people make better decisions about their money, or the money they manage for millions of people all over the world.

The Role

We are looking for a Product Owner to join the Central Technology team in support of Morningstar’s Finance organization. This position is based out of our Chicago office. The Product Owner is expected to play a pivotal role in executing the Finance Technology roadmap across our core enterprise platforms—Oracle E-Business Suite (EBS), Coupa, and Concur—coordinating with Finance business stakeholders, technology development leaders, engineers, QA, and other roles. This role requires a blend of project management expertise, along with finance process and enterprise application experience, to ensure successful delivery of high-quality, scalable solutions that support procurement, expense management, and core financial operations.

Job Responsibilities

Collaborate with the development team and business stakeholders to help set short-term, medium-term & strategic priorities for Morningstar’s Finance Technology platforms, including Oracle EBS, Coupa, and Concur.
Work with key stakeholders across Finance, Procurement, Accounts Payable, and Travel & Expense to help define and write requirements and user stories for new product features and enhancements.
Own and execute the product roadmap for Oracle EBS (General Ledger, Accounts Payable, Accounts Receivable, and related modules), Coupa (procure-to-pay), and Concur (travel and expense), applying Agile principles to manage the backlog and plan iterations.
Partner with stakeholders to support quote-to-cash, procure-to-pay, and record-to-report processes, ensuring system capabilities align with finance operations and controls.
Lead scrum meetings and ceremonies, ensuring clear communication and efficient workflow across business and technical teams.
Define a clear product vision and identify opportunities to streamline, automate, and improve financial systems and processes.
Coordinate platform upgrades, patches, integrations, and data flows between Oracle EBS, Coupa, Concur, and other enterprise systems.
Support compliance, audit, and internal controls requirements (e.g., SOX) by ensuring proper documentation, approvals, and traceability within financial systems.
Manage program documentation repository and assist with presentations on program updates.
Track and report key performance metrics.
Leverage AI across all aspects of central technology to support automation and drive insights.
Partner with vendors and assist with regular vendor communications, including Oracle, Coupa, and SAP Concur.

Requirements

Bachelor’s degree and 4-5 years of product management or business systems analyst experience.
Hands-on experience with one or more enterprise finance platforms—Oracle E-Business Suite (EBS), Coupa, or Concur.
Working knowledge of core finance and accounting processes such as procure-to-pay, accounts payable, expense management, and the general ledger.
Strong problem-solving, analytical, and planning skills.
Ability to excel in a fast-paced global environment while delivering high-quality work.
Ability to translate complex technical decisions into simple and understandable business outcomes.
Has an extremely high-quality bar on documentation, especially when it comes to defining Problem Statements, writing Product specifications and acceptance criteria.
Having a go-getter attitude, being self-directed, detail-oriented & possessing good interpersonal skills.
Excellent time management and organizational skills with the ability to create structure from ambiguous situations.
Working Agile experience – Scrum methodology, JIRA or equivalent story writing tool. Product backlog, sprint backlog, story estimation and prioritization, creation of user stories, acceptance criteria.
Strong people skills to support collaboration across functions and organizations.
Experience with Oracle ERP implementations, configurations, migrations, data conversions, customizations, and integrations with internal and external systems, including banks, payment processors, and enterprise reporting platforms
Familiarity with key Oracle ERP data models, including TCA, Accounts Receivable, Accounts Payable, and Service Contracts, is a plus.
Strong knowledge of software development and coding principles and methodologies. Experience of software development and coding
Experience with Oracle EPM solutions (PBCS, FCCS, ARCS, and Narrative Reporting) is a plus.
Experience with system integrations, financial data flows, or reporting is a plus.
Experience supporting compliance and internal controls (e.g., SOX) within financial systems is a plus.
Experience in financial services is a plus.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$151,975.00-233,025.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entity97:T1863,

Morningstar has spent decades establishing itself as a trusted standard for independent investment data, ratings, research, and analytics across the global managed investment industry. Morningstar for Hedge Funds represents the next chapter: bringing that same independence, depth, transparency, and analytical rigor to one of the most sophisticated areas of institutional investing. Following several years of rapid growth, Morningstar is building a dedicated hedge fund commercial team around the needs of quantitative researchers, portfolio managers, analysts, data scientists, technology teams and investment operations.

The Senior Client Account Executive will be central to that effort. This individual will lead the day-to-day institutional relationship across a portfolio of U.S.-headquartered hedge funds, develop deep expertise across Morningstar’s capabilities, and connect clients with the resources required to achieve their investment and operational objectives. This is an opportunity to help build a specialized, high-growth business from an early stage while benefiting from the capabilities, reputation, and resources of a gold standard company. The individual will help shape the client experience, service standards, and long-term coverage model for Morningstar’s hedge fund business.

This role will work in close partnership with an assigned Sales Executive and colleagues across Morningstar’s product, research, data, technology and service organizations. Operating as a strategic workflow advisor, the Senior Client Account Executive will lead the ongoing client relationship, support product evaluations, coordinate onboarding and delivery, encourage adoption, resolve issues, and uncover new areas in which Morningstar may provide enterprise value.

This is an integrated relationship-management and subject-matter-expert role focused on business development and total account health. In this role, you will be responsible for generating revenue opportunities, collaborating closely with Sales, protecting Net Revenue Retention (NRR), and expanding existing institutional relationships. When the Senior Client Account Executive identifies a qualified use case, the Sales Executive will lead its commercial development and execution. The Senior Client Account Executive remains fully involved as the key relationship and technical partner throughout the lifecycle.

Responsiblies:

• Lead the day-to-day relationship across an assigned portfolio of U.S.-headquartered hedge funds, serving as the primary relationship owner across their investment teams, data groups, technology functions, operations and users

• Develop a detailed view of each client’s investment strategies, research processes, technical environment, data priorities, and long-term objectives. Build trusted relationships across quantitative research, portfolio management, fundamental research, data sourcing, technology, procurement, and senior leadership.

• Maintain a strong command of Morningstar's market-leading data, ratings, research, and analytics. Confidently connect Morningstar’s content and methodologies to systematic and discretionary buy-side investment workflows.

• Guide clients through product and data evaluations by establishing testing objectives, coordinating access, managing technical questions, monitoring progress, and ensuring they have the information required to evaluate Morningstar’s capabilities accurately.

• Work collaboratively with internal specialists to address questions involving coverage, lineage, history, mapping, methodology, or delivery.

• Guide the client-facing transition from evaluation to production. Seamlessly coordinate across Morningstar’s relevant teams to maintain continuity across technical requirements, testing, acceptance, education, and launch.

• Recognize areas for potential account expansion. Develop an understanding of the fund's operational use case and collaborate with the Sales Executive for commercial execution.

• Bring structured, strategic feedback to product and data squads to help guide future development and identify solutions with broader market potential.

Qualifications:

• At least five years of experience in institutional account management, customer success, data solutions, product consulting, technical client support, implementation, financial technology, investment research, or a comparable client-facing role.

• Direct experience working with hedge funds, asset managers, quantitative investment teams, investment consultants, or other sophisticated institutional investors.

• Strong knowledge of financial data, investment research, analytics, indexes, institutional software, or enterprise data-delivery solutions.

• The technical curiosity and aptitude to understand data schemas, data dictionaries, identifiers, mappings, methodologies, historical datasets, and enterprise delivery architectures. A strong interest in adapting to the evolving landscape of how hedge funds want data delivered, and an ability to learn new delivery mechanisms.

• Exceptional verbal, written, and presentation skills, with the ability to confidently convey complex data methodologies and institutional workflows to buy-side executives, data scientists, and quantitative practitioners.

• Based in the New York metropolitan area with availability for regular travel within the region for in-person client engagement.

• A Bachelor's degree or equivalent professional experience is required

001_MstarInc Morningstar Inc. Legal Entity98:T151b,

The Program

At Morningstar, we want people who are smart, creative, hard-working, curious, and passionate about their work. We built the Morningstar Development Program (MDP) to prepare recent graduates for a strong start to their careers at Morningstar DBRS. Throughout this two-year program, you will be placed in a cohort where you’ll receive ongoing career development, networking, mentoring, and training opportunities to help you succeed.

This analytical program offers rotational placements within Morningstar DBRS credit rating teams in Toronto. You will gain exposure to different areas of credit through two, one year placements. Placements are determined by business needs and available headcount.

This is a two-year fixed-term contract position. We are accepting applicants with less than 2 years of full-time work experience. While we look for individuals who have an interest in investing and credit markets, we welcome all fields of study. This position is based in our Toronto office.

Job Responsibilities

Support lead analysts in assigning and monitoring credit ratings within your assigned team.

Assist lead analysts in preparing analytical materials for rating committees and for the ongoing monitoring of existing ratings.

Search and aggregate market, economic, and industry data to be used in credit analysis.

Track key economic and industry indicators relevant to the sectors or asset classes covered.

Contribute text and analysis for rating reports, press releases, commentaries, and presentations under the supervision of lead analysts.

Assist with the publishing workflow for press releases and rating publications, including regulatory disclosures, on a timely basis.

Develop a solid understanding of the sectors or asset classes covered in each placement.

Develop client-communication skills through interaction with issuers, investors, and intermediaries.

Adhere to compliance, regulatory, and company policies and procedures.

Requirements

Undergraduate degree in economics, finance, statistics, accounting, or a related field; a graduate degree and/or progress toward a CFA designation is preferred.

Strong analytical abilities and a solid understanding of financial statements.

Exposure using AI tools.

Solid research and analytical skills, with acute attention to detail.

Strong communication skills, both oral and written; excellent English required, fluency in French is beneficial.

Self-starter and strong team player, with the ability to manage multiple projects and meet deadlines while producing high-quality work in a dynamic environment.

Genuine interest in credit analysis.

Adaptability to work across different teams and analytical approaches during the program.

Ability to travel infrequently within North America.

A resume is required to apply. Please be sure to include the word “Resume” in the file name of the resume you upload.

Compensation:

Starting Salary Target - $74,500

Target Bonus - 10%

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

99:T17b1,

The Group

Morningstar's Individual Investor business helps millions of investors make better financial decisions through trusted research, insights, tools, and experiences. Our Advertising team partners with leading financial services firms to connect with highly engaged investor audiences across Morningstar's digital properties, newsletters, and content platforms.

The Role:

We are seeking an Advertising Sales Operations Analyst to support our global advertising sales organization. This role is ideal for someone who enjoys working with data, improving processes, solving operational challenges, and helping sales teams operate more effectively. You'll work closely with Sales, Client Service, Advertising Operations, Product, and Finance to improve visibility into sales performance, streamline workflows, support forecasting, and provide the operational foundation that enables growth.

The Key Responsibilities:

Maintain the accuracy and integrity of sales pipeline data within Salesforce and other sales systems.
Support forecasting, reporting, and business intelligence activities that help sales leadership monitor performance and make informed decisions.
Track advertising sales bookings and provide visibility into booking trends and revenue opportunities.
Coordinate internal sales communications and ensure key stakeholders have timely access to relevant sales information.
Analyze market opportunities, competitive trends, and business performance data to support strategic decision-making.
Support lead management processes, reporting, and lead quality measurement.
Maintain sales enablement resources, documentation, playbooks, and team knowledge repositories.
Identify opportunities to improve sales processes, operational efficiency, and data quality.
Partner with Product, Client Service, Advertising Operations, and Finance to support successful execution of advertising initiatives and new sales opportunities.

The Qualifications:

2-4+ years of experience in sales operations, revenue operations, business operations, advertising sales support, or a related field.
Hands-on experience administering, maintaining, and reporting from Salesforce is required.
Experience in media, publishing, or advertising
Strong analytical, reporting, and problem-solving skills.
Advanced Excel skills and experience working with data visualization tools (Power BI, Tableau, etc.)
Excellent organizational skills and attention to detail.
Strong written and verbal communication skills.
Ability to manage multiple priorities and collaborate effectively across teams.
Bachelor's Degree
Interest in investing or financial services

About Morningstar

Morningstar is one of the world's leading providers of independent investment research. We empower investor success by delivering trusted insights, data, and technology that help people reach their financial goals. Our culture is rooted in transparency, collaboration, innovation, and a commitment to putting investors first.

If you're excited about using data to drive better decisions, improving business processes, and helping a high-performing sales organization operate at its best, we'd love to hear from you.

Note: This role does not qualify for immigration sponsorship. Morningstar will not be considering candidates that require immigration sponsorship now or in the future.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$61,700.00-90,483.33

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entity9a:T14ca,

Morningstar’s Analytics builds the data and quantitative models behind products that investors rely on. Our analysts and researchers are strong in Python, SQL and finance. We’re looking for an engineer who brings complementary strengths in cloud infrastructure, automation and production systems. You’ll work side by side with them to turn research into reliable, scalable, customer-facing analytics.

You’ll start on our Risk Analytics suite, supporting and improving the production pipelines that compute risk metrics for our clients. You’ll join the team’s on-call rotation, which is the fastest way to learn how large-scale financial analytics run in production. Over time, you’ll take on more design and build work.

Responsibilities:

Build and maintain cloud infrastructure on AWS using infrastructure as code (e.g., Terraform)

Monitor, troubleshoot and improve production data pipelines, and take part in an on-call rotation

Partner with analysts and researchers to productionize their models and calculations

Develop CI/CD pipelines, automated tests and deployment tooling

Improve observability, data quality checks and documentation across our systems
Hands-on exposure to AWS (e.g., S3, Lambda, ECS, IAM, Step Functions) through work, internships or projects
Experience with infrastructure as code, ideally Terraform

Proficiency in Python and SQL, with good engineering habits: version control, testing, code review and writing maintainable code

Familiarity with CI/CD practices and tooling

Strong communication and collaboration skills. You’ll work daily with analysts, so explaining technical ideas clearly and listening well are essential.

A real interest in quantitative finance and in how analytics drive investment decisions

Bachelor’s degree in computer science, engineering, mathematics or a related field, or equivalent experience

Qualifications:

Experience with modern data platforms (e.g., Spark, Presto/Trino/Athena, data lakes or lakehouses)

Comfort with quantitative work: descriptive statistics, plus basic knowledge of linear algebra and calculus as applied to things like returns, volatility, correlation and regression

Finance coursework or knowledge of markets, investment types, risk measures or performance attribution

Experience with containers (Docker) or monitoring and alerting tools

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$72,950.00-107,000.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entity9b:T1a3b,

*Note: This role requires to be onsite 4 days per week

The Team

At Morningstar, our corporate team brings together a wide range of functions that help the business run, grow and deliver on our mission. The People & Culture team plays a special role in that work. We’re stewards of Morningstar’s culture and champions of our people.

Our goal is simple: create an environment where great people can do great work. We help leaders build strong teams, support employees through important moments in their careers, and design people practices that help the business thrive. When our people succeed, Morningstar succeeds.

The Role

We believe our people are our greatest advantage. Their curiosity, expertise, creativity and willingness to learn are what make Morningstar successful. We’re looking for a People & Culture Business Partner who is equally comfortable thinking strategically and rolling up their sleeves to solve problems. Someone who takes the time to understand the business, builds strong relationships with leaders and employees and brings thoughtful, practical solutions to people challenges.

In this role, you’ll serve as a trusted advisor to leaders while keeping the employee experience front and center. You’ll partner closely with teams across the company to help build a high-performing organization, strengthen engagement, develop talent, and foster a culture where people can do their best work. This is a role for someone who enjoys navigating complexity, connecting dots across the organization and finding ways to make both people and the business more successful.

What You’ll Do

Build strong partnerships with leaders and teams, providing thoughtful guidance on people-related opportunities and challenges while staying true to Morningstar’s culture and values
Help leaders think through organizational design, workforce planning, talent needs, and team effectiveness to support both current priorities and future growth
Partner with managers and employees on coaching, development, performance conversations, recognition and career growth
Bring together the right expertise from across People & Culture, including Total Rewards, Talent Acquisition, Talent Management and other specialists to deliver practical and scalable solutions
Collaborate with colleagues across the People & Culture team globally to improve processes, share best practices, and strengthen the impact of our work
Support leaders in creating highly engaged teams where employees feel connected, valued and empowered to do their best work
Implement global People & Culture programs and practices in a way that reflects the needs of your business unit while maintaining consistency across Morningstar
Foster an environment of trust, accountability, learning and continuous improvement
Act as a connector, coach and problem solver, helping leaders and employees navigate change, overcome obstacles and achieve success together

Required Qualifications

Bachelor's degree in human resources, Business, Organizational Psychology, or related field.
Must have 5+ years of experience as a business partner
Proven ability to build trusted relationships, influence, and own outcomes
Experience advising managers on performance management, employee development, engagement, organizational effectiveness, employee relations and workforce planning
Strong analytical, problem-solving, and project management skills
Excellent communication and collaboration skills with the ability to work effectively across teams and functions

Preferred Qualifications

Experience supporting credit ratings business groups.
Experience supporting global or matrixed organizations.
Experience partnering with Centers of Excellence, including Compensation, Benefits, Talent Acquisition, Talent Management, Global Mobility, Immigration, and Employee Relations.
Experience leading organizational change, engagement, or talent initiatives.
SHRM-CP, SHRM-SCP, PHR, or SPHR certification preferred.

Base Salary Compensation Range

$112,938 -$158,105

Incentive Target Percentage

20% Annual

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

9c:T165d,

Morningstar is a leading provider of independent investment research and data in North America, Europe, Australia, and Asia. The Editorial team functions as an independent newsroom alongside the research departments.

The mission of the Editorial team at Morningstar is to help investors meet their financial goals, and our coverage of investing and the markets is through that lens. That means putting the day-to-day noise of the markets and investing into context while informing investors about the news, trends, and opportunities that are critical to making smart decisions.

 Morningstar’s Editorial team publishes news about the financial markets and investing trends, along with digestible research content in the form of articles, data visualization, videos, and podcasts. Our articles run primarily on Morningstar.com, which millions of readers visit each month to make sense of the markets, find investment advice, and manage their finances. Our wide audience ranges from advisors, portfolio managers and sophisticated DIY investors to readers whose investing experience may only be a target-date fund in their 401(k).

We are looking for an early-career reporter who combines a lively, engaging writing style with a talent for making complex financial markets topics accessible to readers. The ideal candidate is intellectually curious, energized by the fast pace of financial markets, and enjoys digging into research and interviewing sources to uncover key trends. We’re a collaborative group, and the successful candidate will thrive in an environment of sharing ideas and supporting the team’s efforts.

In this role, you will cover major economic reports and stock market trends, with an emphasis on individual stocks. As part of your coverage, you will tap into Morningstar’s research and data to explain and contextualize moves in notable individual stocks across the market.

This role is based in our Park Ave South office and will require four days a week in office.

As a reporter on the Editorial Markets team, you will:

Report on key financial markets, plus economic trends and news.

Cover big moves in important stocks.

Write articles based on Morningstar’s research and data.

Work closely with the team’s editors to hone your craft and meet deadlines.

Create data-driven charts and tables that tell clear stories.

Train in using Morningstar’s extensive database of financial and investing information.

Qualifications: 

1-4 years of journalism experience.

Strong writing skills

Demonstrated interest in markets and business reporting

Experience with MS Office suite, including knowledge of Excel and Word.

The ability and interest to pick up new systems and software.

Bachelors in Journalism or other related field

This role does not qualify for immigration sponsorship. Morningstar will not be considering candidates that require immigration sponsorship now or in the future.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Base Salary Compensation Range

$55,548.00-$81,468.66

Incentive Target Percentage

5% Annual

001_MstarInc Morningstar Inc. Legal Entity9d:T115f,

Fueling the technologies that drive our products and support our company’s infrastructure, the Technology team consists of talented engineers, network architects, security specialists, and IT professionals who help make technology one of Morningstar’s core strengths. Though our technologists represent a range of skills and knowledge bases, they all view technology as a craft and care deeply about creating delightful user experiences. From Agile methodologies to mobile applications and software as a service delivered from our private cloud, we push technology’s boundaries to build scalable, elegant solutions that help investors reach their financial goals.

Morningstar Europe Ltd is seeking a Employee Technology Support Analyst to work within the European Desktop Support team. You will be responsible for carrying out all aspects of desktop support to approximately 650 users in our 13 EMEA offices. This position will be in our Madrid office.

Candidates should be trustworthy and able to work independently, managing their time and priorities. Additionally they must be strong team players who are able to work closely with other support team members. As a desktop support analyst, you should possess strong interpersonal and communication skills as well as excellent proven troubleshooting skills. You should also possess a highly proactive “can-do” attitude and be able to manage multiple demands and tight deadlines.

Responsibilities:

•   Incident management – diagnose, resolve and close incidents. Desktop support may be provided in person or remotely.
•   Work to identify opportunities to improve or enhance support activities.
•   Provide first class customer service to Morningstar’s employees.
•   Resolve and own technical problems until resolution.
•   Escalate to management/senior engineers as required.
•   Support of desktop environments (Windows and macOS), mobile devices and core applications.
•   Imaging and installation of workstations.
•   Maintain asset management database.
•   Support of audio visual services and systems in our meeting rooms, including video conferencing, audio conferencing, web conferencing, projectors, Crestron controllers, Apple TV, Barco Clickshare and Zoom Rooms technology.
•   Collaborate with more experienced technicians to solve complex computer and network connectivity problems.
•   Serves as a technical resource on projects as required.
•   Develop process and support documentation.
•   Provide training, guidance and technical assistance where necessary to other technical support staff.

Requirements:

•   Excellent customer service skills.
•   Experience of supporting and using Windows 10 Enterprise, MacOS, Active Directory, Microsoft Office 365 and Symantec Endpoint Protection.
•   Have a flexible attitude to meet tight deadlines.
•   Microsoft Exchange 2010/O365 administration
•   FTP account administration and troubleshooting
•   ITIL Foundation v3 Certificate in IT Service Management
•   iOS and Android Handset Support
•   RSA SecurID software tokens or equivalent
•   Microsoft System Centre Configuration Manager (SCCM)
•   Experience using JAMF Pro would be an advantage.
•   FTP account administration

Base Salary Compensation Range

EUR 26,000.00-34,666.66

Bonus Target:

5% Annual

We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.

302_MstarEurServSL Morningstar Europe Services, S.L. Legal Entity9e:T1a20,

About Morningstar

Empowering investor success is our mission and the reason we exist. With connected data, independent research, investor-first tools, and long-term portfolio strategies, Morningstar challenges what's hidden, complex, and inefficient — so nothing stands between investors and their goals. Today, Morningstar supports a global investing ecosystem, with subsidiaries in over 30 countries, serving individual and institutional investors, financial advisors, asset managers, and more.

The Role

The Direct Platform team transforms Morningstar's high-quality data, independent research, and technological expertise into well-designed software products that delight our clients. Direct Advisory Suite, our advisor software, gives financial advisors the research, reports, and planning tools to make the right investment decisions for their clients. It's a pillar of our Enterprise business.

As Product Marketing Manager, Advisor Software, you'll lead go-to-market launches, shape positioning and messaging, and connect sales, strategic account marketing, and demand generation around clear priorities. You'll also help grow our customer marketing programs to increase product adoption, advocacy, and client engagement. You'll work closely with product management, product development, client success, service teams, and sales.

This role is based in our Chicago office and requires working onsite 4 days per week.

What Success Looks Like

Success is measured by client retention, client satisfaction (NPS), sales pipeline growth, closed business conversion, and shorter sales cycles.

What You'll Do

Craft and execute the go-to-market strategy for new product releases, including positioning, content, service enablement, and sales enablement, to retain existing clients and attract new ones.
Act as the commercial lead across sales, strategic account marketing, and demand generation, turning product strategy and market opportunities into sales plays, enablement programs, customer marketing initiatives, and client-facing assets.
Develop and execute customer marketing programs that drive product adoption, advocacy, engagement, and expansion across the advisor client lifecycle, using client insights and success stories.
Bring the voice of the advisor to the team through market research and win/loss analysis, and use those findings to inform product development, packaging, pricing, positioning, and messaging decisions.
Build the competitive landscape for the business and create a sales enablement toolkit to support client conversations.
Own our content library, including sales enablement and client-facing assets and testimonials, and keep it current so the sales team uses it.
Partner with business analysts to measure and report on program results to executive stakeholders, and use what you learn to improve outcomes.

What You Bring

3+ years of experience in product marketing, marketing, sales enablement, or customer communications. Morningstar or financial services software experience is a plus.
·A track record of leading cross-functional projects with measurable business results.
Strong communication skills for internal and external audiences. Writing samples are a plus.
Comfort using data to measure results and decide what to do next, with a test-and-learn mindset.
Strong prioritization skills in a fast-moving environment.
Experience partnering closely with sales teams on support materials or training is a plus.
Familiarity with tools such as Eloqua, Adobe Experience Manager, Tableau, Google Analytics, ON24, and Jira, or similar.

Why Morningstar

At Morningstar, we know we can only empower investors if our people feel empowered. A space to keep learning, stretching, and becoming. That's why we aim to create a workplace that supports your whole self, including your financial, personal, and family well-being. Because with the right people, place and purpose, there's no limit to what you can do.

Unlock what's already in you.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$76,550.00-112,266.66

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entity9f:T1b7b,

About the Team:

Security Operations & Engineering protects Morningstar’s corporate environment, products, and the cloud platforms behind them. The group includes two distinct teams: the 24x7 Security Operations Center, and Security Engineering, which this role leads.

Security Engineering owns the tooling that makes detection, response, and prevention possible, including NGAV/EDR, email security, SOAR, detection engineering, and CSPM. Because Morningstar builds its software in house, we also provide the security foundations product development teams build on, such as security scanning in pipelines, hardened container images, and library integrations. We work closely with product engineering and product security teams to make the secure path the easy one, and we focus on the platforms, tooling, and guardrails that let security scale.

The Role:

Lead the Security Engineering team that owns the tooling behind Morningstar’s security program, including endpoint protection, email security, SOAR, detection engineering, and cloud security posture management. You’ll set the team’s priorities, grow its engineers, and make sure the platforms they run give the SOC and the business the visibility, automation, and protection they need. You’ll also guide the shared security foundations that product teams build on, like pipeline scanning, hardened container images, and library integrations. Reporting to the Director of Security Operations & Engineering, you’ll coach your team and stay close enough to the work to help solve difficult technical problems. You’ll have room to shape how engineering and incident response work together, with direct access to security leadership and product development teams.

This on-site role is based in Chicago, IL. It may be filled at the Manager or Senior Manager level, depending on your experience and prior leadership scope. You’ll participate in an infrequent, emergency-only escalation rotation outside normal business hours.

What you’ll be doing:

Lead and develop security engineers and the incident response lead. Set clear expectations, plan workloads, and support hiring, performance management, and career growth.
Own the engineering roadmap for detection and security platforms, balancing operational needs with architecture, platform health, and technical debt. The stack includes Splunk, CrowdStrike, Wiz and Wiz Defend, and Zscaler.
Work with the 24x7 SOC to improve detections and playbooks, automate manual work with XSOAR or Tines, and apply AI where it can improve detection, triage, and response. Track detection quality, automation coverage, and response performance; explain progress and risk to senior leaders.
Help the incident response lead handle complex investigations and containment. Make sure responders have the tools and support they need, turn lessons learned into engineering improvements, and troubleshoot alongside engineers when they are blocked.
Partner with product development, cloud platform, and infrastructure teams to strengthen security across AWS, GCP, and Azure while supporting product delivery.
Integrate automated security checks into product teams’ CI/CD pipelines, including Harness. Help secure agentic and AI-assisted development pipelines, where autonomous tools write, test, and deploy code.

What we’re looking for:

4+ years of people management experience, or equivalent technical leadership experience, in security engineering or security operations, with examples of developing people and delivering engineering work.
Hands-on security engineering knowledge and the ability to troubleshoot complex problems with your team. Experience with SIEM, endpoint detection and response, cloud security posture management, and security automation or orchestration is required; comparable tools are welcome.
Cloud security experience in a large, multi-cloud environment, ideally including AWS at scale, plus knowledge of incident investigation, containment, and post-incident improvement.
Sound technical judgment and clear communication with engineers, analysts, and senior leaders, including colleagues in globally distributed teams.
CI/CD security experience is a plus, including static application security testing (SAST), software composition analysis (SCA), secrets scanning, and infrastructure-as-code (IaC) scanning. CISSP, CISM, or GIAC certifications are welcome, not required

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$151,975.00-233,025.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitya0:T249c,

The Group

Morningstar’s Investment Management group is a global team guided by Morningstar’s mission, values, and principles to deliver high‑quality investment solutions that empower investor success. The group brings together deep expertise in asset allocation, manager research, portfolio construction, and investment oversight, built on Morningstar’s differentiated data, analytics, and independent research, to support financial advisors in delivering better outcomes for their clients.

In the U.S., Investment Management is primarily focused on partnering with financial advisors, helping them run more profitable advice practices while at the same time delivering exceptional client outcomes through model portfolios and solutions designed to integrate into advisor practices and wealth management workflows.

The Opportunity

We are seeking an accomplished commercial executive to serve as Head of Distribution, U.S. Investment Management, responsible for setting and executing the distribution strategy and accelerating sustainable revenue and net flow growth across the region.

This leader will have overall responsibility for the Americas distribution organization, spanning advisor distribution, sales, national and strategic accounts, portfolio specialists, and advisor practice consulting. The role will focus on expanding Morningstar Investment Management’s market presence, growing relationships with high-potential advisors and firms, increasing wallet share with existing clients, strengthening strategic partnerships, and successfully bringing new investment capabilities to market.

The Head of Distribution will build the commercial infrastructure, processes, and culture required to execute an ambitious, differentiated, and measurable go-to-market strategy. Importantly, this is not a traditional fund-distribution role: we are seeking a leader who knows the realities of running an advice practice and who will position Morningstar as a trusted partner, helping advisors build more profitable, scalable businesses while delivering excellent client outcomes through our investment strategies and broader capabilities.

Working closely with Investments, Product, Marketing, Behavioral Science, Finance, and other leaders, this executive will ensure that client and market insights inform our product strategy and that Morningstar’s investment capabilities, research, data, and insights are brought together to create a differentiated advisor and client experience.

Location: This role is based at our global headquarters in Chicago, Illinois. Regardless of office, there is an expectation of four days per week in the office. Morningstar operates a flexible in-office model in which employees select their preferred remote workday.

Key Responsibilities

Distribution Strategy & Growth

Develop and execute the U.S. distribution and go-to-market strategy to drive sustainable revenue and net asset flow growth across advisor, intermediary, and strategic-account channels.
Lead and scale the distribution organization, identifying priority markets, client segments, channels, and partnerships while deepening relationships and wallet share with existing clients.
Partner with Investments, Product, and Marketing to successfully bring new investment capabilities to market and continuously evolve the distribution model based on client needs and market opportunities.

Commercial Excellence & Strategic Partnerships

Build a disciplined, data-driven commercial organization with clear segmentation, coverage models, pipeline management, forecasting, goals, incentives, KPIs, and accountability.
Lead relationships with key national and strategic accounts, including broker-dealers, platforms, custodians, large RIAs, and other intermediary partners, personally engaging in the most important commercial opportunities.
Build a consultative, partnership-led sales culture focused on advisor success, client outcomes, and long-term growth rather than product sales alone.

Advisor Partnership & Market Leadership

Position Morningstar Investment Management as a strategic partner to advisors, helping practices improve profitability, efficiency, scalability, and client outcomes through investment solutions, practice-management expertise, research, and other Morningstar capabilities.
Develop and scale advisor partnership and practice-management programs and lead the sales and portfolio specialist capabilities needed to win and expand priority relationships.
Serve as a strong voice of the client, bringing advisor, competitive, and market insights into product, investment, marketing, and broader business decisions.

Business & People Leadership

Own revenue and net flow projections and contribute to P&L management, budgeting, forecasting, resource allocation, and strategic planning.
Build, develop, and retain a high-performing distribution organization and leadership team with clear expectations, accountability, succession, and operating rhythms.
Foster a client-centric, collaborative, high-performance culture aligned with Morningstar’s mission and values.

Qualifications

15+ years of experience in asset management, investment management, and/ or wealth management, including significant sales and distribution leadership experience.
Proven record of leading and scaling distribution organizations and delivering sustained revenue, net asset flow, and market-share growth.
Deep knowledge of the U.S. intermediary and wealth management landscape, including financial advisors, RIAs, broker-dealers, platforms, custodians, and strategic accounts.
Understanding of small and mid-sized advice practices, including their economics, operating models, growth challenges, and evolving needs, with demonstrated success helping advisors build more profitable, efficient, and scalable businesses.
Experience developing multi-channel go-to-market strategies, strategic partnerships, and successful launches of investment products or capabilities.
Strong commercial and financial acumen, including sales management, forecasting, budgeting, resource allocation, performance management, and P&L exposure.
Demonstrated ability to translate client and market insights into product and commercial strategy and partner effectively across Investments, Product, Marketing, Finance, and other functions.
Exceptional people leadership, business judgment, executive presence, communication, influence, and relationship-management skills.
Bachelor’s degree required, with an MBA or advanced degree preferred.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$371,425.00-569,525.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitya1:T17cb,

The Group:

Morningstar’s Data, Research & Enterprise Solutions group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group primarily sells Morningstar Direct Software, Data, and Reporting Solutions along the following client segments: Advisor, Asset Management, and Institutional.

The Role:

Morningstar's Enterprise Mid-Market Sales team is focused on enhancing our clients’ overall experience and driving value that leads to client retention, account expansion, and client satisfaction. As a Client Account Executive, we are looking for an enthusiastic sales-minded individual to grow overall client revenue in their own territory running a portfolio of assigned clients. Effective Client Account Executives are motivated, goal-oriented, results-driven, and inspired to manage overall client relationships, develop new business from existing accounts while actively seeking expansion opportunities to grow overall client revenue.

This is a quota-carrying, client-facing role requiring strong consultative selling, account management, and leadership capabilities. Success in this role will require performance management to drive client results, industry expertise and acumen, and the ability to thrive in a high growth and fast paced environment. You will use your knowledge of consultative selling, pipeline management, and account/territory planning to uncover business drivers leading to preferred client outcomes and company results. This position requires client-facing travel within an assigned territory and is based in our Chicago office, reporting directly to our Head of Sales, Mid-Market.

Responsibilities:

Act as the primary point of contact and business partner for a dedicated portfolio of Morningstar’s Advisor, Asset Management, and Institutional clients via in-person meetings, phone and/or email
Manage and grow a book-of-business of diverse client relationships
Drive retention and account expansion opportunities
Lead client engagements including meetings, reviews, and solution demonstrations
Achieve sales and retention goals while acting as a trusted advisor to clients
Own full sales cycle for expansion opportunities

Deliver against revenue and retention targets measured quarterly while providing excellent service to clients
Partner with Customer Success to drive adoption and client outcomes
Work collaboratively with a designated Business Development Executive, Software Sales Engineer, and Customer Success Manager to strategize on account retention and growth opportunities
Align client needs to Morningstar solutions through consultative selling
Collaborate cross-functionally to support account growth and issue resolution
Maintain accurate pipeline tracking, account plans and forecasting

Qualifications

Bachelor’s degree required
3+ years of financial services sales experience with a strong track record of sales and/or account management
Strong consultative selling, prospecting, and pipeline management skills
Excellent listening, communication, negotiation, and relationship-building skills

Direct exposure to the financial marketplace or investment markets is desirable, as is a comfort level with technology, data, and software
Alignment with Morningstar’s core values and mission to empower investor success

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$118,250.00-181,316.66

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitya2:T3578,

Morningstar is seeking a Head of Global Communications to shape how the company is understood, trusted, and experienced around the world. Reporting to the Chief People Officer and with a dotted line to the CEO, the Head of Global Communications works closely with the Board of Directors, and the Executive Leadership team, to serve as the company’s executive communications counselor and enterprise owner of corporate narrative and reputation. The mandate is strategic and transformational: build on a strong communications foundation and rethink how Morningstar brings its distinctive research, insights, expertise, and point of view to the world. This leader will help evolve how the company communicates as audiences, channels, content formats, and the use of AI continue to change.

This executive will inherit an established, high-performing global communications team of 20professionals, including five direct reports, with deep expertise across external and internal communications. Building from that strong foundation, the Head of Global Communications will focus on expanding the function’s impact and modernizing how Morningstar communicates externally. A central opportunity will be translating the depth of Morningstar’s research and intellectual capital into compelling, accessible content and finding new ways to bring those insights to clients, shareholders, media, prospective talent, and other external audiences. The leader will challenge traditional communications approaches, experiment with new formats and channels, including video and digital storytelling, and ensure Morningstar’s voice remains distinctive and relevant as the way people consume information evolves.

A critical priority will be preserving and building on Morningstar’s distinctive, independent voice and strong relationships with the media, while evolving how the company brings its research, insights, and expertise to broader audiences. This leader will safeguard the editorial independence of Morningstar’s research and ensure communications strategy amplifies its insights without compromising the objectivity, integrity, or autonomy of the research process. The Head of Global Communications will work closely with research leaders, business leaders, and subject-matter experts to identify the ideas and insights that can have the greatest impact and find new and compelling ways to share them with the world. This will require both an appreciation for what makes Morningstar’s voice unique and fresh thinking about new formats, channels, and approaches that can extend its reach and influence.

Equally important, this leader will serve as a trusted communications partner and counselor to the CEO and senior leadership team, developing a deep understanding of their priorities and helping translate them into clear and compelling communications. The Head of Global Communications will shape executive narratives, speeches, platforms, and external engagement, helping leaders communicate with authenticity and impact across their most important audiences.

The Head of Global Communications will also oversee a strong, established internal communications organization, supporting and empowering the experienced leader and team already in place. The broader opportunity is to connect communications across the enterprise while keeping the greatest focus on Morningstar’s external voice, research, reputation, executive communications, media strategy, thought leadership, and evolving content formats. The right leader will bring the judgment to recognize what is already working well, the curiosity to understand Morningstar and its distinctive culture and voice, and the ambition to transform how the company communicates and shares its expertise with the world.

KEY RESPONSIBILITIES

Corporate Narrative & Messaging Architecture: Build a single enterprise narrative that explains what Morningstar does, why it matters, and how it creates value. Establish a messaging architecture connecting corporate strategy, business priorities, and functional storytelling. Align internal and external narratives and translate complex topics, including AI, independence, public/private market convergence, and governance, into clear and credible messages.

CEO Platform & Executive Communications: Serve as a strategic advisor to the CEO and senior leaders on positioning, visibility, and voice. Shape executive narratives for employees, media, shareholders, and external forums, and prepare leaders for shareholder meetings, crises, transformation milestones, and other high-stakes moments.

Media Strategy, Thought Leadership & External Stakeholders: Define the global media strategy by market, business group, and strategic theme. Lead proactive storytelling, media relations, issues response, thought leadership, and investor-relations communications support across influential journalists, creators, podcast hosts, newsletter writers, and other trusted voices, while governing agency strategy and performance against outcomes.

Digital Channels, Content & AI: Set enterprise social media and digital content strategy, including corporate channels, employee advocacy, video, and emerging formats, with appropriate governance and measurement. Monitor and shape how Morningstar’s reputation, its research, and its experts are represented, attributed, and discovered across AI-generated answers, AI search, and other emerging platforms, partnering with Research, Marketing, Digital, Legal, and Compliance.

Communications Analytics & AI Enablement: Build a centralized analytics and insights capability across reputation, engagement, and efficiency. Modernize workflows through responsible AI and automation, strengthen data literacy, and improve the speed, scale, consistency, and cost-effectiveness of the function without sacrificing judgment.

Reputation, Issues & Crisis Leadership: Own enterprise reputation risk and lead proactive issues identification, scenario planning, and coordinated crisis communications. Partner closely with Legal, Compliance, and senior leadership to ensure speed, clarity, consistency, and sound escalation during high-risk moments.

Global Team & Operating Model Leadership: Lead a global center-of-excellence model with strong regional execution. Define decision rights, escalation paths, and operating standards; manage the global communications budget and agency ecosystem; and lead through influence across a decentralized organization.

Internal Communications & Employee Engagement: Reset the employee engagement model by clarifying enterprise priorities, reducing noise, and creating shared moments that build trust and connection. Set global standards for relevance, cadence, and channel discipline while enabling local leaders to communicate authentically. Make strategy clear, believable, and relevant to employees.

Employer Brand Communications: Partner closely with the Global Employer Brand Manager and People & Culture to bring the employer brand and Employee Value Proposition to life through communications and storytelling. Ensure employer brand narratives are effectively reflected across corporate, internal, and recruiting channels and reinforce the employee experience and culture.

IDEAL EXPERIENCE

Enterprise Communications Leadership

15+ years of communications experience, including 10+ years in senior communications leadership roles within large, global, complex organizations, with integrated responsibility across external, internal, executive, social, employer brand, and reputation communications.

CEO and Board Counsel

Demonstrated credibility advising CEOs, executive teams, and Boards on enterprise narrative, positioning, visibility, and high-stakes communications.

Media Strategy, Thought Leadership & External Stakeholders

Demonstrated experience developing and leading enterprise media strategy, proactive storytelling, and thought leadership, with a track record of building trusted relationships with influential journalists and external stakeholders.

Social Media & Digital Content

Demonstrated experience leading enterprise social media and corporate channel strategy, with hands-on understanding of video creation and production, digital storytelling, and emerging content formats. Brings a modern perspective on how audiences consume information and a willingness to experiment with new channels and approaches.

Transformation, Analytics and AI

Experience modernizing communications operating models, measurement systems, channels, and tools. Strong data and analytics fluency, with practical experience applying AI and automation responsibly.

Reputation, Issues and Crisis

Demonstrated experience managing reputation, issues, and crisis communications at enterprise scale, including work in regulated or market-sensitive environments.

Global Team Leadership

Proven leadership of large, multidisciplinary, and geographically distributed teams, with a track record of building strong leaders and raising standards for accuracy, ethics, and quality.

Employee Engagement and Change

A record of using internal communications as a strategic lever to improve employee understanding, trust, alignment, and advocacy in a decentralized organization.

Cross-Functional Influence

Ability to align senior stakeholders across business units and functions without relying on direct authority, while maintaining editorial independence and sound judgment.

Bachelor’s degree required.

Financial services industry experience is preferred.

CAPABILITIES

Strategic Counsel and Influence

§ Sets a clear enterprise point of view grounded in evidence and context.

§ Builds alignment across executives, functions, business units, and regions.

§ Communicates with courage, clarity, and sound judgment, especially under pressure.

Leading Change

§ Creates ownership and accountability for significant change.

§ Modernizes operating models, channels, measurement, and tools.

§ Builds employee trust and connection through clear, relevant communication.

Driving Results

§ Translates strategy into disciplined priorities, governance, and execution.

§ Uses metrics to improve reputation, engagement, quality, speed, and efficiency.

§ Builds a strong team and develops future leaders while maintaining high ethical and quality standards.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$222,300.00-340,866.66

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitya3:T14a2,

The Role:

Help prospective clients find the right next step with Morningstar. As a Sales Development Representative (SDR), you’ll turn interest from marketing campaigns into qualified sales conversations by understanding each prospect’s business needs. You’ll work with marketing and sales colleagues to improve outreach and give account executives the context they need to continue those conversations.

You’ll build your product knowledge and sales skills through prospect research, outreach, and feedback on what works.

This role requires four days a week in our Chicago office.

What you’ll be doing:

Follow up on marketing-qualified leads within agreed response times. Research each prospect, use lead scoring to prioritize outreach, and ask questions by phone, email, and LinkedIn to understand their needs and readiness to buy.

Develop early-stage opportunities through follow-up conversations. Arrange meetings and product demonstrations with account executives or sales managers, sharing the prospect’s needs and conversation history.

Keep prospect records and next steps current in the CRM so sales colleagues can pick up the conversation without losing context.

Support outbound sales campaigns as needed, adapting your outreach to each prospect’s business challenges.

Track calls, emails, meetings set, and opportunities generated. Review conversion rates, outreach results, and pipeline growth to identify where the qualification process could improve.

Share feedback with marketing on lead quality and campaign results. Use what you learn about Morningstar’s products, industry trends, and competitor offerings to make your conversations more useful to prospects.

What we’re looking for:

Internship-2 years of experience in customer-facing roles, sales, or business development; experience in business-to-business (B2B) or software-as-a-service (SaaS) settings is preferred.

A bachelor’s degree is required. Business, Marketing, Communications, or a related field is preferred.

Clear written and verbal communication, with the ability to listen closely and ask questions that uncover a prospect’s needs.

The ability to manage several prospect conversations, prioritize follow-ups, and meet agreed response times.

Familiarity with CRM tools, such as Salesforce, and sales engagement platforms, plus the ability to use lead and outreach data to improve your approach.

The Group:

Morningstar’s Business Development & Sales group helps financial professionals build their businesses and provide better outcomes for investors.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$56,850.00-87,166.66

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitya4:T1c18,

About the Team:

The Structured Finance Analytics Team is composed of a Quant team, a Data Analytics team, a Solutions team, and a Cashflow Modelling team. The Quant team has been growing over the last few years, comprising a global team of more than a dozen people today, located in the US and in Europe. The Quant team builds models and analytical tools to help rating analysts assess the credit risk of a transaction.

The Role:

As a Senior Vice President (SVP) in the Quant team, you will provide hands-on technical leadership in structured finance credit rating modelling across RMBS, CMBS, ABS and Structured Credit. You will work with the Credit Ratings, Credit Practices, Methodology Review Function, Data Engineering and Technology teams to deliver rigorous models that meet analytical needs.

Responsibilities:

Take hands-on ownership of the design, implementation and enhancement of structured finance credit models.

Lead complex model and methodology development projects through to release, coordinating technical workstreams, dependencies, timelines and stakeholders across quantitative, ratings, review and Technology teams.

Develop, maintain and enhance proprietary Python and C++ modelling libraries.

Engage with rating analysts to understand analytical challenges and emerging market trends, and translate business needs into appropriate modelling approaches.

Lead the preparation of quantitative research papers and technical documentation supporting model development and methodology enhancements.

Mentor quantitative analysts through regular technical discussions and practical support, developing their modelling skills and independent judgement.

Review colleagues’ models, mathematical derivations, code and technical papers for correctness and numerical robustness; challenge assumptions, identify gaps and guide solutions to complex modelling problems.

Explain complex quantitative concepts, model assumptions, results, validation and limitations clearly and patiently to less technical colleagues, using worked examples and knowledge-sharing sessions tailored to the audience.

Develop analytically sound, transparent and interpretable approaches to complex credit risk problems, favouring simple, well-justified solutions over unnecessary modelling complexity.

Ability to use AI-assisted coding tools effectively, while maintaining strong independent programming skills and taking full responsibility for understanding, reviewing and validating generated code.

Research and assess new datasets, whether publicly available or accessible under licensing agreements, to support model development and credit analysis.

Coordinate with the Technology team to ingest new data sources and develop the associated extract, transform and load (ETL) processes.

Qualifications:

A minimum of a master’s degree in Mathematics, Engineering, Physics, Economics, Finance, Statistics, or a related quantitative discipline. A PhD is preferred.

At least 10 years of relevant professional experience in quantitative credit risk, including substantial hands-on experience developing structured finance default and loss models for RMBS, CMBS, ABS and/or CLOs. Practical experience in factor models, roll-rate models and survival models.

Strong programming skills in Python or C++ and experience writing clear research articles and/or technical documentation.

Ability to perform rigorous data analysis on large datasets.

Strong mathematical judgement and the ability to quickly grasp unfamiliar problems, supported by deep knowledge of statistical modelling, probability theory, stochastic calculus and numerical methods, including numerical integration, Monte Carlo simulation, root-finding and optimisation.

Strong modelling judgement, with a demonstrated ability to translate complex problems into simple, transparent and interpretable models without compromising analytical rigour.

Excellent understanding of securitisation products.

Proven experience delivering complex quantitative projects involving multiple teams and interdependent workstreams, with strong organisational skills and the ability to anticipate bottlenecks, resolve issues and maintain momentum through review, approval and release.

Demonstrated communication and teaching skills, including the ability to make complex quantitative topics accessible to non-technical audiences.

Proven experience mentoring quantitative analysts and reviewing credit models and mathematical derivations.

Nice to have:

Experience working within or with a credit rating agency.

For candidates whose main programming language is C++, familiarity with the Python numerical computing and data science ecosystem, including NumPy, Pandas, Scikit-Learn and SciPy.

Experience developing cloud applications (AWS preferably).

Experience using LaTeX to prepare research articles or technical documentation.

Base Salary Compensation Range

EUR 139,500.00-211,433.00

Bonus Target:

30% Annual

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentially to our Compliance team. These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

a5:T1c3f,

About the Team:

Responsibilities:

Take hands-on ownership of the design, implementation and enhancement of structured finance credit models.

Lead complex model and methodology development projects through to release, coordinating technical workstreams, dependencies, timelines and stakeholders across quantitative, ratings, review and Technology teams.

Develop, maintain and enhance proprietary Python and C++ modelling libraries.

Engage with rating analysts to understand analytical challenges and emerging market trends, and translate business needs into appropriate modelling approaches.

Lead the preparation of quantitative research papers and technical documentation supporting model development and methodology enhancements.

Mentor quantitative analysts through regular technical discussions and practical support, developing their modelling skills and independent judgement.

Review colleagues’ models, mathematical derivations, code and technical papers for correctness and numerical robustness; challenge assumptions, identify gaps and guide solutions to complex modelling problems.

Explain complex quantitative concepts, model assumptions, results, validation and limitations clearly and patiently to less technical colleagues, using worked examples and knowledge-sharing sessions tailored to the audience.

Develop analytically sound, transparent and interpretable approaches to complex credit risk problems, favouring simple, well-justified solutions over unnecessary modelling complexity.

Ability to use AI-assisted coding tools effectively, while maintaining strong independent programming skills and taking full responsibility for understanding, reviewing and validating generated code.

Research and assess new datasets, whether publicly available or accessible under licensing agreements, to support model development and credit analysis.

Coordinate with the Technology team to ingest new data sources and develop the associated extract, transform and load (ETL) processes.

Qualifications:

A minimum of a master’s degree in Mathematics, Engineering, Physics, Economics, Finance, Statistics, or a related quantitative discipline. A PhD is preferred.

At least 10 years of relevant professional experience in quantitative credit risk, including substantial hands-on experience developing structured finance default and loss models for RMBS, CMBS, ABS and/or CLOs. Practical experience in factor models, roll-rate models and survival models.

Strong programming skills in Python or C++ and experience writing clear research articles and/or technical documentation.

Ability to perform rigorous data analysis on large datasets.

Strong mathematical judgement and the ability to quickly grasp unfamiliar problems, supported by deep knowledge of statistical modelling, probability theory, stochastic calculus and numerical methods, including numerical integration, Monte Carlo simulation, root-finding and optimisation.

Strong modelling judgement, with a demonstrated ability to translate complex problems into simple, transparent and interpretable models without compromising analytical rigour.

Excellent understanding of securitisation products.

Proven experience delivering complex quantitative projects involving multiple teams and interdependent workstreams, with strong organisational skills and the ability to anticipate bottlenecks, resolve issues and maintain momentum through review, approval and release.

Demonstrated communication and teaching skills, including the ability to make complex quantitative topics accessible to non-technical audiences.

Proven experience mentoring quantitative analysts and reviewing credit models and mathematical derivations.

Nice to have:

Experience working within or with a credit rating agency.

For candidates whose main programming language is C++, familiarity with the Python numerical computing and data science ecosystem, including NumPy, Pandas, Scikit-Learn and SciPy.

Experience developing cloud applications (AWS preferably).

Experience using LaTeX to prepare research articles or technical documentation.

Base Salary Compensation Range

EUR 128,500.00-186,833.00

Bonus Target:

30% Annual

a6:T11c2,

Morningstar DBRS is seeking an experienced full-time Vice President to join its North American Financial Institution Ratings group in Toronto. The individual will have lead and backup analyst responsibilities on a portfolio of banks, non-bank financial institutions, and credit unions in Canada. Candidates with a minimum of seven to ten years of experience in financial institutions credit analysis gained from a rating agency or financial institution or related experience will be given priority.

Job Responsibilities

The successful candidate will be part of an experienced team of professionals responsible for analyzing banks, non-bank financial institutions, and credit unions in Canada. The analyst’s primary responsibilities will be to act as a lead analyst in managing a portfolio of issuers, including ongoing analysis and surveillance, participate in rating committees and attend issuer meetings.

The analyst will be required to have both solid financial industry and specific issuer/financial sector knowledge; strong financial statement analytical abilities and spreadsheet skills, and strong research and writing skills. The analyst will also prepare rating committee presentations and publish press releases, rating reports, and related topical research. Strong client facing skills are expected and the lead analyst will be responsible for developing relationships with both issuers and investors.

We are looking for highly motivated candidates who are self-starters, keen to learn and have a strong work ethic.

Qualifications

Undergraduate degree in business, finance or a closely related field.
Masters degree, CPA and/or CFA are a plus
Minimum of seven to ten years of experience in bank/and or financial institution credit analysis or directly related field
Excellent business writing, communication and analytical capacity
Strong interpersonal skills
Team player with demonstrated ability to meet deadlines while maintaining attention to detail and producing high quality work
Willingness to travel as required
Bloomberg skills a plus

Base Salary Compensation Range

$109,489.00-170,711.00

Incentive Target Percentage

30% Annual

About Us

Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.

Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.

Morningstar DBRS is the next generation of credit ratings.

R08_DBRSLtdCanada DBRS Limited - Canada Legal Entitya7:T1027,

About the Role

Our EMEA Managed Investment Data Operations team is looking for a Data Research Analyst to process our data across global markets. We are a team of data analysts who have effective relationships with other teams and are committed to deliver best quality data. As a Data Research Analyst in the Data Division, you will work closely with the Global Data Team and Local Business Representatives, taking responsibility for data coverage, quality, and timeliness to the highest standards. The Operation Data Analyst will form closer links with providers related to data acquisition processes and gain knowledge of our database. The position will be based in our Data and Development Center EMEA in Madrid and will report to the Team Leader.

Job Responsibilities

• Actively collect & Process managed investment data using Morningstar collection systems, and ensure data timelines, completeness, and accuracy to meet business goals.
• Collaborate closely with the global data teams.
• Data expert on investment data points, processes, methodologies, calculations & different fund structures.
• Manage business relationships with fund companies. Connecting with providers & setting up acquisition channels for complex and more advance data as well as acting as a point of escalation.
• Meet the predetermined production deadlines for internal and external clients.
• Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects.
• Utilize project management methodologies such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues.
• Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.
• Understand roles, responsibilities, and expertise of internal partners to expedite issue resolution.
• Translate requests from internal clients into detailed written specifications and user stories.
• Improve and document client use cases to ensure any new functionality meets and exceeds client expectations

Qualifications

• A bachelor’s degree or equivalent is required.
• Proficient oral and written English and Korean skills are mandatory
• Collaborates well in a team environment, have the ability to communicate and work with team members from diverse backgrounds, in a conscientious and inclusive way.
• Be client centric.
• Solid understanding of the financial industry and passionate about investment data.
• Excellent organizational and time-management skills, capable of handling high volumes of data and meeting strict deadlines.
• Proficiency in Microsoft Excel

Nice to have

• You will be collaborating with cross functional teams and leading from the front when it comes to Operational data, Performance data, etc, so experience within data methodology/quality and processes is a plus.
• Previous experience in project management is preferred.
• SQL and Python skills will be valued

Base Salary Compensation Range

EUR 30.000,00-40.000,00

Bonus Target:

5% Annual

302_MstarEurServSL Morningstar Europe Services, S.L. Legal Entitya8:Tf23,

The Group: Morningstar’s corporate functions play an essential role in supporting our company’s strategic initiatives, day-to-day operations and infrastructure. The People and Culture team is the steward of Morningstar’s unique culture. We design and deliver the end-to-end programs and experiences that support the entire talent lifecycle. By helping Morningstar employees succeed, we contribute to Morningstar’s growth and success.

The Role: Recruiting and retaining great people is critical to Morningstar’s future. You will play a key role as our Talent Acquisition Lead covering the APAC region (excluding India), with a primary focus on Greater China and other Asian markets. We seek someone who is passionate about attracting and hiring the best talent, values creating an excellent candidate experience, and understands the importance of finding people who share our mission to create great products that help investors reach their financial goals. You will partner closely with business leaders and HR Business Partners across the region to understand hiring needs and deliver effective recruitment solutions. This position is based in our Shenzhen office.

Responsibilities

Partner with Hiring Managers and HR Business Partners across APAC to understand business needs, clarify hiring requirements, and develop effective recruitment strategies.
Manage the end-to-end recruitment process, including sourcing, screening, interviewing, selection, and offer management.
Act as a trusted talent advisor by providing market insights, challenging assumptions constructively, and recommending practical hiring solutions.
Leverage recruitment data and market intelligence to identify hiring challenges, communicate trade-offs, and influence stakeholder decisions.
Build and maintain strong talent pipelines through proactive sourcing and professional networks.
Manage multiple hiring priorities while delivering a positive candidate and stakeholder experience.
Utilize recruitment technologies and AI-enabled tools to improve sourcing, efficiency, and recruitment effectiveness.
Support employer branding and broader talent acquisition initiatives as needed.

Requirements

Fluent English communication skills, both written and verbal, with the ability to confidently engage and influence international stakeholders.
At least 5 years of professional experience, including 3 years in recruitment. Both in-house and agency backgrounds are welcome.
Proven experience independently managing end-to-end recruitment.
Strong stakeholder management skills, with a consultative approach and the confidence to provide recommendations beyond executing hiring requests.
Ability to interpret recruitment data and market information to support hiring decisions.
Strong problem-solving, communication, and negotiation skills, with the ability to manage multiple priorities.
Proactive, adaptable, and comfortable working across different business functions and cultures.
Regional or global recruitment exposure is an advantage, but not essential.
Bachelor's degree or above.

C99_MstarResShenz Morningstar (Shenzhen) Ltd. Legal Entitya9:T1b7f,

About Morningstar

The Role

The Morningstar Direct Platform is one of our largest software businesses, serving a global client base of financial professionals across wealth management and asset management. Events are a core channel for how we build relationships, drive pipeline, and grow the business.

As Senior Manager, Events Marketing, you'll own the full event channel — from strategy and annual portfolio planning to day-to-day execution and performance measurement. You'll work closely with the Associate Director of Demand Generation and cross-functional partners across Sales, Marketing, and Product. You'll work alongside two event associates, each managing their own event portfolio, and share ideas and processes as a team.

What matters most is that you know how to run complex events well, work across stakeholders, and make smart tradeoffs under pressure.

This role is based in our Chicago office and requires working onsite 4 days per week.

What Success Looks Like

Success is measured by event portfolio performance — pipeline contribution, attendee engagement, customer relationship depth, and the efficiency and repeatability of how the team executes.

What You'll Do

Partner with the Associate Director of Demand Generation to develop and evolve the event marketing strategy, annual event portfolio, investment priorities, and success metrics.
Own the planning, execution, and optimization of a diverse event portfolio — including hosted events, executive programs, third-party conferences, sponsorships, and hospitality experiences.
Collaborate closely with Sales, Campaign Marketing, Customer Marketing, Product Marketing, and Central Marketing teams to align event objectives, target audiences, messaging, follow-up plans, and business outcomes.
Establish scalable, repeatable event planning processes, tools, and best practices that improve execution quality, cross-functional visibility, and team efficiency.
Manage event budget planning, forecasting, and investment tracking — ensuring resources are allocated effectively and programs deliver measurable business value.
Monitor event performance and business impact using engagement metrics, pipeline contribution, attendee feedback, and post-event insights — and use those findings to inform future investment and optimization decisions.
Identify opportunities to improve attendee experiences and team productivity through personalization, automation, AI-enabled processes, and modern event technology.
Serve as the primary point of escalation for event execution challenges — balancing competing priorities and keeping delivery on track against organizational goals.

What You Bring

5+ years of experience in B2B marketing, event marketing, field marketing, experiential marketing, or a related discipline.
Proven success planning and executing complex events that drive customer engagement, pipeline generation, and business growth.
Strong project management skills, with the ability to manage multiple large-scale initiatives simultaneously.
Experience partnering with sales leaders and senior stakeholders to align event investments with business priorities.
Experience managing budgets, vendor relationships, and contract negotiations.
Experience leveraging automation, AI tools, or modern event technologies to improve planning, execution, and attendee experience.
A bachelor's degree or equivalent professional experience.

Why Morningstar

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$98,125.00-143,925.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entityaa:Td8e,

Morningstar Indexes- http://indexes.morningstar.com

Position: Senior Quantitative Research Manager, New Product Development – Morningstar Indexes

The Area: Morningstar Indexes is building the next generation of index products at the intersection of markets, quantitative research, data science, and AI, creating global equity, bond, private securities and asset allocation indexes that empower investors worldwide.

The Role: As a senior member of the New Product Development team, you will lead and inspire quantitative analysts who turn bold ideas into indexes - from investment thesis and back-testing to launch - while championing AI-first, research-led ways of working and mentoring the team. This position is based in our Mumbai office.

Responsibilities:

Lead a team of quant analysts to build and launch benchmark, thematic, factor, strategic beta, and multi-asset indexes from concept to market
Own the full index life cycle - spot opportunities, test signals, run back-tests, shape methodology, and launch
Apply quant techniques, machine learning, and risk analytics to turn investment ideas into rules-based methodologies
Push the use of AI, coding assistants, and agentic workflows to automate research and speed up product development - and coach the team to do the same
Nurture a vibrant R&D culture, collaborating with Morningstar’s research teams and building tools, white papers, and client-ready stories that make complex ideas exciting

Requirements:

8+ years at an index provider, asset manager, investment bank, or fintech/systematic investing firm, with index development and portfolio construction expertise
Strong quant toolkit (factor research, back-testing, risk analytics), knowledge of institutional investing and index construction, and coding skills in Python, R, SQL, MATLAB, or similar
Excited by AI-first ways of working, with experience using Microsoft Copilot, GitHub Copilot, Claude Code, Gemini, or ChatGPT; AI agents/RAG exposure is a plus
Bachelor’s degree in a quantitative or financial discipline, or engineering; CFA, MBA, or graduate degree helpful
Experience leading projects or mentoring a research team; clear, engaging communicator; published research is a plus
A bonus: ESG data and index design expertise, or familiarity with basket design for Structured Products

Why this role is exciting: Build, experiment, and scale new ideas with a talented team - using AI and quant research to create products that reach investors worldwide.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityab:T15c6,

As a Data Engineering Manager within the Enterprise Data Platform team at PitchBook, you will lead a team of skilled data engineers responsible for building and optimizing data pipelines, managing large-scale data models, and ensuring the quality, availability, and performance of enterprise data assets. This leadership role combines technical depth, strategic thinking, and people management to enable PitchBook’s data-driven decision-making and analytics capabilities.

You’ll collaborate closely with cross-functional partners across Technology & Engineering, Product, Sales, Marketing, Research, Finance, and Administration to deliver robust, scalable data solutions. The ideal candidate is a hands-on leader with a strong background in modern data platforms, cloud architecture, and team development—someone passionate about empowering teams and improving data capabilities across the organization. A core part of this role is shaping an analytics environment that is built for AI agents as much as for people. Our analysts, executives and AI agents should all query the same governed, documented, well-described data and get the same answers. You will lead the team to make that real, with semantic layers, governed metrics, rich metadata, agent-safe access, and evaluation of agent output, and in using agents to build faster and with higher quality.

This is both a strategic and hands-on leadership role: you will guide architectural decisions, mentor engineers, collaborate with cross-functional leaders, and contribute to building next-generation data and AI capabilities at PitchBook. You will exhibit a growth mindset, be willing to solicit feedback, engage others with empathy, and help create a culture of belonging, teamwork, and purpose. If you love leading a team of passionate data engineers, building data-centric solutions, strive for excellence every day, are adaptable and focused, and believe work should be fun, come join us!

Primary Job Responsibilities

Lead, mentor, retain top talent and develop a team of data engineers, fostering a culture of excellence, accountability, and continuous improvement
Define and drive the data engineering roadmap aligned with enterprise data strategy and business objectives
Collaborate with senior technology and business leaders to define data platform priorities, architecture, and long-term vision
Promote a culture of innovation, operational rigor, and customer empathy within the data organization
Oversee the design, development, and maintenance of high-quality data pipelines and ELT/ETL workflows across enterprise systems and PitchBook’s platform
Ensure scalable, secure, and reliable data architectures using modern cloud technologies (e.g., Snowflake, Airflow, Kafka, Docker)
Lead AI learning initiatives and integrate AI/ML-driven solutions into data products to enhance automation, predictive insights, and decision intelligence
Champion data quality, governance, lineage, and compliance standards across the enterprise data ecosystem
Partner with engineering and infrastructure teams to optimize data storage, compute performance, and cost efficiency
Support career development through mentoring, skill-building, and performance feedback

Skills and Qualifications

Bachelor’s or Master’s degree in Computer Science, Engineering, or a related field
8+ years of experience in data engineering or related roles, including at least 2–3 years of leadership experience managing technical teams
Proven experience designing and maintaining large-scale data architectures, pipelines, and data models in cloud environments (e.g., Snowflake, AWS, Azure, or GCP)
Advanced proficiency in SQL and Python for data manipulation, transformation, and automation
Deep understanding of ETL/ELT frameworks, data orchestration tools (e.g., Airflow), and distributed messaging systems (e.g., Kafka)
Strong knowledge of data governance, quality, and compliance frameworks
Experience working with enterprise data sources (CRM, ERP, Marketing Automation, Financial Systems, etc.) is preferred
Hands-on experience with AI/ML platforms, model deployment, or data-driven automation is a strong plus
Excellent communication and stakeholder management skills with the ability to translate complex data concepts into business value
Demonstrated ability to build high-performing teams and lead through change

Working Conditions

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Morningstar India is an equal opportunity employer

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityac:T172e,

The Corporate Systems team manages and supports Morningstar's Corporate platforms like ServiceNow, Oracle ERP, Salesforce etc. used globally across IT Operations, HR, Marketing, Sales and Finance. Our primary responsibilities include:

· Providing day to day support for Morningstar employees in the platforms and technologies they use to effectively market, sell, provide service and collect revenue for our products.

· Offer guidance and technical expertise to all employees and business units as it relates to use of Corporate applications.

· Implement system improvements for improved operational efficiencies and compliance alignment across teams and business units.

· Maintain and update Corporate systems to keep them updated from a security and release perspective.

· Work with application vendors and internal resources to ensure ongoing integrity and availability of applications.

· Provide a centralized way of tracking and managing Corporate systems processes and procedures.

The Role: We are seeking a skilled and experienced ServiceNow Developer to join our dynamic ServiceNow team in Corporate Systems. The ideal candidate should possess a strong technical background in ServiceNow development and IT/HR Service Management practices. You will collaborate with cross-functional teams to analyze requirements, design solutions, and implement enhancements to our ServiceNow instances, ensuring seamless integration with existing systems and business processes.

This position is based in our Mumbai location at Vashi, Navi Mumbai and we follow a hybrid work policy.

Responsibilities

· ServiceNow Configuration and Development: Experience with the design, configuration, and development of ServiceNow applications, modules, flows, and interfaces to meet the organization's HRSD, HAM, SAM, ITSM, Now Assist Virtual Agent and/or CMDB requirements. Hands experience on minimum 2 module's required. Experience with AI skills/studio is plus.

· Strong knowledge and experience across ServiceNow product and process areas; HRSD, HAM, SAM,CMDB and ITSM preferred.

· Service Catalog Development: Create and maintain a user-friendly Service Catalog, including service offerings, request workflows, and service-level agreements (SLAs).

· Collaborate across the ServiceNow platform team and business stakeholders to understand business needs and translate them into technical specifications and functional requirements for ServiceNow solutions

· Proficiency in JavaScript, HTML, CSS, and XML with hands-on experience in ServiceNow scripting, development & Integration.

· Integration and Data Migration: Collaborate with other teams to integrate ServiceNow with other IT systems and third-party applications. Manage data migration tasks when required. Minimum 2-3 end to end hands on integration done in past.

· Reporting and Dashboards: Develop custom reports, performance analytics, and executive dashboards in ServiceNow to provide real-time insights into IT/HR service performance and key metrics. Experience with Performance Analytics a plus.

· Continuous Learning: Stay up-to-date with the latest ServiceNow features, tools, and best practices.

· Proactive Improvement: Identify opportunities for improvements and provides recommendations for improvements to optimize ServiceNow solutions.

· Testing and Quality Assurance: Conduct thorough testing of ServiceNow configurations and developments to ensure system stability, reliability, and accuracy. Lead and drive for test automation.

· Documentation: Maintain comprehensive technical documentation for all ServiceNow configurations, customizations, and developments.

Qualifications

· Bachelor's degree in Computer Science, Information Technology, or a related field. 6 to 8 years of relevant experience as a ServiceNow Developer, preferably with HRSD/ HAM /Now Assist Virtual Agent/ITSM/CMDB product expertise (Minimum 6 years of experience in ServiceNow Development for any 2 modules except ITSM).

· In-depth knowledge of ITIL processes and best practices for IT Service Management.

Developed and ran ATF test cases to verify functionality and ensure overall system stability.

· Strong analytical and problem-solving skills to design effective ServiceNow solutions.

· Ability to work collaboratively in a team-oriented environment, effectively communicating complex technical concepts to both technical and non-technical stakeholders.

· Excellent organizational and time management skills to handle multiple projects simultaneously.

· ServiceNow mainline certification like CAD /HRSD/ CMDB/ SAM is highly desirable.

· Understanding of Agile development methodologies is a plus.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityad:T1ee8,

As an Engineering Manager, AI & ML (Data Collection), you will play a vital role in executing the company’s AI and machine learning initiatives with a strong focus on data collection technologies. This position will require deep technical expertise in unstructured data processing, data collection pipeline engineering, and a hands-on approach to managing and mentoring engineers. Your leadership will ensure that AI & ML data collection systems are developed and operationalized at the highest standards of performance, reliability, and security. You will be working closely with individual contributors, ensuring that projects align with broader business goals and AI/ML strategies.

This role requires deep engagement in the design, development, and maintenance of AI & ML models, solutions, architecture, and services. You will need to provide strong technical direction, problem-solve complex technical challenges, and ensure that the team consistently delivers high-quality, scalable solutions. You will leverage your deep knowledge in areas such as advanced natural language processing (NLP), generative AI (GenAI) and large language models (LLMs), ML Operations (MLOps), data architecture, data pipelines, and cloud-managed services.

Your leadership will ensure that our AI/ML systems align with global business strategies, maintaining seamless integration and high-performance standards. You will oversee the end-to-end lifecycle of AI/ML data systems—from research and development to deployment and operationalization.

You will be responsible for mentoring team members, resolving technical challenges, and fostering a culture of innovation and collaboration while ensuring they have the right tools, frameworks, and guidance to succeed. This role offers a unique opportunity to drive impactful change in a fast-paced, dynamic environment, where your efforts will directly contribute to the success of our AI/ML initiatives globally. Your ability to collaborate with cross-departmental stakeholders, provide leadership across locations, set high standards for the team, and hire, train, and retain exceptional talent is foundational to your success. You will solicit feedback, engage others with empathy, inspire creative thinking, and help foster a culture of belonging, teamwork, and purpose.

You will lead a multidisciplinary team of engineers and data scientists responsible for building AI & ML solutions and services as part of robust data collection pipelines handling large volumes of unstructured data. Your team will focus on building scalable and reliable systems to process and categorize data that is essential for downstream data collection processing.

Outline of Duties and Responsibilities

AI & ML Data Collection Leadership: Drive the execution of AI & ML initiatives related to data collection, ensuring that the team’s efforts are aligned with overall business goals and strategies.
Technical Oversight: Provide hands-on technical leadership in the engineering of ML models and services, focusing on unstructured data, NLP, and classifiers. Oversee and contribute to the implementation of scalable solutions that meet high standards of reliability and efficiency.
Team Leadership & Development: Lead, mentor, and develop a high-performing team of engineers and data scientists, fostering a culture of innovation and continuous improvement. Ensure effective communication and coordination within your team and across geographically dispersed teams.
NLP Technologies: Contribute to the development and application of NLP techniques, including classifiers, transformers, LLMs, and other methodologies, to efficiently process and categorize unstructured data. Ensure these models are integrated seamlessly into the broader AI/ML infrastructure.
Data Pipeline Engineering: Design, develop, and maintain advanced data collection pipelines, utilizing orchestration, messaging, database, and data platform technologies. Ensure pipelines are optimized for scalability, performance, and reliability.
Cross-functional Collaboration: Work closely with other AI/ML teams, data collection engineering teams, product management, and others to ensure data collection efforts support broader AI/ML goals and product objectives.
Innovation & Continuous Improvement: Continuously explore and implement new technologies and methodologies to enhance the efficiency and accuracy of data collection and processing systems. Stay at the forefront of advancements in NLP and data processing.
System Integrity & Security: Ensure that all data collection systems meet the highest standards of integrity, security, and compliance. Implement best practices for data governance and model transparency.
Talent Acquisition & Retention: Play an active role in recruiting, training, and retaining top engineering talent. Foster an environment where team members are encouraged to innovate, feel valued, and achieve their full potential.
Process Improvement: Apply Agile, Lean, and Fast-Flow principles to improve team efficiency and the delivery of high-quality data collection solutions.
Support Company Vision and Values: Model and promote behaviors that align with the company’s vision and values. Participate actively in company-wide initiatives and projects as required.

Experience, Skills and Qualifications

Bachelor’s, Master’s, or PhD in Computer Science, Mathematics, Data Science, or a related field.
8+ years of experience in software engineering, with a focus on AI & ML technologies, particularly in data collection and unstructured data processing.
3+ years of experience in a leadership role managing individual contributors.
Strong expertise in NLP and machine learning, with hands-on experience in classifiers, large language models (LLMs), and other NLP techniques.
Extensive experience with data pipeline and messaging technologies such as Apache Kafka, Airflow, and cloud data platforms (e.g., Snowflake).
Expert-level proficiency in Java, Python, SQL, and other relevant programming languages and tools.
Strong understanding of cloud-native technologies and containerization (e.g., Kubernetes, Docker) with experience in managing these systems globally.
Demonstrated ability to solve complex technical challenges and deliver scalable solutions.
Excellent communication skills with a collaborative approach to working with global teams and stakeholders.
Experience working in fast-paced environments, particularly in industries that rely on data-intensive technologies (experience in fintech is highly desirable).

Working Conditions

The job conditions for this position are in a standard office setting. Employees in this position use PC and phones on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Morningstar is an equal opportunity employer!

037_PitchBookDataInc PitchBook Data, Inc Legal Entityae:T1d0e,

About the Team:

As a Senior Vice President (SVP) in the Quant team, you will provide hands-on technical leadership in structured finance credit rating modelling across RMBS, CMBS, ABD and Structured Credit. You will work with the Credit Ratings, Credit Practices, Methodology Review Function, Data Engineering and Technology teams to deliver rigorous models that meet analytical needs.

Responsibilities:

Take hands-on ownership of the design, implementation and enhancement of structured finance credit models.

Lead complex model and methodology development projects through to release, coordinating technical workstreams, dependencies, timelines and stakeholders across quantitative, ratings, review and Technology teams.

Develop, maintain and enhance proprietary Python and C++ modelling libraries.

Engage with rating analysts to understand analytical challenges and emerging market trends, and translate business needs into appropriate modelling approaches.

Lead the preparation of quantitative research papers and technical documentation supporting model development and methodology enhancements.

Mentor quantitative analysts through regular technical discussions and practical support, developing their modelling skills and independent judgement.

Review colleagues’ models, mathematical derivations, code and technical papers for correctness and numerical robustness; challenge assumptions, identify gaps and guide solutions to complex modelling problems.

Explain complex quantitative concepts, model assumptions, results, validation and limitations clearly and patiently to less technical colleagues, using worked examples and knowledge-sharing sessions tailored to the audience.

Develop analytically sound, transparent and interpretable approaches to complex credit risk problems, favouring simple, well-justified solutions over unnecessary modelling complexity.

Ability to use AI-assisted coding tools effectively, while maintaining strong independent programming skills and taking full responsibility for understanding, reviewing and validating generated code.

Research and assess new datasets, whether publicly available or accessible under licensing agreements, to support model development and credit analysis.

Coordinate with the Technology team to ingest new data sources and develop the associated extract, transform and load (ETL) processes.

Qualifications:

A minimum of a master’s degree in Mathematics, Engineering, Physics, Economics, Finance, Statistics, or a related quantitative discipline. A PhD is preferred.

At least 10 years of relevant professional experience in quantitative credit risk, including substantial hands-on experience developing structured finance default and loss models for RMBS, CMBS, ABS and/or CLOs. Practical experience in factor models, roll-rate models and survival models.

Strong programming skills in Python or C++ and experience writing clear research articles and/or technical documentation.

Ability to perform rigorous data analysis on large datasets.

Strong mathematical judgement and the ability to quickly grasp unfamiliar problems, supported by deep knowledge of statistical modelling, probability theory, stochastic calculus and numerical methods, including numerical integration, Monte Carlo simulation, root-finding and optimisation.

Strong modelling judgement, with a demonstrated ability to translate complex problems into simple, transparent and interpretable models without compromising analytical rigour

Excellent understanding of securitisation products.

Proven experience delivering complex quantitative projects involving multiple teams and interdependent workstreams, with strong organisational skills and the ability to anticipate bottlenecks, resolve issues and maintain momentum through review, approval and release.

Demonstrated communication and teaching skills, including the ability to make complex quantitative topics accessible to non-technical audiences.

Proven experience mentoring quantitative analysts and reviewing credit models and mathematical derivations.

Nice to have:

Experience working within or with a credit rating agency.

For candidates whose main programming language is C++, familiarity with the Python numerical computing and data science ecosystem, including NumPy, Pandas, Scikit-Learn and SciPy.

Experience developing cloud applications (AWS preferably).

Experience using LaTeX to prepare research articles or technical documentation.

Base Salary Compensation Range

GBP 134,700.00-195,566.66

Bonus Target:

30% Annual

R10_DBRSRtgsGmbHSpain DBRS Ratings GmbH Sucursal en España - Spain Legal Entityaf:T197a,

At Morningstar, empowering investor success is at the heart of everything we do. We are seeking a talented and motivated Full-Stack Software Engineer with a strong focus on Java, .NET, and Python backend development to join our engineering team. In this role, you will design, build, and maintain scalable, reliable, and high-performance applications and services that support our investment data platforms and business solutions. While your primary focus will be backend development, you will also contribute to frontend applications, helping deliver seamless, end-to-end user experiences. You will collaborate closely with engineers, product managers, and cross-functional stakeholders to understand business needs, solve complex technical challenges, and deliver impactful solutions. We value engineers who take ownership, embrace challenges, continuously improve their skills, and bring fresh ideas to the team. You will have opportunities to work with modern technologies, contribute to cloud-based solutions, and explore innovations in AI-assisted software engineering.

Job Responsibilities:

Design, develop, and maintain high-quality, scalable, and reliable software applications that address business and investor needs.
Apply object-oriented design principles, common design patterns, and software engineering best practices to build maintainable solutions.
Follow modern development practices, including code reviews, automated testing, continuous integration, and continuous deployment (CI/CD).
Collaborate with cross-functional teams to translate business requirements into effective technical solutions and intuitive user experiences.
Identify opportunities to improve application performance, code quality, system architecture, and development processes.
Explore and adopt emerging technologies, including cloud computing and AI-powered tools, to drive innovation and engineering efficiency.
Take ownership of features and projects throughout the software development lifecycle, demonstrating accountability, initiative, and a results-oriented mindset.
Contribute to product vision, technical strategy, and team success through collaboration, problem-solving, and knowledge sharing.

Qualifications:

Bachelor's degree in Computer Science or a related field, or equivalent practical experience.
2+ years of professional software development experience, with strong programming skills in Java, .NET, or Python.
Solid understanding of object-oriented programming, software design patterns, and backend development, including RESTful APIs.
Experience with relational databases such as SQL Server or PostgreSQL, including SQL development and query optimization.
Experience with JavaScript/TypeScript and modern frontend frameworks such as Vue.js, React, or Angular.
Familiarity with software engineering best practices, including Git, automated testing, CI/CD, and application security.
Strong problem-solving, communication, and collaboration skills, with the ability to take ownership and manage multiple priorities.
Experience with AWS, Docker, and cloud-based application development and deployment.
Familiarity with AI-assisted development tools, LLMs, or AI agents.
Familiarity with Linux environments, Apache Tomcat, and production application troubleshooting.

Preferred:

Experience with Java frameworks such as Spring Boot, Spring MVC, or Spring Data JPA.
Familiarity with microservices architecture and distributed systems.
AWS certification or an interest in expanding cloud engineering expertise.
Experience developing applications or services in the financial services, investment, or data management industry.

This role does not qualify for immigration sponsorship. Morningstar will not be considering candidates that require immigration sponsorship now or in the future for this role.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$92,300.00-135,383.33

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entityb0:T109c,

The Group

Morningstar’s corporate functions play an essential role in supporting our company’s strategic initiatives, day-to-day operations, and infrastructure. The People and Culture team is the steward of Morningstar’s unique culture. We design and deliver the end-to-end programs and experiences that support the entire talent lifecycle. By helping our employees succeed, we contribute to Morningstar’s growth and success.

The Role

The Talent Acquisition Operations Analyst plays a key role in driving process excellence, data integrity, and technology optimization for the India region. You will serve as the process and technology SME for India TA—ensuring our systems, analytics, and governance practices enable an efficient, high-quality hiring experience for candidates, recruiters, and business leaders. Reporting to the Director of Global Talent Acquisition Operations, this role focuses on identifying opportunities for process standardization, improving efficiency, and implementing solutions. You will collaborate with the Director, Talent Acquisition, India region, and across People & Culture functions to enable process optimization, technology enablement, and an improved User experience.

Key Responsibilities

Partner with the Director, Talent Acquisition Operations to establish, refine and document global talent acquisition processes that improve recruiting workflows, reduce manual work, and ensure consistent candidate experience. Includes requirements gathering, leading user design sessions, UAT and deployment.
Serve as a Workday subject matter expert for global Talent Acquisition teams, supporting our roadmap of enhancements in partnership with the Workday team. Manage day-to-day questions and issues.
Design and maintain the recruiting playbook for India, ensuring that recruiting teams understand and adhere to TA processes and compliance requirements. Implement governance practices through periodic audits.
Identify and document reporting and/or dashboard needs and assure insights are delivered to TA, business, and HR leaders.
Monitor errors and defects in tools, processes, and technology to identify root cause issues. Partner with Workday and IT teams to resolve/implement improvements.
Support recruiter enablement through configuration, testing, training, and documentation of processes.
Collaborate across COE’s to minimize organizational silos, integrate future state plans, and streamline communications. Support internal communications and training to drive awareness and consistent adoption of TA processes and systems.
Assist with vendor management and evaluation of new TA technology solutions.

Requirements

5+ years of experience working in talent acquisition operations, HR Information Systems, or related.
Demonstrated expertise in specific areas of TA or HR operations which include but are not limited to talent acquisition technology, candidate/manager experience and data insights and analytics.
Proficiency working with Workday Recruiting or equivalent ATS, as well as related tools.
Proven success in identifying, designing, and implementing process improvement; good command of data and analytics.
Ability to present data and influence key stakeholders, establishing credibility and building trust with team and internal clients.
Knowledge of India labor laws and data privacy practices related to recruiting.
Effective communication, organizational and project management skills.
Four-year degree preferred.

b1:T18f8,

Morningstar's mission is to empower investor success. Our team does this by creating products that help financial professionals and the investors they serve achieve their financial goals. The Direct Platform business is one of Morningstar's largest business units, serving a global client base across asset management, wealth management, institutional consulting, and investment research.

Morningstar Direct is our flagship investment analytics and research platform, combining trusted data, independent research, portfolio analytics, and workflow solutions to help investment professionals make better decisions with greater efficiency. Reporting is a critical part of that experience, helping clients transform analysis into clear, actionable outputs that support investment decisions, client communication, and stakeholder engagement.

The Role

We are seeking a Senior Product Marketing Manager to support the reporting solutions within Morningstar Direct. This role will lead positioning, messaging, go-to-market execution, sales enablement, and client adoption initiatives for one of the platform's most important workflow areas. Reporting is often where clients realize the value of their investment process by turning research, analysis, and insights into professional deliverables. The ideal candidate is a customer-focused storyteller who can translate product capabilities into compelling outcomes, partner closely with product and commercial teams, and drive engagement across our global client base.

Reporting to the Director of Product Marketing for Direct Software, this individual will partner closely with Product Management, UX, Campaign Marketing, Corporate Marketing, Sales, and Client Success teams. This role offers an opportunity to influence the evolution and growth of one of Morningstar's most strategic software platforms.

Responsibilities

Develop positioning, messaging, objection handling, content, and sales tools that clearly communicate the value of Morningstar Direct's reporting capabilities to different client segments and personas.
Partner closely with Product Management and UX teams to understand reporting workflows, client needs, and product priorities, translating new capabilities into compelling customer-facing narratives.
Craft and execute go-to-market plans for new reporting enhancements and releases, including launch strategy, enablement materials, client communications, and adoption programs.
Deeply understand client workflows and reporting use cases through market research, client conversations, win-loss analysis, and usage insights, bringing actionable recommendations back to product and commercial teams.
Collaborate with Sales and Client Success teams to identify common reporting challenges, competitive objections, and adoption barriers, then develop resources that improve client engagement and retention.
Build and maintain competitive intelligence related to reporting, analytics, and portfolio management platforms, equipping client-facing teams with differentiated messaging and selling tools.
Develop revenue-generating sales plays and adoption campaigns designed to expand platform usage, increase client value realization, and support commercial growth.
Partner with Campaign Marketing to create persona-based programs and content that drive awareness, engagement, and demand for Morningstar Direct capabilities.
Work cross-functionally to ensure reporting capabilities are effectively represented across product narratives, client-facing materials, digital experiences, events, webinars, and thought leadership initiatives.
Measure and communicate the impact of product marketing initiatives through business metrics, campaign performance, platform adoption trends, and client outcomes.

Qualifications

5+ years of experience in product marketing, product management, marketing, sales enablement, or a related function within financial services, fintech, software, or investment technology. We are looking for a marketer who has experience with software platforms, workflow tools, analytics solutions, or reporting applications. Familiarity with the investment management, asset management, wealth management, or institutional investing ecosystem, is a plus.
Strong ability to communicate complex product concepts in a simple, compelling, and customer-focused manner.
Proven ability to manage cross-functional initiatives and influence stakeholders across product, sales, marketing, and client-facing teams.
Demonstrated experience creating positioning, messaging, sales enablement materials, product launches, or adoption programs that drive measurable business outcomes.
Experience conducting market research, win-loss analysis, competitive intelligence, or customer segmentation projects, especially to drive successful launches and drive adoption.
Excellent written and verbal communication skills, with the ability to tailor content to a variety of audiences.
Strong organizational skills with the ability to manage multiple projects simultaneously in a fast-paced environment.
Customer-centric mindset with a passion for understanding user needs and translating insights into effective go-to-market strategies.
Comfort using data to inform prioritization, decision-making, and performance measurement.
Self-starter with a proven commitment to a test, learn, and iterate mindset.
Empathy, curiosity, and the ability to learn quickly in a dynamic environment.

Base Salary Compensation Range

£61,600 – £86,533.33

Bonus Target:

12.5% bonus

b2:T189b,

As a Data Scientist on the AI & ML (Data Collection) team, you will own AI-powered solutions that extract structured information from PitchBook's reports, news, and other content. You will apply data analysis, machine learning, natural language processing (NLP), and generative AI to improve the quality, coverage, and timeliness of PitchBook data.

You will take end-to-end responsibility for data science initiatives, from problem definition, data exploration, and success metrics through model development, evaluation, production deployment, monitoring, and continuous improvement. Your work may include large language models (LLMs), retrieval-augmented generation (RAG), agentic workflows, and other information-extraction techniques.

You will collaborate with Product Managers, Machine Learning Engineers, Software Engineers, and domain experts to deliver scalable solutions. You will remain accountable for model quality and business impact after launching by evaluating performance, investigating regressions, and guiding improvements through data and experimentation. You will also contribute through peer reviews, reproducible work, documentation, and knowledge sharing.
You will join a multidisciplinary team of Data Scientists and Machine Learning Engineers developing AI and ML capabilities for PitchBook's data collection pipelines. Data Scientists own the analytical and modeling lifecycle and partner with engineering teams to operationalize, scale, and maintain successful solutions.

Primary Job Responsibilities:

End-to-End Data Science Ownership: Own extraction and enrichment problems from discovery through production and continuous improvement. Define the problem, select data and methods, establish success criteria, evaluate results, and monitor outcomes
Problem Formulation & Data Strategy: Translate business requirements into measurable data science problems. Explore structured and unstructured data, identify quality and source-variability issues, and define training, validation, test, and labeling requirements with domain partners
Model Development & Experimentation: Design and optimize NLP, machine learning, and LLM solutions for document understanding and information extraction
Extraction Solution Development: Build extraction workflows using document parsing, preprocessing, chunking, feature engineering, embeddings, RAG, prompt engineering, fine-tuning, and agentic approaches
Evaluation & Error Analysis: Create representative evaluation datasets and metrics such as precision, recall, F1, field-level accuracy, coverage, confidence, and business impact. Use error analysis to guide model, prompt, data, and workflow improvements
Productionization & Model Ownership: Develop robust, testable model components and partner with ML Engineers to integrate solutions into production. Monitor quality, investigate regressions or drift, and prioritize improvements based on customer and business impact
Technical Trade-offs & Quality: Evaluate accuracy, coverage, latency, scalability, robustness, and cost. Recommend approaches using empirical evidence, write maintainable code, and document datasets, assumptions, experiments, limitations, and results
Collaboration & Innovation: Partner with Product, Data Collection, Engineering, Platform, and domain teams. Evaluate advances in NLP, generative AI, LLMs, and information extraction, and apply methods that deliver measurable value

Skills and Qualifications:

Bachelor's or Master's degree in Data Science, Computer Science, Statistics, Mathematics, Economics, Engineering, or a related quantitative field
2+ years of experience in applied data science, machine learning, NLP, or information extraction
Demonstrated experience taking a data science or machine learning solution from problem definition and experimentation through production launch and ongoing improvement
Experience analyzing large, complex structured and unstructured datasets, including exploration, preprocessing, feature engineering, sampling, labeling, and dataset construction
Hands-on experience developing document intelligence or information-extraction solutions using techniques such as transformers, embeddings, RAG, LLMs, prompt engineering, fine-tuning, or agentic workflows
Strong understanding of experimental design, statistical reasoning, model evaluation, error analysis, and metrics such as precision, recall, F1, field-level accuracy, confidence, and coverage
Proficiency in Python and SQL, with experience using pandas, NumPy, scikit-learn, and PyTorch or TensorFlow
Experience with Hugging Face, LangChain, or comparable NLP and LLM frameworks; ability to write maintainable, testable model and data-processing code
Familiarity with cloud ML environments, version control, automated testing, model monitoring, containers, or data orchestration tools is beneficial
Strong communication and collaboration skills, including the ability to explain model behavior, limitations, trade-offs, and recommendations; experience with financial data, document intelligence, or large-scale data collection is a plus

Working Conditions

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityb3:T223e,

Role: As a Lead, you will use your vast experience in full stack software development to implement complex solutions, improve existing features and code maintainability, and deliver digital products needed to access most of our core research and data products. You will be working together with a team of talented and results oriented individuals and take part in the constant development and improvement of our digital products. You will be responsible for managing the implementation, delivery, and improvement of our digital product, while increasing the team’s skills and performance. 

Job Responsibilities:

Lead a team of developers who work with various technologies across our software environment (.Net, AWS, EKS, Github Copilot).

Collaborate with product management team to establish product related tasks and schedules.

Collaborate with Software Architects, Product Managers, and Head of Software Development Team to make technical stack and architecture decisions.

Act as the business expert on technical and functional components.

Develop solutions using the best technology available for each scenario.

Review code and give feedback to help development sub-team grow and embrace efficient and sustainable development practice.

Ensure the development team adheres to established coding standards and embraces efficient and robust engineering practices.

Ensure the solution is implemented, involving other development teams as needed, focusing on coordinating their activities.

Using Agile methodology, lead the development through various stages of App lifecycle.

Build/maintain the relationship with other software development teams, act as a point of contact and continuously assess the interdependencies, communicate changes and plans across the organization.

Work within an Agile software development framework setting including developers, and QA to release functionality on a regular basis.

Ensure the development team adheres to established coding standards and embraces efficient and robust engineering practices

Partner with Software Architects, Product Management team to contribute to the technical direction of the product team;

Assist Director of Tech in employee performance evaluation and coaching.

Assist Director of Tech in designing and implementing new evaluation metrics and participate in goal setting.

Evaluate and improve the technical skills of software developers.

Contribute and develop solutions based on requirements using the best technology available for each scenario and in the estimated timeframe.

Implement unit and integration tests.

Qualifications

7+ years work experience, 6 years relevant experience developing solutions and managing development teams.

4+ years’ of experience with: .NET, database domain models, n-layered design, OOP; experience with ASP.NET Core 3.1, .NET Core 3.1.

2+ years’ of experience with Angular 2+ and TypeScript.

Experience with IdentityServer4, Microservices, Docker, Serilog.

Preferable experience with Node Package Manager, Nuget, Xunit, MOQ.

Good business acumen and business process knowledge.

Good project management and communication skills (SCRUM experience is a plus).

Strong data related skills (relational data sets, queries).

Excellent English written and verbal communication skills.

Good time management and customer relationship skills.

Solid understanding of software development life cycle.

Proven ability to appreciate and understand technical environments in a business context.

Experience in working with complex interdependent processes and departments.

Strong collaboration, time-management, and prioritization skills are critical to the success of this role.

Self-motivated, excellent work ethic, strong interpersonal and English communication skills, ability to work in a team environment.

Experience supporting and maintaining live software applications that supports a global user base as well as working experience debugging unfamiliar code

Experience with Agile methodology and tools like Jira would be a plus.

Working experience with Git, CI/CD and AWS Cloud services

Experience working with large datasets and various relational DBMS platforms (PostgreSQL, MS SQL – SQL / PL-SQL) and ETL tools.

Leverage AI-powered software engineering tools (e.g., GitHub Copilot, ChatGPT, Amazon Q) to accelerate code development, testing, debugging, documentation, and code reviews while maintaining high standards of quality and security.

Drive adoption of AI-assisted development practices across the SDLC, establishing best practices, governance, and measurable productivity improvements for engineering teams.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityb4:T10e0,

About Morningstar

Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

About This Role

We’re looking for experienced Thai speakers to join our team as Senior Data Research Analysts. Our EMEA Data Team is dedicated to delivering top-quality financial data that empowers investors worldwide.

In this role, you’ll be a key data expert, working closely with the Global Data Team and business partners to ensure the accuracy, completeness, and timeliness of investment data. You’ll also lead data acquisition initiatives, manage provider relationships, and drive process improvements. If you're ready to take ownership of high-impact projects and shape the future of financial data, we’d love to hear from you!

What You'll Do

Lead data initiatives to improve accuracy, timeliness, and coverage of investment data.
Act as a data expert on fund structures, methodologies, and calculations.
Build and maintain strong relationships with data providers, setting up acquisition channels and handling escalations.
Collaborate with cross-functional teams to resolve complex data issues.
Implement LEAN Six Sigma methodologies to enhance processes and analytical tools.
Ensure high levels of data accuracy, completeness, and quality for internal and external clients.
Manage high volumes of data, meeting strict deadlines while continuously improving workflows.
Translate internal client requests into detailed specifications and user stories to drive product enhancements.

Who You Are

Multilingual Communicator: you must be fluent in Thai and English (another language is a benefit), allowing you to collaborate effectively with global data providers and ensure smooth data acquisition processes.
Financial Data Specialist: with a strong understanding of investment data, methodologies, and fund structures, you’re passionate about delivering high-quality insights that support global markets.
Strategic Problem Solver: you take ownership of data challenges, proactively identifying and resolving complex issues while implementing process improvements to enhance efficiency.
Technically skilled & process-oriented: Proficient in Microsoft Excel and experienced in data quality methodologies, you bring strong project management skills and thrive in a fast-paced environment.

Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

Base Salary Compensation Range

EUR 39.000,00-52.333,33

Bonus Target:

7,5% Annual

302_MstarEurServSL Morningstar Europe Services, S.L. Legal Entityb5:Tcbc,

The Role: Morningstar seeks an Operations Analyst to join our Global Performance analytics team. This will be a key role in our mission to provide exceptional client experience by ensuring our production and operational processes are efficient and effective. This position is based in our Mumbai office.

Responsibilities

Produce Quarterly, Monthly, Weekly and Daily reports for Fund performance and Peer fund comparison analysis based on Morningstar Direct.
Produce Excel based Performance, Attribution and Risk reporting
Troubleshoot outliers and correct rate of return discrepancies as needed
Validate index/ benchmark/asset pricing/ and the resulting returns
Retrieve and validate data from various source/vendor systems and upload to the Morningstar’s applications.
Address ad-hoc performance inquiries from internal and external parties
Assist and support on Firm’s annual GIPS verification
Attribution reporting (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.)

Competencies

Strong communication skills
Strong analytical and quantitative skills
Attention to Detail
Methodical Problem-Solving Skills
Excellent Organization Skills (Email, Task Management, Follow-up)
Self-Motivated
Goal Oriented
Team Player

Requirements:

1 – 3 years of working experience in Financial Operations domain
Ready to work flexible hours, alongside US ,UK and Australia based colleagues for production and other issues that require immediate escalation and/or resolution.
Excellent written and verbal communication in English.
Excellent skills in Microsoft Excel.

Morningstar is an equal opportunity employer

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityb6:T131e,

About Us: Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments globally. Currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world.

Morningstar DBRS is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. Morningstar DBRS is a market leader in Canada, the U.S. and Europe in multiple asset classes.

Morningstar DBRS rates more than 4,000 issuers and 60,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. Morningstar DBRS approach and size provide the agility to respond to customers’ needs, while being large enough to provide the necessary expertise and resources.

Visit: Morningstar DBRS | Global Credit Rating Agency & Research to learn more.

About the Role: Morningstar DBRS Structured Finance Analytics team is looking for candidate with good problem solving, analytical & technical mindset. As an Analyst, you will work with team to automate data analysis processes to include document downloads, data storage, build and run data analytics to aid rating, research, and surveillance process, develop and enhance data analysis and workflow optimization tools; assist with special projects/initiatives, as needed. Proficiency in Python, Tableau, SQL and VBA will be needed. This role will provide unique opportunities for mastering the key aspects of our business including in-depth collateral and deal analysis. This position is based in our Navi Mumbai office.

Responsibilities:

Work with Associate Quant Analyst to deliver projects and services.
Assist the team with transforming, improving and integrating data, depending on the business requirements.
Combining the data result sets across multiple sources
Understand core concepts around data storage and access specifically in structured data systems such as databases (SQL, Athena, AWS S3)
Participate actively in the design and build phases, to aim at producing high quality deliverables.
Have a mindset to bring about process efficiencies and ideate automations
Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports.
Take ownership of the tasks with focus on quality and accuracy of the deliverables
Demonstrate strong learning curve
Highly organized and efficient, with ability to multi-task and meet tight deadlines
Ensure compliance with regulatory and company policies and procedures

Requirements:

Bachelor’s degree in Engineering or other quantitative discipline, Finance or Management Studies.
Masters, Postgraduate in Data Analytics/Science program enrollment are a plus
1-2 years of experience working with financial products using Python.
Proficiency in Python / Anaconda, Data science stack (Jupyter, Pandas, NumPy), Tableau, Microsoft Excel, Visual Basic for Applications (VBA) and MSSQL.
Proficiency in object-oriented programming is a plus.
Strong attention to detail and accuracy
Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic
Ability to manage multiple tasks at the same time and deliver results in a timely manner
Good inter-personal skills and ability to participate/ contribute as a team player

Morningstar DBRS is an equal opportunity employer.

b7:T17ac,

Great people are Morningstar's most important asset and essential to our mission. We seek people who want to contribute to our success and build a long-term career. We value a wide range of experiences and look for a diverse range of individuals in our search. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

The Group

Morningstar is a global leader in investment research, portfolio construction, asset allocation, and wealth management solutions. Through our Managed Portfolios business, we partner with financial advisers across Australia to help them deliver superior client outcomes while building more valuable, scalable, and sustainable advice businesses.

Our ambition extends beyond investment management. We seek to become the strategic partner of choice for Australian advice businesses by combining world-class investment expertise, behavioural research, practice management insights, and technology-enabled solutions to help advisers achieve better client outcomes and stronger commercial outcomes.

About The Role: Adviser Solutions Manager

We have an opening for an Adviser Solutions Manager (Business Development Manager) to join our rapidly growing Managed Portfolio sales team in Brisbane. Reporting to the Regional Director QLD & WA the Adviser Solutions Manager will use a solutions-based business development approach and leverage Morningstar’s capabilities to deliver investment solutions for advisers. In doing so, the adviser entrusts their clients’ assets to Morningstar as their investment partner to help them achieve their financial goals.

The successful candidate will possess a strong network of relationships within the Queensland financial advice market and a proven track record of retaining and growing funds under management through proactive business development, relationship management, and the delivery of value-led solutions to financial advisers.

Key Responsibilities

· Develop and execute a sales plan to achieve net flow targets.

· Identify, engage and convert new financial adviser opportunities to expand Morningstar's managed portfolio client base.

· Build and maintain strong relationships with advisers across the Queensland market.

· Drive increased adoption of Morningstar's managed portfolio solutions through proactive business development and consultative sales engagement.

· Manage the end-to-end sales process, including prospecting, opportunity qualification, negotiation and onboarding.

· Retain and grow existing client relationships by identifying expansion opportunities and increasing share of wallet.

· Maintain an active and disciplined sales pipeline, providing accurate forecasting and timely reporting of business opportunities and outcomes.

· Collaborate with internal stakeholders to deliver a seamless client experience and ensure successful implementation of new business opportunities.

· Represent Morningstar at industry events, conferences and client forums to enhance brand presence, generate leads and strengthen market relationships.

· Monitor market trends, competitor activity and adviser needs to identify emerging opportunities and contribute to sales strategy development.

Qualifications, Skills & Experience

· Minimum 3-5 years' experience in a Business Development role within financial services, with a demonstrated track record of achieving growth targets and commercial outcomes.

· Proven success in acquiring new business, developing client relationships and growing funds under management (FUM).

· Strong understanding of the Australian financial advice industry, including adviser and licensee business models and market dynamics.

· Established network of relationships with financial advisers across the Queensland market.

· Demonstrated ability to identify opportunities, build and manage a sales pipeline, and convert prospects into long-term clients.

· Exceptional relationship management, communication and presentation skills, with the ability to engage and influence stakeholders at all levels.

· Strong commercial acumen and negotiation skills that can help deliver value for clients and Morningstar.

· Highly self-motivated and results-oriented, with the ability to work independently while effectively collaborating across internal teams.

· Experience using CRM systems and sales management tools to maintain pipeline discipline, forecasting accuracy and client engagement records.

· Relevant tertiary qualifications in Business, Finance, Economics, Commerce or a related discipline are preferred.

Location: Brisbane (Remote)

Reporting To: Regional Director, QLD + WA

Travel Requirements: Domestic and international travel required

704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entityb8:T1a69,

Join Morningstar DBRS and Help Build the Future of Credit Ratings in APAC

Are you fuelled by challenge, excited by innovation, and motivated by the opportunity to build something new?

At Morningstar DBRS, your ambition won’t just be welcomed — it will shape the future of our business.

We’re one of the top four global credit rating agencies, recognised for our agility, forward‑thinking approach, and strong growth trajectory. Now, we’re expanding our presence across Asia Pacific — and we’re inviting you to be part of this next chapter.

This is your opportunity to make a meaningful impact. Working alongside some of the most respected experts in the industry, you’ll help build and grow a business backed by a trusted global brand, while contributing to a local market offering with real influence.

If you're ready to be part of something bold, evolving, and full of possibility — we want to meet you.

About the Role

We're seeking a driven and experienced lead analyst to join our APAC Credit Rating Team in Sydney. In this role, you’ll take the lead on rating assignments for structured finance transactions — including securitisations, project finance debt, and other innovative financing structures across the region.

You'll work at the intersection of analytics, market insight, and client engagement, helping shape how Morningstar DBRS delivers high‑quality, transparent credit ratings throughout APAC.

What You’ll Bring

We’re looking for someone who can demonstrate:

Strong interpersonal, communication, and presentation skills — you’ll work closely with colleagues at all levels, as well as external stakeholders.
Deep knowledge of structured finance products and markets, especially in Australia.
A deep understanding of how credit rating agencies operate internally, with regulators and within global capital markets.

You’ll thrive here if you’re collaborative, curious, and analytical, with a knack for navigating large datasets and a passion for detail and accuracy. This role provides exceptional exposure to APAC structured finance markets in a client‑facing, dynamic environment.

Key Responsibilities

As a lead or supporting analyst, you will:

Drive the credit rating process for structured finance transactions and ensure alignment with Morningstar DBRS methodologies and procedures.
Lead and support the ongoing surveillance of existing APAC structured finance ratings.
Draft internal committee memos and external reports, press releases, and research pieces.
Review transaction legal documentation and liaise with legal counsel when required.
Participate in reviews of originators, servicers, and other transaction parties alongside operational risk analysts.
Analyse performance trends and contribute to research and methodology development.
Review transaction amendments or restructurings when needed.
Ensure compliance with all regulatory and internal requirements.

What You’ll Need

Bachelor’s degree in finance, financial engineering, or a quantitative discipline.
Experience in ABS, RMBS, Project Finance, or Digital Infrastructure.
Strong understanding of structured finance legal and transaction documentation.
Exceptional written and verbal communication skills.
Strong quantitative and analytical capabilities, including cash‑flow analysis and data management.
Proficiency in Microsoft Excel and Office.
Unlimited right to work in Australia- Australian/NZ citizen or PR.
Ability to thrive under pressure, manage multiple projects, and work both independently and as part of a team.
Capacity for occasional domestic or international travel and to attend video conferences with global colleagues and stakeholders outside of normal working hours.

Why Morningstar DBRS?

At Morningstar DBRS, you’re not just stepping into a role — you’re stepping into a rare opportunity to help build, shape, and influence a growing business in one of the world’s most dynamic regions.

If you're ready to grow with us, push boundaries, and help redefine the future of credit ratings in APAC, we’d love to hear from you.

Join us — and help build something extraordinary.

R12_DBRSRtgsPTYLtd DBRS Ratings PTY Limited Legal Entityb9:Tdc8,

Morningstar is seeking a Senior Software Engineer (Backend) to design, build, and maintain scalable enterprise applications and APIs. The role focuses on backend development using C#, .NET, cloud technologies (AWS), microservices, and modern software engineering practices. The engineer will collaborate closely with Product Managers, QA, Project Managers, and other developers to deliver high-quality solutions that support Morningstar's investment research and technology platforms.

Job Responsibilities :

Build well-designed, well-engineered, stable, and scalable products.
Follow software design best practices such as continuous integration, test-driven development, and regular deployments.
Be passionate about quality, process, programming, and investing in general
Find opportunities for improvement, seize them, and then share your findings with others.
Take ownership of the success of the team with a "gets things done" attitude.
Seek understanding of and opportunities to leverage new technologies.
Have or desire to become an AWS certified developer 
Help to shape product vision

Qualifications: 

A bachelor's degree in computer science or a related field in software development with 5+ years of experience.
Highly motivated individual with the potential and desire to learn new technologies and take on increasing levels of responsibility.
Advanced knowledge of C# and the Microsoft .NET Stack. Solid experience with Entity Framework, LINQ.
Experience in Web APIs, MVC, Dependency Injection, Asynchronous programming.
Experience with supporting technologies: Databases (SQL Server, AWS Aurora, MySQL, Postgres, NoSQL), Python, REST API’s
Demonstrated ability to use AI tools responsibly for code generation, refactoring, unit test creation, documentation, debugging, and software design while maintaining strong engineering judgment and code ownership.
Ability to critically evaluate AI-generated code for correctness, security, performance, maintainability, and compliance with software development standards.

Proven knowledge of enterprise software concerns such as security, scalability, transaction management, and concurrency.

Demonstrable experience architecting and building micro service solutions hosted on AWS.

An understanding of how to protect software solutions from common security vulnerabilities.

Exposure to and understanding of DevOps with tools like Harness.

Knowledge of object-oriented design, domain modeling, design patterns, and building highly scalable and available systems.

Base Salary Compensation Range

$93,200.00-$136,696.00

Incentive Target Percentage

12.5% Annual

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entityba:T114b,

Responsibilities:

· Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.

· Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines.

· Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools.

· Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation.

· Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams.

· Contribute to ongoing efforts to streamline and improve processes.

· Maintaining all security procedures mandated by management to ensure safekeeping of critical client data.

· Work with external and internal stakeholders to ensure the production is timely and meet required quality standards.

· Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas.

· Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform.

· Monitor discrepancies and liaise with the onshore team.

· Internal and external client money & custody asset reconciliations.

· Process corporate action events and income distributions.

· Assist other staff with additional workload time allows.

Competencies:

· Strong communication skills.

· Strong analytical and quantitative skills.

· Attention to Detail.

· Methodical Problem-Solving Skills.

· Excellent Organization Skills (Email, Task Management, Follow-up).

· Self-Motivated.

· Goal Oriented.

· Team Player.

Requirements:

· 3+ years of experience in the financial services industry.

· An understanding of the Financial Services marketplace that applies to Wealth Managers.

· Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities.

· Excellent organisation and time management skills.

· Ability to multi-task and prioritise effectively.

· Knowledge of investment instruments across all asset classes would be advantageous.

· Focuses on meeting commitments and delivering results to a high standard.

· Robust analytical and problem-solving skills with detail orientation and accuracy.

· Excellent computer & Excel skills.

· Demonstrate self-motivation in an independent, fast-paced work environment.

· Excellent oral, written, and interpersonal communication skills.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entitybb:T17f0,

Morningstar Direct Platform | Chicago, IL (Hybrid — 4 days onsite)

About Morningstar

Today, Morningstar supports a global investing ecosystem, with subsidiaries in over 30 countries, serving individual and institutional investors, financial advisors, asset managers, and more.

The Role

Agentic AI is changing how financial professionals work. We're building the tools that define that shift — and we need someone who understands what asset managers, wealth managers, and advisors actually need to get their jobs done.

As Senior Product Manager, Agentic Solutions, you'll own the discovery, validation, and delivery of high-impact use cases across Morningstar Direct and our agentic capabilities. You'll run experiments, talk directly with clients, and make evidence-based calls about what gets built and when. Ideas rise on merit here. Your judgment shapes the work.

You might come to this role from a career as an advisor, fund analyst, or at a financial software provider. You might have built your understanding of these workflows another way. What matters is that you understand this market — and that you can help us build tools that serve the people in it. Familiarity with Morningstar Direct or comparable research and analytics platforms is a plus.

What Success Looks Like

Success is measured by the clarity, validity, and impact of use cases — and by how quickly they move from discovery to production-ready agentic development.

What You'll Do

Own the subject matter expertise on the needs, processes, and workflows of asset managers, wealth managers, and advisors. Use that knowledge to shape how Morningstar's agentic capabilities evolve — so our tools stay ahead of how this market actually works.
Design and run experiments and prototypes to validate use cases, drawing on your understanding of AI software development to move the highest-confidence bets from discovery into development faster.
Define market requirements for data, analytics, and workflow needs in partnership with data and software development teams — ensuring the right capabilities are scoped and prioritized for development.
Partner with software, data, and solutions leaders to develop a product vision and execution plan. Work with engineering and design to prioritize the work that will have the most impact.
Work directly with prospects and clients to build awareness and adoption of Morningstar's agentic solutions — including live demos and feedback sessions that shape what we build next.
Collaborate with product marketing, sales, and client success teams. Gather client input and help internal teams understand what this market needs — so the right capabilities reach the right people.
Bring an awareness of responsible AI considerations — including bias, safety, privacy, and reliability — to how we develop and position agentic capabilities.

What You Bring

A bachelor's degree in finance, economics, computer science, or a related field, or equivalent experience.
Five to ten years of relevant industry and/or product management experience.

This role is based in our Chicago office and requires working onsite 4 days per week.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$125,050.00-191,733.33

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitybc:T17c8,

Credit Technology, Senior Software Engineer – Chicago

The Team

Morningstar DBRS is a Nationally Recognized Statistical Ratings Organization (NRSRO) that has earned a reputation for innovation and excellence in the financial market. This group aims to increase market transparency and provides the highest quality ratings through securities research, monitoring services, data, and technology solutions. We are seeking a highly motivated individual to join our Credit Technology group as a Senior Software Engineer in Chicago.

Technology drives our business. Our team is made up of talented software engineers, infrastructure engineers, leaders and UX professionals. We care about technology as a craft and a differentiator.

The Role

We are seeking a Senior JavaScript Software Engineer with full-stack experience.
The position includes the development of new systems and maintenance and improvement of existing applications.
Candidates should have solid software engineering experience in building commercial-grade Web-based applications.
You will work with other engineers to develop APIs and modernize the platform to build leading product experiences.
A successful candidate will be able to play an active role in managing the prioritization of work in order to meet project goals.
This position is based in our Chicago office.

Responsibilities

Develop backend API's using node.js framework.
Develop single page app and responsive UI using client-side frameworks such as Angular.js or vue.js.
Create cascading style sheets (CSS) that are consistent across all browsers and platforms.
Use an Agile approach to iteratively maintain and develop new functionality.
Stay up-to-date on emerging technologies.
Promote usability best practices.

Requirements

A bachelor’s degree in computer science, mathematics, or other related fields.
5-7 years of development experience with HTML5, JavaScript and CSS3.
3-5 years of experience with SPA client-side frameworks such as Angular.js or Vue.js.
3-5 years experience with server-side technologies such as Node.JS, or Java.
Proven knowledge of enterprise software concerns such as security, scalability, transaction management, and concurrency.
Familiarity with design patterns like MVC and MVVM required.
Experience working in Scrum-based methodologies is a plus.
Experience working with SASS, and build process management tools like Grunt or Gulp.
Highly motivated individual with the potential and desire to learn new technologies and take on an increasing level of responsibility within the technology team.
The ability to work independently communicates effectively and produces superior results.
Experience within the financial services industry is desirable.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$117,500.00-172,350.00

Inclusive of annual base salary and target incentive

R06_DBRSInc DBRS, Inc. - US Legal Entitybd:Te2a,

About the Role

The Client Relations Sales Team of Sustainalytics is looking for a Sales Associate to join their Tokyo based team supporting sales and customer retention across Japan.

As Sales Associate you will use your subject matter expertise and network to sell our proven, highly rated ESG and sustainability research services to new and existing business accounts. This is an exciting opportunity to collaborate across all areas of Sustainalytics and to work with the Sales and Customer Success team globally to craft strategy for and grow revenues associated with our research offerings. Your clear understanding of our clients and their business drivers will be the key to sales success.
We are looking for a dynamic team player with strong relationship skills.

Job Responsibilities

Support new business development and account management for new prospect clients and existing accounts.
Assist in prospecting and proactively developing pipeline of opportunities.
Assist in identifying, building, and maintaining relationships with clients and own and manage relationships for assigned book of business.
Use consultative selling techniques and knowledge of the business to meet client objectives and deliver value.
Embrace urgency and accountability in all sales activities.
Working with stakeholders and teams internally through the entire life cycle of a sale from pre-sales, contracting to post sales.
Help coordinate client events to build Sustainalytics’ profile in the market.
Support building collaborative relationships with service providers across the financial services ecosystem.
Balance sales activities to build, progress, and close opportunities while developing pipeline for prospects and existing clients.
Develop strong internal relationships across product, solutions, operations, senior management, and sales colleagues.
Assist in preparing for client meetings, including meeting preparation, agendas, meeting materials, and follow-up.
Meet sales metrics as required, such as forecasting, sales activity, etc., in accordance with Sustainalytics’ sales methodology and best practices.

Qualifications

At least 3-5 year sales and/or customer success roles in financial industry.
An ambitious self-starter with sales experience and a desire to grow in a sales role.
Strong interest and desire to learn more about the sustainable investing, financial markets landscape.
A bachelor’s degree or equivalent qualification.
A track record of achieving goals and a keen interest in business development.
Excellent interpersonal, communication (verbal and written), and relationship-building skills, including the ability to listen effectively and present solutions to client needs.
Strong work ethic and professional demeanor.
Japanese native and professional-level English required.

J71_MstarJapanInc Morningstar Japan, Inc. Legal Entitybe:T1ba9,

Job Location: Singapore

The Group: Morningstar’s Southeast Asia Mid-Market Sales team is an exciting new team at the forefront of helping clients strengthen and growth their businesses by delivering solutions that empower their success. Focused on small to medium-sized client accounts with untapped growth potential, we work across diverse client segments including Asset Management, Wealth Management, Banks, Financial Advisory, Retirement, and FinTech’s. The Group constructs impactful client solutions leveraging Morningstar’s market leading Data & Analytics, Research and Indexes.

The Role:

We are seeking a proactive, digitally savvy Sales Executive to win new clients and expand our coverage of small and mid-market accounts across Southeast Asia. This is a hands-on business development role for someone who enjoys opening doors, building a pipeline and turning new opportunities into revenue. You will combine direct prospecting with targeted campaigns, working closely with our sales development representatives (SDRs) and Marketing team to reach new clients and develop new segments. In this role you will:

Take ownership of a portfolio of Mid-Market client accounts across assigned Southeast Asian markets with significant growth potential, creating strong client relationships by articulating Morningstar’s value proposition across a broad range of Morningstar’s products.

Develop new business opportunities with new clients, expanding our footprint within the territory.

This is an exciting opportunity for someone with a deep understanding of the financial industry, market trends and client requirements. You will play a pivotal role in building and nurturing relationships with financial organizations ripe for growth, at both decision-making and user levels.

- Win new business:
- Build pipeline proactively: Run consistent, targeted prospecting across email, phone, professional social media and relevant networking channels; qualify needs and maintain disciplined follow-up.
- Partner with SDRs: Agree target-account lists, segment priorities, outreach messages and qualification criteria with sales development representatives, with clear handovers and timely feedback on lead quality.
Co-develop targeted campaigns, webinars and event follow-up with Marketing, adapting messages to local markets and client segments and converting engagement into sales conversations. - Use social selling and AI: Build a relevant professional presence, share approved insights and engage prospective clients through social media; use company-approved AI tools for account research, outreach drafting and campaign testing, validating outputs and protecting confidential information. - Grow existing accounts: Identify cross-sell and upsell opportunities while sustaining client value, revenue retention and long-term relationships.
- Manage contracts and delivery: Coordinate new sales and renewals with internal teams and work with sales colleagues, Product Management, pre-sales, after-sales consultants and Support to deliver integrated client solutions. - Track and improve performance: Maintain accurate Salesforce records and forecasts, monitor prospecting and campaign conversion, and refine activity based on qualified pipeline, new-client wins and revenue outcomes.

- Industry Events: Represent Morningstar at prominent industry events, raising awareness and showcasing our solutions to generate new pipeline.

What We Are Looking For?

Self-Starter & Quick Learner: You thrive in a fast-paced, ever-changing environment and are driven to exceed expectations.
Strong Networking Skills: You know how to build meaningful relationships and leverage them to create new business opportunities.
Client-Centric Approach: You’re highly organized and passionate about cultivating long-term, successful client partnerships.
Leadership & Vision: Excellent at long-range planning, time management, and providing guidance to both clients and colleagues.
Effective Communicator: Exceptional verbal and written communication skills, with the ability to deliver persuasive and professional presentations.
Team-Oriented & Independent: You excel in high-performance environments and can work autonomously when needed.
Charismatic & Influential: You inspire others and bring them along with your vision and enthusiasm.
Entrepreneurial & Strategic Thinker: Strong business instincts, innovative mindset, and a natural ability to drive change and results.
Candidates should have 3+ years of selling Financial Data solutions.
Excellent written and verbal communication skills in English. Additional language skills relevant to the assigned Southeast Asian markets are a plus (Chinese, Bahasa, Thai...).
Proficient in selling to multiple financial industry segments and uncovering client challenges. Experience working with Asset Managers and Wealth Managers preferable.
Proven track record of exceeding prior targets.
Ability to effectively manage competing priorities to maximise sales and retention.
Strong business instincts, good judgment, and creative mindset.
Impeccable character with high ethical and quality standards.
High attention to detail, inquisitive and eager to learn.
Keen to travel across Southeast Asia.

A98_MstarResSingapor Morningstar Research Pte Ltd. (Singapore) Legal Entitybf:T20dd,

Location: Tokyo, Japan

About the Team

The Japan Sales Team is responsible for delivering Morningstar's Data, Research, Analytics, and investment solutions to institutional/enterprise accounts across Japan.

To accelerate growth within an underpenetrated segment of the Japanese market, Morningstar is establishing a dedicated Mid Market Sales Executive role. This position will focus on expanding Morningstar's presence among small and mid-sized financial organizations, while creating a scalable growth engine for the Japan business.

________________________________________

The Role

We are seeking a highly motivated and client-focused sales professional to lead Morningstar's Mid Market business development efforts in Japan.

This newly created role will be responsible for identifying, developing, and growing relationships with financial institutions that have significant untapped potential to benefit from Morningstar's solutions. The successful candidate will work closely with the Japan Sales Lead, Generalist Sales Executives, Product Specialists, Client Success, and global colleagues to expand Morningstar's market reach and drive sustainable revenue growth.

Target client segments include:

• regional asset management companies

• Regional wealth management firms regional and second-tier banks

• Financial advisory firms

• Pension and retirement-related organizations

• Corporate and Academic organizations

• Start-ups and emerging FinTech companies

The role offers a unique opportunity to build a new business franchise within Morningstar Japan while developing deep relationships throughout the country's evolving financial services ecosystem.

________________________________________

Key Responsibilities

Drive New Business Growth

• Develop and execute a Mid Market coverage strategy aligned with Morningstar Japan's growth objectives.

• Identify and pursue new revenue opportunities across target client segments.

• Generate a strong pipeline of qualified opportunities through proactive prospecting and relationship-building activities.

• Expand Morningstar's footprint within underserved regions and market segments.

Manage and Grow Client Relationships

• Serve as the primary relationship manager for Mid Market clients.

• Understand client business objectives, challenges, and strategic priorities.

• Position Morningstar's Data, Research, Analytics, and Index solutions to address client needs.

• Drive cross-selling and upselling opportunities across the Morningstar product portfolio.

Collaborate Across the Organization

• Partner closely with Japan Sales leadership and Generalist Sales Executives to ensure coordinated market coverage.

• Work with Product Specialists, Pre-Sales Consultants, Client Success, Marketing, and global subject matter experts to deliver differentiated client solutions.

• Share market intelligence and customer feedback to support product and commercial strategy development.

Opportunity and Pipeline Management

• Maintain accurate opportunity tracking, account plans, and sales forecasts using Salesforce CRM.

• Manage the sales process from prospecting through proposal, negotiation, contracting, and renewal.

• Achieve or exceed assigned revenue and activity targets.

Market Development and Brand Building

• Represent Morningstar at industry conferences, seminars, webinars, and networking events.

• Increase awareness of Morningstar's capabilities among target market participants.

• Establish a trusted professional network across Japan's financial services industry.

________________________________________

What We Are Looking For

Entrepreneurial Mindset with Proven Hunter Mentality

You are comfortable building something new, creating opportunities from the ground up, and operating effectively in an evolving environment.

Demonstrated success in proactively prospecting, generating opportunities, and winning new business.

Relationship Builder

You enjoy meeting new people, developing trusted relationships, and cultivating long-term partnerships.

Client-Centric Approach

You are motivated by understanding customer challenges and delivering solutions that create meaningful value.

Commercial Drive

You have a strong desire to achieve ambitious growth goals and consistently exceed expectations.

Strategic Thinker

You can balance long-term planning with day-to-day execution and prioritize effectively across multiple opportunities.

Strong Communicator

You can confidently communicate with senior executives as well as end users, adapting your message to different audiences.

Collaborative Team Player

You work effectively across teams and functions while also maintaining a high degree of personal accountability.

Alignment with Morningstar's Mission

You believe in Morningstar's mission of Empowering Investor Success and are motivated by helping the financial industry better serve investors.

________________________________________

Qualifications and Experience

Required

• Bachelor's degree or equivalent professional experience.

• 3+ years of experience in financial services, financial technology, market data, investment research, analytics, or related solution sales.

• Proven track record of achieving or exceeding sales targets.

• Experience engaging with financial institutions in Japan.

• Strong understanding of Japan's investment management, wealth management, banking, retirement, or financial advisory industries, including the understanding of budgeting, procurement, compliance and executive approvals.

• Excellent verbal and written communication skills in Japanese and English:

o Japanese for client-facing communications, presentations, and relationship management.

o English for collaboration with regional and global colleagues, reporting, and internal communications.

• Strong organizational skills and ability to manage multiple priorities simultaneously.

• High ethical standards, professional integrity, and attention to detail.

Preferred

• Experience selling market data, investment research, analytics, index, or software solutions.

• Existing relationships within regional asset managers, regional banks, wealth managers, financial advisory firms, or FinTech companies.

• Experience using Salesforce or similar CRM platforms.

• Familiarity with consultative and solution-based selling methodologies.

________________________________________

Success Measures

Success in this role will be evaluated based on:

• Net annual contract value (Net ACV) generated

• Pipeline development and coverage

• Client acquisition and retention

• Cross-selling and expansion within existing accounts

• Salesforce forecast accuracy

• Contribution to overall growth of the Japan business

• Alignment with Morningstar's values and client-first philosophy

J71_MstarJapanInc Morningstar Japan, Inc. Legal Entityc0:T1fc8,

The Role

Responsibilities

Develop positioning, messaging, objection handling, content, and sales tools that clearly communicate the value of Morningstar Direct's reporting capabilities to different client segments and personas.
Partner closely with Product Management and UX teams to understand reporting workflows, client needs, and product priorities, translating new capabilities into compelling customer-facing narratives.
Craft and execute go-to-market plans for new reporting enhancements and releases, including launch strategy, enablement materials, client communications, and adoption programs.
Deeply understand client workflows and reporting use cases through market research, client conversations, win-loss analysis, and usage insights, bringing actionable recommendations back to product and commercial teams.
Collaborate with Sales and Client Success teams to identify common reporting challenges, competitive objections, and adoption barriers, then develop resources that improve client engagement and retention.
Build and maintain competitive intelligence related to reporting, analytics, and portfolio management platforms, equipping client-facing teams with differentiated messaging and selling tools.
Develop revenue-generating sales plays and adoption campaigns designed to expand platform usage, increase client value realization, and support commercial growth.
Partner with Campaign Marketing to create persona-based programs and content that drive awareness, engagement, and demand for Morningstar Direct capabilities.
Work cross-functionally to ensure reporting capabilities are effectively represented across product narratives, client-facing materials, digital experiences, events, webinars, and thought leadership initiatives.
Measure and communicate the impact of product marketing initiatives through business metrics, campaign performance, platform adoption trends, and client outcomes.

Qualifications

5+ years of experience in product marketing, product management, marketing, sales enablement, or a related function within financial services, fintech, software, or investment technology. We are looking for a marketer who has experience with software platforms, workflow tools, analytics solutions, or reporting applications. Familiarity with the investment management, asset management, wealth management, or institutional investing ecosystem, is a plus.
Strong ability to communicate complex product concepts in a simple, compelling, and customer-focused manner.
Proven ability to manage cross-functional initiatives and influence stakeholders across product, sales, marketing, and client-facing teams.
Demonstrated experience creating positioning, messaging, sales enablement materials, product launches, or adoption programs that drive measurable business outcomes.
Experience conducting market research, win-loss analysis, competitive intelligence, or customer segmentation projects, especially to drive successful launches and drive adoption.
Excellent written and verbal communication skills, with the ability to tailor content to a variety of audiences.
Strong organizational skills with the ability to manage multiple projects simultaneously in a fast-paced environment.
Customer-centric mindset with a passion for understanding user needs and translating insights into effective go-to-market strategies.
Comfort using data to inform prioritization, decision-making, and performance measurement.
Self-starter with a proven commitment to a test, learn, and iterate mindset.
Empathy, curiosity, and the ability to learn quickly in a dynamic environment.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$98,125.00-143,925.00

Inclusive of annual base salary and target incentive

301_MstarEurLtd Morningstar Europe Ltd (UK) Legal Entityc1:T1516,

The Role:

In this role, you will provide world-class support and service to our institutional data and software clients, as well as independent advisors. You will develop a deep understanding of how clients use our solutions to achieve their business objectives, drive retention, and partner with Sales to identify growth opportunities. You will also collaborate closely with cross-functional teams, including Sales, Product, Support, and Implementation, to advocate for client needs, resolve challenges, and deliver a seamless client experience. We are seeking a bilingual professional fluent in both English and French, as this role requires supporting clients across both languages. The Bilingual Customer Success Manager combines deep knowledge of Morningstar's Advisor Software, Licensed Data, and AI-powered solutions with strong investment expertise, technical proficiency, and business acumen to help clients maximize the value of our products, services, and emerging technologies.

This position is based in Toronto, Ontario, and includes occasional travel to meet with clients and support strategic initiatives.

Responsibilities

Build and maintain trusted relationships with enterprise clients and independent advisors, developing a deep understanding of their business objectives, workflows, challenges, and success criteria to drive customer retention and long-term success.
Develop and execute strategic account plans, proactively monitoring client health and risks, coordinating cross-functional teams, driving value-added activities, and identifying growth opportunities to ensure successful client outcomes and seamless experiences.
Lead proactive client engagement through regular touchpoints, business reviews, and strategic discussions that drive product adoption, value realization, and long-term retention.
Demonstrate strong knowledge of products, industry trends, and client workflows to provide consultative guidance, uncover opportunities, and position solutions that support client goals
Lead client training and enablement efforts by delivering tailored onboarding, training sessions, and best-practice guidance to drive user adoption, and long-term success.
Identify and influence expansion opportunities through meaningful client discovery, utilization analysis, and collaboration with Sales and Product teams to drive business growth and increased customer value.
Act as the voice of the customer by identifying client needs, escalating issues when necessary, providing feedback to internal stakeholders, and advocating for solutions that improve client outcomes.

Requirements

Bachelor’s degree in Business, Finance, Economics, or a related field
5+ years of experience in Customer Success, Account Management, Relationship Management, Consulting, or a client-facing role.
Must be bilingual in English and French.
Experience supporting financial services clients and technology solutions, including financial software platforms, APIs, market data, and data feeds, is highly desirable.
Proven ability to build trusted relationships and influence stakeholders at all levels, including senior leaders and decision-makers.
Ability to manage multiple client relationships, priorities, and initiatives in a fast-paced environment, demonstrating adaptability and resilience in the face of change.
Excellent communication, presentation, and facilitation skills with the ability to simplify complex concepts.
Proactive, strategic, and analytical thinker with a collaborative approach to problem-solving.
Strong technical and consultative skills with the ability to drive client adoption and business value.
Curiosity and willingness to embrace emerging technologies, including AI, with the ability to quickly learn new tools and apply them to improve client experiences, internal efficiencies, and business outcomes.

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entityc2:Te5a,

Morningstar is looking for an Apprentice, an entry-level opportunity to join our Data and Operations group. This role will help you gain practical experience by working with one of the datasets, including public equity filings, private market transactions, ESG data, Managed Investment Data (Funds), and reference entity data. You'll benefit from structured training to support your growth, setting you up for long-term success.

This position will be based in our Mumbai office. Preference will be given to candidates residing in Mumbai. Candidates in this role may need to work in shifts, including night shifts.

How does a typical day at work look?

Search, collect, and verify data of basic and intermediate levels of complexity.
Attend to internal/client queries and requests to ensure data captured is aligned with data methodologies and policy guidelines.
Quickly learn our research methods and process standards to ensure productivity, quality, and timeliness.
Collaborate with your team, cross-functional teams, and external (if required) parties to resolve data issues.

You might be a good fit if you -

Only candidates graduating in 2026 with a Bachelor's degree as their highest qualification (preferably in Finance, Commerce, Business Administration, Economics, or related non-engineering disciplines) are eligible to apply. Candidates with a postgraduate or master's degree are not eligible.
Candidates pursuing or holding professional qualifications such as CA, CFA, CMA, CS, ACCA, FRM, or any similar equivalent course are not eligible to apply.
Demonstrate strong English communication skills (written, verbal, and comprehension).
Are proficient in MS Office tools, especially Excel and Word.
Learn quickly and process information with ease.
Possess attention to detail, a proactive mindset, and natural curiosity.
Effectively prioritize tasks and perform well under tight deadlines.

Work Location : Vashi, Navi Mumbai

Apprenticeship Period : 6-12 months

Stipend : ₹22,000 per month

Willingness to work in shifts

Early Morning Shift (AU): 5:30 AM to 2:30 PM
General Shift: 10 AM to 7 PM
Afternoon Shift (UK): 2.30 PM to 11.30PM
Night Shift (US): 8.30 PM to 5.30 AM

Working Days: Monday to Friday (5-day work week)

About Morningstar

Morningstar is a global leader in independent investment research, supporting investors in over 32 countries with more than $300 billion in assets under management. Our mission is to empower investor success through data, research, and technology.

We build products and offer services that connect people to the investing information and tools they need. We are built on the principles of independence, transparency, and long-term thinking. By empowering investor success, we are constantly looking for new ways to help people achieve financial security.

c3:T1403,

At Morningstar, helping investors is what brings us together and drives our work. We are looking for a Software Engineer who’s an expert with C# .NET and SQL to join our team and grow with us. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. This position is based in our Toronto office.

Job Responsibilities:

Design, develop, test, and maintain scalable, reliable, and high-performance applications using C#/.NET, SQL Server, and AWS technologies.
Build and optimize backend services, RESTful APIs, data processing pipelines, and database-driven applications.
Apply object-oriented design principles, design patterns, and software engineering best practices to deliver maintainable, high-quality solutions.
Develop and optimize SQL queries, stored procedures, and database operations to improve performance and scalability.
Leverage AI-assisted development tools, such as GitHub Copilot or equivalent solutions, to improve coding efficiency, debugging, refactoring, unit testing, and code quality.
Explore and evaluate emerging AI technologies and identify practical opportunities to improve engineering productivity, automation, and application capabilities.
Participate in code reviews, automated testing, continuous integration, and continuous deployment processes.
Collaborate with product managers, business analysts, QA engineers, and other development teams to translate business requirements into effective technical solutions.
Troubleshoot complex technical issues, perform root cause analysis, and implement sustainable solutions.
Contribute to cloud infrastructure modernization, application performance optimization, and engineering automation initiatives.
Take ownership of assigned deliverables, proactively identify risks, and drive tasks through completion.
Participate in a rotating on-call schedule to support production systems and maintain operational reliability.
Continuously learn, share technical knowledge, and contribute to improving engineering practices across the team.

Qualifications:

Bachelor's degree in computer science, Software Engineering, or a related technical field, or equivalent practical experience.
2+ years of professional software development experience building and supporting production applications.
Strong programming skills in C# and .NET, including object-oriented programming, asynchronous programming, and application design.
Strong SQL Server development skills, including T-SQL, stored procedures, query optimization, and database performance troubleshooting.
Experience developing RESTful APIs, backend services, and database-driven applications.
Hands-on experience with AWS services such as EC2, Lambda, S3, SQS, API Gateway, ECS, or similar cloud technologies.
Familiarity with AI-assisted software development tools such as GitHub Copilot, ChatGPT, or equivalent solutions, and an understanding of how to use them effectively and responsibly in development workflows.
Solid understanding of software design principles, common design patterns, and building scalable and reliable systems.
Experience with unit testing, automated testing, debugging, and code review practices.
Familiarity with Git-based source control, CI/CD pipelines, and deployment automation tools such as Harness, AWS CodePipeline, or equivalent technologies.
Understanding of application security, secure coding practices, and common web application vulnerabilities.
Experience working in Agile development environments and using collaboration tools such as Jira.
Strong analytical, problem-solving, organizational, and communication skills.
Ability to work independently, manage multiple priorities, and collaborate effectively within a cross-functional engineering team

Preferred Skills:

- Python and/or Java Experience
- Machine Learning Familiarity

Base Salary Compensation Range

$73,791.00-$108,225.00

Incentive Target Percentage

7.5% Annual

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entityc4:T1857,

About the Team:

The Talent & Culture team designs and delivers the programs and experiences that support Morningstar employees throughout their entire time here. From first contact through onboarding and beyond, we shape how people find, join, and grow at Morningstar. Recruiting is where that work begins.

The Role:

Morningstar's technology teams build tools and infrastructure that help investors make better decisions. Bringing the right people into those teams is work that matters.

As a Technology Recruiter, you will manage full-cycle recruiting for roles across software engineering, data, cloud, cybersecurity, AI/ML, and products. You will work directly with technical hiring managers to understand what their teams need, build sourcing strategies grounded in market data, and guide candidates through a process that is clear, honest, and respectful from start to finish.

This role suits someone who takes recruiting seriously as a craft — someone who is genuinely curious about technology, comfortable working with data, and capable of earning credibility with both technical leaders and candidates.

Location: Chicago, IL | On-site 4 days/week

What You'll Do:

Own the full recruiting lifecycle: intake, market research, sourcing, assessment, interview management, offer, and closing.
Partner with engineering, data, product, and infrastructure leaders to understand team goals, technical requirements, and what success looks like for each search.
Turn technical requirements into focused talent profiles, sourcing strategies, and market maps.
Build candidate pipelines using LinkedIn Recruiter, talent databases, referrals, professional networks, and targeted outreach.
Bring market intelligence to your hiring managers — pipeline data, competitive context, and clear recommendations to support better hiring decisions.
Track funnel health using metrics like pipeline volume, stage conversion, and time in stage. Spot problems early and recommend adjustments.
Give every candidate a clear, timely, and respectful experience throughout the process.
Coordinate closely with Talent & Culture teammates to ensure a smooth handoff from offer acceptance through onboarding.
Look for ways to improve how recruiting runs; processes, tools, sourcing approaches, and the experience for both candidates and hiring managers.

What You Bring:

Required

4+ years of recruiting experience, including meaningful exposure to technical or technology-related searches.
Experience recruiting within at least one technical discipline: software engineering, data, cloud/infrastructure, cybersecurity, AI/ML, or product.
Ability to learn technical concepts and translate them into effective search strategies.
Strong communication and relationship-building skills, including the ability to offer candid recommendations to hiring managers.
Comfort working with recruiting data and pipeline metrics to identify gaps and guide decisions.

Preferred

Bachelor's degree or equivalent experience.
Experience with Workday or another enterprise ATS.
Curiosity about how technology is evolving and how that shapes the talent market.

Why Morningstar:

At Morningstar, we invest in the people who do this work supporting your financial, personal, and family well-being. We aim to create a workplace where you can keep learning, stretching, and becoming.

We value how you think as much as where you're from. Ideas rise on merit, not volume. Decisions follow facts, not fashion.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$98,125.00-143,925.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entityc5:T185f,

Morningstar's Analytics group turns data into the methodologies, analytics, and insights that help investors make better decisions. We build proprietary intelligence across hundreds of thousands of securities and the portfolios that hold them: equities, fixed income, managed investments, and, increasingly, private and alternative assets. We are applying AI to make that intelligence more accessible and to bring it into investors' research and portfolio workflows. As one of the largest independent sources of fund, equity, and credit data and research in the world, Morningstar is guided by a single mission — empowering investor success.

We are seeking a Senior Quantitative Analyst to join our Quantitative Research team. This role will contribute to developing and enhancing the Morningstar Risk analytics platform, where we apply proprietary methodologies on analyzing the investment risk of stocks, bonds, managed investments, and portfolios. You will analyze large datasets across different asset classes and produce insights that help investors make better decisions.

You'll work with real independence: scoping and owning a project from framing through production, resolving ambiguous judgment calls. You'll also be sought out for expertise in a defined area and expected to improve the quality of work and practice around you.

Responsibilities:

Develop a strong understanding of Morningstar’s proprietary methodologies and become a subject-matter expert of Morningstar’s Risk analytical products.
Work closely with other quantitative analysts and software engineers to develop and implement methodologies to advance the analytical suites.
Become a subject-matter expert on multiple investment themes, particularly on fixed income, equity, and mutual funds.
Develop a strong understanding of Morningstar data systems and provide support on model validation and client inquiry.
Own projects end to end, from scoping and data validation through methodology design, testing, documentation, and production handoff, and serve as the primary contact for Product and Engineering.

Review peers’ work on substance — whether the analytic is sound, the insight holds, and it will be intuitive and actionable for whoever uses it — with feedback that improve the work.

Evaluate AI approaches critically and promote responsible AI practice with real standards attached.

Requirements:

A bachelor’s degree with 5 years of experience, or a master’s degree with 3 years of experience in quantitative research, financial data, or a related field, with a track record of owning projects end to end, from framing through production.

Strong knowledge of investing and financial markets and products, equivalent to what's expected of a CFA charter holder.

Solid command of statistical/econometric methods with application in finance.

Proficient in Python, SQL with experience building and maintaining production-quality code and documentation. Experience with Amazon Web Services tools such as S3, EMR, Athena is preferred.

A track record of developing and enhancing methodologies or analytics, with the technical depth to make judgement on the soundness of an approach.

Able to explain methodologies and complex concepts clearly to diverse audiences, from technical peers to non-technical stakeholders, and to communicate progress, risk, and trade-offs with product team and stakeholders.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$117,500.00-172,350.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entityc6:T16e2,

The Group:

Technology drives our business. Our team is made up of talented software engineers, infrastructure engineers, data scientists, product leaders, and UX professionals. We care deeply about technology as a craft and a competitive differentiator.

The Central Technology AI team sits at the heart of Morningstar’s technology organization, partnering across the firm to enable responsible, scalable, and innovative uses of artificial intelligence. We build and support AI-powered tools, platforms, and solutions that enhance how Morningstar teams work with data, insights, and products.

The Morningstar Development Program (MDP) is a full-time opportunity designed to launch high-potential early career technologists into impactful, long-term careers at Morningstar. Participants gain hands-on experience through meaningful projects, mentorship from experienced leaders, and exposure to Morningstar’s products, data, and technology ecosystem.

The Role:

The Morningstar Development Program – Central Technology AI is accepting applicants graduating in 2026. Successful candidates will join the Central Technology AI team and be given meaningful, hands-on work aligned to their technical background and interests.

MDP associates are expected to take ownership of their work, collaborate across teams, and communicate effectively with both technical and non-technical partners. You will receive structured mentorship, regular feedback, and professional development opportunities throughout the program.

All positions are based in our Chicago office, working 4 days a week.

Responsibilities

Contribute as a member of an Agile technology team, helping to solve business problems through research, analysis, and hands-on development.
Design, build, and enhance AI-enabled solutions, leveraging modern AI tools, frameworks, and programming languages such as Python.
Collaborate with engineers, data scientists, and business partners to translate ideas and requirements into practical, scalable solutions.
Participate in individual and team-based projects, presenting findings and outcomes to stakeholders and senior leaders.
Engage in training and development sessions across Morningstar to build a strong foundation for a long-term career in technology and AI.

Preferred Qualifications

Experience using AI tools, platforms, or frameworks (e.g., generative AI tools, machine learning libraries, or AI-assisted development workflows).
Strong coding skills: experience with additional languages or data tools is a plus.
Demonstrated ability to work independently as a self-starter, taking initiative and ownership of projects.
Excellent communication skills, with the ability to explain technical concepts to diverse audiences.
Strong critical thinking and creative problem-solving abilities.
Ability to adapt quickly and thrive in a fast-paced, collaborative environment.

Requirements

Currently enrolled in and graduating by June 2026 or have completed degree program, preferably in Computer Science, Engineering, Data Science, or a related field.
A resume is required to apply.
Please be sure to include the word “Resume” in the file name of your resume.

The start date for this role is January 11, 2027.

The base salary for this role is $92,143.

This role will be posted until November 9, 2026.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

c7:T1b90,

Structured Finance Analytics, Methodology & AI Solutions, Analyst – New York

DBRS Morningstar's Structured Finance Analytics group (SFA) supports the analytics lifecycle through predictive models and analytical tools, software maintenance, regulatory requests, cash flow analytics, data pipelines, performance insights, infrastructure, and automation. Within SFA, the Solutions team coordinates project flow, develops analytical methodologies, performs quantitative consulting and investigations, coordinates model and tool review with the Methodology Review Function, and supports AI-enabled solutions across Global Structured Finance (GSF).

The Analyst will support the Head of Solutions across methodology development, AI initiatives, analytical investigations, and executive presentations. The role suits an intellectually curious, highly organized candidate who can work across analytics, technology, and business functions. Advanced coding expertise is not required, but candidates should be comfortable with data analysis and technical environments. Experience using generative AI or AI-assisted coding tools to prototype solutions, automate workflows, or test ideas is especially valuable. We cover many topics, and you are expected to quickly learn nuances of the credit analysis industry.

Job Responsibilities:

Support the design, documentation, testing, and maintenance of bespoke analytical methodologies.
Help coordinate, test, document, and drive adoption of AI-enabled solutions across GSF.
Use generative AI and AI-assisted development tools to prototype practical solutions and automate repeatable tasks with appropriate review and oversight.
Create executive-ready dashboards, visualizations, presentations, and quantitative analyses.
Partner across analytical, technology, business, and governance functions to improve processes and decision-making.

Qualifications:

Bachelor's degree in an analytical discipline and 0-3 years of relevant professional experience.
Strong organization, project management, analytical problem-solving, communication, and attention to detail.
Ability to balance multiple priorities and build effective relationships across technical and business teams.
Curiosity about AI, data-driven decision-making, structured finance, analytical methodologies, and software development lifecycles.
Familiarity with Python, SQL, or other coding languages a plus.
Hands-on use of generative AI, AI-assisted coding, prompt design, low-code/no-code, or workflow automation tools a plus.
Exposure to project management tools like Jira or Asana a plus.
Exposure to financial services, credit ratings, structured finance, risk analytics, quantitative modeling, or cross-functional AI projects a plus.

About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.

Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.

Morningstar DBRS is the next generation of credit ratings.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Base Salary Compensation Range

$75,182.00-$91,848.66

Incentive Target Percentage

10% Annual

R06_DBRSInc DBRS, Inc. - US Legal Entityc8:T1994,

About Morningstar and the Individual Investor Business

Morningstar’s Individual Investor business empowers investors with data, research, and tools to help them make informed financial decisions. Our flagship Morningstar Investor platform provides deep insights, portfolio tracking, and investment research, while Morningstar.com serves as a hub for market news, analysis, and educational content.

*NOTE: We’re not considering candidates who require sponsorship now or in the future.

The Role

We are seeking a Business Data Analyst to bring analytical rigor to our product efforts. The role will help us measure performance, analyze visitor and subscriber behavior, and optimize customer acquisition and retention efforts. This role will own data analytics architecture, reporting, forecasting models, user behavior analysis, and work cross-functionally to enhance our product and marketing strategies.

You will be responsible for building and tracking KPIs across Morningstar Investor, Morningstar.com, and our broader suite of investor products, implementing analytics solutions, and driving insights that support strategic decision-making. This role will report to the Head of Revenue and will partner with the engineering team to ensure seamless tracking and reporting.

Key Responsibilities

Data Analytics & Reporting

• Track and analyze daily, weekly, monthly, and yearly KPIs to measure the product’s effectiveness and progress toward growth goals.

• Build, maintain and continuously evolve dashboards that monitor trials, subscriber growth, page views, engagement, and on-site behavior across Morningstar Investor and Morningstar.com to meet the needs of the product.

• Consolidate data from various sources such as Google suite, Redshift, Stripe, and AWS to create automated reporting solutions that provide actionable insights.

• Collaborate with the engineering team to design solutions to better surface and analyze these insights.

• Monitor and validate data from third-party sources to ensure accuracy and reliability.

• Define baseline targets and use data-driven insights to optimize acquisition, engagement, and retention strategies.

• Conduct cohort analysis, customer lifetime value (LTV) modeling, and retention analysis to inform product investment decisions.

Forecasting & Financial Modeling

• Develop and maintain financial forecasting models to project revenue growth and subscription trends over the next three years based on historical data and market assumptions.

• Evaluate the impact of pricing, marketing spend, and customer acquisition efforts on financial performance.

Data Infrastructure & Collaboration

• Work with engineering and data teams to build and maintain a centralized data infrastructure that supports product analytics.

• Define and implement data tracking solutions using Google Tag Manager (GTM) and SQL-based data pipelines.

Qualifications & Skills

• 2-5 years of experience in data analytics or business intelligence.

• Strong experience in SQL for querying and analyzing large datasets.

• Proficiency in Google Marketing Platform (Google Analytics, Google Ads, Looker Studio).

• Experience working with data visualization tools (Tableau, QuickSight, Looker Studio).

• Strong analytical skills, including financial modeling, forecasting, and trend analysis.

• Ability to clean, structure, and interpret large datasets to generate actionable insights.

• Strong problem-solving skills and ability to translate data into business recommendations.

• Experience with AWS (Athena, Redshift, QuickSight) for data analysis.

• Familiarity with A/B testing tools (Google Optimize, Optimizely) and tracking platforms.

• Programming experience in Python or R for advanced data analysis.

• Knowledge of subscription-based business models and customer retention metrics.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Base Salary Compensation Range

$79,488.00-$116,573.33

Incentive Target Percentage

7.5% Annual

001_MstarInc Morningstar Inc. Legal Entityc9:T2312,

About the Role

Morningstar is seeking a Technical Event Producer / AV Event Technician to support high-impact executive, corporate, hybrid, webinar, and live-streamed events. In this onsite Chicago role, you will help deliver polished event experiences by operating and supporting advanced production, broadcast, conferencing, audio, video, lighting, streaming, and room-control systems.

What You’ll Do

You will serve as a primary technical partner for events in Morningstar’s Auditorium/Event Space, control rooms, meeting rooms, corporate offices, and external venues. You will work closely with event owners, communications partners, technology teams, and vendors to plan, rehearse, execute, troubleshoot, and continuously improve event production.

This role is ideal for a hands-on production professional who brings strong technical judgment, calm live-event execution, and a service-oriented approach when supporting presenters, executives, and event teams.

Key Responsibilities

Own technical delivery from intake and event design through rehearsal, live execution, recording, debrief, and media handoff.

Operate advanced Auditorium, control room, audio, video, projection, camera, lighting, teleprompting, streaming, accessibility, and room-control systems.

Support events across corporate offices and external venues, including temporary production environments and programs with remote participants across time zones.

Maintain room readiness, system documentation, signal-flow knowledge, equipment inventory, standard operating procedures, backup plans, and escalation paths.

Partner with event owners, Corporate Communications, Infrastructure, AV Engineering, venue teams, and external vendors to deliver seamless event experiences.

Produce in-person, virtual, hybrid, webinar, and live-streamed events using Microsoft Teams, vMix, Zoom, and related production platforms.

Act as producer, show caller, or technical director, including cueing speakers, playback, cameras, lighting, audio, projection, teleprompter content, and transitions.

Create production plans, run-of-show documents, cue sheets, presenter instructions, staffing plans, schedules, and contingency plans.

Lead technical checks, speaker coaching, rehearsals, dry runs, and system validation before live events.

Monitor platform health and participant experience during live events; manage incidents, communicate workarounds, and escalate issues as needed.

Coordinate crews, vendors, staging, load-in, setup, testing, rehearsal, live operation, teardown, and rental returns.

Perform preventive checks, troubleshoot faults, document workarounds, and support controlled power and maintenance activities.

Test failover paths, maintain operating guides and system diagrams, support system upgrades, and serve as a liaison to AV integrators during warranty and service periods.

What We’re Looking For

Minimum 5 years of experience producing technical elements for corporate events, meetings, remote productions, webinars, and live streams.

Demonstrated ownership of AV event production from requirements and rehearsal through live execution and post-event wrap-up.

Hands-on experience with Microsoft Teams and Zoom event delivery, plus PTZ cameras, audio mixers, production switchers, lighting, wireless microphones, encoders, and projection.

Working knowledge of TCP/IP networking, AV-over-IP, Dante and NDI workflows, signal flow, streaming protocols, codecs, and media formats.

Ability to read technical drawings and schematics, lead crews, work independently, prioritize under pressure, and troubleshoot during live production.

Strong written and verbal communication, production documentation, stakeholder service, recordkeeping, and reporting skills.

Flexible availability for early starts, late finishes, occasional weekends, out-of-hours maintenance, travel, and cross-time-zone support.

Technical Experience

Event platforms: Microsoft Teams Town Halls, Webinars, and Meetings; Zoom Webinars and Meetings; and vMix video production software.

Video and production systems: Ross Ultrix routing, Ross TouchDrive production switching, openGear-based signal processing, 12G-SDI routing, NDI workflows, PTZ cameras, projection, confidence monitors, and repeater displays.

Audio, lighting, and control: Q-SYS DSP and control systems, Yamaha digital audio mixing and routing, Shure wireless microphone systems, live sound reinforcement, Dante audio over IP, ETC/Chauvet lighting, DMX lighting, and assisted listening equipment.

Production documentation and workflows: show flows, cue sheets, run-of-show documents, teleprompter workflows, Bitfocus Companion, RTMP streaming, and common video, audio, and media formats.

Note: Experience with comparable broadcast production switchers, routers, digital consoles, DSP platforms, event platforms, and AV systems will be considered.

Success Profile

White-glove service mindset and sound judgment around senior leaders and high-profile events.

Calm, decisive, and solutions-focused during time-sensitive production issues.

Organized and detail-oriented, with disciplined preparation, documentation, follow-through, and escalation.

Able to translate technical detail into clear recommendations for varied audiences.

Maintains safe, reliable, accessible operations through repeatable standards and continuous improvement.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$76,550.00-112,266.66

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entityca:T1bf8,

The Team

Morningstar’s Analytics group develops and delivers proprietary methodologies, calculations, and analytical capabilities that help investors evaluate investments and make informed decisions. The Managed Investment Calculations team translates Morningstar’s research and intellectual property into accurate, scalable, and consistent analytics used across Morningstar products.

The Role

We are seeking a Product Manager with strong business analysis and data analysis skills to lead the development and ongoing enhancement of managed investment calculation capabilities.

This role combines product ownership with hands-on analytical work. You will partner with methodology experts, quantitative researchers, engineering, and quality assurance teams to translate investment methodologies and business needs into detailed calculation specifications and reliable production capabilities. You will analyze complex investment datasets, prototype and validate calculations, investigate discrepancies, and ensure that implementations faithfully reflect Morningstar’s proprietary methodologies.

The ideal candidate brings analytical rigor, relevant investment knowledge, and the ability to learn complex financial concepts quickly. You should be comfortable both prioritizing a product backlog and using SQL to investigate underlying data. Prior knowledge of Morningstar’s products or methodologies is not required.

Responsibilities

Own product priorities and delivery: Manage the tactical roadmap and backlog for managed investment calculations, balancing new capabilities, methodology enhancements, data quality, and platform improvements.
Define business requirements: Partner with product teams, research, operations, and client support to clarify user needs, assess business impact, and establish scope and success criteria.
Translate methodologies into calculation specifications: Work with methodology owners to document formulas, input requirements, eligibility rules, calculation frequency, exceptions, and expected outputs.
Perform detailed data and business analysis: Use SQL and analytical tools to investigate datasets, assess coverage and quality, map data sources, and understand dependencies and downstream impacts.
Prototype and validate calculations: Develop calculation examples and independently verify results, including edge cases, missing data, historical changes, and differences across fund structures and share classes.
Drive execution with engineering and QA: Develop actionable user stories and acceptance criteria, resolve implementation questions, and partner on test scenarios, regression coverage, and release readiness.
Safeguard calculation quality: Investigate discrepancies and production issues, identify root causes, and prioritize fixes based on investor, client, and business impact.
Manage methodology and implementation changes: Evaluate effects on historical results and consuming products, coordinate stakeholder review, and maintain traceability between approved methodologies and production logic.
Build shared understanding: Maintain clear calculation documentation and support materials that help global teams explain analytics and resolve client questions.
Measure outcomes and communicate progress: Track calculation accuracy, timeliness, coverage, and adoption, while communicating priorities, dependencies, and delivery risks.

Required Qualifications

3+ years of experience in product management, business analysis, or data analysis, preferably within investment analytics, financial data, or financial services.
Strong hands-on SQL skills and experience analyzing complex datasets to validate results and investigate issues.
Demonstrated ability to translate ambiguous business needs and financial methodologies into precise requirements, calculation logic, and acceptance criteria.
Understanding of managed investments, including mutual funds, ETFs, share classes, and concepts such as investment performance, risk, fees, and peer group comparisons.
Ability to learn complex financial concepts and methodologies quickly, question assumptions, and apply that understanding to data analysis and calculation requirements.
Experience specifying, prototyping, or validating analytical calculations, with close attention to data dependencies, exceptions, and reproducibility.
Experience prioritizing requirements or managing a backlog and collaborating with engineering and QA teams throughout the development lifecycle.
Excellent critical thinking and problem-solving skills, including the ability to distinguish data issues from methodology or implementation issues.
Strong written and verbal communication skills, with the ability to explain complex analytical concepts to technical and business audiences.
Ability to work independently and collaborate effectively across global teams.
Bachelor’s degree in finance, economics, mathematics, statistics, computer science, engineering, or a related discipline.

Preferred Qualifications

Experience working with investment datasets, financial calculations, or proprietary analytical methodologies.
Python or similar programming skills for data analysis, calculation prototyping, and validation.
Familiarity with centralized calculation services, APIs, data pipelines, and cloud analytical platforms.
Experience with data lineage, reconciliation, and automated calculation quality controls.

Base Salary Compensation Range

$77,867.00-$114,193.00

Incentive Target Percentage

12.5% Annual

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entitycb:T1909,

Job Description Summary:

We are hiring for The Senior Salesforce Software Engineer for Morningstar Corporate Technology group. The Senior Salesforce Software Engineer designs, develops, and supports scalable Salesforce solutions that enable Sales, Finance, Marketing, and Service business processes. This role partners with product management, business stakeholders, architects, and engineering teams to translate requirements into secure, maintainable solutions; leads complex development and integration work; supports release quality and operational stability; and mentors junior developers. The ideal candidate brings strong Salesforce platform expertise, experience with Agentforce and AI-enabled capabilities, and knowledge of enterprise data and integration technologies, including Informatica.

Primary responsibilities of the Senior Salesforce Software Developer role include working with core business partners in Sales, Finance, and Marketing to understand business requirements and provide Salesforce solutions in a timely manner.
This individual should take ownership of all programmatic requests and collaborate on specifications based on stakeholder requirements.
This role also acts as mentor to junior level developers (40%).
Work with product management team and internal customers to understand the business requirements and transform them into scalable solutions on the Force.com platform (10%). Develop, enhance, and maintain the integration of Salesforce with any external systems (10%).
Design, build, and support Salesforce Agentforce capabilities, including agents, actions, prompts, guardrails, and integrations that deliver secure, scalable, and measurable AI-enabled business outcomes.
For any given business requirement, analyze the requirements to make the appropriate choice between point and click tools vs custom apex code (10%).
Develop high quality, reusable and maintainable code respecting the governor limits and API limits (10%).
Support legacy CRM SQL Server based application (5%).
Create and execute Unit and Integration tests ensuring proper test code coverage of above 75%.
Review junior developer code (5%).
Assist with quality assurance testing, both internal testing and guiding user acceptance testing (5%). Release management, including preparation and deployment of Salesforce Packages as well as maintaining version control. Proactively identify issues that may arise during deployment (5%).

Job Requirements:

Bachelor’s degree in Computer Engineering, Computer Science, Information Technology, or a related field and 5 years of relevant engineering experience in Software Engineer or similar positions.
In alternative, we accept a Master’s degree in Computer Engineering, Computer Science, Information Technology, or a related field and 3 years of relevant engineering experience in Software Engineer or similar positions.
3 years of working experience in Salesforce development to be able to start the development from scratch and admin.
Experience with Sales and Service cloud.
Experience in Lightning components and Apex class. Experience in SQL Server 2008/2012, ASP/ASP.NET.
Experience with Salesforce Agentforce, Einstein, generative AI patterns, prompt design, agent actions, data grounding, security controls, and responsible AI governance is preferred.
Knowledge of Informatica and enterprise integration concepts, including APIs, middleware, ETL and data pipelines, event-driven patterns, identity and access controls, error handling, monitoring, and integrations between Salesforce and platforms such as Oracle, Snowflake, and other external systems.
Experience with Salesforce.com design, configuration, and custom development using Apex Classes, Triggers, Visualforce pages, data migration tools, SOQL & SOSL.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$117,500.00-172,350.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitycc:T1b3b,

The Senior Manager, Accounts Receivable – Collections (AMER) leads collections operations for Morningstar US, with primary accountability for the Chicago-based team and oversight of an overseas team that reports to this role for day-to-day operations and guidance. This position does not have billing responsibilities; the focus is squarely on collections execution, escalation management, and team leadership across the region.

This role partners across six Morningstar business segments to ensure collections OKRs are met, building trusted relationships with stakeholders in each business while leading a team that spans time zones and reporting lines. The Sr. Manager is also responsible for developing the professional growth path of direct reports, using a trust-based leadership style that emphasizes empowerment over oversight.

The Morningstar Finance team handles everything “money” across the organization, including accounting, quote-to-cash, payroll, compliance, and budgeting for our fast-paced and growing company, and supports the business by providing actionable insights on financial health.

Responsibilities

Lead and manage a Chicago-based team of three, providing coaching, performance management, and day-to-day direction on collections activities for Morningstar US.
Provide day-to-day operational guidance and direction to an overseas collections team, ensuring consistent standards, workflows, and service levels despite the distributed reporting structure.
Own collections OKRs across six Morningstar business segments, building and maintaining trusted relationships with stakeholders in each business to ensure goals are met.
Develop and execute collections strategies that reduce past-due balances, improve DSO, and minimize bad debt exposure across the AMER portfolio.
Use a trust-based, empowerment-driven leadership approach to build individualized professional development and career road maps for each direct report.
Monitor and report on key collections metrics, translating data into insights that inform decision-making at both the team and business-segment level.
Partner with the overseas team's local leadership to align on priorities, resolve roadblocks, and maintain a unified collections process.
Identify and lead process improvement initiatives and special projects as they arise, partnering with Finance, Sales, and Customer Success as needed.
Ensure compliance with internal controls and collections-related policies across all supported business segments.
Escalate and help resolve complex or sensitive account issues, partnering with senior leadership on risk management where needed.
Support the vision and values of the company by setting an example and demonstrating desired behaviors.

Qualifications

Bachelor's degree in Accounting, Finance, or a related field preferred.
7+ years of progressive experience in collections or accounts receivable, including at least 3 years in a leadership or people-management role.
Demonstrated experience managing or guiding distributed or international teams, including teams outside a direct reporting line.
Experience supporting multiple business units simultaneously, with the ability to build credibility and relationships across diverse stakeholder groups.
Excellent communication and relationship-building skills, both written and verbal.
Strong analytical and problem-solving skills, with a data-driven approach to managing OKRs and collections performance.
Experience with Salesforce, Oracle ERP, and Sidetrade or similar collections platforms preferred.
Ability to operate effectively across time zones and in a fast-paced, ever-changing environment.

Working Conditions

This role is based in Chicago, IL has a hybrid in office work arrangement, with a focus on in office presence 4 days/week. The role requires regular collaboration across time zones with an overseas team and may require periodic travel.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$125,050.00-191,733.33

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitycd:T152f,

The Group:

Morningstar provides independent analysis on individual securities, funds, markets, and portfolios. Morningstar 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:

Morningstar Managed Investment Data Team seeks a (Senior) Data Consultant / Data Relationship Manager to champion Morningstar data capabilities in India. The employee will represent Morningstar’s data capabilities to clients and industry groups and return the voice of the local market back to the global and central teams. In this role you are responsible for identifying new data opportunities and will collaborate with teams across the company to define and execute upon Morningstar’s unique value proposition in response to industry trends.

The (Senior) Data Consultant / Data Relationship Manager plays a significant role in ensuring that Morningstar’s offering in the managed investments space exceeds industry expectations. The managed investments space includes, but is not limited to, Managed Funds, Insurance funds, ETF’s, Separate Accounts, Models, and other emerging investment vehicles and marketplaces. All data sets including returns, portfolio and ESG data are within the scope of this role. The position will be based in Mumbai, India, and report to the Data Director, Managed Investment Data - Asia Pacific.

Responsibilities

Manage relationships with Indian fund companies and third-party administrators. Visit fund companies and providers to set up acquisition channels as well as acting as a point of escalation when such channels are failing.
Data expert on investment data points, processes, methodologies, calculations & different fund structures.
Promote Morningstar data at a local level to internal & external clients. Produce materials to assist retaining & obtaining business.
Partner with sales, product & support teams on the prospect discovery process & lead generation and serve as the subject matter expert to address data inquiries.
Collaborate with members of the Global Data teams to align priorities based upon local business requirements.
Conduct business analysis & manage projects focused on enhancing our database in order to meet changes in our industry and client’s needs.
Bring back voice of client for data or process enhancement.
Monitor competitor behavior, trends and services in order that Morningstar are well placed to act on any opportunities that may arise.
Monitor local asset management industry trends, regulatory movements, and transform them into implications to Morningstar data business.

Requirements

Candidates should have a strong interest in the investment world, strong analytical skills, and excellent communication skills. More details as follows.

A minimum of 5-7 years of experience, with demonstrated ability to foster successful external relationships with asset managers, regulator, and third-party data providers.
Solid understanding of the Indian investment management industry and passionate about investment data.
Expertise in Morningstar managed investment data, methodology, processes and quality.
Ability to demonstrate client centric approach.
Excellent English written and verbal communication skills.
Strong learning ability; interested to learn the complex structure of numerous investment vehicles.
Self-motivated, independent, strong organizational and problem-solving skills.
A bachelor’s degree in finance, economics, or equivalent is required.
Excellent capabilities with MS office and Advance Microsoft Excel is required.
Previous experience in Portfolio Management Services (PMS), Alternative Investment Funds (AIF) and relationship management role is highly preferred.
Prior experience in Morningstar products and services is a plus.

Morningstar is an equal opportunity employer

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityce:T1a2f,

Role: Senior Machine Learning Engineer

Location: Vashi, Navi Mumbai (4 days working from office)

Work Timings: 12:00pm to 5:00pm work from office and then support remotely from 7:30pm to 10:00pm

Job Overview

As a Senior Machine Learning Engineer, AI & ML — Data Collection, you will play a critical role in building and scaling the company’s Unified AI/ML Data Collection Platform, enabling standardized, reliable, and scalable machine learning capabilities across the organization. This role will focus on transforming existing AI/ML and LLM-driven data systems into a cohesive platform that supports data pipelines, model lifecycle management, evaluation frameworks, and production deployment.

This position requires deep hands-on expertise in machine learning engineering, LLM-based systems, ML platform development, and MLOps. You will work closely with ML engineers, product managers, researchers, and business stakeholders to deliver production-ready AI/ML systems aligned with broader business objectives and AI/ML strategy.

You will be deeply involved in the design, development, and operationalization of platform components, including data ingestion, feature management, model training and evaluation, scalable inference systems, and model observability capabilities.

You will help ensure that AI/ML systems are production-ready, observable, maintainable, and cost-efficient, with a strong emphasis on reliability, performance, governance, and developer productivity. You will leverage your expertise in areas such as large language models (LLM), retrieval-augmented generation (RAG), embeddings, vector databases, distributed systems, cloud-native architectures, and ML Operations (MLOps).

You will contribute to the end-to-end lifecycle of ML systems, from experimentation and prototyping to deployment, monitoring, optimization, and continuous improvement while mentoring engineers and promoting strong engineering practices across the team.

Team Overview

You will be part of a multidisciplinary team of ML engineers responsible for building and maintaining the Unified AI/ML Data Collection Platform. The team focuses on developing scalable systems that support data pipelines, model lifecycle management, LLM-based workflows, and evaluation frameworks, enabling downstream teams to build and deploy AI-driven data collection solutions.

Outline of Duties and Responsibilities

AI-Powered Data Collection Systems: Design and develop scalable AI-driven data collection and enrichment workflows across structured and unstructured data sources.
LLM & Generative AI Workflows: Build LLM-based capabilities including RAG systems, prompt orchestration, entity extraction, summarization, classification, and automated validation workflows.
Agentic Frameworks & Model Context Integration: Design and implement agentic workflows and model-to-tool integrations that connect AI models with internal tools, APIs, knowledge stores, data sources, and workflow systems.
Model Deployment & Lifecycle Management: Deploy, maintain, and optimize ML and LLM models in production, including model versioning, CI/CD, experiment tracking, model registry, rollout strategies, and rollback mechanisms.
Data Quality & Evaluation: Build frameworks for evaluating extraction quality, model performance, hallucination risks, grounding, consistency, latency, coverage, and overall data reliability.
Observability & Operational Excellence: Implement monitoring, logging, tracing, alerting, cost tracking, model performance monitoring, drift detection, and reliability dashboards for production AI/ML systems.
Scalable Platform Engineering: Design distributed, event-driven, and cloud-native systems using asynchronous processing, message queues, containerization, and orchestration patterns to support high-volume workloads.
Innovation & Continuous Improvement: Evaluate emerging AI/ML technologies, LLM frameworks, orchestration tools, vector databases, and model deployment approaches to improve automation capabilities and developer productivity.
Company Values: Model company values and contribute to a culture of innovation, accountability, collaboration, inclusion, and continuous improvement.

Experience, Skills and Qualifications

Bachelor’s or Master’s degree in Computer Science, Data Science, Mathematics, or a related technical field.
5+ years of experience in machine learning engineering or data science, with a focus on machine learning systems, ML platforms, or distributed systems.
Strong experience building production-grade ML systems, including model deployment and lifecycle management.
Hands-on experience with MLOps tools and practices, including CI/CD, model monitoring, and experiment tracking.
Strong programming skills in Python and SQL, or similar languages.
Experience with cloud platforms and containerization (e.g., AWS/GCP/Azure, Docker, Kubernetes).
Experience with LLM-based systems in production, including RAG pipelines, embeddings, and vector databases.
Solid understanding of distributed systems, scalability, and system design trade-offs.
Proven ability to solve complex technical challenges and deliver scalable solutions.
Excellent communication and collaboration skills, with experience working across global teams.
Experience working in fast-paced, data-driven environments.

Working Conditions

Morningstar is an equal opportunity employer

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entitycf:T1daf,

Below is a job description for the Treasury role in Mumbai, India that balances BAU ownership (daily reporting, bank account administration, controls) with project management and solution-focused initiatives.

Global Senior Treasury Analyst (BAU + Projects) — Mumbai, India

About the Role

We’re looking for a Global Senior Treasury Analyst to own core day-to-day treasury operations while also driving continuous improvement and project-based initiatives. This role is ideal for someone who thrives in a high-accountability BAU environment (daily cash reporting, bank account administration, controls) and can also lead solutions that simplify, standardize, and scale treasury processes globally.

You will partner closely with Corporate Treasury, local finance, banks, and cross-functional teams (Accounting/Controllership, AP, Tax, Legal, IT) to ensure treasury operations are accurate, timely, well-controlled, and continuously improving.

Key Responsibilities

1) Daily BAU Ownership (Core Treasury Operations)

Daily cash positioning & reporting
- Prepare and distribute daily cash position (actuals and forecasts), highlighting key movements, exceptions, and risks.
- Maintain reporting cadence and accuracy across bank accounts, entities, and currencies.
Bank account administration
- Manage bank account lifecycle activities: openings/closures, KYC support, account maintenance, and documentation.
- Coordinate updates to signers, mandates, and bank portal access administration in alignment with internal controls.
Process ownership & controls
- Own BAU processes end-to-end, ensuring procedures are documented, followed, and audit-ready.
- Execute recurring controls (reconciliations, access reviews, approvals evidence, attestations) and support internal/external audits.
Payments & banking operations oversight
- Monitor treasury-related payment activity (as applicable), bank file processing, and exception handling.
- Act as first-line escalation point for banking issues, payment failures, bank rejections, and urgent operational needs.

2) Project Management & Solution-Focused Initiatives

Treasury process improvement
- Identify opportunities to simplify, automate, or standardize reporting and workflows (e.g., templates, dashboards, bank data automation).
- Drive root-cause analysis for recurring issues and implement durable fixes.
Banking and technology initiatives
- Support and/or lead projects such as bank portal harmonization, reporting automation, cash visibility enhancements, and process redesign.
- Partner with IT and vendors on requirements, testing, UAT, release readiness, and post-go-live stabilization.
Global standardization support
- Help implement global standards across entities (bank account governance, signer/access frameworks, reporting routines, documentation norms).
- Contribute to global playbooks and training materials that enable consistent execution across regions.

3) Stakeholder Partnership & Communication

Build strong relationships with Corporate Treasury and local finance to align on cash visibility, funding needs, and operational priorities.
Serve as a key point of contact for banks on operational topics (documentation, reporting formats, issue resolution).
Communicate clearly and proactively—provide concise updates, highlight risks early, and recommend solutions.

What Success Looks Like (First 6–12 Months)

Daily cash reporting is reliable, timely, and trusted; exceptions are clearly explained and actioned.
Bank account administration is disciplined and audit-ready (complete documentation, clean access and signer governance).
BAU processes are documented, controlled, and resilient (minimal single points of failure).
At least 2–3 measurable improvements delivered (e.g., faster reporting, fewer manual steps, fewer recurring bank issues).
Strong partnership established across Corporate Treasury, local finance, banks, and IT.

Required Qualifications

Bachelor’s degree in Finance, Accounting, or a related field.
6–10 years of experience in treasury operations, cash management, banking operations, or a related finance function.
Hands-on experience with:
- Daily cash positioning and cash movement analysis
- Bank account administration (open/close/maintain; KYC; signers; online banking access)
- Controls, documentation, and audit support
Strong Excel skills (pivot tables, lookups, structured data handling); comfort working with large datasets.
Proven ability to drive tasks to closure in a fast-paced environment with multiple stakeholders.

Preferred Qualifications

Experience supporting or implementing treasury solutions (TMS, bank reporting tools, host-to-host/SWIFT connectivity, data automation).
Familiarity with controls frameworks and evidence practices (e.g., access reviews, approvals, segregation of duties).
Experience in a multinational environment with multiple legal entities and currencies.
Strong interest in automation and analytics.

Skills & Attributes (What We’re Looking For)

Operational excellence: consistently accurate, disciplined, and detail-oriented.
Ownership mindset: sees problems through end-to-end; doesn’t drop the baton.
Solution orientation: doesn’t just report issues—proposes fixes and executes them.
Project execution: can manage timelines, dependencies, and stakeholders without heavy supervision.
Clear communicator: concise updates; escalates early; strong written documentation.
Controls-aware: understands how to operate in a controlled environment with strong governance.

Working Model / Hours

Mumbai-based.
Will coordinate with global stakeholders; flexibility to support occasional meetings outside standard hours.

Why This Role

High visibility and impact: this role directly improves cash visibility, banking governance, and treasury operating strength.
Strong blend of BAU + projects: you’ll own core operations and actively build better ways of working.
Global partnership: collaborate with Corporate Treasury and cross-functional teams in a multinational environment.

Morningstar is an equal opportunity employer

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityd0:T18b1,About Us: Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments globally. Currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world. Morningstar DBRS is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. Morningstar DBRS is a market leader in Canada, the U.S. and Europe in multiple asset classes. Morningstar DBRS rates more than 4,000 issuers and 60,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. Morningstar DBRS approach and size provide the agility to respond to customers’ needs, while being large enough to provide the necessary expertise and resources. Visit: https://dbrs.morningstar.com/ to learn more.

About the Role:

As a member of the CMBS team, you will conduct thorough quantitative and qualitative research on the underlying loans and properties that collateralize Commercial Mortgage Backed Securities transactions. In addition, you will assist the onshore team with setting up Net Cash flow models; assist with special projects/initiatives, as needed. With some seasoning, you also will be expected to have thorough understanding underwriting and support on various other task across the ratings value chain. This position is based in our Navi Mumbai office.

Responsibilities:

• Analyze the credit risk in SF securities by performing tasks that includes reviewing deal documents, analyzing periodic data and setting up net cashflow templates.

• Collect, organize and analyze data from internal and external sources for use in criteria development, ratings and research reports.

• Accurate and timely retrieval, analysis, research and reporting of CMBS pool level and property level performance, including:

o Identifying and analyzing risky assets based upon qualitative and quantitative factors o Identifying macro and micro risk factors, including market, property type, tenant, and borrower, to determine and measure exposure within the CMBS pools and loan portfolios.

o Monitoring, analysis, and executive summary reporting on CMBS transactions, including an investigation of potential default or loss scenarios for underlying real estate loan collateral.

• Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes.

• Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release.

• Take ownership of the tasks with focus on quality and accuracy of the deliverables

• Demonstrate strong learning curve and eagerness to move up the rating value chain

• Ensure compliance with regulatory and company policies and procedures.

Requirements:

• 3 to 5 years of experience in a credit research domain, with knowledge of CMBS, experience at a rating agency is a plus.

• Bachelor’s degree in Accounting, Economics, Finance or Management Studies • Masters, CFA or CFA program enrollment are a plus

• Fluent in English, with good verbal and written communication skills

• Strong attention to detail and accuracy

• Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic

• Ability to manage multiple tasks at the same time and deliver results in a timely manner

• Good inter-personal skills and ability to participate/ contribute as a team player

• Experience with Intex, REIS and CBRE is a plus

Morningstar DBRS is an equal opportunity employer

R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entityd1:T1e68,

About Morningstar

Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win.

At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

About the Role

We're looking for a Senior Product Analyst to lead strategic and operational initiatives across our Morningstar Investment Management (MIM) business. You'll bridge business and technology teams, turning MIM’s complex requirements into scalable solutions that improve our products and operating models. Success in this role will be measured by improved business outcomes, increased technology adoption, enhanced client experience and the successful delivery of scalable investment management capabilities. This role is expected to evolve over time into broader Product Ownership responsibilities as MIM expands its dedicated Australian technology capability.

The successful candidate will work closely with Australian stakeholders in Investments, Operations, Product, Sales & Distribution, Risk, Compliance, as well as Product Owners and Technology leaders in India and North America, creating a pathway towards senior product leadership opportunities. You will be comfortable operating at both a strategic and tactical level, working on everything from quick process improvements to large transformation programs. The role is based in Sydney, reporting to the MIM technology squad

Product Owner.

What You'll Do

Product Ownership & Strategy

Partner with business leaders: to translate strategic priorities into technology roadmaps; championing product thinking and continuous improvement
Own and continuously refine the backlog and roadmap: Prioritise work by strategic value, client outcomes, regulatory obligations and efficiency.
Define and monitor: Define success measures, monitor adoption and business outcomes post implementation, and use data to inform future roadmap priorities
Communicate with senior stakeholders: Present recommendations and progress updates to senior stakeholders and governance committees.

Product discovery: Conduct product discovery activities including stakeholder interviews, process analysis and hypothesis validation to identify and prioritise opportunities

Requirements & Delivery

Define the problem and the solution: Frame business problems and target-state operating models, and build business cases and implementation plans.
Translate requirements: Convert business needs into user stories, process maps, data flows and functional specifications.
Deliver end to end: Lead testing, business readiness, implementation and post-implementation reviews, ensuring solutions meet investment governance, compliance and operational control requirements.
Run effective Agile delivery: Establish and maintain Agile rhythms (sprint planning, refinement, stand-ups, showcases, retrospectives and cross-squad checkpoints) within a geographically distributed squad model.

AI, automation and simplification:

Process analysis: Identify, prioritise and lead the adoption of AI, workflow and data capabilities that improve client experience, operational efficiency and investment decision support.

Bridge business, technology and vendors: Facilitate workshops and act as the key link between Sydney-based stakeholders, technology teams, vendors and offshore delivery teams, keeping everyone aligned and informed across time zones.

Global collaboration & stakeholder management

Collaborate across MIM: Build strong working relationships across local and offshore teams, partnering with Product Owners, Business Analysts and Technology leads and other stakeholders across regions to align priorities, manage dependencies and reuse or scale solutions.
Engagement: facilitate backlog prioritisation and sprint planning across multiple time zones and create regular forums for knowledge sharing with MIM Product, Technology and PMO teams.

What You'll Bring

Essential

5+ years in business analysis, product analysis, product ownership, consulting or technology delivery within wealth, funds, asset or investment management, superannuation or platforms.

Solid understanding of the investment lifecycle: product governance, portfolio construction, custody and administration, performance and attribution, tax and distributions, client reporting, and regulatory obligations.

Experience managing or influencing a product backlog and balancing competing stakeholder priorities.

Demonstrated ability to make trade-off decisions between business value, client outcomes, operational efficiency, technical debt and delivery effort

A track record of delivering transformation initiatives of varying scale using Agile, Scrum or hybrid methods.

Experience using data analysis, business metrics or client insights to identify opportunities and prioritise technology initiatives.

Demonstrated ability to influence senior stakeholders and lead initiatives without direct authority.

Strong stakeholder management and communication skills, written and verbal.

Experience working with offshore or geographically distributed technology teams.
Must be an Australian or New Zealand citizen or permanent resident.

Nice to Have

Experience with managed funds, managed accounts, OCIO solutions or investment platforms.

Experience working with custodians, fund administrators and transfer agents.

Experience with financial services software, including portfolio management systems, investment data and reporting systems.

Understanding of financial advice processes and how technology tooling can support advisers in their practices

Experience with product management tools such as JIRA, Confluence or Asana, and business tools such as Tableau or Salesforce.

Exposure to API-driven platforms, workflow automation tools, AI-enabled solutions and modern cloud-based architectures.

BA certification (CBAP), Agile certification (CSPO/PSPO/SAFe Product Owner), CFA Investment Foundations, CFA Program, IMC or similar qualifications.

Knowledge of Australian investment, superannuation and managed fund regulations.

704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entityd2:T150f,

The Role:

Morningstar DBRS is seeking an Assistant Vice President to join its Private Corporate Credit team. This role offers an opportunity to apply fundamental credit analysis, assess the creditworthiness of small to medium-sized, highly leveraged companies, and contribute to independent credit opinions across a diverse range of industries.

Working closely with senior analysts and management, you will lead the ongoing surveillance of a portfolio of corporate credits, evaluate financial performance and credit risks, and develop well-supported recommendations for rating committees. You will also engage with senior leaders and market participants, including lenders, investors, and bankers, while gaining exposure to developments across the private credit and leveraged finance markets.

What you'll be doing:

Lead the ongoing credit surveillance of a portfolio of small to medium-sized, highly leveraged companies across various industries.
Conduct fundamental credit analysis, including financial statement analysis, cash flow assessment, leverage evaluation, and identification of key credit risks.
Prepare comprehensive rating committee materials, develop well-supported credit recommendations, and lead discussions to communicate analytical conclusions and credit views.
Produce timely, high-quality written credit reports and research that clearly articulate credit fundamentals, key risks, and rating considerations.
Monitor financial performance, industry developments, and market trends to identify emerging risks and changes in credit quality.
Build and maintain relationships with market participants, including lenders, investors, and bankers, to support credit analysis and market intelligence.
Manage a diverse portfolio of credits, ensuring timely reviews, accurate analysis, and adherence to established analytical methodologies and processes.
Contribute to continuous improvement initiatives, including enhancing analytical workflows, data management, and internal research capabilities.

What we're looking for:

Four to six years of relevant experience in corporate credit analysis, leveraged finance, corporate lending, or a related field, preferably with exposure to high-yield or middle-market corporate issuers.
Bachelor's degree in finance, economics, business, or a related discipline. CFA designation is preferred.
Strong fundamental credit analysis skills, including financial statement analysis, cash flow modeling, leverage assessment, and evaluating corporate credit risk.
Solid understanding of corporate debt and capital markets, including familiarity with high-yield bonds, leveraged loans, and related financing structures.
Experience reviewing and interpreting legal documentation associated with corporate debt and loan issuance.
Strong analytical judgment and the ability to develop, articulate, and defend credit recommendations.
Excellent written and verbal communication skills, including the ability to present complex credit analysis clearly and confidently to internal and external stakeholders.
Demonstrated interest in private credit and private capital markets, with a desire to deepen expertise in this evolving area.
A proactive, collaborative approach, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

The Group:

Our Private Corporate Credit team focuses on assessing the creditworthiness of middle-market and highly leveraged companies within the evolving private credit market. Through fundamental credit analysis, financial data, and ongoing research and surveillance, the team provides insights into borrower performance, credit trends, and emerging risks to support informed investment and lending decisions.

Base Salary Compensation Range

$82,000.00-120,000.00

Incentive Target Percentage

20% Annual

d3:T1f5f,

The Role:

What you'll be doing:

Lead the ongoing credit surveillance of a portfolio of small to medium-sized, highly leveraged companies across various industries.
Conduct fundamental credit analysis, including financial statement analysis, cash flow assessment, leverage evaluation, and identification of key credit risks.
Prepare comprehensive rating committee materials, develop well-supported credit recommendations, and lead discussions to communicate analytical conclusions and credit views.
Produce timely, high-quality written credit reports and research that clearly articulate credit fundamentals, key risks, and rating considerations.
Monitor financial performance, industry developments, and market trends to identify emerging risks and changes in credit quality.
Build and maintain relationships with market participants, including lenders, investors, and bankers, to support credit analysis and market intelligence.
Manage a diverse portfolio of credits, ensuring timely reviews, accurate analysis, and adherence to established analytical methodologies and processes.
Contribute to continuous improvement initiatives, including enhancing analytical workflows, data management, and internal research capabilities.

What we're looking for:

Four to six years of relevant experience in corporate credit analysis, leveraged finance, corporate lending, or a related field, preferably with exposure to high-yield or middle-market corporate issuers.
Bachelor's degree in finance, economics, business, or a related discipline. CFA designation is preferred.
Strong fundamental credit analysis skills, including financial statement analysis, cash flow modeling, leverage assessment, and evaluating corporate credit risk.
Solid understanding of corporate debt and capital markets, including familiarity with high-yield bonds, leveraged loans, and related financing structures.
Experience reviewing and interpreting legal documentation associated with corporate debt and loan issuance.
Strong analytical judgment and the ability to develop, articulate, and defend credit recommendations.
Excellent written and verbal communication skills, including the ability to present complex credit analysis clearly and confidently to internal and external stakeholders.
Demonstrated interest in private credit and private capital markets, with a desire to deepen expertise in this evolving area.
A proactive, collaborative approach, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

The Group:

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$105,050.00-149,000.00

Inclusive of annual base salary and target incentive

R06_DBRSInc DBRS, Inc. - US Legal Entityd4:T106e,

Role: Senior Employee Support Analyst

Location: Vashi, Navi Mumbai (4 days working from office)

Shift: General Shift (10:00am to 7:00pm)

As an Senior Employee Support Analyst, you will support a diverse set of Products and Services within an agile cross-functional product development team. Feedback and input from Employee Support Analyst will be key to modernizing and building better products. A willingness to take ownership of products running in production and providing frictionless experience to end-users is a key part of this role. The team is passionate about keeping our systems modern, reusable, and maintainable. You will be shaping the future of DBRS Morningstar’s Products and helping to make DBRS Morningstar a technology-first environment. The role will work with team members in North America and Mumbai and support DBRS Morningstar’s global offices.

Responsibilities

• Support a diverse set of Products and Services; applying technical knowledge to assist end-users and stakeholders

• Research to identify issues; provide the timely resolution, and communication of outcomes to all

appropriate team members.

• Communicate to effectively to convey complex technical information, via email, chat, ticketing system

and attendance in bridge calls. Understand and educate end-users on complex user experiences.

• Contribute to knowledge base for end-users and support analysts

• Make software improvement recommendations to enhance user experience and increase support

analyst autonomy.

• Track, evaluate, and determine resolution approach for credit products and underlying data issues.

Demonstrate a high sense of ownership of the issues in the product ticket queue. Be responsive and

provide timely updates, follow-up, expedition, and resolution.

• Articulate and evangelize the strength, quality, and value of the product, acting as a subject matter

expert where necessary.

• Think strategically when it comes to understanding client requirements, problem-solving, and project

management skills

Qualifications

• A bachelor’s degree in computer science or related field

• 3+ years of experience in Application Production L1 (Level 1) & L2 (Level 2) support.

• Ability to work independently and manage time and multiple concurrent priorities

• Ability to collaborate successfully with team members

• Excellent troubleshooting skills

• Knowledge of Service Level Agreement management, Incident management, Service request

handling, Application Monitoring (alerts, logs), etc.

• Experience with any service desk tool, such as BMC Remedy, ServiceNow, JIRA, Redmine, CA Service

Desk etc.

• knowledge of technologies such as.net/ python/ AWS / JavaScript/Any JavaScript framework

• Ability to debug SQL Queries and Stored Procedures in a relational database management system

(RDBMS).

• Excellent communication skills – verbal, listening, reading, writing

• Work with multiple teams – end users, functional teams, release manager, development team.

• Availability to work on rotation shifts between NA American & Australian shifts

Nice to haves

• Demonstrated domain knowledge in financial/investment data, and/or analytics

• Working knowledge of monitoring tools e.g., Splunk, New Relic etc.

Morningstar is an equal opportunity employer.

R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entityd5:T1130,

Welcome to Morningstar. We’re a people-centric company led by a mission to empower investor success.

Morningstar Sustainalytics’ mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.

We have an exciting opportunity for a senior commercial leader to help drive the Sustainalytics business across Australia and New Zealand. Drawing on technical, product and process knowledge, you will seek to understand client and prospect objectives, then determine how Sustainalytics can help them achieve their desired outcomes. As an “architect of the market”, you will proactively identify significant industry challenges and work in close collaboration with our product, research and delivery teams to shape solutions, while leading sales, business development and client relationships across the region.

Additionally, day to day could see you being responsible for the following:

Driving new business and account management for new and existing accounts.
Identifying, building, and maintaining key senior management relationships with new and existing clients.
Use strategic and consultative selling techniques, plus knowledge of the business and potential solutions, to meet client objectives and deliver value.
Embrace urgency and accountability.
Ability and willingness to prospect and proactively develop solutions.
Deliver thought leadership and client events for the purpose of building Sustainalytics’ profile in the market.
Building collaborative partnership relationships with service providers across the financial services ecosystem, including other specialist service providers, to create new opportunities for Sustainalytics.
Balance sales activities across assigned segment to build, progress, and close in-quarter opportunities while building and developing out-quarter pipeline as well with both new prospects and existing clients.
Develop strong internal relationships across product, solutions, operations and senior management, and sales colleagues. This includes being a leader and active participant in internal meetings, willing to share insights gained experience and client interactions to help the entire client facing team.
Coordinate and prepare for client meetings, including meeting preparation, agendas and meeting materials, and follow through with the client.
Meet other sales metrics as required, such as forecasting, sales activity, etc. in accordance with Sustainalytics’ sales methodology and best practices.

We’re interested in hearing from people who have:

An ambitious self-starter with a stellar sales track record, a strategic sales approach and a track record of leading and/or mentoring other sales professionals.
A bachelor’s degree or equivalent qualification.
A track record of goal attainment, a strategic approach to sales and a keen interest in business development.
Excellent interpersonal, communication (verbal and written), and relationship building skills, including the ability to listen effectively, present a compelling solution to client needs and clearly and effectively respond to objections.
Strong work ethic and professional demeanor.

Build a career that matters at Morningstar

At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entityd6:T17d2,

About the role

Morningstar DBRS is seeking a highly motivated individual to join its European Structured Finance Asset-Backed Securitisation (ABS) team at the Senior Analyst (SA) level. The successful candidate will act as a rating analyst on Morningstar DBRS-rated transactions and support lead analysts in conducting the activities required to assign and/or maintain credit ratings for European ABS transactions.

The successful candidate should possess strong interpersonal, presentation, and communication skills, enabling them to work effectively with colleagues and external contacts at all levels of seniority. The candidate will develop and/or deepen their understanding of the ABS sector and will be required to acquire and maintain a strong understanding of the relevant Morningstar DBRS credit rating methodologies.

The candidate is expected to thrive in a team-oriented environment and demonstrate a strong work ethic, an analytical and quantitatively oriented mindset, and a high level of attention to detail.

This position offers significant opportunities to further develop European structured finance expertise in a client-facing environment.

Responsibilities

Support lead analysts, managing the process of evaluating credit risk and assigning credit ratings, while adhering to the relevant credit rating methodologies.
Support lead analysts in the surveillance of selected structured finance transactions.
Understand and apply Morningstar DBRS’ credit rating methodologies, criteria and analytical tools.
Understand and/or analyse the cash flow structures of ABS transactions using Morningstar DBRS’ cash flow tools and Intex products.
Analyse collateral and transaction performance trends for existing transactions and contribute to relevant research.
Review transaction legal documentation, memoranda, transaction summaries and presentations in conjunction with Morningstar DBRS’ methodologies.
Prepare analytical materials for and participate in rating committees, including presenting analytical conclusions as appropriate.
Draft, contribute to, review and/or finalise analytical documentation for both internal and external use, including discussion papers/memoranda, rating reports, press releases, research commentaries, presentations and industry reports under supervision of lead analysts.
Communicate analytical conclusions clearly and effectively to internal committees and, where appropriate, issuers, arrangers, originators, legal counsel and other transaction parties.
Review transaction amendments and assess their potential credit impact.
Participate in reviews of originators and servicers in conjunction with operational risk analysts.
Assist with the publishing workflow, including relevant regulatory disclosures.
Take ownership of assigned transactions and analytical workstreams, including coordinating inputs from other analysts and managing competing priorities and deadlines.
Review analytical work prepared by junior analysts and provide appropriate guidance and feedback.
Adhere to compliance, regulatory and company policies and procedures.

Qualifications

Minimum 2 years of experience in structured finance or wider financial services industry with exposure to risk management and/or consumer lending. Direct credit rating experience would be an advantage but is not essential.
Excellent written and oral English. Proficiency in other European languages, particularly French, is an advantage.
Proven analytical abilities with a high level of attention to detail and work quality. Strong quantitative skills and experience in cash flow analysis and the ability to manage large data sets are preferred.
Bachelor’s degree (or equivalent) in finance, financial engineering or another quantitative discipline.
Experience in ABS transactions and/or understanding of European consumer finance, particularly in credit card or consumer loan lending, is an advantage.
Understanding of ABS legal documentation is a plus.
Proficiency in Microsoft Excel and other Microsoft Office applications. Knowledge of programming languages and analytical tools (including VBA, Python, etc.) is a plus.
Ability to manage multiple projects and work both collaborative and independently in a dynamic environment under tight deadlines.
Ability to solve problems proactively and creatively.
Permission to work in the European Union. Occasional travel within Europe is required.

Base Salary Compensation Range

EUR 51,500.00-74,167.00

Bonus Target:

15% Annual

d7:Tc07,

Key Responsibilities

Develop new business opportunities and manage client relationships within the assigned region.
Understand client business needs and deliver relevant Morningstar China products and solutions through consultative selling.
Manage the full sales cycle, including needs assessment, solution development, quotations, commercial negotiation, contract coordination, and closing.
Support client renewals, including quotations, commercial discussions, contract coordination, and related internal processes.
Identify and drive cross-sell and upsell opportunities within existing accounts to deepen client relationships and drive account growth.
Support colleagues across the Sales team with client tender and bidding activities, including coordinating the bidding process, assisting with tender documentation, commercial proposals, and other related sales materials, and facilitating internal coordination as needed.
Collaborate closely with Product, Customer Success, Finance, Legal, and other internal teams to drive successful execution and enhance the client experience.

Qualifications

Minimum 3 years of relevant professional experience in B2B sales, account management, business development, or client renewals. Experience in a similar industry is preferred.
Strong client relationship management, consultative selling, and commercial negotiation skills.
Sales or client-facing experience with financial institutions, such as banks, securities firms, asset managers, wealth management firms, or fintech companies, is preferred.
Strong commercial mindset and execution skills, with the ability to manage opportunities from initial engagement through contracting and closing.
Strong organizational skills, with the ability to manage multiple clients, sales opportunities, and internal processes simultaneously.
Strong teamwork and cross-functional collaboration skills, with a willingness to support other Sales team members and work effectively with internal stakeholders.
Fluent written and spoken Mandarin and English, with the ability to communicate effectively in a bilingual business environment.

C99_MstarResShenz Morningstar (Shenzhen) Ltd. Legal Entityd8:T1501,

The Group: Morningstar’s Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Wealth Management and Asset Management as well as Retirement and Alliances & Redistributor.

The Role: Morningstar`s Business Development Team seeks a highly motivated Vice President, Business Development focused on growing revenue and building relationships within our largest strategic accounts. Aligned with the SVPs of Business Development for those accounts, you will deepen our footprint within key areas. By focusing on growing adoption of Morningstar Direct, our core institutional platform, you will further represent Morningstar`s solutions to address our clients’ most pressing workflow challenges through additional services, in particular Report Distribution. This role covers opportunities across the U.S., and will require approximately 30% travel. This position requires four days a week in our NYC-Park Ave office.

Responsibilities:

Uncover client business needs and work with the SVP of Business Development and internal teams to determine optimal solution.
Establish and build relationships with key stakeholders, in collaboration with SVP.
Identify new business groups and opportunities within the accounts.
Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
Master product demonstrations and knowledge of product capabilities and benefits.
Forecast and proactively uncover opportunities within key business groups and develop growth plans for accounts.
Negotiate and close business in order to exceed growth targets.

Requirements:

4-5 years of business development, sales and/or account management experience in the finance and investment industry.
Proven track record of exceeding prior targets.
Hands-on, organized individuals who can build long-term client relationships.
Strong leadership, long-range planning, and time-management skills are essential.
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Ability to understand complex investment requirements.
Bachelor`s degree

Base Salary Range: $72, 453-$111,099
Incentive Target: 60%

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

d9:T1657,

The Group: Morningstar Indexes is building the next generation of index products at the intersection of markets, quant research, data science, and AI. This is a hands-on builder role for someone who wants to move fast, experiment with new tools, turn bold ideas into scalable index solutions, and help redefine how investment products are researched, tested, and launched.

We are looking for a new principal quantitative analyst to work in new product development.

Responsibilities:

Build and launch new benchmark, thematic, factor, strategic beta, and multi-asset indexes from concept to market in partnership with research, product, technology, operations, and commercial teams.
Drive the full product innovation cycle—spot opportunities, explore data, test signals, run back-tests, shape methodology, solve implementation challenges, and get products launch-ready.
Use quant techniques, machine learning, portfolio construction, risk analytics, and statistical testing to turn investment ideas into durable, rules-based index methodologies.
Push the use of AI, coding assistants, and agentic workflows to automate research, speed up analysis, test methodology logic, and make product development smarter and faster.
Bring builder energy to the team by creating tools, prototypes, dashboards, research insights, and client-ready stories that make complex quant and AI ideas easy to understand and exciting to use.

Requirements:

6+ years of experience in indexes, asset management, investment banking, fintech, systematic investing, quantitative research, or a related investment technology environment.
Strong quant toolkit, including hands-on experience with investment analysis, factor research, portfolio construction, back-testing, risk analytics, or systematic strategy design.
Comfortable writing code and working with data using Python, R, SQL, MATLAB, or similar tools to prototype ideas, analyze large datasets, and automate repeatable workflows.
Excited by AI-first ways of working, with experience using tools such as Microsoft Copilot, GitHub Copilot, Claude Code, Gemini, ChatGPT, or similar platforms; exposure to AI agents, RAG, or workflow orchestration is a plus.
Clear communicator who can translate complex quant, AI, and investment concepts into methodology documents, research notes, presentations, and compelling client-facing narratives.
Experience developing and using optimized portfolio construction and risk modelling tools, factor investment strategies, private equity data, and index derivatives strategies is a strong plus.
This position is based in our Chicago office.

Why this role is exciting: You will join a global indexes team with the freedom to build, experiment, and scale new ideas—using AI, quant research, and modern development tools to create products that can reach investors around the world.

This role does not qualify for immigration sponsorship. Morningstar will not be considering candidates that require immigration sponsorship now or in the future. This role is required to be in Chicago office four days a week.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$151,975.00-233,025.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entityda:T1b68,

Product Manager, Integrations, Direct Advisory Suite

The Group

The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group's product management, product development, and service teams collaborate with our Client Solutions group to help provide clients with relevant products and bundled solutions.

The Role

Morningstar's Direct Advisory Suite team is seeking a talented Product Manager to lead the planning, prioritization, and delivery of integrations that connect our industry leading advisor software with external platforms, data sources, and third-party applications. This role will serve as the product owner for the Integrations development team, working closely with engineering and cross-functional partners to maintain existing integrations and expand the breadth and depth of connectivity across the financial services ecosystem.

The Product Manager will provide market, client, and delivery insights that inform the broader integrations product strategy. Their primary focus will be translating established business priorities, client commitments, market needs, and partner opportunities into a clear, actionable, and prioritized delivery roadmap.

This person will partner with engineering, product, design, client support, commercial teams, and third-party providers to deliver secure, reliable, and high-quality integrations. The role requires strong product judgment, technical fluency, disciplined execution, and the ability to balance planned roadmap work with operational needs, production issues, and client-facing commitments.

The integrations capability enables data-in and data-out functionality, supporting reliable information exchange and connected workflows between Direct Advisory Suite and external platforms. This includes API management, data synchronization, authentication and authorization patterns, workflow orchestration, and partner-facing capabilities that allow advisors to work more effectively across their technology ecosystem.

The role will be based in our Mumbai office and sits within a global matrixed team spanning Chicago, Toronto, and Mumbai.

Job Responsibilities

Serve as product owner for the Integrations development team, maintaining a clear, prioritized backlog aligned with business priorities, client commitments, and platform objectives.

Drive the planning, prioritization, and execution of integration enhancements, maintenance work, production fixes, and new connectivity capabilities.

Provide customer, market, partner, and delivery insights to product leadership to help shape the broader integrations strategy and roadmap.

Partner with engineering to maintain existing integrations while expanding the breadth and depth of data-in and data-out connectivity with external platforms.

Gather, validate, and translate customer, partner, commercial, and internal stakeholder needs into clear product requirements, user stories, acceptance criteria, and prioritized backlog items.

Balance planned delivery work with integration maintenance, production support, client commitments, technical debt, platform improvements, and emerging partner needs.

Lead backlog grooming, sprint planning, product demonstrations, retrospectives, and other Agile ceremonies in close partnership with engineering leadership.

Triage integration issues, clarify product decisions, and coordinate stakeholders through incidents, defects, dependency risks, and delivery tradeoffs.

Establish and maintain productive relationships with external technology vendors, data providers, and integration partners.

Work with product, commercial, business, sales, marketing, implementation, and service stakeholders to support launches, meet client deliverables, and communicate integration capabilities accurately.

Track adoption, delivery outcomes, and operational performance; use client feedback and competitive intelligence to identify and prioritize product improvements.

Partner with engineering, architecture, security, and data teams to ensure integrations meet expectations for reliability, scalability, security, privacy, and supportability.

Work with content and marketing teams to develop product documentation, enablement materials, troubleshooting guidance, user guides, and Q&A content for internal teams and second- and third-level support.

Communicate delivery progress, risks, priorities, and outcomes clearly to leadership and cross-functional stakeholders.

Qualifications

Bachelor’s degree in finance, economics, computer science, business, or a related field preferred.

2+ years of product management, product owner, or related experience, preferably within financial services, wealth management technology, advisor technology, or enterprise software.

Experience in client-facing roles and familiarity with advisor and/or financial software preferred.

Experience owning or supporting software integrations, APIs, data exchange, workflow automation, or third-party platform partnerships preferred.

Technical acumen sufficient to work effectively with software engineers and architecture teams on APIs, authentication, data models, synchronization patterns, dependencies, and operational tradeoffs.

Demonstrated ability to manage competing priorities and make sound decisions across planned delivery work, client commitments, and operational maintenance needs.

Experience collaborating with external vendors, technology partners, and cross-functional internal teams.

Strong customer focus, with the ability to convert client feedback into practical product decisions.

Excellent analytical, planning, communication, presentation, and stakeholder-management skills.

Ability to influence without direct authority and align distributed teams around shared priorities.

Willingness to work across global teams and maintain regular working hours that overlap with North American-based stakeholders.

A collaborative, detail-oriented, hands-on approach and a strong bias toward quality in delivery.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entitydb:T1198,

About Morningstar:

The Team:

Morningstar’s Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals.

The Role:

The Managed investment Data Team requires a Data Research Analyst to process our portfolio data across global markets. The analyst will need to work closely with the global Portfolio Team and Local Business Representatives, taking responsibility for data coverage, quality, and timeliness to the highest standards. The Portfolio Data Analyst will form closer links with providers related to data acquisition processes and gain expert knowledge of our database. The position will be based in our Data and Development Centre EMEA.

Responsibilities:

Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage.
Meet the predetermined production deadlines for internal and external clients
Collaborate strongly with the global data teams
Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects.
Act as an expert regarding investment data points and calculations, answering questions and escalations from data team.
Maintain and strengthen existing relationships with fund companies and clients as well as 3rd party data providers
Keep up to date on current and new financial regulations (Solvency II, MIFID II, etc.)
Drive process improvement by applying LEAN Six Sigma tools and implementing process automation.
Support Morningstar's portfolio capabilities, by testing incoming templates (TPT+, APT, etc.
Handling of Portfolio Data Transfer Agreement. Strong collaboration with Legal department and fund companies

Requirement:

Solid understanding of the financial industry and passionate in investment data.
Excellent writing, communication, problem solving, organizational, and analytical skills.
Strong organizational and time-management skills, capable of handling high volumes of data and meeting strict deadlines
Fluent English and at least one other European language is mandatory.
A minimum of 2 years of experience in Morningstar, ideally in data management.
Expertise in Morningstar data, methodology, quality and processes. A strong knowledge of derivative investments is also required.

Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

Base Salary Compensation Range

EUR 30,000.00-40,000.00

Bonus Target:

5% Annual

302_MstarEurServSL Morningstar Europe Services, S.L. Legal Entitydc:T1c69,

North American CMBS Credit Ratings, Senior Analyst – Chicago

Morningstar DBRS is seeking a highly motivated individual, with an interest in real estate finance and credit analysis, to join its Commercial Mortgage-Backed Securities (CMBS) as a Senior Analyst in Chicago. The successful candidate will mainly serve as a support analyst for lead analysts and team leads for Morningstar DBRS rated transactions or entities, including CMBS), real estate investment trust and real estate operating entities. The successful candidate will be expected to gradually develop a solid understanding of the US and Canadian real estate sectors and to acquire a broad understanding of the appropriate Morningstar DBRS rating methodologies and criteria.

Job Responsibilities:

Serve as lead or backup analyst for CMBS transactions, while adhering to the relevant rating methodology.
Determine Morningstar DBRS stabilized cash flows of all major property types (office, retail, multifamily, MHC, hotel, self-storage) and a variety of loan sizes ($1 million to > $100 million)
Search and aggregate market data to be used in the credit analysis.
Track key economic and industry indicators and various asset class metrics.
Review third-party reports including appraisals, property condition reports, environmental reports, and other industry specific reports.
Contribute text and analysis for rating reports, press release, commentaries, presentations and industry reports under supervision of lead analysts.
Review and create rating committee materials and participate in Rating Committee meetings with guidance from the lead analysts
Assist with the publishing workflow, including regulatory disclosures.
Assist with the preparation of rating committee materials and participate in Rating Committee meetings with guidance from the lead analysts.
Develop a solid understanding of real estate asset classes covered.
Develop client-communication skills through interacting with issuers, investors, and intermediaries.
Adhere to compliance, regulatory and company policies and procedures.

Qualifications:

Minimum of two years of experience in a commercial real estate related field.
Undergraduate degree in accounting, business, finance or other relevant discipline is preferred.
Strong analytical abilities and knowledge of financial statements.
Solid research and analytical skills, with acute attention to detail.
Strong communication skills, both oral and written.
Self-starter and strong team player, with the ability to meet deadlines while producing high quality work.
Genuine interest in commercial real estate and structured finance.
Ability to travel 10-20% domestically/ North America.
Possess and maintain a valid driver’s license and passport.
Advanced knowledge of Microsoft Excel would be a plus.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$92,000.00-115,816.66

Inclusive of annual base salary and target incentive

R06_DBRSInc DBRS, Inc. - US Legal Entitydd:T1472,

About Morningstar

The Role

The Market Data team collect, store, and distribute real-time financial data from over 250 exchanges globally. As part of our ongoing platform transformation, we are migrating services and operational capabilities toward a cloud-based environment.

We are looking for a Operations Engineer to join us on a 12 month fixed-term contract. You will monitor and support the Market Data application stack and infrastructure, working closely with teams in London and Mumbai, as well as development partners and third-party vendors, to investigate and resolve operational issues. You will help ensure strong monitoring coverage and operational visibility, deploy software changes, and contribute to infrastructure and cloud migration initiatives.

Within the first 3-6 months, you are expected to operate independently within the support rota, confidently deploy changes, deliver meaningful monitoring improvements, and act as a trusted operational partner to development teams.

This is not a pure development or platform engineering role. The focus is on operational excellence, service reliability, and ownership, with opportunities to influence tooling, automation, and process improvements as the platform evolves.

Place of Work: This position is based in our London office.

Hours of Work:  40 hours per week. Following an initial training period, the role includes participation in a shift rotation, which may involve late finishes, weekend work, and Public/Bank Holidays.

Responsibilities:

Provide reliable 1st and 2nd line operational support across London and Mumbai, independently diagnosing and resolving the majority of issues and escalating complex or high-risk incidents where appropriate.
Proactively improve monitoring, alerting, and operational visibility, implementing enhancements directly or working with development teams as required.
Deploy, configure, and validate software changes to the Market Data application stack in line with established change and release processes.
Respond to internal and external operational requests in a timely and professional manner, ensuring appropriate follow-through to resolution.
Create and maintain clear, accurate operational documentation to support knowledge sharing and consistency.
Participate in shift rotations, training, and operational activities consistent with the responsibilities of the role.

Requirements:

We’re looking for a technically capable Operations Engineer with strong troubleshooting skills and a service-focused mindset. In particular, you should bring:
2+ years’ experience in a Technical Operations, Production Support, or SRE-aligned role supporting live, business-critical systems.
Solid experience with Windows Server environments and Wintel-based infrastructure.
A working understanding of networking fundamentals and common protocols.
Practical scripting or automation experience using PowerShell and/or Python.
Hands-on experience with monitoring and observability tools (e.g. Splunk, New Relic, or similar).
Exposure to CI/CD, infrastructure, or deployment tooling (e.g. GitHub, Bitbucket, Terraform, Kubernetes, Harness, or comparable tools), with the ability to learn new tooling as required.
Experience supporting cloud-hosted services, preferably within AWS or hybrid environments.
Strong written and verbal communication skills, and the ability to work independently while collaborating effectively across teams.
Experience supporting financial services or market data platforms is advantageous but not essential.

Base Salary Compensation Range

GBP 36,300.00-48,766.66

Bonus Target:

5% Annual

301_MstarEurLtd Morningstar Europe Ltd (UK) Legal Entityde:T199b,

The Team

At Morningstar, our Corporate team brings together a wide range of functions that help the business run, grow and deliver on our mission. The People & Culture team plays a special role in that work. We’re stewards of Morningstar’s culture and champions of our people.

The Role

In this role, you’ll serve as a trusted advisor to leaders while keeping the employee experience front and center. You’ll partner closely with teams across the company to help build a high-performing organization, strengthen engagement, develop talent, and foster a culture where people can do their best work.This is a role for someone who enjoys navigating complexity, connecting dots across the organization and finding ways to make both people and the business more successful.

What You’ll Do

Build strong partnerships with leaders and teams, providing thoughtful guidance on people-related opportunities and challenges while staying true to Morningstar’s culture and values
Help leaders think through organizational design, workforce planning, talent needs, and team effectiveness to support both current priorities and future growth
Partner with managers and employees on coaching, development, performance conversations, recognition and career growth
Bring together the right expertise from across People & Culture, including Total Rewards, Talent Acquisition, Talent Management and other specialists to deliver practical and scalable solutions
Collaborate with colleagues across the People & Culture team globally to improve processes, share best practices, and strengthen the impact of our work
Support leaders in creating highly engaged teams where employees feel connected, valued and empowered to do their best work
Implement global People & Culture programs and practices in a way that reflects the needs of your business unit while maintaining consistency across Morningstar
Foster an environment of trust, accountability, learning and continuous improvement
Act as a connector, coach and problem solver, helping leaders and employees navigate change, overcome obstacles and achieve success together

Required Qualifications

Bachelor's degree in human resources, Business, Organizational Psychology, or related field.
Must have 5+ years of experience as a business partner
Proven ability to build trusted relationships, influence, and own outcomes
Experience advising managers on performance management, employee development, engagement, organizational effectiveness, employee relations and workforce planning
Strong analytical, problem-solving, and project management skills
Excellent communication and collaboration skills with the ability to work effectively across teams and functions

Preferred Qualifications

Experience supporting global or matrixed organizations.
Experience partnering with Centers of Excellence, including Compensation, Benefits, Talent Acquisition, Talent Management, Global Mobility, Immigration, and Employee Relations.
Experience leading organizational change, engagement, or talent initiatives.
SHRM-CP, SHRM-SCP, PHR, or SPHR certification preferred.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$125,050.00-191,733.33

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitydf:Tf8f,

About the Role

We're looking for a Marketing Manager to lead the activation of marketing campaigns and events across EMEA. You'll be the connective tissue between strategy and execution, turning campaign plans into on-the-ground activity, keeping everything on budget, and making sure Sales is fully equipped to convert the leads you generate. This is a hands-on, execution-focused role for someone who thrives on operational detail as much as creative delivery.

Key Responsibilities

Campaign & Event Activation

Own end-to-end execution of marketing campaigns and events across the EMEA region, from planning through post-event wrap-up
Coordinate logistics, vendors, timelines, and on-site delivery for regional events (conferences, trade shows, webinars, roadshows, etc.)
Adapt global campaign frameworks for regional relevance across EMEA markets

Budget Management

Manage campaign and event budgets, tracking spend against plan and flagging variances early
Report regularly on budget status and cost-efficiency to the Director of International Marketing

Sales Collaboration & Enablement

Partner closely with Sales leadership and SDR teams
Proactively brief SDRs ahead of each activation — what's coming, target audience, key messaging, and expected lead volume
Define and communicate clear lead handling processes, ensuring SDRs know how to prioritize, qualify, and follow up on leads by source and activation type
Act as the liaison between Marketing and Sales to ensure feedback loops on lead quality and conversion are working

Cross-functional Communication

Communicate campaign and event plans, timelines, and outcomes clearly to stakeholders across Marketing, Sales, and regional teams
Provide regular reporting on campaign/event performance, lead generation, and pipeline impact
Partner with marketing operations to manage campaigns and events to pre, during, and post execution

What We're Looking For

Proven experience managing marketing campaigns and/or events, ideally across multiple EMEA markets
Strong budget management skills — comfortable owning and reporting on spend
Excellent communication skills, with the ability to translate marketing plans into clear, actionable guidance for Sales/SDR teams
Experience working cross-functionally with Sales, and a solid understanding of lead lifecycle and handoff processes
Highly organized, detail-oriented, and comfortable managing multiple activations simultaneously
Based in or able to work from London, with willingness to travel across EMEA as needed

Nice to Have

Experience with marketing automation or CRM platforms (e.g., Salesforce, HubSpot, Marketo) for tracking campaign/event lead flow
Prior experience in a B2B or SaaS environment

Base Salary Compensation Range

GBP 48,400.00-64,533.33

Bonus Target:

7.5% Annual

301_MstarEurLtd Morningstar Europe Ltd (UK) Legal Entitye0:T2232,

Senior Manager: Structured Finance, Morningstar DBRS Credit Operations (Mumbai)

About Us: Morningstar DBRS is a leading provider of independent credit rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,500 issuers and 68,000 securities, we are one of the top four credit rating agencies in the world and a market leader in Canada, the U.S., and Europe in multiple asset classes.

For 50 years, Morningstar DBRS has been committed to bringing greater transparency and a much-needed diversity of opinion in the credit rating industry. Our nimble approach combined with Morningstar’s global scale and resources enable us to respond to customers' needs in their local markets while also empowering investor success worldwide. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.

In addition to registrations in Canada, the U.S., Europe, and Australia with the relevant regulators, Morningstar DBRS is also recognized as a credit rating agency by regulators and central banks in various other jurisdictions.

For more information visit: About Morningstar DBRS | Morningstar DBRS

The Team: Morningstar DBRS is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is one of the top four credit rating agencies in the world. Morningstar DBRS is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. This role is for the Credit Operations Mumbai Analytics team that enables and supports the efficient and effective delivery of credit ratings/information to the market with its specialized skills and assets, consistent frameworks, and economies of scale. The team collaborate with stakeholders to build creative, impactful solutions and offer services for business and the market.

About the Role: As a Senior Manager, you will lead multiple Structured Finance operations teams supporting Morningstar DBRS analytical products across ABS, RMBS, CMBS, and Cashflow Modeling. The role will manage a team of 30+ analysts and people leaders, ensuring high-quality analytical support, disciplined execution, strong governance, and scalable delivery across global structured finance workflows. You will partner closely with global analytical teams and Mumbai Credit Operations leadership to drive process transitions, automation, operational excellence, talent development, hiring, retention, and strategic initiatives that strengthen the Structured Finance operating model.

Key Responsibilities:

Lead and manage multiple Structured Finance teams comprising 30+ analysts across ABS, RMBS, CMBS, and Cashflow Modeling, ensuring consistent delivery quality, productivity, and stakeholder alignment.
Provide strategic and operational leadership across structured finance workflows, including surveillance support, new issuance support, data analysis, model execution, cashflow review, and analytical process support.
Design clear OKRs for teams in consultation with local and global leadership, ensuring alignment with business priorities and meaningful translation into team-level performance goals.
Partner with global analytical teams to define priorities, address delivery risks, resolve operational hurdles, and ensure Credit Operations support meets expected quality and turnaround standards.
Drive resource planning, cost discipline, hiring, capacity management, workload allocation, and succession planning to support scalable business growth.
Support process transitions, new-product onboarding, workflow standardization, automation, and technology-led innovation, including the practical adoption of AI tools where appropriate.
Maintain a strong governance and reporting framework with global stakeholders, including disciplined escalation, risk tracking, metric reviews, and transparent communication routines.
Ensure strict adherence to applicable regulatory, compliance, information security, and business-specific requirements across regions and asset classes.
Build a high-performance culture focused on accountability, collaboration, continuous improvement, analytical rigor, inclusion, and professional development.
Actively drive talent development, career progression, coaching, engagement, and retention initiatives in consultation with global managers and India leadership.

Requirements:

Postgraduate degree in Finance, Economics, Business, or a related discipline; CFA charter holder or equivalent professional qualification preferred.
15+ years of relevant experience, including leadership of large analytical, financial services, credit operations, captive center, or global capability teams.
Demonstrated experience managing large teams of 30+ employees, including managers or team leads, with strong capability in hiring, coaching, performance management, and retention.
Strong understanding of Structured Finance asset classes such as ABS, RMBS, CMBS, and related analytical workflows; exposure to cashflow modeling is strongly preferred.
Knowledge of global credit ratings, financial services markets, structured finance products, and the regulatory environment would be an advantage.
Experience working in global, multicultural, and matrixed organizations with the ability to influence senior stakeholders across geographies.
Strong strategic thinking, stakeholder management, operational governance, and execution skills.
Detail-oriented, organized, and motivated leader with strong judgment, mindset of ownership, and the ability to manage multiple priorities in a fast-paced environment.
Excellent written and verbal communication skills in English, with the ability to present complex operational and analytical matters clearly to senior audiences.
Technical understanding of cashflow modeling tools, Python, Intex, automation platforms, and AI-enabled productivity tools would be a plus.

Morningstar DBRS is an equal opportunity employer.

R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entitye1:T135d,

Responsibilities:

Uncover client business needs and work with the SVP of Business Development and internal teams to determine optimal solution.
Establish and build relationships with key stakeholders, in collaboration with SVP.
Identify new business groups and opportunities within the accounts.
Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
Master product demonstrations and knowledge of product capabilities and benefits.
Forecast and proactively uncover opportunities within key business groups and develop growth plans for accounts.
Negotiate and close business in order to exceed growth targets.

Requirements:

4-5 years of business development, sales and/or account management experience in the finance and investment industry.
Proven track record of exceeding prior targets.
Hands-on, organized individuals who can build long-term client relationships.
Strong leadership, long-range planning, and time-management skills are essential.
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Ability to understand complex investment requirements.
Bachelor`s degree

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$118,250.00-181,316.66

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitye2:T1ae8,

FP&A Manager, Investment Management

The Group

Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world‑class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we bring together data, research, analytics, and investment capabilities to help clients achieve better outcomes.

The Role

Morningstar Wealth’s FP&A team is seeking an FP&A Manager to serve as the finance lead for the US Investment Management business. This role sits at the center of strategic and financial decision‑making and is responsible for owning the credibility, clarity, and consistency of financial performance narratives provided to senior leadership. It would be an exciting opportunity for a current Senior FP&A Analyst to rise to a new role.

This is not a reporting‑only role. The FP&A Manager is expected to independently own variance explanations, challenge assumptions, and ensure leadership receives accurate, well‑validated, and decision‑useful insights. The role reports to the Director of Financial Planning & Analysis and requires four days a week in our Chicago office.

Key Responsibilities:

Financial Ownership & Planning

Own the end‑to‑end financial planning, budgeting, forecasting, and reporting processes for the US Investment Management business
Lead budget, forecast, and long‑range planning in close partnership with business leaders, ensuring assumptions are well understood, clearly articulated, and appropriately challenged
Act as the primary finance partner for US Investment Management leaders, providing guidance on tradeoffs, risks, and financial implications

Performance Management, Variance Analysis & Storytelling

Own monthly and quarterly performance reviews, producing credible, executive‑ready variance explanations that clearly identify primary drivers, separate signal from noise, and articulate implications
Independently validate assumptions and push back on weak or unsupported explanations before outputs reach senior leadership
Ensure consistent variance taxonomy (e.g., run‑rate vs one‑time, volume/price/mix/timing) and high analytical standards across deliverables

Business Partnership & Judgment

Develop a deep understanding of Investment Management business operations, revenue models, pricing mechanics, and cost drivers
Translate complex financial results into clear, concise narratives that inform leadership decisions
Serve as a trusted advisor to business leaders, balancing partnership with appropriate challenge

Process Improvement & Team Leverage

Improve FP&A processes, templates, and controls to enhance efficiency, accuracy, and scalability
Act as a quality gate for FP&A outputs, reducing rework and ensuring consistency across geographies

Embed AI-enabled tools and repeatable workflows where appropriate to improve speed, consistency, and insight generation across planning and reporting processes

Partner with global FP&A colleagues to raise standards of analysis and communication

Identify practical opportunities to use AI and automation to streamline forecasting, variance analysis, reporting, and recurring FP&A workflows while maintaining strong controls and validation standards

Qualifications

5-7 years of progressive experience in FP&A, corporate finance, or related roles
Bachelor's degree
Demonstrated experience owning financial performance narratives and presenting to senior leadership
Strong business acumen with the ability to connect financial outcomes to operational drivers
Proven ability to challenge assumptions constructively and protect the credibility of finance outputs
Experience in asset management, wealth management, or financial services preferred
Advanced Excel and PowerPoint skills

Comfortable exploring and applying AI-enabled capabilities in an FP&A context, including automation, scenario analysis, narrative generation, and analytical quality checks

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$125,050.00-191,733.33

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitye3:T16a1,

The Role:

Enterprise Sustainability is looking for an Environmental Data & Regulatory Product Manager to serve as the team's go-to expert on GHG accounting and climate-related regulatory requirements and own the day-to-day administration of our greenhouse gas inventory platform. This role sits at the center of our climate data infrastructure. You'll be responsible for maintaining accurate emissions data, administering our platform, and supporting our team’s efforts to meet evolving regulatory obligations.

Key Responsibilities:

Own corporate climate reporting portfolio (Climate Transition, TCFD Reporting, and portions of corporate sustainability reporting).

Work with stakeholders across the firm to ensure quarterly GHG emissions data uploads, develop and maintain sustainability scorecards, dashboards, reporting tools, and performance metrics that support informed decision-making and measure progress against our net zero goals.

Support Scope 3 emissions expansion, including coordination with the ACOE (Center of Excellence) on automation opportunities.

Working with our legal and finance teams, track and interpret climate-related regulatory requirements (CA SB253/261, EU CSRD, TCFD/ISSB) and flag implications for the team's reporting obligations.

Support regulatory, voluntary, and customer sustainability reporting requirements while strengthening governance processes, data quality, and organizational accountability.

Serve as the power user and central administrator for Salesforce’s Agentforce Net Zero. Manage users, troubleshoot platform issues, coordinate with the Corporate Systems team on releases and enhancements, and explore further platform capabilities.

Support sustainability initiatives and programs that advance Morningstar’s business and sustainability goals.

Qualifications:

3-6 years of experience in sustainability, ESG data/reporting, environmental compliance, or a related analytical role

Familiarity with GHG accounting and emissions data (Scope 1/2/3); familiarity with the GHG Protocol

Experience with Salesforce Agentforce Net Zero or a comparable ESG/carbon accounting platform strongly preferred

Working knowledge of climate-related disclosure regulations (CA SB253/261, CSRD, TCFD/ISSB) or demonstrated ability to learn regulatory frameworks quickly

Strong data management and QA skills; comfort working in Salesforce-based platforms

Excellent cross-functional communication skills

Understanding of sustainability and climate change issues and their impact on a wide range of businesses

Understanding of current and developing climate-related policies, disclosures and regulations

Nice to have:

Experience with Salesforce administration

Hands-on experience with GHG accounting and emissions data (Scope 1/2/3); familiarity with the GHG Protocol

FSA credential (or in progress) or equivalent sustainability certification

Experience supporting external assurance/audit processes

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$98,125.00-143,925.00

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entitye4:Tb67,

Job Responsibilities

Exceed growth targets.
Work with General Sales to bring Morningstar Direct opportunities from trial to close.
Forecast, identify, and proactively uncover new business groups and opportunities within new and existing clients and segments.
Develop key relationships with clients and prospects through proactively uncovering their business needs and challenges and presenting recommendations on how our solution offerings fit into their overall goal and strategies
Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
Master product demonstrations and knowledge of product capabilities and benefits.
Develop growth plans for accounts and territory.
Demonstrate attitude of teamwork and relationship building within, and outside the company.

Qualifications

A passionate interest in the financial services industry
Candidates should have 5+ years of business development, client service consultant (CSC) and/or account management experience in the finance and investment industry.
A proven track record of acquiring new business, successful account management, and proven track record of exceeding prior targets.
Hands-on, organized individuals who can build long-term client relationships.
Strong leadership, long-range planning, and time-management skills are essential.
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Ability to understand complex investment requirements.
A bachelor's degree required;
Nice to have MBA or CFA a plus.

A99_MstarAsiaLtd Morningstar Asia Ltd (Hong Kong) Legal Entitye5:Tbde,

About the role

Our EMEA Data Team requires a Data Analyst Intern to process our data across global markets. We are a team of data analysts who have effective relationships with other teams and are committed to deliver best quality data. As a Data Analyst Intern in the Data Division, you will need to work closely with the global team, taking responsibility for data coverage, quality, and timeliness to the highest standards. The position will be based in our Data and Development Center EMEA.

Job Responsibilities

Work with our Data Research Analysts on the collection and maintenance of Morningstar data, ensuring high levels of data accuracy, completeness and coverage.
Assist the Data Research Analysts meet predetermined production deadlines.
Work as part of our project teams who evaluate procedures, create and enhance analytical tools.
Help analyze investment data points and calculations, answering questions from other members of the data team.
Organize meetings and support the day to day activities of the Analyst team. 
Using project management methodology such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues.
Work with fund companies and 3rd party Data providers to collect data for our databases

Qualifications

Currently studying or recently graduated for BA Degree
Fluent in English and Italian is a must
Fluency in anothe Eurpean language is a plus (with preference to German and French) .
Solid understanding of the financial industry and passionate about investment data.
Solid analytical skills with the ability to collect, organize, analyze and disseminate large amounts of data with attention to detail and accuracy.
Collaborates well in a team environment, have the ability to communicate and work with team members from diverse backgrounds, in a conscientious and inclusive way.
Previous experience in project management, knowledge of Microsoft Office, and an interest in automation are a plus

Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

Annual gross salray: €17,094

302_MstarEurServSL Morningstar Europe Services, S.L. Legal Entitye6:Td87,

Compliance Analyst, Conflicts of interest, Global Controls – Mumbai

The Team

Morningstar’s Conflicts of Interest team is part of the Global Control function within the Compliance department and an integral part of the Compliance program that addresses how the firm manages conflicts of interest. The broader team has global scope with members based in and/or supporting EMEA, North America and APAC.

The Role

Morningstar is seeking a Compliance Analyst within the Global Controls – Conflicts of Interest (COI) team based in Mumbai India. The Compliance Analyst will support the COI team in the management of the conflicts of interest program supporting a variety of Morningstar businesses that may include our Wealth Research and Retirement businesses, Credit, Sustainalytics and Indexes.

Job Responsibilities

• Follow standard operating procedures associated with the general operation of the global conflicts of interest compliance program.

• Take responsibility for monitoring compliance with the firm’s conflicts of interest policies, including securities trading, gifts & entertainment and escalating issues to management as necessary.

• Operate the firm’s Conflicts Management System globally.

• Ensure proper documentation and record-keeping of associated controls.

• Support the Compliance Department in creating reports as directed on a monthly, quarterly and annual basis.

• Work with the Compliance Department to develop, maintain and deliver compliance training and other materials.

• As directed assist with the preparation for, and conduct of, regulatory examinations.

• Collaborate with a global team on multiple projects.

• 4 days a week in office attendance required.

Qualifications

• At least 1 years’ experience in operations, roles associated with standardization or experience in an operational business environment.

• Experience with control room functions, including preclearance of employee trades and management and use of restricted lists would be an advantage.

• Ability to work effectively in a team environment and adhere to business and workplace standards.

• Background or experience in process automation or AI implementation is preferred.

• Good interpersonal skills to build and maintain effective internal and external relationships.

• Strong communication skills (verbal and written).

• Strong sound judgment and a mature workplace attitude.

• Experience in working with corporate policies, procedures and other guidance documents.

• Knowledge of securities and the finance industry.

• Bachelor’s degree is required.

Morningstar is an equal opportunity employer.

R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entitye7:T1745,

About Morningstar
Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management.

Operating in 32 countries, Morningstar empowers investors, financial professionals, and institutions with the insights they need to make confident decisions and achieve their financial goals.

The Team
We are looking for a Controller to join our EMEA West region and become a key member of our global Finance team, which partners closely with the business to drive innovation, automation, and operational excellence.

The Role
As the Controller EMEA West, you will lead financial reporting and accounting activities across Morningstar’s UK, Middle East, and Africa operations, ensuring compliance with the standards and controls expected of a publicly traded U.S. company.

Reporting to the Regional Controller EMEA, you will play a key role in planning, forecasting, and analysing regional financial performance. Partnering closely with senior business leaders and cross-functional Finance teams, you will provide meaningful financial insights, support strategic decision-making, and help drive operational excellence across the region.

This is a London-based, full-time opportunity operating under Morningstar’s hybrid work model, with four in-office days each week to foster collaboration, relationship-building, and close engagement with colleagues and stakeholders.

What You’ll Do

Oversee general accounting functions, including monthly close process, financial audits, and tax/statutory reporting with support from U.S. and shared services accounting and finance teams.
Optimize the organizational structure of the local finance team to best support the unique needs of the countries and the team, ensuring training, mentoring, and career development.
Maintain and champion internal controls and processes appropriate for a U.S. publicly traded company to achieve global harmonization.
Lead an efficient financial reporting process and month-end close to produce timely and accurate financial reports reflecting Morningstar's global accounting policies.
Partner with the EMEA West (UK, Middle East, and Africa) regional business leaders and other areas of Finance to ensure accuracy of forecasts and budgets, identifying gaps and solutions.
Identify and lead system and process improvement initiatives in support of global standardization, including the use of shared service capabilities within Finance.
Oversee all statutory reporting requirements in the region, including regulatory submissions to the FCA, to ensure timely submission and compliance with local regulations.
Lead and oversee various country projects and participate in global transformation projects, including system implementations, M&A activities, and process improvements.
Coordinate with local external advisers for various activities, including audit, tax, payroll, insurance, and other compliance activities.
Serve as director for local legal entities, as needed.
Assist with transfer pricing and other tax planning strategies in conjunction with the corporate team.
Perform other duties as assigned including the preparation of accounting memorandums and local policy documentation.

Who You Are

Qualified accountant (ACA, ACCA, CIMA or equivalent) with a degree in Finance, Accounting, or related field.
Minimum of 10 years of progressive accounting and finance experience within a complex multinational organization operating across multiple legal entities.
Extensive experience in financial close, consolidation, and reporting across multiple legal entities with knowledge of SOX/internal controls.
Proven people leader with a track record of building, developing, and leading high-performing teams, while effectively influencing stakeholders across global Finance functions.
Strong commercial and strategic acumen, with the ability to translate financial data into actionable business decisions.
Deep understanding of financial structures, business value drivers, and performance management.
Highly detail-oriented, with a commitment to accuracy, governance, and financial controls.
Able to manage competing priorities and deliver to tight deadlines.
Continuous improvement mindset with a proactive, solutions-focused approach.
Knowledge of UK GAAP and/or US GAAP preferred.

Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.

Base Salary Compensation Range

GBP 106,700.00-120,000.00

Bonus Target:

20% Annual

e8:Td37,

As we continue to expand our presence across the DACH region, we are looking for a motivated Business Development Associate to help drive business growth and support our regional sales efforts.

Working alongside experienced sales professionals, you will play an important role in identifying and qualifying new opportunities, conducting market and account research, supporting prospect outreach, and helping build pipeline across asset managers, asset owners, banks, and other financial institutions.

This role is ideal for someone looking to build a successful career in B2B sales. You will gain valuable exposure to enterprise sales processes, ESG and regulatory solutions, and senior client engagement, while developing the skills and experience needed to grow within a dynamic commercial organization.

Key Responsibilities

Support territory and account planning activities across the DACH region.
Generate and qualify new business opportunities.
Conduct prospecting and outreach activities to engage potential clients.
Support pipeline generation and market development efforts across the DACH region.
Maintain accurate CRM data and pipeline reporting.
Collaborate closely with Sales, Marketing, Consulting, and Client Success teams.

Qualifications

Strong prospecting, research, and lead generation skills.
Excellent organizational skills and attention to detail.
Strong communication skills and ability to engage with senior stakeholders.
Proactive self starter, results-oriented, and able to work independently.
Interest in ESG, sustainable finance.
Fluency in English and German (essential).
Minimum 3 to 5 years of experience in sales support, business development, inside sales, or a related commercial role.

Does this sound like the right opportunity for you? We'd love to hear from you. Apply today.

Base Salary Compensation Range

EUR 48,700.00-68,166.66

Commission Target:

66% Annual

This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors.

e9:Taad,

We are looking for a motivated Business Development Associate to support the growth of our Nordics business.

Working alongside experienced sales professionals, you will focus on identifying and qualifying new opportunities, conducting market and account research, supporting prospect outreach, and helping build pipeline across asset managers, asset owners, banks, and other financial institutions.

This role is ideal for someone looking to develop a career in B2B sales. You will gain exposure to enterprise sales processes, ESG and regulatory solutions, and senior client engagement.

Key Responsibilities

Support territory and account planning activities.
Generate and qualify new business opportunities.
Conduct prospecting and outreach campaigns.
Maintain CRM data and pipeline reporting.
Collaborate with Sales, Marketing, Consulting, and Client Success teams.
Contribute to pipeline generation and market development across the Nordicsregion.

Qualifications

Strong prospecting, research, and lead generation skills.
Excellent organizational skills and attention to detail.
Strong communication skills and ability to engage with senior stakeholders.
Proactive self starter, results-oriented, and able to work independently.
Interest in ESG, sustainable finance
English and Swedish fluency (essential) - Fluency in Finnish, Danish, or Norwegian would be a strong advantage
2 to 5 years of experience in sales support, business development, inside sales, or a related commercial role.

Base Salary Compensation Range

SEK 555,000.00-850,333.33

Commission Target:

43% Annual

This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors.

S99_MstarSwedenAB Morningstar Sweden AB Legal Entityea:T16d4,

The Group: Morningstar's Analytics group turns data into the methodologies, analytics, and insights that help investors make better decisions. We build proprietary intelligence across hundreds of thousands of securities and the portfolios that hold them: equities, fixed income, managed investments, and, increasingly, private and alternative assets. We are applying AI to make that intelligence more accessible and to bring it into investors' research and portfolio workflows. As one of the largest independent sources of fund, equity, and credit data and research in the world, Morningstar is guided by a single mission — empowering investor success.

The Role:

We are seeking an Associate Director of Quantitative Research to lead our Investment & Time Series team. This team owns a broad and growing set of the calculations that underpin Morningstar's data — fund flows, fees, asset allocation, performance, and more. Together, they form a foundational layer that a huge range of downstream products and research depend on getting right.

You will lead a team that operates across two modes: a steady stream of tactical work — client-driven methodology checks, regulatory-driven updates, one-off investigations — and a smaller number of larger initiatives where the team is building deeper, lasting expertise. You will be the team's technical anchor, providing the methodology judgment your team can lean on, and its connective tissue with the many stakeholders — Product, Analytics, Data, and others — whose requests and dependencies flow through this team constantly.

This position is based in our Mumbai office.

Responsibilities:

Own the team's day-to-day tactical work — client-driven methodology checks, regulatory-driven updates, one-off investigations — ensuring requests are triaged, resolved, and communicated back reliably.
Operate reliably across multiple concurrent projects, ensuring robust, on-time delivery as request volume grows.
Lead a smaller number of larger research initiatives each year, building the team's expertise in the areas it's asked to focus on rather than staying purely reactive.
Serve as the team's methodology anchor: since the team skews less senior, you'll be the one making the calls, reviewing logic, and catching errors before they reach production, not just delegating and checking in.
Coordinate with Product Management and Data Strategy, Technology, and other stakeholders — including Data Collection, Product teams, and local market experts — translating requests into clear specifications, supporting Product Management's intake-to-production process, and keeping methodologies relevant and well documented.
Raise the bar on documentation quality and completeness, with the goal of making the team's methodologies easier for others — including client support — to understand and use without needing to ask the team directly.
Use AI to strengthen how the team documents and validates its work — from AI-assisted specification and documentation to using AI as a check within methodology and QA processes.
Mentor team members earlier in their careers, building their judgment and technical depth over time, while growing the team's more senior members toward real autonomy in driving projects and owning quality.

Requirements:

A successful candidate will bring strong, hands-on expertise across a broad range of financial and quantitative domains — such as risk and return analysis, security- and portfolio-level analytics, time series methods, and asset allocation — with enough depth to make sound, independent methodology judgments across all of them.
CFA designation is considered a strong asset.
Highly proficient with modern data tools — AWS, datalake, Python notebooks — with the coding depth to work efficiently and independently across large, varied datasets.
Track record of using AI thoughtfully in a technical or analytical role — not just adopting a tool, but changing how documentation or quality checks actually get done.
Demonstrated ability to manage and prioritize a high volume of concurrent, often time-sensitive requests without sacrificing quality.
A track record of growing team members at different career stages — from building judgment in early-career staff to giving senior staff enough ownership that they no longer need you for every decision.
Experience earning trust with non-technical stakeholders — able to point to a time a technical or methodology explanation actually changed how a stakeholder made a decision, not just kept them informed.
Minimum 7 years of experience in quantitative research, financial data, or a related analytical field.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityeb:T1223,

About the Team

The Structured Finance Analytics Team is composed of a Quant team, a Data Analytics team, a Solutions team, and a Cashflow Modelling team. The Quant team has been growing over the last few years, comprising a global team of a dozen people today, located in the US and in Europe. The Quant team builds models and analytical tools to help rating analysts assess the credit risk of a transaction.

The Role

As a Quant Analyst you will execute proprietary research for building various types of credit rating models, such as factor models and predictive models covering asset classes of ABS, CMBS, RMBS and Structured Credit. The Quant team will collaborate with members from the Credit Ratings, Credit Practices, Methodology Review Function, Data Engendering and Technology teams to create class leading models that are as innovative as understandable in the marketplace.

Responsibilities

Support rating methodology development and participate in the implementation of quantitative models such as credit predictive models.
Develop, maintain and enhance proprietary Python and C++ libraries related to model building.
Leverage structured and unstructured datasets to build new quantitative frameworks to assist analysts in informed decision making.
Assisting development of analytics-based solutions, taking ownership of the design and development of solutions to scale out information ingestion, storage, computation (training/inference), validation.
Participate in analyst conversations to understand ongoing analyst issues and merging market trend.
Contribute to the development and writing of quantitative research papers supporting model development, methodology enhancements, and analytical innovation.

Requirements

Bachelor’s degree; Master’s degree or PhD preferred in Mathematics, Engineering, Physics, Economics, Finance, Statistics, or a related quantitative discipline.
Minimum 5 years of experience within a rating agency (preferred) or financial institution.
Minimum 5 years of hands-on experience in RMBS/ABS/CLO defaults and losses modelling.
Coding skills in a major programming language Python or C++ and experience writing research articles and/or technical documentation using LaTeX.
Strong knowledge of statistical modelling, probability theory, numerical analysis and stochastic calculus.
Strong knowledge of numerical methods (numerical integration, Monte Carlo simulation, root-finding and general optimisation techniques).
Excellent understanding of securitisation products.
Understanding both business and technical requirements, and the ability to serve as a conduit between technical and non-technical departments.

Nice to have

CQF or postgraduate degree in quantitative finance, economics, or STEM fields is highly desired.
Exposure to main Python packages for numerical computing and Machine Learning / Data Science (NumPy, Pandas, Scikit-Learn and SciPy).
Ability to perform rigorous data analysis on large datasets.
Experience developing cloud applications (AWS preferably).

Base Salary Compensation Range

EUR 63,400.00-92,133.00

Bonus Target:

20% Annual

ec:T13cb,

About Morningstar

Morningstar is a leading provider of independent investment insights, data, and research. Our products and services help investors, financial professionals, and organizations better understand investments and make informed decisions.

The Role

As a Level II Senior Client Support Specialist, you will support complex data and data product cases that are escalated from the Level I support teams. You will work closely with Client Service Support, Data Product Management, and Data Operations to ensure resolution of these issues. Our analysts are responsible for researching identified issues, ensuring timely resolution, and communicating outcomes to all appropriate team members. Timely resolution requires coordinating resources across various data teams.

This is also a client-facing role, with occasional opportunities to meet with clients by phone or in person.

This position is based in our Chicago office and follows a hybrid schedule, with four days per week in the office.

Responsibilities

Work with the Level II Manager to define the Level II workflow for the Data Division. Contribute to ongoing efforts to streamline and improve this and related workflows.
Utilize metadata to identify trends within large volumes of data cases. Propose solutions to mitigate those trends and champion cross-team projects to implement approved solutions.
Track, evaluate, and determine the resolution approach for complex data issues that escalate from the Level I teams, including Product Support, Client Service Consulting, and Relationship Management.
Demonstrate a high sense of ownership of issues in the data ticket queue by providing timely updates, follow-up, escalation, and resolution.
Prioritize issues appropriately based on severity and impact.
Partner with Client Service, Product, and Sales to ensure issue-management processes are followed.
Understand the roles, responsibilities, and expertise of internal stakeholders to help expedite issue resolution.
Meet with clients by phone or in person from time to time to support issue investigation and resolution.

Requirements

3+ years of relevant professional experience.

Excellent writing, communication, problem-solving, organizational, and analytical skills.
Ability to work independently and manage competing priorities and deadlines.
Excellent computer skills.
Morningstar Data Product knowledge is a plus.
Bachelor’s degree required.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$76,550.00-112,266.66

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entityed:T1706,

About Morningstar

The Role

As a Level II Client Support Specialist, you will support complex data and data product cases that are escalated from our Level I support teams. You will work closely with Client Service Support, Data Product Management, and Data Operations to ensure these issues are resolved.

Our analysts are responsible for researching identified issues, ensuring timely resolution, and communicating outcomes to the appropriate team members. Resolving these issues often requires coordinating resources and expertise across multiple data teams.

This is also a client-facing role, with occasional opportunities to meet with clients by phone or in person.

This position is based in our Chicago office and follows a hybrid schedule, with four days per week in the office.

Responsibilities

Work with the Level II Manager to define the Level II workflow for the Data Division and contribute to ongoing efforts to streamline and improve this and related workflows.
Use metadata and case information to identify trends across large volumes of data-related issues. Propose solutions to address recurring trends and help drive cross-team projects to implement approved solutions.
Track, evaluate, and determine the appropriate resolution approach for complex data issues escalated from Level I teams, including Product Support, Client Service Consulting, and Relationship Management.
Take ownership of issues in the data ticket queue, providing timely updates, follow-up, escalation, and coordination through resolution.
Prioritize issues appropriately based on severity and impact.
Partner with Client Service, Product, and Sales to ensure issue-management processes are followed.
Develop an understanding of the roles, responsibilities, and expertise of internal stakeholders to help connect issues with the appropriate resources and expedite resolution.
Collaborate across Data, Product, Client Service, and other teams to ensure complex issues are effectively investigated and resolved.
Communicate directly with clients by phone or in person, as needed, to support the investigation and resolution of issues.

Requirements

Bachelor’s degree required.
1–2 years of relevant professional experience in data support, product support, client service, technical support, data operations, or a related field.
Excellent written and verbal communication skills.
Strong problem-solving, organizational, and analytical skills.
Ability to work independently and effectively manage competing priorities and deadlines.
Strong computer skills and experience working with data, spreadsheets, databases, CRM or ticketing systems, or similar business applications.
Ability to investigate issues, work through problems methodically, and identify trends or patterns within data or case information.
Strong attention to detail and a demonstrated sense of ownership when managing issues through resolution.
Ability to collaborate effectively across multiple teams and stakeholders.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$61,700.00-90,483.33

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entityee:Tbc8,

Job Title: Security Analyst

Location: Vashi, Navi Mumbai (4 days working from office)

Shift: Rotational Shift

Job Description:

The Area: The Information Security Team is a central function governing corporate and product security globally. We have built a strong team of high performing security experts and are creating a new team within Information Security here at Morningstar. As a member of our new Security Operations Center Team, you will get to be a part of a growing and well supported program protecting Morningstar’s Infrastructure, Data, and People.

The Role: As an analyst on our Security Operations Center Team, you will monitor and analyze threats, provide security monitoring, and incident response services. Day to day you will work with the team to understand, mitigate, and respond to threats quickly, restoring operations and limiting impact. You will analyze incidents to determine scope and impact and assist in recovery efforts. You will combine threat intelligence, event data, and assessments from recent events, to identify patterns to understand attackers' goals and stop them from succeeding. This position is based in our Mumbai office.

Responsibilities:

Provide 24x7 monitoring operations for security alerts
Detect, analyze, report and respond to cyber security events and incidents using a combination of technology solutions and processes
Review and escalate alerts
Examine and operationalize new adversary detection methods to defend Morningstar
Assess the security impact of security alerts and traffic anomalies to identify malicious actions.
Generate reports for both technical and non-technical staff and stakeholders.

Requirements

+ A bachelor’s degree and 2-3+ years’ experience in Information Security.
+ Excellent communication skills and an understanding of cyber security fundamentals.
+ Candidates should be interested in keeping up with the latest security trends.
+ Experience with security tools

+Add-on Certification like Security+, CompTIA+, Splunk.
+ Hands on experience on any of EDR solution
+ Good understanding of Endpoint Security alert investigations

Morningstar is an equal opportunity employer

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityef:T1d55,

About Morningstar

Morningstar is a leading global provider of independent investment insights. Our mission is to empower investor success. We combine independent research, data, design, and technology to create products and solutions that help investors and other market participants make informed decisions.

The Opportunity

Morningstar is looking for a Director of Customer Support to lead our customer and enterprise issue resolution teams. In this role, you will oversee the support ecosystem for Morningstar’s core financial data and data delivery products, ensuring high-value institutional clients, enterprise partners, and retail users receive high-quality technical and data support.

As a strategic leader, you will bridge the gap between client-facing support teams, Product Management, and Technology. In addition to leading day-to-day support operations, you will identify opportunities to improve resolution workflows and the client experience through technology, automation, AI-enabled tools, and data-driven improvements.

This position is based in our Chicago office and requires four days per week in the office.

Key Responsibilities

Team Leadership & Operational Excellence

Lead, mentor, and scale a regional team of product support managers, technical support engineers, and data specialists.
Optimize support operations by establishing, monitoring, and exceeding key performance indicators (KPIs) and service level agreements (SLAs).

Cultivate a continuous learning culture, ensuring the team stays deeply knowledgeable about Morningstar’s evolving data taxonomy, software capabilities, and internal tools.

Enterprise & Customer Issue Resolution

Serve as the escalation point for critical, high-impact technical and data-related issues affecting enterprise clients.

Coordinate rapid-response efforts during major system incidents or complex data anomalies, collaborating closely with Technology Operations and Quality Assurance.

Cross-Functional Collaboration & Product Advocacy

Partner with Product Management and Engineering to share regional support trends and advocate for product enhancements that reduce support volume and improve the user experience.

Collaborate with Account Management and Sales to support high-stakes client renewals and provide transparent updates on complex issue resolution.

Oversee post-mortem analyses for major incidents, ensuring root causes are addressed and preventive actions are integrated into the product roadmap.

AI & Automation

Identify and implement opportunities to use AI, automation, and intelligent workflows to improve support processes, issue resolution, and operational efficiency.

Partner with internal technology teams to leverage data, analytics, and emerging tools to identify support trends and improve the customer experience.

Qualifications

Education: Bachelor’s degree in Finance, Economics, Computer Science, Information Systems, or a related field. An advanced degree or relevant certifications, such as CFA or ITIL, are a strong plus.

Experience: Minimum of 8–10 years of experience in technical support, product support, or customer success within the financial technology (FinTech) or financial services sector.

Technology & Automation: Experience leading digital transformation, workflow automation, or AI/ML initiatives within a customer service or technical support environment. Experience with AI-powered ticketing systems, CRM automation tools, or LLM integrations is highly desirable.

Leadership: At least 4+ years of experience directly managing high-performing, customer-facing technical teams and guiding them through organizational change.

Domain Knowledge: Deep understanding of financial market data, including equities, fixed income, and managed investments, and modern data delivery mechanisms such as APIs, cloud data sharing, and SaaS platforms.

Problem Solving: Proven ability to navigate highly complex technical architectures and manage high-pressure enterprise escalations with empathy and clarity.

Communication: Exceptional written and verbal communication skills, with the ability to translate complex technical concepts into actionable business insights for executives and clients.

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$165,875.00-254,341.66

Inclusive of annual base salary and target incentive

001_MstarInc Morningstar Inc. Legal Entityf0:T10f1,

The Senior Data Consultant – Canada, plays a critical role in championing Morningstar managed investment data capabilities in the local market. You will collaborate internally with global data and Canada business teams, and externally with managed investment data providers and Morningstar customers, to support Morningstar data and business growth strategies. More specifically, the Senior Data Consultant will build relationship with providers to acquire data, partner with client-facing internal stakeholders to demonstrate our data capability and quality in business-conducting activities, and return the voice of local market to the global data teams, in order for us to continuously raise our data capability and improve client experience. The position will be based in Morningstar Toronto office, and report to Head of Managed Investment Data, Americas.

Responsibilities:

Manage data relationships with Canadian asset managers, industry associations and third-party administrators. Visit fund companies for service reviews and providers to set up data acquisition channels, partner with process experts to collect and onboard complex datasets into Morningstar global databases, as well as act as a point of escalation when such data acquisition channels fail.
Promote Morningstar managed investment data capability and quality at a local market level to internal client-facing teams and external existing & prospective customers.
Champion projects focused on enhancing Morningstar managed investment databases in order to meet changes in our industry, evolving product roadmaps and client’s needs. This includes providing business analysis on market trends and regulatory changes, suggesting new data & content strategies based on local business requirements, as well as liaising with associations or working groups in order to design data collection plans, and ultimately bring back the voice of the client and local market to widen the moat of Morningstar Data.
Monitor local market trends, competitor movements, and Morningstar data services, and thereafter make recommendations to relevant teams in order to ensure Morningstar is well placed to act on any opportunities that may arise.
Serve as point of escalation and the subject matter expert of local market to help resolve client data questions as part of data level-3 support where needed.

Qualifications

Solid understanding of the Canadian investment management industry, primarily in areas of asset management, fund distribution, and wealth management spaces. Passionate about investment data.
Minimum 6-year relevant experience working with financial data, and deep subject matter expertise on managed investment datasets, processes, methodologies and/or analytics.
Rich experience working to support business growth and client engagement activities.
Excellent communication (both written and verbal) and negotiation skills, and strong problem solving and analytical skills.
Proven ability to multi-task, handle complex relationships, and work in a fast-paced environment.
A bachelor’s degree or equivalent is required.
Previous experience in data management and relationship management role is highly preferred.
Fluent English, French is a plus.

Base Salary Compensation Range

$77,867.00-$114,193.00

Incentive Target Percentage

12.5% Annual

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entityf1:T1c85,

The Group:

Morningstar's mission is to empower investor success. Morningstar Indexes was created to meet the evolving needs of investors and to be a strong advocate for them. With our rich history as a transparent, investor-focused leader in data and research, we are uniquely positioned to help individuals, institutions, wealth managers, and advisors navigate investment opportunities across all asset classes, styles, and strategies. Whether assessing risk and return through traditional benchmarks or assisting investors in integrating ESG goals, our diverse range of index solutions addresses the complex questions investors face today, helping them achieve their long-term goals.

The Role:

Morningstar Indexes is seeking a Director of Product Operations to bring structure, rigor, and commercial discipline to our Product organization. This senior individual contributor role owns pricing strategy and governance, leads a structured prioritization process across the roadmap, partners closely with Operations & Technology to align delivery with commercial priorities, and drives the practical use of AI — both to improve internal efficiency and to identify new commercial opportunities. This cross-functional role will work with the Morningstar Indexes product managers to support commercial growth across each of our asset classes. This role reports to the Global Head of Product and Research, Indexes, and must be based in our Chicago office. Morningstar does require employees to be in the office four days a week. This role may involve occasional travel to other Morningstar locations.

The Responsibilities:

Design and operate a structured prioritization framework for the product roadmap, so investment is tied to commercial impact and strategic fit rather than ad hoc requests.

Partner with Operations and Technology leadership as a peer to translate product priorities into an actionable delivery queue, balancing commercial priorities, client demand, platform constraints, and technical debt.

Own business intelligence requirements for the Indexes product organization: define the core metrics and KPIs specify the reporting needed to track them, and partner with Data, Finance, and Sales Operations to deliver dashboards that give Product Leadership and Commercial teams a single trusted view of performance.

Identify and evaluate new commercial opportunities enabled by AI, including new product delivery channels, and AI-specific pricing or monetization models.

Establish and run an annual pricing review process tied to product launches, renewals, and market changes, and track wins and losses tied to pricing decisions.

Identify and drive practical AI use cases that improve efficiency across product and index workflows, from concept through implementation. Bring together best practices across the Morningstar organization.

Tie major product investments to a business case — revenue impact, margin impact, payback period — and hold initiatives accountable until post-launch.

Work cross-functionally with Product, Operations, Technology, Legal & Compliance, and Sales to ensure new products meet scalability, data integrity, and governance standards before entering the roadmap.

Present findings, trade-offs, and recommendations to senior stakeholders, including Product Leadership and Commercial teams.

The Requirements:

10+ years in product management, product operations, or commercial strategy roles, ideally in indexing, asset management, or financial data.

Proven experience building or running a pricing framework, including packaging, tiering, and discount governance.

Experience designing and operating a prioritization process for a product roadmap.

Experience partnering with operations and engineering/technology leadership as a peer in a matrix organization.

Familiarity with the index lifecycle and ETF ecosystem strongly preferred.

Experience with AI or data-driven initiatives, including practical use cases for both efficiency and new monetization.

Strong quantitative and analytical skills; comfort building and defending a business case with data.

Excellent cross-functional communication skills and comfort presenting to senior stakeholders.

Comfortable driving difficult trade-off decisions based on data.
Bachelor's Degree

Total Cash Compensation (Base + Incentive) Range: $165, 875.00- $298,575

Compensation and Benefits

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

f2:T1825,

Job Title: Accounting Manager

Role Purpose:

The Accounting Manager, Americas Accountant plays a pivotal role in a fast-paced multinational and shared services finance environment by leading month-end financial close activities and ensuring accuracy and compliance with US GAAP and internal policies. This role will work across core accounting, close, and controls —with strong exposure to process improvement and transformation initiatives. You will partner with cross functionalcross functional stakeholders to ensure financial records are complete, compliant (US GAAP), and audit ready audit ready.

Key Responsibilities:

Support timely month‑end close with focus on completeness, accuracy, and quality of substantiation.
Review the financial statements and analyze key variances and provide analytical insights. 
Execute/support accounting operations across GL, AP, AR, billing, revenue accounting, accruals, expense accounting, intercompany, and reconciliations based on assigned scope.
Prepare and review account reconciliations, ensuring clear explanations, support, aging follow ups follow-ups, and timely resolution of open items.
Coordinate with shared services / operations teams to ensure smooth end‑to‑end accounting flows and issue resolution.
Act as an SME by providing guidance on appropriate accounting treatments for complex or non-routine transactions. Enforce compliance with internal controls and company accounting policies, maintaining an audit-ready environment with proper documentation.
Identify opportunities for simplification, standardization, and automation across close, reconciliations, validations, and reporting.  
Drive initiatives to shorten the close cycle and enhance reporting accuracy, including exploring AI and advanced financial systems integration where beneficial.
Partner closely with cross-functional teams – including FP&A, Accounts Payable/Receivable, Tax, Treasury, Operations, and local finance teams – to facilitate smooth end-to-end finance processes.

Success Measures (Key Outcomes):

Timely & Accurate Closings: Consistently complete monthly and quarterly closings on schedule with high accuracy, yielding reliable financial statements and minimal post-close adjustments.
Financial Integrity: Achieve strong balance sheet integrity through well-documented, fully reconciled accounts (no aged or unexplained items) and effective elimination of intercompany mismatches in consolidation.
Process Improvements: Implement efficiency enhancements that reduce close timelines, streamline intercompany processes, or automate with a focus on automating or standardizing e routine tasks, demonstrating continuous improvement in the RTR function.
Partnership and reporting, working as an extended arm of local Americas controllership team.

Qualifications & Experience:

Chartered Accountant (CA) with 6-10years post‑qualification experience in industry and/or audit environment (shared services / multinational exposure preferred).
5+ years of relevant post-qualification accounting experience (e.g., general ledger, financial close, auditing or financial reporting), preferably within a multinational company or global shared services environment.
Strong foundation in accounting principles; exposure to US GAAP and awareness of local statutory requirements is an advantage.

Core Competencies & Skills:

Strong accounting and reconciliation discipline; structured close execution.
Experience with Oracle and Salesforce platforms is preferred. Exposure to Oracle EPM applications, including Financial Consolidation and Close (FCCS) and Account Reconciliation (ARCS), would be advantageous.
Systems mindset: ability to understand process flows and controls end to end.
Proactive in identifying opportunities for technology adoption and integrating innovative solutions to enhance workflow agility.
Attention to detail – meticulous in financial data validation, reconciliations, and document preparation to ensure completeness and accuracy of reporting.
Behavioral Competencies:
Ownership & Accountability: Proactive “owner” mindset with a bias for action and closure; takes full responsibility for deliverables and outcomes.
Communication & Collaboration: Clear and effective communicator able to explain financial concepts to non-finance stakeholders; skilled at working across teams, cultures, and time zones.
Problem Solving: Strong critical-thinking and problem-solving skills, with the ability to resolve complex accounting issues and adapt to new challenges. Strong critical-thinking and analytical skills, with intellectual curiosity to investigate anomalies, identify root causes, resolve complex accounting issues, and make sound decisions in a dynamic environment.
Time Management: Capable of managing multiple priorities and meeting strict deadlines in a fast-paced, dynamic environment.
Continuous Improvement: Innovative and adaptable, always seeking ways to improve processes, adopting new technologies or best practices, and champion efficiency in the controllership function.

Morningstar is an equal opportunity employer

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entityf3:T19f2,

The Area: The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals.  We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios.  Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve. 
Shift: UK Shift

Role Summary:

The Data Quality Automation Engineer will join the Systematic Strategies team in the Research & Investment group. This experienced professional will design and implement automated data quality controls, validation frameworks, reconciliation processes, and monitoring solutions across enterprise-scale data platforms. The ideal candidate combines expertise financial data management and automation engineering, with a passion for building scalable controls that improve data quality and operational efficiency.

Key Responsibilities

The successful candidate will

Design, build, and maintain enterprise-scale automated data quality frameworks like Great Expectations, AWS Glue Data Quality, Amazon Deequ, or similar data validation frameworks

Experience implementing and maintaining data quality controls by establishing quality metrics for multi-asset class financial datasets.

Develop automated monitoring controls capable of identifying anomalies, outliers, missing data, stale data, and reconciliation breaks

Validate investment datasets sourced from multiple external providers including Bloomberg, FactSet, Morningstar, LSEG, and other market data vendors

Develop automated source-to-target reconciliation frameworks across ingestion, transformation, and reporting layers

Collaborate with Data Engineering teams to embed data quality controls throughout ETL/ELT pipelines

Support onboarding and robustness checks for new datasets including validation of data completeness, accuracy, consistency, and fitness for downstream investment and research workflows

Requirements:

Advanced Python development

Strong SQL and data analysis skills

Hands-on experience with PySpark and distributed data processing

Experience building automated data validation and reconciliation frameworks

Experience working with large-scale structured and semi-structured datasets in financial domain

Data profiling, anomaly detection, and root-cause analysis experience

Required Technical Skills

Advanced SQL, Python, and PySpark skills

Exposure to designing, developing, and maintaining automated data quality frameworks

Strong expertise in financial data testing, data profiling and root cause analysis

Exposure to cloud-based data platforms and services (AWS preferred)

Exposure to AI productivity tools such as ChatGPT, Microsoft Copilot, and GitHub Copilot, with responsible validation of AI-generated outputs.

Preferred Qualifications

Bachelor's or master's degree in quantitative, financial, economic, or engineering discipline

2+ years of experience in Data Quality Engineering, Data Engineering, Analytics Engineering, Financial Data Management, or Investment Technology

Morningstar is an equal opportunity employer.

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