Jobs at Morningstar

Owns Morningstar Direct’s event marketing channel, including strategy, portfolio planning, execution, budgeting, vendor management, performance measurement, and optimization. Partners with Sales, Marketing, and Product teams to drive pipeline, engagement, customer relationships, and business growth through conferences, sponsorships, executive programs, hosted events, and hospitality experiences. Establishes scalable processes and uses automation, AI, and event technology to improve execution and attendee experiences.

Leads quantitative analysts in developing and launching benchmark, thematic, factor, strategic beta, and multi-asset indexes. Owns the full index lifecycle, including opportunity identification, signal testing, back-testing, methodology design, risk analytics, and launch. Champions AI-enabled research automation, mentors team members, collaborates across research groups, and develops analytical tools, white papers, and client-ready materials.

Leads engineering and data science teams building AI/ML data collection systems for large-scale unstructured data. Provides technical direction across NLP, classifiers, LLMs, MLOps, data pipelines, cloud platforms, security, and system operationalization. Responsibilities include mentoring and hiring talent, overseeing scalable model and pipeline development, collaborating cross-functionally, improving delivery processes, and ensuring reliable, secure, high-performance solutions.

Develop and configure ServiceNow solutions across HRSD, HAM, SAM, ITSM, CMDB, and related modules. Build service catalogs, workflows, integrations, data migrations, reports, dashboards, and automated tests. Collaborate with stakeholders to translate business needs into technical solutions, maintain documentation, ensure platform security and stability, and drive continuous improvements.

Leads and mentors a data engineering team responsible for enterprise data pipelines, models, governance, quality, and platform reliability. Defines the data engineering roadmap, guides cloud architecture decisions, and partners with business and technology leaders. Oversees scalable ETL/ELT workflows using modern data technologies, optimizes performance and costs, and advances AI-enabled analytics capabilities. Builds team effectiveness through hiring, coaching, retention, and performance development.

Provides hands-on technical leadership for structured finance credit risk modeling across RMBS, CMBS, ABS and structured credit. Responsibilities include developing Python and C++ modeling libraries, leading quantitative projects, conducting research and data analysis, reviewing models and mathematical derivations, collaborating across ratings and technology teams, mentoring analysts, and delivering transparent, interpretable credit models and documentation.

Lead product marketing for Morningstar Direct’s reporting solutions, including positioning, messaging, go-to-market launches, sales enablement, client adoption, competitive intelligence, and demand campaigns. Partner with product, UX, sales, client success, and marketing teams to translate reporting capabilities into customer value. Use market research, client insights, campaign performance, adoption trends, and business metrics to improve engagement, retention, and commercial growth across global investment-industry clients.

The Talent Acquisition Operations Analyst optimizes recruiting processes, systems, data integrity, governance, and candidate experience for India. Responsibilities include serving as a Workday Recruiting subject matter expert, gathering requirements, leading testing and deployment, maintaining playbooks, developing reporting needs, resolving process and technology defects, supporting recruiter training, coordinating communications, and assisting with vendor evaluation. The role requires strong talent acquisition operations, analytics, process improvement, stakeholder management, and India recruiting compliance expertise.

Develops innovative investment indexes from ideation through launch, conducting quantitative research, portfolio construction, validation, and analytics. Collaborates with research and product teams, applies statistical and machine learning techniques, and creates white papers, factsheets, presentations, and client materials. The role requires strong investment knowledge, programming and SQL proficiency, communication skills, and experience in quantitative finance or related analytical fields.

Supports structured finance analytics by automating data analysis, document downloads, data storage, reporting, and workflow optimization. Combines data from multiple sources, develops analytics using databases and cloud storage, and contributes to ratings, research, surveillance, and criteria development. The role requires accuracy, organization, teamwork, process improvement, and compliance with company policies.

Lead and manage a development team to design, implement, test, and maintain full-stack .NET-based applications on AWS. Drive architecture and technical decisions, enforce coding standards, collaborate with product and architecture teams, mentor developers, and use Agile practices to deliver features and improve team performance.

Produces recurring fund performance, attribution, risk, and peer comparison reports using Morningstar Direct and Excel. Troubleshoots return discrepancies, validates benchmarks, pricing, indexes, and vendor data, and uploads information to internal applications. Handles performance inquiries, supports GIPS verification, and contributes to portfolio attribution analysis. The role requires strong analytical, quantitative, communication, organization, and problem-solving skills, along with flexibility to support global colleagues during varying hours.

Leads investment data initiatives, ensuring accuracy, completeness, timeliness, and quality. Manages data providers, acquisition channels, escalations, and complex data issues. Acts as a fund data expert, improves processes using Lean Six Sigma, manages high-volume workflows, and translates client needs into product specifications and user stories. Requires fluent Thai and English, financial data expertise, Excel proficiency, data quality knowledge, and project management skills.

Designs, builds, and maintains scalable enterprise backend applications and APIs using C#, .NET, AWS, and microservices. Responsibilities include applying software design best practices, developing highly available systems, supporting security and scalability, collaborating with product and engineering teams, improving processes, and evaluating AI-generated code for quality, security, performance, and maintainability.

Manage and resolve product ticket issues, prioritize escalations, document workflows, and improve operational processes. Administer investment platform activities including deposits, withdrawals, account maintenance, reporting, reconciliations, corporate actions, and income distributions. Monitor discrepancies, maintain data accuracy and security, coordinate with internal and external stakeholders, and support wealth management operations. Requires strong financial services knowledge, analytical ability, organization, communication, and Excel skills.

Own discovery, validation, and delivery of agentic AI use cases for Morningstar Direct. Lead market research, experiments, prototypes, requirements, product vision, prioritization, and execution with engineering, data, design, sales, marketing, and client success teams. Engage financial professionals through demos and feedback sessions, while incorporating responsible AI principles including bias, safety, privacy, and reliability.

Support new business development and account management across Japan for ESG research products. Prospect, build pipeline, manage client relationships, coordinate sales lifecycle, prepare client materials, meet sales metrics, and collaborate internally to grow revenues.

Senior full-stack JavaScript engineer to develop and modernize web applications. Build backend APIs with Node.js, create responsive single-page apps using Angular.js or Vue.js, implement consistent CSS/SASS, follow MVC/MVVM patterns, work in Agile/Scrum, and promote usability and scalability within a financial services context.

Develop new business and grow mid-market financial-services accounts across Southeast Asia. The role involves prospecting, pipeline development, social selling, campaign collaboration, cross-selling, renewals, contract coordination, Salesforce forecasting, and representing Morningstar at industry events. The successful candidate will sell financial data solutions to asset managers, wealth managers, banks, advisors, retirement organizations, and FinTech companies, while building executive and user-level relationships and delivering revenue and retention results.

Lead Morningstar’s mid-market sales strategy in Japan by identifying new opportunities, building relationships with financial institutions, managing the full sales cycle, and driving revenue through acquisition, cross-selling, and expansion. The role requires strong knowledge of Japan’s financial services ecosystem, bilingual Japanese and English communication, Salesforce pipeline management, and collaboration with product, marketing, client success, and global teams.