Jobs at Morningstar

Produce, film, and edit video and podcast content for Morningstar’s editorial platforms, including The Long View podcast. Collaborate with journalists, investment specialists, designers, audio engineers, and social teams on short-form content, breaking news, subscriber events, live broadcasts, promotions, transcription, captions, and content repurposing. Support hosts and writers in adapting ideas for video and audio while managing production workflows and deadlines.

Build scalable data pipelines and investment data platforms supporting quantitative research, backtesting, and deployment of multi-asset investment models. Responsibilities include processing market and fundamental data, integrating third-party providers, maintaining databases and research datasets, automating workflows with CI/CD and infrastructure-as-code, and supporting cloud-based and event-driven architectures. The role collaborates closely with quantitative researchers and portfolio managers and explores AI/ML and generative AI applications.

Own the roadmap and backlog for managed investment calculation capabilities. Translate financial methodologies and business needs into detailed specifications, user stories, and acceptance criteria. Analyze investment datasets using SQL, prototype and validate calculations, investigate discrepancies, and coordinate with research, engineering, QA, and stakeholders. Ensure calculation accuracy, data quality, traceability, release readiness, and effective communication across global teams.

Manage investment fund data quality, regulatory portfolio reporting, and fund categorization initiatives across global markets. Process and validate managed investment data, resolve complex stakeholder queries, identify automation and process improvement opportunities, and create operational requirements for scalable tools. Serve as a subject-matter expert on investment data, coach junior analysts, coordinate training, and ensure accurate, timely data delivery while supporting continuous improvement through Lean Six Sigma and Agile methods.

Edit, proofread, and fact-check complex structured-finance research, ratings, and presale reports covering mortgage-backed and asset-backed securities. Ensure content follows style standards, is accurate and logically organized, and meets strict deadlines. The role also edits marketing, compliance, and client materials, collaborates across teams, and requires strong financial writing, basic math, and communication skills.

Research and assess Asia-based fund managers, investment strategies, and managed products. Lead manager interviews, develop rating notes and research reports, formulate investment opinions, contribute to thought leadership, and help shape research methodologies. The role also involves analytical assignments, stakeholder engagement, administrative work, and collaboration with global investment, research, data, and software teams.

Analyze Canadian structured finance transactions, including collateral, deal structures, legal documentation, financial models, and cash-flow engines. Support rating committee presentations, reports, press releases, research, and credit recommendations. Build relationships with clients and external stakeholders while developing expertise in structured finance methodologies for ABS and ABCP transactions.

Performs Structured Finance security mappings, data quality controls, reconciliations, regulatory dataset validation, and data issue resolution. Maintains metadata, data dictionaries, and data lineage while supporting data governance and AI-ready initiatives. Collaborates with Data, Credit Operations, Technology, and global stakeholders to ensure accurate, complete, timely, and compliant ratings and regulatory data.

Performs Structured Finance security mappings, data quality controls, reconciliations, regulatory reporting checks, and dataset validation. Maintains metadata, data dictionaries, and data lineage for governance and AI-ready initiatives. Investigates and documents data issues while collaborating with Data, Credit Operations, Technology, and global stakeholders. Supports accurate, complete, timely, and compliant ratings and regulatory datasets.

Supports CMBS credit ratings through commercial real estate loan and property analysis, underwriting cash flows, market-data research, third-party report review, and rating report preparation. The analyst assists with rating committees, regulatory disclosures, publishing workflows, transaction tracking, issuer communications, and property site visits while following rating methodologies and compliance policies.

Supports lead analysts in evaluating CMBS, REIT, and real estate operating entity credit risk. Responsibilities include modeling stabilized cash flows, maintaining financial projections, researching market data, reviewing property reports, monitoring industry indicators, drafting rating materials, supporting rating committees and regulatory disclosures, and communicating with issuers, investors, and intermediaries. The role requires developing expertise in North American commercial real estate, structured finance, and rating methodologies while maintaining compliance with company policies.

Conduct fundamental equity research on approximately 20 communications services stocks, focusing on advertising and consumer services. Analyze filings, reports, news, and data; maintain discounted cash flow valuations; publish company reports; assess economic moats; develop industry relationships; identify investment opportunities; and respond to client inquiries. The role requires client-facing communication, collaboration with global teams, and impartial, investor-focused judgment.

Lead original quantitative research on workplace retirement plans, participant behavior, household finance, and retirement policy. Conduct econometric and simulation-based analysis using administrative, survey, and participant-level data. Develop publications, presentations, client analyses, and regulatory comment contributions while translating complex findings for technical and nontechnical audiences. The role also requires retirement subject-matter expertise, stakeholder collaboration, and application of research to Morningstar products and clients.

Supports enterprise clients using Morningstar’s research, data, and analytical products. Resolves time-sensitive product issues, manages escalations, coordinates with Data, Engineering, Implementation, Product Management, and Sales teams, and ensures service-level compliance. Acts as a product expert and client consultant while identifying opportunities to expand solutions. The role requires financial markets knowledge, technical troubleshooting skills, strong communication, documentation, and rotating weekend and public-holiday availability for global 24x7 support.

Manage office experience and workplace operations in PitchBook Mumbai, including facilities readiness, space planning, workplace technology, events, inventory, vendors, procurement, communications, business continuity, safety, and employee feedback. Coordinate issues and improvements across Facilities, IT, Infrastructure, Finance, Procurement, and Communications while maintaining operational trackers and ensuring actions are completed.

Monitor and administer Morningstar’s global conflicts of interest compliance program, including securities trading, gifts and entertainment controls, restricted-list processes, documentation, reporting, training, and regulatory examination support. Operate the global Conflicts Management System, escalate issues, maintain records, and collaborate with international compliance teams on projects. The role requires working in the office four days per week.

Supports Morningstar’s global conflicts-of-interest compliance program across multiple business units. Responsibilities include monitoring securities trading, gifts and entertainment, administering the conflicts management system, maintaining control documentation, preparing management reports, delivering compliance training, supporting regulatory examinations, developing procedures, and supervising team members. The role requires four days per week in the Mumbai office.

Manage global HR operations, employee queries, Workday transactions, ServiceNow cases, HR data audits, reporting, dashboards, and process improvements. Support HR stakeholders with standardized processes, automation, and AI-enabled efficiencies while maintaining confidentiality and data accuracy. The role requires collaboration with global teams and functions including Legal, Compliance, Finance, Talent Management, and Total Rewards.

Analyze U.S. residential mortgage-backed securities transactions for credit ratings, assessing collateral, deal structures, credit enhancement, and legal frameworks. Present findings to rating committees, perform sensitivities and stress testing, support models and criteria enhancements, and publish market commentary. The role also involves collaborating with senior analysts and engaging bankers, issuers, investors, and other market participants.

Reports on financial markets, economic trends, investing news, and major stock movements. Writes articles using Morningstar research and data, creates data-driven charts and tables, collaborates with editors to meet deadlines, and trains on Morningstar’s financial information database.