Jobs at Morningstar

Provides North American regulatory legal counsel for financial services operations, advising on regulatory strategy, compliance, AI initiatives, new business lines, investigations, examinations, registrations, and agency negotiations. The role supports regulatory defenses and settlements, develops compliance policies, monitors regulatory changes, and collaborates with internal compliance teams and external parties. Candidates need a law degree, bar admission eligibility, at least five years of relevant financial services or securities law experience, and proficiency with artificial intelligence.

Owns end-to-end planning, budgeting, forecasting, reporting, and performance analysis for the US Investment Management business. Leads variance analysis and creates credible, executive-ready financial narratives, challenging assumptions and advising senior leaders on risks and tradeoffs. Partners with business stakeholders, improves FP&A processes and controls, and applies AI and automation to streamline forecasting and reporting. Requires strong business acumen, advanced Excel and PowerPoint skills, and experience presenting financial insights to senior leadership.

Leads EMEA talent acquisition strategy and teams, partnering with senior stakeholders on workforce planning and hiring. Establishes structured, evidence-based assessment practices, develops recruiters, improves recruiting technology and AI adoption, and uses talent intelligence and hiring data to guide decisions. Coaches hiring managers and recruiters on interviewing, calibration, and selection quality while contributing to global talent acquisition initiatives.

Support global demand generation by administering Salesforce and Pardot, maintaining contact data integrity, cleansing and segmenting contact databases, supporting outbound marketing campaigns, analyzing campaign performance, and leading projects to automate workflows and produce reports that demonstrate business impact.

Leads Morningstar’s Investment and Time Series team, overseeing quantitative methodology, financial analytics, time-sensitive investigations, and larger research initiatives. Serves as the technical methodology authority, reviews logic, ensures quality, coordinates with Product, Data, Technology, and market stakeholders, improves documentation and AI-assisted validation, and mentors quantitative researchers. Requires broad expertise in investment analytics, time series, asset allocation, modern data tools, and team leadership.

Leads global financial reporting, including consolidated financial statements, SEC filings, earnings releases, management and board reports. Oversees stock compensation, lease accounting, monthly close, reconciliations, cash flow review, SOX compliance, audits, XBRL tagging, FCCS, and the global chart of accounts. Manages the Financial Reporting team, develops accounting policies, resolves complex U.S. GAAP issues, and prepares analyses for management and auditors.

Provides L1/L2 application production support for financial products and services. Responsibilities include troubleshooting technical and data issues, monitoring applications, managing incidents and service requests, communicating resolutions, maintaining knowledge bases, improving software supportability, and coordinating with global teams. The role requires ownership of ticket queues, SQL debugging, service desk tool experience, and technical knowledge of .NET, Python, AWS, JavaScript, and relational databases.

Leads analysis and credit ratings for consumer asset-backed securities transactions. Evaluates collateral performance, transaction structures, legal frameworks, cash flows, credit enhancements, servicing, and macroeconomic risks. Presents recommendations to rating committees, engages issuers and market participants, authors reports and research, contributes to methodology development, and mentors junior analysts.

Lead global business development for structured credit, building relationships with asset managers, lenders, arrangers, issuers, and investors across CLOs, leveraged loans, and fund finance. Identify new business opportunities, expand ratings activity, represent Morningstar DBRS at client and industry events, and collaborate with analytical, marketing, and leadership teams. The role requires structured credit market knowledge, strong relationship-building skills, proactive commercial development, and confidence engaging senior financial stakeholders.

Analyzes product, visitor, subscriber, acquisition, engagement, and retention data across Morningstar’s investor products. Builds KPI dashboards, automated reporting, forecasting and financial models, cohort and lifetime-value analyses, and SQL-based data pipelines. Partners with engineering and data teams to improve tracking, data infrastructure, and reporting accuracy. Uses insights to optimize pricing, marketing spend, customer acquisition, product engagement, and retention strategies.

Supports credit ratings and surveillance for European ABS transactions. Responsibilities include analyzing collateral, cash flows, transaction documentation, amendments, and credit risk; applying rating methodologies; preparing materials and reports; participating in rating committees; communicating conclusions to internal and external stakeholders; coordinating analytical workstreams; reviewing junior analysts’ work; and supporting regulatory publishing and compliance activities.

Develop and maintain quantitative credit risk models and analytical tools for structured finance transactions, including ABS, CMBS, RMBS, and structured credit. Responsibilities include proprietary research, Python and C++ library development, statistical and predictive modeling, large-scale data analysis, model validation, analytics solution design, and technical research writing. The role collaborates with credit ratings, methodology, data engineering, and technology teams to improve rating methodologies and support analyst decision-making.

Leads credit practices for Asset Finance, serving as a subject-matter expert across Project Finance, PPP, Infrastructure, and related sectors. Responsibilities include guiding methodology application, advising on complex credit issues, chairing rating committees, identifying macroeconomic and systemic risks, contributing to thought leadership, maintaining credit methodologies, and mentoring analytical teams.

Senior Vice President serving as an Asset Finance credit subject-matter expert. Responsibilities include guiding methodology application, chairing rating committees, analyzing macroeconomic and sector risks, supporting cross-sector credit assessments, developing methodologies, contributing thought leadership, and mentoring analytical teams.

Entry-level data and operations role supporting collection, verification, and maintenance of investment-related datasets. Respond to internal/client queries, follow research methods and policies, collaborate cross-functionally to resolve data issues, and learn Excel, SQL, and Power BI through structured training during a 6–12 month apprenticeship.

Leads and mentors a software engineering team while designing, implementing, and maintaining scalable full-stack systems. Responsibilities include enhancing distributed web-crawling and information-extraction systems, using cloud technologies, establishing software development and DevOps practices, designing RESTful APIs, collaborating with Product, UX, and Data Science, reducing technical debt, and driving AI-assisted development adoption.

Develop and maintain automated testing frameworks for Morningstar Indexes applications. Define automation strategies, create test cases, and implement coverage across UI, backend integration, databases, and web services. Integrate automation with CI/CD and cloud testing environments, document defects, assist with root-cause analysis, and collaborate with technology and business teams throughout development and operations.

Leads credit rating analysis for complex commercial, esoteric, and emerging asset-backed securities transactions. Responsibilities include evaluating transaction structures, collateral, originators, servicers, legal documentation, and structural protections; presenting recommendations to rating committees; managing transaction teams; mentoring analysts; monitoring outstanding transactions; developing methodologies; authoring research; and representing Morningstar DBRS with market participants.

Develop and launch benchmark, thematic, factor, strategic beta, and multi-asset indexes from concept through market release. Conduct quantitative research, machine learning, back-testing, portfolio construction, risk analytics, and statistical testing. Build AI-enabled tools, prototypes, dashboards, and automated workflows while translating complex investment concepts into methodologies, research, presentations, and client-facing narratives. Collaborate with research, product, technology, operations, and commercial teams.

Research and analyze managed investment data, translating business methodologies into data, process, and technology solutions. Design data flows, interfaces, backend logic, and quality controls; conduct feasibility and impact analyses; document requirements; coordinate implementations; communicate risks; and support data-processing improvements across global teams.