All Teams

Morningstar Research Team in Chicago

Research at Morningstar spans markets, asset classes, and disciplines, all connected by the same purpose: give investors what they need to make confident decisions. Our independent research covers equities, managed investments, fixed income, alternatives, private markets, ESG and climate, and credit ratings. Analysts bring their own judgment to complex questions, and that independence is central to how the work gets done.

Team FAQs

What's it like to work in Research at Morningstar in Chicago?

The work centers on independent analysis, evidence-based judgment, and clear written research. Depending on your team, you might be rating funds, modeling credit risk, assessing ESG risk across companies and markets, forming views on individual securities, or building the quantitative models behind Morningstar products. Analysts are trusted to develop and defend 

What training and learning resources does Morningstar offer its Research team in Chicago?

We support research analysts with opportunities to deepen their expertise through continuous learning, internal mobility, role-relevant certifications, educational and wellness stipends, and paid sabbaticals.

What else should people know about Research at Morningstar in Chicago?

Chicago is Morningstar's headquarters, a downtown location with local office events and small weekly traditions like alternating bagels and donuts every Wednesday.

What People Are Saying About Morningstar

  • Work-Life Balance: In Chicago’s Research teams, hours are generally manageable with hybrid flexibility, and a local Research leader specifically highlighted good work-life balance. While deadlines can create spikes, the baseline is described as healthier than traditional Wall Street settings.
  • Team Support: Colleagues in Chicago Research are often seen as collaborative, low‑ego, and approachable, creating a supportive day‑to‑day environment. Proximity to product, data, and leadership at HQ further reinforces close teamwork.
  • Autonomy: Research work in Chicago centers on independent, evidence‑based analysis where analysts are trusted to use their own judgment. This independence is portrayed as a core norm for how conclusions are formed and published.

What People Are Saying About Morningstar

  • Mission & Purpose: The Chicago research organization is described as mission‑driven with an investors‑first ethos and independent, fact‑based analysis at its core. Teams in the headquarters setting emphasize publishing objective research and letting ideas rise on merit.
  • Work-Life Balance: Work‑life balance in the Chicago office is considered a strength, with a hybrid setup that uses in‑person collaboration intentionally while maintaining flexibility. Day‑to‑day rhythms are portrayed as sustainable for finance, with busier periods around key publishing cycles.
  • Learning & Development: The Chicago HQ environment offers close access to senior leaders and cross‑functional partners alongside mentorship, internal mobility, and structured development programs. Early‑career development opportunities within the Chicago research group are highlighted as a positive.

Recently posted jobs

14 Hours AgoSaved
Hybrid
Chicago, IL, USA
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Conduct independent quantitative and qualitative research on funds and alternative investment vehicles, develop forward-looking ratings, and produce analytical reports and industry studies. The analyst will evaluate management teams, strategies, performance, expenses, and regulatory information; interview portfolio managers; lead due diligence visits; communicate findings to clients and internal teams; and represent Morningstar at media, conferences, associations, and regulatory events.
YesterdaySaved
Hybrid
Chicago, IL, USA
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Manage client relationships for Morningstar Direct and other institutional investment products. Educate clients, demonstrate product capabilities, drive adoption and subscription conversions, identify account growth opportunities, support retention, collaborate with Sales and internal product teams, resolve client issues, and provide product feedback. The role serves institutional investment organizations and requires occasional travel within an assigned territory.
YesterdaySaved
Hybrid
Chicago, IL, USA
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Lead national sales and market development for Morningstar Retirement’s Managed Accounts and Custom Target Date solutions. Build relationships with recordkeepers, consultants, advisors, plan sponsors, and investment committees; serve as a large-market defined contribution subject matter expert; support competitive sales, retention, product positioning, and strategic growth; provide marketplace intelligence; represent the company at industry events; and achieve sales, placement, retention, and asset growth goals.

At a glance

workplace awards + recognition

We’re proud to share that our AI Academy has earned three Brandon Hall Group™ HCM Excellence Awards®️: Gold Award: Best Custom Content; Silver Awards: Best Learning Strategy, Best Use of AI for Learning. The program has reached more than 6,000 colleagues globally, representing more than half our workforce. Participants are applying what they learn in practical ways, turning peer learning into real use cases across the organization.