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.
The Role
The Indexes Derivatives Sales team is seeking an additional individual who will be assisting in the day-to-day business conduct of our Morningstar index franchise linked to derivatives products. The position is a 6-month internship and will be based in London.
Following a rapid growth of our index creation outputs linked to structured product in EMEA, the team is looking for a direct team support with cross functional ties reporting to the head of EMEA Derivatives Products Sales – Index.
The individual will be involved in the full life cycle of product launches (from index ideation to full index dissemination) and will play a central role to ensure efficient and robust processes alongside with helping the sales team in growing the numbers of product launches.
The new team member will be in constant contact with internal and external stakeholders and will be responsible for swift business conduct and reducing Sales team workload.
Key responsibilities:
- Assisting Business team in the index ideation process linked to Structured products.
- Creating hypothetical portfolios based on client’s constraints and requirements and external trends using AI and other internal tools
- Monitoring the product development phase of the prototypes
- Making sure timelines are being respected and prioritization if needed
- Checking basic results (portfolios and time series) versus client requirements
- Coordinating the Launch process and assisting in the following tasks:
- Product Configurations and Rulebooks
- Coordinating with the Implementation team
- Assisting in CRM task
- Helping business team with administrative tasks
- Building & maintaining tracking and monitoring tools for the Derivatives team
- Maintaining the pipeline tracking sheet
- Monitor external databases and raise market intel to the business team
- The new team member will also be included in client discussions throughout the lifecycle of the projects.
Key Requirements:
- Bachelor’s degree
- Excell skills
- Ability to work in a fast-paced environment
- Highly motivated and ability to handle multiple tasks
- Focused
- Interpersonal skills
- Ability to work with AI tools
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.
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.
U99_MstarUKLtd Morningstar UK Ltd. Legal EntitySkills Required
- Bachelor's degree
- Excellent Excel skills
- Ability to work in a fast-paced environment
- Highly motivated and able to handle multiple tasks
- Focused and detail-oriented
- Strong interpersonal skills
- Ability to work with AI tools
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Retirement Support — Employer 401(k) matching and access to Morningstar retirement‑planning tools are prominent features of the package. These elements create a strong foundation for long‑term savings.
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Leave & Time Off Breadth — Flexible time off, paid holidays, sick and personal days, and a paid sabbatical every four years provide generous time away from work. Sabbaticals are specifically highlighted as a standout perk.
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Parental & Family Support — A global minimum of 16 weeks for primary caregivers, up to eight weeks for secondary caregivers, and at least six weeks of paid caregiving leave offer robust family support. Some materials also note adoption assistance and related resources.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
