About the Role
We are seeking a Marketing Associate, Investor Development to support the execution of marketing initiatives that promote Morningstar DBRS’s research, thought leadership, brand and credit expertise to institutional investors across Europe and APAC.
Working closely with the Marketing Strategy and Investor Development teams, this role helps strengthen investor engagement through integrated marketing campaigns, research distribution, events and targeted communications.
The successful candidate will be highly organised, detail-oriented and eager to develop a career in financial services marketing, with strong communication skills, excellent project coordination abilities and an interest in capital markets and institutional investors.
Responsibilities
Campaign Coordination & Marketing Execution
- Support the planning and execution of integrated marketing campaigns across email, digital channels, webinars and events.
- Coordinate campaign timelines, marketing assets and stakeholder communications to ensure projects are delivered on schedule.
Thought Leadership & Investor Communications
- Support the distribution of Morningstar DBRS research, newsletters and thought leadership content to targeted investor audiences.
- Assist in developing presentations, marketing materials, email communications and event collateral.
- Work with analytical and marketing teams to ensure marketing materials are accurate, consistent and aligned with brand and compliance standards.
- Help maintain content libraries and marketing resources.
Events & Investor Engagement
- Support the planning and execution of webinars, hosted events, roundtables and industry events.
- Coordinate invitations, attendee communications and post-event follow-up activities.
- Assist with the preparation of presentations, agendas, meeting materials and event logistics.
- Support Investor Development Managers with marketing materials and communications for client engagement activities.
Marketing Operations & Reporting
- Maintain audience lists and CRM data to support targeted marketing campaigns.
- Prepare campaign reports and assist with tracking marketing performance and engagement metrics.
- Support audience segmentation and data management activities.
- Assist with maintaining marketing documentation, campaign records and reporting dashboards.
Cross-functional Collaboration
- Work closely with Marketing Strategy, Investor Development, Business development, Events and analytical teams to support marketing initiatives.
- Coordinate with internal stakeholders to ensure marketing projects progress efficiently.
- Contribute ideas to improve campaign execution, marketing processes and team effectiveness.
- Provide general marketing support across Investor Development initiatives as required.
Qualifications
- Bachelor's degree in Marketing, Business, Finance, Economics or a related field.
- Experience in marketing, business development or a related role; financial services experience is a plus.
- Excellent written and verbal communication skills, with strong organisational and project management abilities.
- Interest in financial markets, supported by strong analytical and numeracy skills.
- Proficiency in Microsoft Office applications, particularly Excel and PowerPoint, and experience with Bloomberg, Ipreo, Markit or similar data platforms.
- Self-motivated, proactive and detail-oriented, with the ability to manage multiple priorities, meet deadlines, and work effectively both independently and collaboratively.
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentially to our Compliance team. These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Bonus Target:
5% AnnualWe expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
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.
R07_DBRSRtgsLtdUK DBRS Ratings Limited - UK Legal EntitySkills Required
- Bachelor's degree in Marketing, Business, Finance, Economics or related field
- Experience in marketing, business development or a related role
- Financial services experience
- Excellent written and verbal communication skills
- Strong organisational and project management abilities
- Interest in financial markets with strong analytical and numeracy skills
- Proficiency in Microsoft Office, particularly Excel and PowerPoint
- Experience with Bloomberg, Ipreo, Markit or similar data platforms
- Self-motivated, proactive, detail-oriented, able to manage multiple priorities and work independently and collaboratively
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time-off policies include flexible PTO and a paid sabbatical every four years, often highlighted as a standout perk. Feedback suggests this structure supports strong work–life balance and meaningful breaks.
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Parental & Family Support — Policies advertise a global minimum of 16 weeks for primary caregivers, up to 8 weeks for secondary caregivers, and at least six weeks of paid caregiving leave. These offerings signal above-average support for family and caregiving needs.
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Retirement Support — Retirement programs feature employer 401(k) contributions/matching, with some postings citing a 75% match on up to 7% of pay. Feedback suggests these offerings are a strong pillar of the package.
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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Morningstar Teams
Morningstar Offices
Hybrid Workspace
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.
