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.
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 — A recurring paid sabbatical every four years and flexible time off in North America provide substantial time away from work. A global minimum of six weeks’ paid caregiving leave further extends coverage for personal and family needs.
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Parental & Family Support — Paid parental leave sets a stated global minimum of 16 weeks for primary caregivers and up to eight weeks for secondary caregivers, with adoption assistance reimbursing eligible expenses. These policies are positioned as global standards that complement broader leave programs.
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Equity Value & Accessibility — Employees can convert a portion of bonuses or commissions into RSUs with an additional company match on the converted amount. Impact RSU awards in some cases add further upside tied to strong performance.
Morningstar Insights
What We Do
At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
