Sales Support and Pre-sales Consultant

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Taipei City, TWN
Hybrid
Enterprise Web • Fintech • Financial Services
Empowering Investor Success
The Role
Key Responsibilities:
  • Support the Country Leader in identifying, evaluating, and pursuing new business opportunities through comprehensive market research and analysis.
  • Assist in preparing proposals, reports, presentations, and other business-related documents.
  • Maintain and update the business development pipeline and CRM system to track opportunities and client interactions accurately.
  • Provide pre-sales support, including coordinating and participating in client meetings, fostering client relationships, and handling administrative tasks such as scheduling, correspondence, and document management.
  • Monitor industry trends and competitor activities to identify growth opportunities and inform strategic decision-making.

Key Requirements:
  • At least 3 years of experience in financial services or related fields, preferably in business development-related disciplines.
  • Strong analytical and research skills.
  • Excellent communication and interpersonal abilities.
  • Capability to work both independently and collaboratively in a team environment.
  • Exceptional organizational skills with keen attention to detail.
  • Proficiency in English.

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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.
A97_MstarTaiwan Morningstar Taiwan (Branch) Legal Entity

What the Team is Saying

Anna
Upasna
Saurabh
Wendell
Raaghavendar
Jeff
Brandon
Kunal Kapoor
Elizabeth Collins
Marie Trzupek Lynch
Rod Diefendorf
Christine

Morningstar Compensation & Benefits Highlights

  • Leave & Time Off Breadth A recurring paid sabbatical and flexible time off in North America provide substantial time away and are presented as a signature differentiator. The program’s active use alongside paid volunteer days underscores broad time-off options.
  • Parental & Family Support A global standard for paid parental leave plus paid caregiving leave and adoption assistance signals robust family support. These policies are positioned as company-wide standards with location-specific administration.
  • Equity Value & Accessibility A shared ownership program enables converting part of a bonus into RSUs with a company match, adding long‑term value beyond salary. Performance-based RSU awards can further enhance equity outcomes for high achievers.

Morningstar Insights

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The Company
HQ: Chicago, IL
11,500 Employees
Year Founded: 1984

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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Morningstar Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
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