The Team
Morningstar Credit Analytics’ Program Management team leads strategic initiatives that enable the efficiency, execution discipline, and growth of MCA. The team helps align complex, cross-functional initiatives with MCA’s business priorities, including product launches, partnerships, distribution relationships, AI platform onboarding, and contract-related workstreams. Project managers on this team work across Morningstar Credit Analytics and Morningstar functions, including Product, Data, Technology, Analytics, Legal, Compliance, Commercial, and Business Development teams, among others.
The Role
We are hiring a Senior Project Manager who is highly collaborative, detail-oriented, commercially aware, and self-directed. In this role, you will manage critical MCA initiatives in a fast-paced, highly collaborative environment, with particular focus on coordinating partnership workstreams, contract repapering and restructuring efforts, product and data delivery, and cross-functional execution across internal and external stakeholders.
The ideal candidate brings a strong background coordinating globally distributed teams on complex business, technology, and commercial projects. Proven experience owning, planning, sequencing, and driving projects to completion is essential, as well as the ability to create accountability across teams, surface risks early, and keep high-priority initiatives moving at a predictable pace.
Job Responsibilities
• Create and oversee project plans, timelines, milestones, dependencies, responsibilities, and deliverables, working with global teams on implementation.
• Own execution across MCA initiatives, maintaining visibility into priorities, timelines, dependencies, risks, decision points, and follow-through.
• Coordinate partnership, distribution, and commercial workstreams, ensuring internal stakeholders remain aligned on scope, timing, deliverables, and next steps.
• Drive follow-through on contract-related initiatives, including repapering, restructuring, amendment coordination, stakeholder review, and implementation tracking across existing and new agreements.
• Partner with Product, Data, Technology, Analytics, Legal, Compliance, Commercial, and Business Development teams to define project scope, business requirements, technical requirements, and handoffs when needed.
• Support onboarding and execution workstreams related to AI platforms, data delivery, product enhancements, launches, and other MCA growth initiatives.
• Communicate regular project status updates across MCA stakeholder groups, including senior leadership when appropriate, and escalate decisions, risks, or blockers clearly and promptly.
• Identify, monitor, and mitigate project risks, with a focus on dependencies that could affect revenue capture, product launch timing, partnership execution, contract completion, or client delivery.
• Analyze key metrics impacting project progress and/or project team performance and work with the business to resolve issues, remove impediments, and keep initiatives moving at a steady, predictable pace.
• Cultivate a culture of team collaboration grounded in open and honest communication, clear accountability, and practical problem solving.
• Drive continuous process improvement through feedback loops, retrospectives, documentation, and coaching to help teams improve planning, execution, and transparency.
• Partner with groups across Morningstar Credit Analytics and throughout Morningstar to support MCA’s product, technology, legal, analytics, partnership, and commercial priorities.
Qualifications and requirements
• Bachelor's degree or equivalent required.
• 5+ years of project management experience; PMP or equivalent certification is strongly preferred.
• Hands-on experience with project management platforms such as Asana; knowledge of Jira is a plus.
• A demonstrated ability to manage multiple complex projects concurrently, preferably involving software development, data products, business operations, commercial initiatives, or contract-driven workstreams.
• Experience coordinating cross-functional work involving product, technology, legal, compliance, analytics, commercial, and/or business development stakeholders.
• Proven success facilitating global team collaboration, including engagement with senior leadership and external partners or clients when needed.
• Strong communication, active listening, time management, problem-solving, analytical, and follow-through skills.
• Ability to influence decision-making processes, create transparency around tradeoffs, and foster an environment of healthy team debate.
• Strong finance background is not required, but genuine interest in learning the MCA business, products, client relationships, and commercial priorities is.
• Comfortable navigating ambiguity in a fast-paced environment and translating loosely defined objectives into executable plans.
• Effective at coaching teams, clarifying ownership, and providing feedback to senior stakeholders.
Morningstar currently follows a hybrid model with a minimum of four days onsite. We intentionally prioritize in‑person collaboration, as we’ve found it strengthens creative quality, alignment, and team momentum.
Total Cash Compensation Range
$95,275.00-139,741.66
Inclusive of annual base salary and target incentive
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). 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.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
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.
Skills Required
- Bachelor's degree or equivalent
- 5+ years of project management experience
- PMP or equivalent certification
- Hands-on experience with project management platforms such as Asana
- Knowledge of Jira
- Experience coordinating cross-functional work involving product, technology, legal, compliance, analytics, commercial, or business development
- Proven success facilitating global team collaboration, including engagement with senior leadership and external partners
- Strong communication, time management, problem-solving, analytical, and follow-through skills
- Ability to influence decision-making and create transparency around tradeoffs
- Comfortable navigating ambiguity and translating loosely defined objectives into executable plans
- Effective at coaching teams, clarifying ownership, and providing feedback to senior stakeholders
- Hybrid work model with minimum four days onsite per week
Morningstar Compensation & Benefits Highlights
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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.
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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.
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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
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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