Morningstar has spent decades establishing itself as a trusted standard for independent investment data, ratings, research, and analytics across the global managed investment industry. Morningstar for Hedge Funds represents our next high-growth strategic chapter: bringing that same independence, depth, and analytical rigor to the alternative investment community. Following several years of rapid growth, we are architecting a specialized hedge fund commercial team engineered around the speed and sophistication of quantitative researchers, portfolio managers, analysts, data scientists, and technology teams.
Morningstar's Hedge Fund Sales team seeks a dynamic Senior Vice President, Business Development to spearhead this newly forged frontier. This high-growth role focuses on rapidly capturing and expanding our commercial footprint within the hedge fund segment.
This is a ground-floor opportunity to scale a specialized business leveraging Morningstar's prestige. Partnering in a high-velocity "pod" with a dedicated Senior Client Account Executive (SCAE), you will drive new business and expansion, while your SCAE partner manages the relationship and provides extensive sales collaboration. Based in New York City you will be at the epicenter of this recent market expansion.
Job Responsibilities:
- Exceed revenue targets by aggressively winning net-new logos and accelerating Net New ACV/ARR expansion within the alternative investment ecosystem.
- Uncover client business needs across hedge fund workflows, collaborating with the Senior Client Account Executive (SCAE) to strategically engage with the client
- Establish and build key client relationships, acting as a premier Morningstar ambassador to Chief Investment Officers Portfolio Managers, Market Data and Data Acquisition teams
- Proactively uncover cross-sell and upsell opportunities across our entire institutional ecosystem with a disciplined hunter mindset.
- Forecast and manage a robust, data-driven sales pipeline with extreme precision.
- Build a deep understanding of our hedge fund clients' businesses, mastering their complex investment use cases.
- Implement account strategies by building tight operational relationships with internal and external groups.
- Document daily activities accurately in internal CRM systems.
Qualifications:
- 7–10 years of institutional enterprise sales experience in finance/investment, selling alternative data or buy-side software.
- Proven track record of exceeding sales targets in alternative investments with a dedicated hunter mindset.
- Strong leadership and communication skills capable of navigating complex quantitative workflows and engaging executive buy-side stakeholders.
- Bachelor's degree required; an MBA or CFA charter is preferred.
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.
001_MstarInc Morningstar Inc. Legal EntitySkills Required
- 7–10 years of institutional enterprise sales experience in finance or investment, selling alternative data or buy-side software
- Proven track record of exceeding sales targets in alternative investments
- Strong leadership and communication skills for navigating quantitative workflows and engaging executive buy-side stakeholders
- Bachelor’s degree
- MBA or CFA charter
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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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.
