About Morningstar
Morningstar unites problem solvers with a clear goal: helping investors achieve their financial objectives. As a leading investment research and data company, we stand out by how we apply our insights to serve a broad range of users. Our independent investment research, powered by cutting-edge technology and design, provides tailored solutions that meet users' needs. With a strong foundation in data and innovation, we deliver comprehensive services to investors worldwide, empowering better decisions for individuals and those managing money for millions.
The Role
We are seeking a Senior Software Engineer to build the applied systems that bring AI capabilities into production: the data pipelines, LLM integrations, agentic workflows, tool interfaces, and evaluation frameworks that make AI-driven products reliable enough to depend on. This is applied engineering rather than research; success is measured in shipped, maintainable systems. You may be a strong fit if you love working within a landscape that changes quickly, creating durable architectures with swappable parts, so new models and techniques are adopted on evidence.
The role encompasses fluency across cloud architecture and local model inference, evaluation design, agentic workflows and orchestration, API and tool design, and AI-assisted data enrichment. It also requires the engineering rigor to establish reliable sources of truth, detect regressions, and recognize when a deterministic solution is more appropriate than an AI-driven one.
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.
This position is based in our Toronto office. We follow a hybrid policy of at least 4 days onsite.
Job Responsibilities
Integrate with hosted LLM inference (via centralized model gateway infrastructure) for extraction, classification, and agent orchestration workloads; evaluate open-weight models against hosted options for cost and performance tradeoffs.
Design and maintain adapters that sync source systems (CMS, event platforms, editorial, research libraries) into a governed dataset without duplicating source-of-record logic.
Build and maintain an eval harness: curate golden questions, catch regressions before release, and treat eval results as the gate for shipping.
Design MCP tools and API/GraphQL interfaces that separate "fuzzy" retrieval (ranked candidates, confidence scores) from "exact" governed lookups (deterministic, provenance-carrying).
Build and extend the pipeline that validates, resolves, and versions governed entities into a serving layer.
Design and operate LLM-driven extraction and classification agents that propose structured data for human review rather than auto-publishing unreviewed AI output.
Own structured content modeling against a headless CMS, including schema and versioning decisions that other teams depend on.
Instrument pipelines and served surfaces for freshness, adoption, and answer-quality telemetry.
Participate in and help run the weekly eval review and the biweekly skill-library session, harvesting reusable agent tooling for the team.
Mentor engineers being reskilled into applied AI work, particularly around eval design and agentic-coding practices.
Contribute governance and vocabulary decisions upstream to org-wide standards where relevant, rather than duplicating them.
Qualifications
5+ years of software engineering experience, including production API and data-pipeline design.
Comfort working with agentic coding tools daily as a core part of the workflow.
Hands-on production experience integrating LLMs: Skills, MCP, RAG, structured outputs, and tool/function calling.
Strong proficiency in Python across eval tooling, service-level code, and API development (FastAPI or similar), plus working proficiency in TypeScript/Node.js for application integrations.
Experience deploying and operating production services in AWS (or equivalent), including containerized workloads and infrastructure-as-code.
Security and privacy judgment in AI systems: handling sensitive data appropriately, and designing against failure modes like prompt injection, data leakage through prompts, and unsafe or unattributed model output.
Experience operating production systems against latency, reliability, and cost targets, including token-cost management for inference workloads.
Evaluation literacy: you can describe an eval you built, what it caught, and how you handled canonical truth, variance, and regression cases.
Experience with REST/GraphQL API design.
Solid understanding of data pipeline patterns: idempotency, versioning, and staged architectures.
Explicitly not required: formal model training or ML research credentials (e.g., pretraining, fine-tuning research). This is an applied systems role; we're looking for builders, not researchers.
Strong written communication. You can write a clear design doc, explain a tradeoff to a non-engineer, and document decisions others will build against.
Creative problem solver comfortable operating in ambiguity, with a builder's bias toward shipping over ceremony.
Nice to have
Experience evaluating or benchmarking open-weight models for cost/performance (inference-time evaluation, not training).
Experience with cloud-hosted inference services (e.g., Amazon Bedrock, Azure AI/Cognitive Services) and centralized LLM gateways (e.g., LiteLLM).
Experience with headless CMS platforms and structured content modeling.
Experience in a regulated or compliance-sensitive domain where provenance and auditability matter.
Incentive Target Percentage
12.5% AnnualMorningstar'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.
100_MstarResCanad Morningstar Research, Inc. (Canada) Legal EntitySkills Required
- 5+ years of software engineering experience
- Production API and data-pipeline design experience
- Experience using agentic coding tools
- Production experience integrating LLMs, including Skills, MCP, RAG, structured outputs, and tool or function calling
- Strong Python proficiency for evaluation tooling, service-level code, and API development
- Working proficiency in TypeScript and Node.js
- Experience deploying and operating production services in AWS or equivalent cloud environments
- Experience with containerized workloads and infrastructure as code
- Security and privacy judgment in AI systems, including prompt injection and data leakage mitigation
- Experience operating production systems against latency, reliability, and cost targets
- Experience managing token costs for inference workloads
- Evaluation literacy, including designing evaluations and handling canonical truth, variance, and regressions
- Experience with REST and GraphQL API design
- Understanding of data pipeline patterns including idempotency, versioning, and staged architectures
- Strong written communication and technical documentation skills
- Experience evaluating or benchmarking open-weight models
- Experience with cloud-hosted inference services such as Amazon Bedrock or Azure AI/Cognitive Services
- Experience with centralized LLM gateways such as LiteLLM
- Experience with headless CMS platforms and structured content modeling
- Experience in a regulated or compliance-sensitive domain
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
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Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
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Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
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
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.


























