Morningstar DBRS (MDBRS) is seeking an experienced professional to join its Global Investor Strategy team, with responsibility for expanding relationships with key institutional investor clients, including asset managers, insurers, and investment funds.
The Investor Development Group focuses on promoting our coverage, brand, and credit expertise to influential market participants, with the goal of deepening investor engagement with MDBRS’s ratings, research, products, and services. The successful candidate will play a key role in driving global outreach and enhancing market visibility, with a particular focus on infrastructure, corporate, and structured finance debt investors, as well as coverage of major institutional investors across Europe.
The ideal candidate will bring strong, established investor relationships, along with deep expertise in debt capital markets and a clear understanding of how credit ratings inform investment decisions across both domestic and international markets. This role reports to the Head of Global Investor Strategy and is based in the London office.
Responsibilities:
- Implement coverage strategy for Investor Development in Europe
- Lead coverage activities with key European institutional investors (credit analysts, portfolio managers, heads of research), and act as senior relationship touch point across investor client base in the region
- Proactively identify and develop new strategic relationships with institutional investors
- Establish best practices, working collaboratively across Marketing, Business Development and Analytical teams to build brand visibility with investors, enhance investor engagement and usage of relevant Morningstar DBRS services
- Develop, lead and execute new strategic investor focused initiatives, promoting MDBRS’ unique credit perspectives through meetings, conferences, webinars, and bespoke events
- Track and maintain engagement data through CRM for internal reporting and analysis
- Solicit and analyze investor feedback to provide timely insights into topical credit market views across ratings and products
- Facilitate demand for MDBRS ratings, usage in investment decisions, and in conjunction with the Business Development team, demand for MDBRS research and related products.
Requirements:
- Minimum 10+ years of business development experience in a debt capital markets or fixed income sales capacity with a focus on credit.
- Strong existing relationships with relevant fixed income investors across public and private credit markets, project finance, structured finance and corporate credit.
- Proven track record of managing large, complex investor accounts.
- Excellent communication and presentation skills, with ability to engage senior stakeholders.
- Demonstrated ability to work collaboratively across teams.
- Ability and willingness to travel as required.
- Experience with Salesforce.
- Bachelor’s degree in Finance, Economics, Business, or related field; MBA or CFA a plus.
Bonus Target:
30% 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
- Minimum 10+ years business development experience in debt capital markets or fixed income sales with focus on credit.
- Established relationships with fixed income investors across public and private credit, project finance, structured finance, and corporate credit.
- Proven track record managing large, complex investor accounts.
- Excellent communication and presentation skills with ability to engage senior stakeholders.
- Demonstrated ability to work collaboratively across teams.
- Ability and willingness to travel as required.
- Experience with Salesforce (CRM).
- Bachelor's degree in Finance, Economics, Business, or related field.
- MBA or CFA.
What the Team is Saying
Morningstar Compensation & Benefits Highlights
-
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.
-
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.
-
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!
Gallery
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
