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Supports EMEA clients using Morningstar Publishing System by managing post-sales relationships, resolving data and technical issues, coordinating projects, documenting requirements, and communicating client feedback to Product, Sales, Data, Development, QA, and Customer Success teams. The role serves as a product expert, supports quality assurance and delivery, identifies service improvements, and helps clients maximize product value.

Leads global brand strategy, including positioning, messaging, brand architecture, naming, governance, and activation. Translates audience insights, market dynamics, and business priorities into differentiated strategies, campaigns, creative briefs, and go-to-market direction. Partners with marketing, product, creative, sales, legal, compliance, and research teams; manages complex workstreams and external partners; presents recommendations to senior leaders; and uses brand and campaign performance data to optimize strategy.

Leads Corporate Marketing’s operational infrastructure, including vendor and procurement management, budget administration, financial reporting, marketing technology operations, internal communications, and cross-functional initiatives. The role establishes scalable processes, improves operational efficiency, coordinates stakeholders across Finance, Legal, Procurement, Technology, and Marketing, and provides leadership with visibility into budgets, vendor investments, and organizational performance.

Analyze and monitor European NPL and RPL securitisations, including credit risk, cash flow models, recovery assumptions, stress scenarios, and transaction performance. Prepare rating committee materials, reports, press releases, and research notes. Collaborate with senior analysts and structured finance teams, participate in rating committees, and engage with originators, arrangers, and servicers across Europe.

Develop thematic, strategic beta, ESG, and other rules-based investment indexes from ideation through launch. Responsibilities include index design, portfolio construction, validation, analytics tool development, collaboration with research and product teams, methodology operationalization, and preparation of white papers, factsheets, and client presentations.

Leads index research and develops thought leadership for Morningstar Indexes. The description provides limited role-specific responsibilities, but the position likely oversees research-driven content, insights, and strategic perspectives supporting the organization’s indexing business and external audience engagement.

Analyze business and data requirements, identify data issues, design data flows and interfaces, develop backend logic, assess solution feasibility and impacts, improve data quality, document methodologies, and coordinate implementation with global data, technology, and operations teams.

Provides legal counsel for Canadian structured finance and securitization transactions. Reviews transaction documentation, identifies legal and reputational risks affecting credit ratings, advises analysts and rating committees on legal issues and methodology exceptions, communicates with issuers and advisors, supports policies and procedures, and monitors legislative and case law developments. Requires expertise in secured lending and corporate commercial law, with Canadian insolvency and securitization experience beneficial.

Own the roadmap and backlog for managed investment calculations. Translate investment methodologies and business needs into calculation specifications, requirements, user stories, and acceptance criteria. Analyze complex datasets with SQL, prototype and validate calculations, investigate discrepancies, and collaborate with research, engineering, QA, and stakeholders to ensure accurate production implementation. Prioritize enhancements, manage methodology changes, document calculations, monitor quality and adoption, and communicate delivery risks.

Provide inbound telephone and email support to global financial advisers using the Morningstar Wealth Platform. Resolve platform, investment, and tax-wrapper queries; develop subject-matter expertise; analyze adviser usage; deliver guidance and training; capture feedback; and collaborate with international teams to improve client experience. The role requires financial services experience, strong communication, sound judgment, problem-solving ability, and familiarity with investment platforms, ISAs, SIPPs, Excel, and multiple systems.