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Leads surveillance of existing fund finance and structured credit ratings, monitoring transaction performance, conducting portfolio analysis, preparing committee recommendations and disclosures, managing issuer relationships, assessing risks, and mentoring junior analysts. Requires strong fund finance or credit ratings expertise, quantitative analysis, credit judgment, advanced Excel modeling, communication skills, and familiarity with credit methodologies.

Design, configure, and enhance ServiceNow applications (HRSD, HAM, SAM, CMDB, ITSM) including integrations, data migrations, reports, and service catalog. Build scripts, run ATF tests, develop dashboards, maintain security/release updates, and collaborate with stakeholders to optimize ServiceNow solutions and ensure operational stability.

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.

Supports corporate credit ratings through financial modeling, data reconciliation, credit-document review, industry research, monitoring material events, and preparation of analytical reports. Maintains operational databases and company and peer-group financial metrics, researches filings and industry publications, and collaborates with global analysts. Ensures compliance with regulatory and company policies while managing multiple tasks accurately and contributing effectively to the team.

Designs and maintains automated data quality frameworks, validation controls, anomaly monitoring, and source-to-target reconciliation processes for large-scale financial datasets. The role validates data from market-data providers, embeds quality controls into ETL/ELT pipelines, supports new dataset onboarding, and performs profiling and root-cause analysis. Requires advanced Python, SQL, and PySpark skills, financial data expertise, and exposure to AWS-based platforms and AI productivity tools.

Develops investment analytics, portfolio monitoring, performance measurement, risk reporting, benchmark analytics, and financial data dashboards. Builds scalable reporting solutions using Power BI, Tableau, or Qlik Sense, and processes large multi-asset datasets with Python, PySpark, and SQL. Automates reporting, integrates APIs and financial data providers, and collaborates with investment and technology teams to support portfolio management and investment decisions.

Manage customer success for institutional investment software clients using Morningstar Direct. Build trusted client relationships, provide product guidance and best practices, support sales demos and trials, lead workshops, improve workflows, drive product adoption, retain accounts, support renewals, and identify upsell opportunities. Requires fluency in Japanese and English, strong communication skills, financial services knowledge, and the ability to collaborate with clients and internal teams.

Quota-carrying Sales Manager responsible for growing a Book of Business in the Nordics. Drive new business with asset managers, asset owners, and banks; manage full sales cycles, lead RFPs, negotiate and close complex deals, build senior relationships, coordinate internal teams, and represent the firm.

Lead analyst responsible for managing a portfolio of Canadian banks, non-bank financial institutions, and credit unions. Perform ongoing financial and credit analysis, prepare rating committee presentations, reports and press releases, attend issuer meetings, participate in rating committees, and maintain client relationships. Produce surveillance, research, and written analysis while collaborating with the ratings team.

Provides commercial contracting support for procurement and business units, drafting, reviewing, and negotiating SaaS, software, hardware, professional services, licensing, marketing, and event agreements. Advises stakeholders on legal risks and mitigation, collaborates with procurement, finance, privacy, security, and compliance teams, and improves contracting processes, templates, playbooks, and workflows.