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Provide legal analysis and support for European structured finance and fund finance ratings, review transaction documentation for consistency with DBRS methodologies, advise analysts and rating committees, manage external counsel review, monitor legislative/case law developments, draft legal criteria/commentaries, and represent DBRS with market participants.

Manage and maintain Atlassian JIRA and Confluence, develop and maintain JQL, support Linux/Windows systems, assist with Active Directory and Office 365 apps, troubleshoot platform issues, and participate in an on-call rotation.

Analyze and monitor CMBS transactions and underlying commercial real estate collateral; run surveillance reviews; prepare rating committee packages, present recommendations, and draft press releases and rating letters; assist with CRE CLO loan analysis and occasional site inspections. Travel 5-10%.

Lead index reconstitution, rebalancing, and methodology implementation across asset classes; manage a global quantitative team; drive data quality, automation, and AI-enabled analytics; engage stakeholders and support client communications.

Rapidly prototype AI solutions embedded in advisor workflows: integrate models, signals, APIs and UX into experiments, validate feasibility and performance, and hand off documentation to production teams.

Sell Morningstar investment and platform solutions to financial advisers and wealth managers in North East England. Generate and qualify leads, grow funds under management, deliver presentations and training, prepare proposals and marketing materials, monitor competitors and market trends, and collaborate across teams while adhering to compliance and risk policies.

Lead product and marketing analytics for Morningstar's Individual Investor products by building KPI dashboards, automating reporting, consolidating data sources, and conducting cohort, LTV, and retention analyses. Develop financial forecasting models, evaluate pricing and acquisition impacts, implement tracking with GTM and SQL pipelines, and partner with engineering to maintain centralized data infrastructure and ensure data accuracy to inform growth and product decisions.

Lead adoption of Morningstar Index products with asset owners and consultants by building relationships, generating mandates, presenting competitive value, coordinating events, and collaborating with internal teams to drive benchmark and mandate wins.

Build and iterate fast AI prototypes for advisor workflows, integrating models, signals, APIs, and UX. Test feasibility and performance, capture technical learnings, and produce handoff documentation for production teams.

Provide legal analysis and support for European structured finance and fund finance transactions. Review and summarise transaction documents, advise rating analysts and committees on legal risks, manage external counsel reviews, monitor legislation and case law, and contribute to drafting legal criteria and rating methodology commentary. Represent DBRS with market participants and support preparation of rating reports.