Jobs at Morningstar
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Staff Accountant

Morningstar
Chicago
15 hours ago
+16
As a General Ledger Staff Accountant, you will play an integral role with our month-end close process, Sarbanes-Oxley Act compliance, and process improvements. This position reports to the US Accounting Manager and is based in our Chicago office. Responsibilities  • Prepare journal entries, account reconciliations, financial statement schedules, and other necessities for our month-end close.  • Assist with internal and external audit schedules;

F5 Network Engineer

Morningstar
Chicago
15 hours ago
+16
Working in the infrastructure team, Morningstar is looking for a F5 Network Engineer to join the US Server and Traffic management team working from the Chicago office.  Candidates should have a core skillset supporting F5 BigIP/GTM/DNS services/devices and an in depth knowledge of traffic management, a can-do attitude and be happy picking up tasks not necessarily in their core skill set.

Sales Development Representative

Morningstar
Chicago
21 hours ago
+16
The Group: Morningstar`s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: advisors, asset management, institutional consultants, academics, pensions and hedge funds.  The Role: In the Sales Development Representative role, you will represent Morningstar`s

Senior Product Marketer, Investment Management

Morningstar
Chicago
1 day ago
+16
We are looking for a senior product marketer to join our investment management marketing squad. The successful candidate will collaborate with the channel and regional marketing managers to plan a variety of marketing campaigns, while managing the production process execution to ensure sales and distribution partners have the knowledge and tools required to promote the...

Network Traffic Management Engineer

Morningstar
Chicago
1 day ago
+16
Working in the infrastructure team, Morningstar is looking for a Network Traffic Management Engineer to join the US Server and Traffic management team working from the Chicago office.  Candidates should have a core skillset supporting F5 BigIP/GTM/DNS services/devices and an in depth knowledge of traffic management, a can-do attitude and be happy picking up tasks not necessarily in their core skill set.

Scrum Master

Morningstar
Chicago
1 day ago
+16
The Role: The Workplace group is looking for a talented agile scrum master to join us in building software users love. This position will support the growth of Morningstar’s flagship managed account platform. This role will act as Scrum Master for at least two squads.  Agile Scrum Masters are responsible for facilitating the planning and execution of product development projects/programs through coordination of multiple disciplines. They are

Global Finance Transformation Program Project Analyst

Morningstar
Chicago
1 day ago
+16
The Project Analyst will contribute to all stages of the overall project life for initiatives in the Global Finance Transformation Program. For large, cross-functional initiatives, the Project Analyst may be responsible for specific aspects of each project such as planning documentation, data analysis and reconciliation, project dash boards, and coordination of resources/tasks to achieve project milestones; and as the need arises, this position will also be required to manage small to moderate sized projects. As a Project Analyst, you will work closely with the stakeholders to understand requirements, define a project plan, and monitor progress against project milestones. This position reports to the Director of Global Finance Transformation and will have exposure to many of the various processes within the Finance and Accounting department as well as other functions within Morningstar such as Corporate Systems. 

Sales Training & Enablement Program Director

Morningstar
Chicago
1 day ago
+16
We are looking for a talented Sales Training and Enablement Program Director to focus on shaping the next generation of services to drive sales enablement for Morningstar, Inc. This person will be the true owner of Morningstar’s sales enablement; creating a vision and providing hands-on development all the way through to execution. This role is critical to insuring that Morningstar maintains a competitive edge by building training and readiness that supports our global sellers. 

Associate Content Editor, Global Marketing

Morningstar
Chicago
1 day ago
+16
In this role, you’ll guard the standard for quality through editing and writing content. You won’t just think about the content in front of you, but the messages that came before and after to support the creation of compelling end-to-end content experiences. You’ll edit articles for our blog, write social content, and execute the creative vision for email campaigns – always with the goal of clear and consistent content design. You’ll work closely with a team of user-experience designers, digital strategists, visual designers, analysts, and behavioral researchers to drive toward our mission, to create great products that help investors reach their financial goals. 

Quantitative Research Analyst

Morningstar
Chicago
1 day ago
+16
Developing and/or implementing investment methodologies relating to time-series models, risk factor models, portfolio optimization, dynamic programming, Monte Carlo simulation, and econometric models. Refining the implementation of current methodologies. Conducting research in areas of quantitative investment such as asset allocation, portfolio construction and risk management. Analyzing financial time-series and cross-sectional data. 

Operations Manager - Licensed Data Products

Morningstar
Chicago
1 day ago
+16
This role’s primary responsibility will be to support the data feed products team’s day-to-day activities and responsibilities and ensure that all client deliverables are created, maintained and supported in accordance with Project Management and Operational standards.  This role covers domain areas that include monthly data feed production, incident management, QA & continuous improvement of the deliverables, as well as cross-team coordination for ongoing change management, maintenance of existing and new feed implementation. 

Director, Manager Research Services

Morningstar
Chicago
1 day ago
+16
As Director, Manager Research Services, you will help investors make better investment decisions--Morningstar's primary mission--by supporting the team that researches and recommends managed investments, including mutual funds, separately managed accounts, 529 college savings plans, and retirement investments. You will collaboratively work across internal and external teams to optimize research creation, delivery and efficacy, developing the business platform to enable Morningstar to interact with institutional clients in a full-service capacity. This position sits alongside other Research Directors and is expected to work with global business counterparts to ensure a common global experience. This role requires strong investment knowledge, sharp project-management skills, creative problem-solving, software-development know-how, solid communication skills, and a love of data. This position is based in our Chicago office.

SDET/QA Automation Engineer

Morningstar
Chicago
2 days ago
+16
At Morningstar, helping investors is what brings us together and drives our work. We are looking for QA Automation Engineers or Software Development Engineers in Test (SDET) who specialize in full stack QA (Front end, Webservice, & Non-Functional testing) to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

Director, Internal Communications

Morningstar
Chicago
2 days ago
+16
The Director, Internal Communications reports to the Global Head of Corporate Communications and is responsible for advising and collaborating on the development of communications strategy, producing work product, aligning with our employee-facing organizations and developing and implementing employee communications programs across the globe. This person should have the ability to translate our strategy and create line of sight to our strong,

Senior SDET/QA Automation Engineer

Morningstar
Chicago
4 days ago
+16
At Morningstar, helping investors is what brings us together and drives our work. We are looking for QA Automation Engineers or Software Development Engineers in Test (SDET) who specialize in full stack QA (Front end, Webservice, & Non-Functional testing) to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

Director, Software Engineering

Morningstar
Chicago
4 days ago
+16
As the Director of Software Engineering, you will be responsible for hiring, allocating resources, motivating, and driving teams to deliver high-quality software on schedule to meet the needs of the business. You are a seasoned Engineering Leader who can grow teams of software engineers, building agile and scalable technology solutions. You will work closely with other leaders and teams...

Manager Research Analyst, ETFs and Index Funds

Morningstar
Chicago
4 days ago
+16
The Passive Funds Research team seeks an Analyst to conduct detailed analysis of ETFs, other exchange-traded products and traditional index funds. This research is intended to help individual and professional investors better employ these investments in a portfolio. This position will be based in our Chicago office. 

Senior Client Service Representative

Morningstar
Chicago
4 days ago
+16
Morningstar’s Investment Management seeks a Senior Client Service Representative to join its team to provide superior service to advisors and their clients. This role will interact extensively with advisors including new and existing advisors to provide a thorough understanding of Morningstar Managed Portfolios custodial processes and supporting operational procedures. The Senior Client Service Representative works closely with their sales counterparts on advisor retention, issue resolution and continuous process improvement within their assigned territories while always promoting strong client advocacy. This position is based in our Chicago office. 

Advertising Sales Associate

Morningstar
Chicago
4 days ago
+16
The Advertising Sales Associate will apply consultative sales skills, analytical skills, and creative support level skills to help our Advertising Sales team achieve their business revenue goals. Morningstar websites serve the investor, advisor and institutional investor.  Our advertising offerings include digital media, print and conferences/events. This position requires a strong knowledge of both advertising and finance to be successful. In addition, this role will establish Morningstar as a partner and resource with clients. This is a sales support role.  This role will be responsible for new lead generation activities, building a pipeline from cross-selling potential business to existing clients, exploring and developing new business segments, competently establishing appointments for our teams three North American Sales Directors, and helping close business. The Advertising Sales Associate will maintain a superior customer service focus and will work closely with team members to drive success, assisting with pre-meeting prep and post-meeting follow up. The role will also help in the development and execution of sponsorship programs and sales package ideas. In addition, this role will assist in monthly input of sales data for the analysis and tracking of our Advertising Sales team’s performance against revenue goals.  This position is based in Chicago and reports to the Sales Product Manager.

Sales Operations Analyst

Morningstar
Chicago
4 days ago
+16
Morningstar’s Global Sales Operations team seeks a Sales Operations Analyst to support our global sales organization. In this role you will be an important partner to our Senior Sales Operations Analysts in providing sales executives and managers with critical pipeline analysis and decision support to help distill sales data from Salesforce.com. You will provide access to critical sales data via Salesforce.com and Tableau dashboards. You will also work closely with sales, IT, marketing, service, product and finance on matters concerning data sets, reporting consistency and best practices. This position reports to the Director of Global Sales Operations and is based in our Chicago office. 

Internal Sales Consultant

Morningstar
Chicago
5 days ago
As an Internal Sales Consultant to join our growing sales team for Morningstar Investment Services, Inc. (MIS), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.  You will work to in tandem with your Regional Sales Director to increase business within your assigned territory.  This position is based out of our downtown Chicago office.

Director, Global IT Operations

Morningstar
Chicago
5 days ago
Director, Global Technology Operations provides strategic direction for, including application operations and support, monitoring, incident and change management. Functions include: ITSM functions (Change, Service Level, problem and incident management), Asset and Software License Management, Vendor Management, Application Operations, Application Monitoring, Production Deployment Control, Cloud Management and DevOps. This position will provide strategic direction driving improved client satisfaction, faster speed to market, cost optimization and organizational efficiency, and monitoring the relative impact of IT industry trends to current and future enterprise needs and capabilities. The ability to work and coordinate projects between internal departments and manage strategic planning is required. Strong relationships with IT and Development departments and the business are critical to success. This positions success will be based on strong operational performance based on strong process and metrics management, client focus, and ongoing continuous improvement.

Program Manager, Corporate Systems

Morningstar
Chicago
5 days ago
The Program Manager is expected to be a subject matter expert in major marketing technologies and have exhaustive knowledge on marketing methodologies and trends. They should be able to proactively work with our advisory partners Gartner and other resources to help plan roadmaps for Marketing.  The Program Manager is expected to architect solutions in Eloqua, Sendgrid and Salesforce along with designing end state and assess implementation feasibilities for feature requests and initiatives. They will leverage their knowledge of marketing platforms to work with Morningstar business and Corporate IT technical resources to identify and document detailed requirements, architect solutions, design and drive completion of initiatives making sure overall usability of the system is improved. 

Equity Analyst, Financials

Morningstar
Chicago
5 days ago
Our Equity Research team requires an experienced equity analyst who will primarily cover a diversified list of financial service companies. The role offers considerable intellectual freedom to focus on developing long-term oriented, original, and in-depth insights on complex industry issues with an emphasis on understanding ever-changing competitive dynamics. The analyst will publish in-depth research pieces that exemplify our reputation for thought leadership, our ability to assess outcomes for debatable investor topics, and provide the analysis our clients need to make better investing decisions. This position is based in our Chicago office. 

Principal Software Engineer

Morningstar
Chicago
6 days ago
At Morningstar, helping investors is what brings us together and drives our work. You will have product ownership and responsibility for ensuring process and quality adherence through peer reviews, code reviews, test coverage and best practices. You will act as the software guardian, owning non-functional requirements, architectural direction, and the quality of the code while addressing technical debt. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office. 

Operations Lead, Talent Acquisition

Morningstar
Chicago
1 week ago
We believe that people are our most important asset. Our people—through their creativity, talent, and willingness to learn—are essential to the success of our company. We are looking for a bright, energetic, and driven individual to serve as an Operations Lead for Talent & Culture, focusing on Talent Acquisition. As a member of the Talent & Culture Operations team, you will contribute to the overall success of the team and positive experience for our employees, managers, and colleagues. In this role, you will be expected to act with a high degree of autonomy, serving as the primary liaison between the Talent Acquisition and Operations functions within Human Resources. You will lead critical talent acquisition initiatives, processes, and projects to successful execution. This position dual reports to the Director of Operations for Talent and Culture and the Director of Talent Acquisition. This position is based in our Chicago office. 

Healthcare Equity Analyst

Morningstar
Chicago
1 week ago
Research, analyze, and estimate fair values for approximately 20 companies. Write company- and sector-specific research reports that incorporate creative insights and identify investment opportunities for our clients. Perform in-depth analyses of the economic moats of the companies on your coverage list, incorporating qualitative and quantitative factors. Build detailed discounted cash flow models for each company you cover, focusing on the key drivers of the business and incorporating scenario analyses.

Global Finance Transformation Program Training & Change Management Manager

Morningstar
Chicago
1 week ago
This position will provide you with the opportunity to facilitate training and change management activities of both ongoing business processes and system usage as well contribute to change management programs for future projects. You will partner with the Training & Change Management Manager to develop training programs for finance and accounting team members.  You will act as a liaison between Corporate Systems resources and the business to communicate system enhancements and will work with the appropriate stakeholders to communicate the changes and providing training. As part of the GFTP team, this position will also be required to manage small to moderate sized projects as the need arises. As a PM, you will work closely with the stakeholders to understand requirements, define a project plan and monitor progress against project milestones. While this position is located in our Chicago office, you will have global exposure and be required to communicate effectively and frequently with team members in other regions. This position reports to the Director of Global Finance Transformation. Some travel may be required.

Operations Specialist, Talent & Culture

Morningstar
Chicago
1 week ago
• Serve as the front line for HR-related questions and inquiries from employees and managers.  Research and craft complete and accurate responses to their questions and/or guide them through typical HR processes as needed.  Escalate more complex situations to other HR domain experts as appropriate. • Identify, implement, and continually improve the internal customer service processes, procedures, and infrastructure necessary to enable a global HR “help desk” capability and deliver a first class customer experience. • Establish and promote a learning culture and dynamic that continuously cross-trains and transfers knowledge between team members. • As a central resource with a unique cross-team view of activities and repetitive work practices, continually scan for, and surface, inefficiencies and opportunities to streamline practices across the HR function. • Lead and successfully execute “projects” on behalf of, or in partnership with, other HR professionals in areas such as HR analytics, HR process improvements, research, organizational change, information management, HRIS, and communications. • Proactively seek out opportunities to develop professionally and improve team/department effectiveness (i.e., don’t wait to be invited) • Contribute to a great work environment within the AskHR team and beyond.

DevOps Engineer

Morningstar
Chicago
1 week ago
DevOps engineering plays a critical role in modern software development and engineering. It is an integral part of the software development life cycle. In this role, you will collaboratively and iteratively provide a CI/CD platform around which our teams can maturely deploy applications to public cloud. You will have opportunities to utilize your CI/CD knowledge to interact and collaborate with diverse teams, and to establish an at scale CI/CD platform in Amazon Web Services.

Lead/Senior DevOps Engineer

Morningstar
Chicago
1 week ago
As a Lead Site Reliability (SRE)/DevOps Engineer, you will be responsible for the availability, automation, performance, efficiency, scaling, monitoring and emergency response of operating systems. You use your deep understanding of platforms, architecture, people, systems, and processes to both establish and continuously improve SLIs and SLOs for uptime, performance, deployment, monitoring, and troubleshooting. You are interested in setting direction and leading the day to day processes that shape our vision for reliability.

Executive Communications Manager

Morningstar
Chicago
1 week ago
We are currently seeking an Executive Communications (EC) Manager to be responsible for the strategic communications and multi-stakeholder thought leadership agenda for our CEO and C-Suite of leaders. The role includes building out specific industry-related and company-specific platforms that position Morningstar as an ongoing global force for positive change in the financial services industry, an advocate for the individual investor and a positive force in society overall. The EC Manager has a unique opportunity to help further shape how Morningstar is known in the global marketplace, and advance our differentiation as an iconic, widely-recognized brand that empowers the investor to achieve better outcomes. The role will report to the Director of Internal Communications and is based at the corporate headquarters in Chicago, Illinois.

SVP Business Development

Morningstar
Chicago
1 week ago
The SVP of Business Development focus is to develop and expand the Commodity Energy and Data business across their territory and to meet and exceed assigned revenue targets. Your target clients include banks, utilities, hedge funds, oil companies. The chosen candidate will maintain strong client relationships, develop and cultivate a sales pipeline, and maintain a detailed account and contact information database. Candidates must be self-starters with strong communication, negotiation, organizational, and presentation skills. This position may require up to 40% travel and is based in Chicago or Houston. 

Desktop Support Analyst

Morningstar
Chicago
1 week ago
As a Desktop Support Analyst you will be primarily responsible for carrying out all aspects of second line desktop support to approximately 1800 employees in our Chicago office, as well as supporting employees in our other global offices as required. This role reports to the Desktop Support Manager and is based in our Chicago office. 

Senior Internal Auditor

Morningstar
Chicago
1 week ago
The Area: Morningstar is a leading provider of financial information. Reporting to the Board of Directors, Morningstar’s Internal Audit Services is an independent, objective assurance and consulting activity designed to add value and improve the company’s global operations. Internal Audit Services helps the company accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management

Fixed Income Data/Analytics Leader

Morningstar
Chicago
1 week ago
The Fixed Income team seeks an enthusiastic, results-driven fixed income data/analytics leader and subject matter expert to advance our fixed income capabilities, including data assets, portfolio-level analytics, and software functionality and tools. This individual will lead a small fixed income focused team and supports product teams in creating and commercializing innovative functionality and reports that solve customer problems, evangelizing the innovations internally and externally, and delighting our clients by providing them great in-product user experience and service experience. The preferred location for this position is Chicago. 

Software Engineering Manager

Morningstar
Chicago
1 week ago
In this role, you will lead the development of multiple teams for Workplace Solutions business at Morningstar. An ideal candidate would be a self-starter who gets technology as an art, understands business goals and creates scalable, flexible technical solutions. We are looking for great leaders who specialize in Java/JVM platform, AWS, and CICD and who are excited to join our team, grow with us, and introduce new ideas to develop software products. You’d be responsible for improving modern software development practices and will motivate the team and cultivate a culture of high energy and technical excellence. Establishing a good support infrastructure to handle production issues and being responsive to customer problems is essential to the role. Exposure & experience in large-scale system implementation is a big plus. This position is based out of our headquarters in Chicago.

Customer Success Manager

Morningstar
Chicago
1 week ago
As an Office Customer Success Manager, you will manage relationships with a wide range of new and existing financial advisors using the Morningstar Office product. You will provide world-class support and service to our clients by understanding how our clients use our solutions to drive their business, train clients on the product, and assist them in implementing the product into their day-to-day business. You will also work closely with sales counterparts on client retention and additional revenue opportunities. This position requires occasional client-facing travel within an assigned territory and is based in the Chicago office.

Business Intelligence Developer

Morningstar
Chicago
1 week ago
We are looking for a Business Intelligence (BI) Developer to create and manage reports and analytics solutions for our BI platforms. In the role the BI Developer would routinely work with teams from different business units at Morningstar to develop data sources and queries that provide visibility into data across our systems.  This will allow teams and executives across the organization to not only keep track of business activities in our systems but also help them make better decisions and plan accordingly.

Sales Operations Assistant

Morningstar
Chicago
1 week ago
As a Sales Operations Assistant, you will assist with increasing the effectiveness and efficiency of Morningstar’s award-winning Renewal Team.  The Renewal Team is responsible for helping our Global Sales Teams grow their book of business through technology innovation and operational efficiency.  You will be responsible for obtaining a deep understanding of how our sales representatives currently go about their role, identify areas for improvement, and recommend and implement solutions to allow our sales team to optimize results.  You will gain a deep understanding of the systems and processes that brings Revenue to Morningstar.  You will assist in contract creation, reporting, general sales support & process improvement.  This position is based in our Chicago office.

Lead Java Engineer

Morningstar
Chicago
1 week ago
At Morningstar, helping investors is what brings us together and drives our work. We are looking for software engineers who specialize in Java and the JVM platform to join our team, grow with us, introduce us to new ideas and develop products that empower our users. You will have product ownership and responsibility for ensuring process and quality adherence through peer reviews, code reviews, test coverage and best practices.  You will act as the software guardian, owning non-functional requirements, architectural direction, and the quality of the code while addressing technical debt. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

.NET Engineer

Morningstar
Chicago
1 week ago
At Morningstar, helping investors is what brings us together and drives our work. We are looking for software engineers who are pro’s with .NET to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Morningstar is a technology agnostic company, and as an engineer focused on .NET you may be working across .NET, .NET Core, AWS, SQL Server, LINQ, WebAPI and integrating with various systems and standing up new products. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

Senior Front End Engineer

Morningstar
Chicago
1 week ago
We are seeking a Senior JavaScript Software Engineer with full-stack experience. This position will be part of an engineering team focused on updating Morningstar’s Web-based product suites. The position includes development of new systems and maintenance and improvement of existing applications. Candidates should have solid software engineering experience in building commercial-grade Web-based applications using modern SPA technology. You will work with other engineers to develop APIs and modernize the platform to build leading product experiences. A successful candidate will be able to play an active role in managing the prioritization of work in order to meet project goals. This position is based in our Chicago office.

Java Engineer

Morningstar
Chicago
1 week ago
At Morningstar, helping investors is what brings us together and drives our work. We are looking for software engineers who specialize in Java and the JVM platform to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

Quality and Transformation Manager

Morningstar
Chicago
1 week ago
The Team: The pursuit of Quality at Morningstar is deeply ingrained in our culture and a key part of the value we bring our clients. Led by our Chief Quality & Transformation Officer, the independent Quality & Transformation team works with teams across the company to help transform and improve our practices, processes and methods. Members of this team serve to enhance employee and customer experience by using philosophies and tools like Lean,

Product Manager, Morningstar Index Technology/Operations

Morningstar
Chicago
1 week ago
The Morningstar Index team is looking for an execution-focused Product Manager to join us as the product owner of an agile squad. The ideal candidate will have familiarity with the financial services industry with an emphasis on portfolio construction, calculation, or data dissemination. We are seeking results-orientated professional who can work directly and effectively in a highly collaborative, Agile software development setting.  In this role, you will take ownership of the platform and act as product expert—developing a deep understanding of the user and business requirements, translate the platform vision into user stories and acceptance criteria and manage the product backlog, with a focus on delivering value to the users. 

Designer, Visual

Morningstar
Chicago
1 week ago
Morningstar is looking for an intermediate visual designer for our Products group who loves taking on a variety of challenges. You’ll be working with a team to translate complex information into usable design, bringing wireframes to life through compelling interface design, and creating great user experiences for our diverse client base. Visual designers at Morningstar work with our design teams, product teams, and our tech and business partners to develop, iterate, and improve our existing software and content. 

Data Engineer

Morningstar
Chicago
1 week ago
At Morningstar, helping investors is what brings us together and drives our work. We are looking for a Data Engineer with relational, SQL, no-SQL, ETL/ELT, sysops and general programming experience. Having a proven track record of modeling data, solving analytical problems, aggregating data, bring novel engineering solutions and helping the business move forward is a big bonus. You will have the opportunity to help build, move, transform and model customer behavior, existing models, warehouses and influence our transformation into the cloud. Overall, this role is designed to help us move forward. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. This position is based in our Chicago office.

Equity Analyst, Technology

Morningstar
Chicago
1 week ago
The Group: Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We believe that our research analysts are among the most respected thought leaders in the industry, and we offer original, influential, thought provoking, and independent analysis. We offer intellectually challenging career paths and the opportunity

Research Director, Rebalancing and Tax-Efficient Methodologies

Morningstar
Chicago
1 week ago
The Group: The Investment Management group consists of our investment advice and investment management capabilities. Through our registered investment advisor subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients. Everything we do is driven by our independent view, long-term investment approach and desire to

Manager Research Analyst

Morningstar
Chicago
1 week ago
As a manager research analyst, your objective and independent research on funds and other investment vehicles will help individuals, intermediaries, and institutional investor make better investment decisions, which is Morningstar’s primary mission. The position requires a real passion for investing along with strong analytical, presentational and writing skills.  In this role, you will research and rate funds and other investment vehicles such as separately managed accounts, while also developing broader investment expertise that contributes to the team’s thought leadership. You will work within one of our asset class teams: equity, fixed income, multi-asset, or alternatives. The position is based in our Chicago office.

Associate Product Manager

Morningstar
Chicago
1 week ago
Morningstar seeks an Associate Product Manager to work with the VP, Product Management on Retirement Manager, a web application that helps employees reach their retirement goals by offering advice on how much to save, identifying when to retire, and allocating their retirement account to the appropriate investment options. In addition, employees have an option to have Morningstar make the investment decisions for them within their employer-sponsored retirement savings account. 

Senior SDET/QA Automation Engineer

Morningstar
Chicago
1 week ago
At Morningstar, helping investors is what brings us together and drives our work. We are looking for QA Automation Engineers or Software Development Engineers in Test (SDET) who specialize in full stack QA (Front end, Webservice, & Non-Functional testing) to join our team, grow with us, introduce us to new ideas and develop products that empower our users. Every day, you’ll work with team members across disciplines developing products for investors. You’ll interact daily with our product managers to understand our domain and create technical solutions that push us forward. We want to work with other engineers who bring knowledge and excitement about our opportunities. These positions are based in our Chicago office.

Data Content Researcher

Morningstar
Chicago
1 week ago
he Portfolio Acquisition & Analytics team is seeking a content researcher to drive a variety of initiatives related to fixed income, equity, and multi-asset portfolio analytics. You will use your independent research and initiative to add significant value to strategic projects, contributing to the next generation of portfolio analytics and data. You will learn the nuances of investment products, interacting with internal stakeholders in Research, Solutions, and Products and external institutional clients. This position is based in Chicago. 

Senior Data Consultant

Morningstar
Chicago
1 week ago
The Senior Data Consultant plays a significant role in ensuring that Morningstar’s offering in the emerging managed products space exceeds industry expectations.  The emerging managed products space includes, but is not limited to, strategy data, separate accounts, private funds, retirement data, model portfolios, and other emerging investment vehicles and marketplaces. The position will be based in our Chicago office.

Accounting Intern

Morningstar
Chicago
1 week ago
As an Accounting Intern, you will have the opportunity to work closely with our accounts payable, accounts receivable, and general ledger teams. This is a paid internship requiring 40 hours per week during the summer and at least 20 hours per week during the 2018-2019 academic year. This position is based in our Chicago office.

Manager of FP&A

Morningstar
Chicago
1 week ago
Morningstar’s Financial Planning and Analysis team seeks a Manager of FP&A to support Morningstar’s Investment Management Business. The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve. In this role, you will be an important strategic partner to our business and provide critical financial analysis and decision support to help achieve our business objectives. You will work closely with finance, various business operations, functional areas, and corporate accounting functions to understand and resolve financial issues. In addition, you will regularly interact with senior management or executive level on matters concerning the business line. This position reports to the Director of FP&A and is based in our Chicago office.

Staff Accountant - Accounts Payable

Morningstar
Chicago
1 week ago
Morningstar is looking for a Staff Accountant - Accounts Payable to join our US Accounting team, which is focused on innovation, automation and process improvements. As Staff Accountant - Accounts Payable, you will play an integral role with our Payables process, month-end close process, Sarbanes-Oxley Act compliance, automation and process improvements. This position reports to the US Accounting Manager and is based in our Chicago office.

Technical Support Team Leader

Morningstar
Chicago
1 week ago
Morningstar offers real-time data for more than 14 million global instruments including equities, futures, options, commodities, and precious metals on every major exchange worldwide. Brokerage firms, banks, and other institutions power their systems with our tailored data feeds or monitor relevant trading movements using our market data application. The Technical Support Team Leader will work as part of our dynamic global support team supporting the Market Data business. 

Senior Accountant - Financial Reporting

Morningstar
Chicago
1 week ago
As a Senior Accountant, you will play an integral role in all aspects of financial reporting, including Morningstar`s global consolidated financial statements, SEC filings, earnings releases, management reports and board reports. This position reports to the Manager of Financial Reporting. This is a full-time position and is based in our Chicago office.

Associate Quantitative Analyst

Morningstar
Chicago
1 week ago
Morningstar’s Advice Engines team helps investors reach their goals by incorporating proprietary research and methodology into sophisticated analytical engines that power internal and external applications. The team is seeking an Associate Quantitative Analyst to work on our Wealth Forecasting Engine (WFE). In this role, you will work alongside research, product management, development, and quality assurance teams to gain in-depth understanding of complex financial planning and investment management methodologies and implementation. You will collaborate with research, development, and QA teams to ensure successful product support, development, and growth. If you are looking to apply your knowledge of financial planning with your analytics skills toward the development of differentiated automated investing solutions, this may be the position for you! This position is based in Chicago. 

Front End Engineer

Morningstar
Chicago
1 week ago
We are seeking a Front End Engineer with full-stack experience. This position will be part of an engineering team focused on updating Morningstar’s Web-based product suites. The position includes development of new systems and maintenance and improvement of existing applications. Candidates should have solid software engineering experience in building commercial-grade Web-based applications using modern SPA technology. You will work with other engineers to develop APIs and modernize the platform to build leading product experiences. A successful candidate will be able to play an active role in managing the prioritization of work in order to meet project goals. This position is based in our Chicago office.

Fixed Income Data/Analytics Specialist

Morningstar
Chicago
1 week ago
The Group: The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management and product development collaborate with our Sales, Marketing and Service group to help provide clients with relevant products and bundled solutions, and great