Jobs at Morningstar
836 open positions
Product Manager
Company: Morningstar
Location: Chicago, IL
Posted May 10, 2024
Morningstar is seeking a Product Manager for its Central Technology Product Development team in Chicago. The role involves setting priorities for Business Intelligence Reporting, collaborating with various teams, defining requirements, and executing a three-year data strategy. The ideal candidate should have a Bachelor's degree, 4-5 years of product management experience, strong analytical skills, and Agile experience. Familiarity with Business Intelligence Reporting tools and financial services is a plus. Morningstar offers a hybrid work environment with regular in-person collaboration.
Business Continuity Analyst
Company: Morningstar
Location: Chicago, IL
Posted May 10, 2024
Morningstar is seeking a Business Continuity Analyst to join their corporate business group. The role involves managing risks, acting as a subject matter expert, communicating with global employees, documenting business continuity plans, governing standards, conducting exercises, ensuring compliance, and providing training. The ideal candidate should have a bachelor's degree, 3+ years of experience in business continuity management, strong understanding of standards and techniques, excellent interpersonal and communication skills, project management abilities, and the capacity to work outside regular hours. Morningstar offers a hybrid work environment with regular in-person collaboration.
Software Engineer (multiple positions)
Company: Morningstar
Location: Chicago, IL
Posted Apr 28, 2024
Morningstar, Inc. is seeking a Software Engineer with a Bachelor's degree in Computer Science or a related field and 2 years of relevant experience. The role involves writing Python code, performing code deployments with Jenkins CI/CD, working in an agile team using Jira, assisting with product vision and system architecture design, developing APIs/libraries/CLIs, managing Docker and Kubernetes, and conducting engineering team practices. The company offers a hybrid work environment and a range of benefits to enhance flexibility.
Senior Equity Analyst (multiple positions)
Company: Morningstar
Location: Chicago, IL
Posted Apr 28, 2024
The Senior Equity Analyst position in Chicago, IL involves a mix of personal administrative tasks, client interactions, in-depth research, financial modeling, report writing, and networking. The role requires a Bachelor's or Master's degree in a relevant field and 2-5 years of experience in equity research or industry. Essential skills include microeconomics, equity selection, merger accounting, forecasting, DCF modeling, and understanding business models. Morningstar Research Services offers a hybrid work environment with telecommuting opportunities and a focus on collaboration.
Equity Analyst, Communication Services
Company: Morningstar
Location: Chicago, IL
Posted May 12, 2024
Morningstar's Research group is seeking an Equity Analyst to cover approximately 20 stocks in the North American communications services and infrastructure industries. The role involves conducting in-depth, original research using a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify value drivers, discuss differing views from the market, and apply Morningstar's Economic Moat Methodology. They will publish detailed reports, build industry relationships, and support client inquiries. The role requires a deep understanding of covered companies and industries, strong communication skills, and the ability to work collaboratively. A Bachelor's degree, CFA designation, or MBA is preferred, along with three or more years of relevant experience and proficiency in Excel.
Financial Analyst, Revenue and Planning
Company: Morningstar
Location: Chicago, IL
Posted May 03, 2024
<p><b>The Group<b><br >Morningstars Financial Planning and Analysis team is responsible for planning forecasting and analyzing the companys financial results The team works collaboratively with our business group leaders as well as the corporate functions to support our strategy and growth initiatives and help make informed business decisions to create value <br ><b>The Role <b><br >Morningstars Financial Planning and Analysis team seeks a Financial Analyst to assist with revenue and expense analysis headcount and salary reporting internal and external reporting needs as well as perform other tasks to help maintain operational efficiency finance department In this role you will work closely with business group leaders functional areas and corporate accounting functions to understand and resolve financial issues In addition you will gain extensive experience with financial systems and reporting build relationships with senior management and work on special projects as necessary This position reports to the Manager of FPampA and is based in our Chicago office <br ><b>Responsibilities<b><br ><p><ul><li>Assist in managing inputs and compilation of budgeting and forecasting processes <li> <li>Assist in creating and maintaining internal financial reporting packages and materials for meetings <li> <li>Complete detailed account reconciliations and analyses to help identify business trends and drivers behind revenue and expenses <li> <li>Reconcile forecast and budget against actual results to identify variances and ensure accuracy of results <li> <li>Perform adhoc analysis and provide support on special projects as needed <li> <li>Process and review expenses for approval and proper coding and prepare accruals as necessary <li> <li>Participate in crossfunctional project teams formed to address business process improvements <li> <li>Ability to proactively identify and enact process improvements <li> <ul><p><br ><b>Requirements <b><br ><p><ul><li>Minimum two years of experience in an accounting or related position with a bachelors degree CPA MBA a plus <li> <li>Ability to think critically <li> <li>Candidates should be extremely detailoriented individuals with strong analytical problemsolving and excellent communication skills <li> <li>Ability to aggregate and analyze data work in a team environment and assume additional responsibilities over time <li> <li>Solid Microsoft Excel and PowerPoint skills required knowledge of Salesforce Oracle Smartview is a plus <li> <ul><p><br >Please include a resume with your application materials and a cover letter is optional<br >Morningstar is an equal opportunity employer <br >001MstarInc Morningstar Inc Legal Entity<br >Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week Weve found that were at our best when were purposely together on a regular basis at least three days each week A range of other benefits are also available to enhance flexibility as needs change No matter where you are youll have tools and resources to engage meaningfully with your global colleagues<p>
Principal ServiceNow Architect
Company: Morningstar
Location: Chicago, IL
Posted May 04, 2024
<p><b>About the Role <b><br >The ServiceNow Principal Architect is ultimately accountable for the overall design and development of the ServiceNow platform Has ownership and oversight of the ServiceNow instances and the core platform Maximizes value by identifying additional business outcomes the platform allows<br >The Principal Architect is responsible for the core configuration of the ServiceNow platform safeguarding the architectural integrity of critical workflows such as IT Service Management ITSM HR Service Delivery HRSD Hardware Asset Management HAM and IT Operations Management ITOM<br >This role will work in a partnership with the ServiceNow product owner to manage the overall platform strategic roadmap and the rationalization of the demand for enterprise platform consumption Together with the product owner this role will ensure the platform team is in alignment with the business strategy roadmap and platform governance policies The Principal Architect is also responsible to provide technical guidance and mentorship and act as an escalation point to the ServiceNow development team<br ><b>Job Responsibilities<b><br ><p><ul><li>Provide product strategy guidance to support Morningstars operational efficiency and employee experience goals Help drive efficiency that sets Morningstar at the optimal level operational effectiveness to support our future growth<li> <li>Provide leadership and support of the platform strategy in relation with ServiceNow product releases and enhancements<li> <li>Oversee major product releases technical impact analysis architecture reviews and overall execution of the releases while assessing risk<li> <li>Work closely with the development teams to determine changes required as a result of product releases and plan update sets to address any collisions with new versions of the product<li> <li>Work closely with developers the product owner and program managers to drive technical standards OOB architecture and overall platform simplicity and scalability principles<li> <li>Set architecture standards to drive the implementation of integrations between ServiceNow Integration Hub APIs and other Morningstar systemsapplications<li> <li>Act as lead and expert in integration strategy and data sharing across other Morningstar applications<li> <li>Communicate product priorities and build consensus<li> <li>Assume leadership responsibilities as an accountable owner who is committed to the outcome regardless of the role or organizational boundaries<li> <li>Work with multiple teams to guide projects through development and bring highquality products to life<li> <li>Integrate usability studies research and market analysis into product requirements to enhance user satisfaction<li> <li>Communicate complex problems into easily understood requirements and provide solutions<li> <li>Administer and maintain the ServiceNow platform for optimal performance including but not limited to monitoring upgrades and access<li> <li>Ensures that documented development policies procedures and best practices are followed<li> <ul><p><br ><b>Qualifications<b><br ><p><ul><li>35 years of experience leading technical product ownership andor system architecture with an emphasis in ServiceNow workflows<li> <li>At least 7 years of development experience within ServiceNow Experience with ITSM HRSD ITOM HAM Discovery CMDB Integration Hub andor Event Management modules a big plus<li> <li>At least 3 years experience integrating ServiceNow with other systems via APIs and Integration Hub<li> <li>At least 3 years experience with Flow Designer<li> <li>Knowledge of ServiceNow functionality such as business rules scripts and Access Control List ACL rules<li> <li>Knowledge of business analysis processes and concepts<li> <li>Experience with Agile development processes and methodologies<li> <li>Experience working in a global setting<li> <li>Experience working with implementation partners and managed service providers<li> <li>Bachelors degree in Computer Science Information Technology or a related field<li> <ul><p><br ><b>Knowledge Skills Abilities and Behavior Required<b><br ><p><ul><li>Ability to successfully lead a team and drive the success of ServiceNow initiatives<li> <li>Proven ability to successfully work in a matrix team environment that presents significant change and tight timeframes<li> <li>Excellent communication skills both written and verbal<li> <li>Strong interpersonal skills Ability to build positive relationships with key stakeholders<li> <li>Strong analytical and problemsolving skills<li> <li>Ability to quickly learn new concepts and functionality as Morningstar expands our ServiceNow footprint<li> <li>Focus on quality and attention to detail<li> <ul><p><br >001MstarInc Morningstar Inc Legal Entity<br >Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week Weve found that were at our best when were purposely together on a regular basis at least three days each week A range of other benefits are also available to enhance flexibility as needs change No matter where you are youll have tools and resources to engage meaningfully with your global colleagues<p>
Compensation Manager
Company: Morningstar
Location: Chicago, IL
Posted May 12, 2024
Morningstar is seeking a Compensation Manager for its People & Culture team. The role involves leading major compensation programs, managing job catalog and pay structures, and collaborating with global stakeholders. The ideal candidate should have a Bachelor's degree in Business, HR, or related field, strong business acumen, and proficiency in Workday and MS Office Suite. The company offers a hybrid work environment with regular in-person collaboration.
CMBS Track - Morningstar Development Program
Company: Morningstar
Location: Chicago, IL
Posted May 04, 2024
<p><b>The Program<b><br >At Morningstar we want people who are smart creative hardworking curious and passionate about their work We hire all majors including liberal arts as we appreciate the different perspectives they bring to our company We built the Morningstar Development Program to prepare recent college graduates for successful longterm careers here at Morningstar Throughout this twoyear program you will be placed in a cohort where youll receive ongoing career development networking mentoring training opportunities apprenticeship program opportunities and exposure to different areas of the business to help you succeed at Morningstar<br >We are accepting applicants with less than 2 years of fulltime work experience While we look for individuals who have an interest in investing we welcome all fields of study All positions are based in our Chicago office<br ><b>Job Responsibilities<b><br ><p><ul><li>Support the lead analysts in evaluating credit risk while adhering to the relevant rating methodology<li> <li>Determine Morningstar DBRS stabilized cash flows of all major property types office retail multifamily MHC hotel selfstorage and a variety of loan sizes $1 million to gt $100 million<li> <li>Prepareupdate spreadsheets on rated entities including historical information and financial projections<li> <li>Search and aggregate market data to be used in the credit analysis<li> <li>Track key economic and industry indicators and various asset class metrics<li> <li>Review thirdparty reports including appraisals property condition reports environmental reports and other industry specific reports<li> <li>Contribute text and analysis for rating reports press release commentaries presentations and industry reports under supervision of lead analysts<li> <li>Assist with the preparation of rating committee materials and participate in Rating Committee meetings with guidance from the lead analysts<li> <li>Assist with the publishing workflow including regulatory disclosures<li> <li>Develop a solid understanding of real estate asset classes covered<li> <li>Develop clientcommunication skills through interacting with issuers investors and intermediaries<li> <li>Adhere to compliance regulatory and company policies and procedures<li> <ul><p><br ><b>Requirements<b><br ><p><ul><li>Undergraduate degree in accounting business finance or other relevant discipline is preferred<li> <li>Strong analytical abilities and knowledge of financial statements<li> <li>Solid research and analytical skills with acute attention to detail<li> <li>Strong communication skills both oral and written<li> <li>Selfstarter and strong team player with the ability to meet deadlines while producing high quality work<li> <li>Genuine interest in commercial real estate and structured finance<li> <li>Ability to travel 1020 domestically North America<li> <li>Possess and maintain a valid drivers license and passport<li> <ul><p><br >Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week Weve found that were at our best when were purposely together on a regular basis at least three days each week A range of other benefits are also available to enhance flexibility as needs change No matter where you are youll have tools and resources to engage meaningfully with your global colleagues<p>
Senior Internal Communications Specialist
Company: Morningstar
Location: Chicago, IL
Posted May 05, 2024
<p><b>The Opportunity<b> <br >As Senior Internal Communications Specialist youll be one of the architects of our internal storytelling playing a pivotal role in not just how we talk but how we listen and connect Youll partner closely with our Technology and People amp Culture teams among others crafting bespoke communication strategies that support their initiatives and champion our collective growth Youre not just managing communications youre also assisting in the curation of monthly global experiences and facilitating a dialogue that embraces change and celebrates progress <br ><b>What youll do<b> <br ><p><ul><li>Design and implement communication strategies that align with and amplify the goals of our various business units with a keen focus on Technology and People amp Culture<li> <li>Be the champion of change crafting messages that navigate transitions with clarity empathy and optimism<li> <li>Organize and elevate internal meetings and events transforming them into catalysts for engagement collaboration and innovation<li> <li>Produce captivating written content that resonates across our global community fostering a sense of belonging and shared purpose<li> <li>Evaluate the impact of your communications harnessing feedback to refine and evolve our narrative journey<li> <ul><p><br ><b>What were looking for<b> <br ><p><ul><li>35 years of experience in strategic communications ideally within a dynamic fastpaced environment<li> <li>A proven track record of excellence in change management communications demonstrating your ability to lead with clarity and empathy during transitions<li> <li>Exceptional writing and storytelling skills with the ability to craft messages that connect and resonate across a diverse global audience<li> <li>Strong project management abilities capable of prioritizing and managing multiple initiatives simultaneously<li> <li>Adept at building relationships across all levels of an organization fostering a culture of collaboration and inclusivity<li> <ul><p><br ><b>Why Youll Thrive Here<b> <br ><p><ul><li>Morningstar fosters a culture thats rich in diversity creativity and opportunities for growth<li> <li>We are a global team that values your voice prioritizes your wellbeing and celebrates your contributions<li> <li>Youll have the chance to make a significant impact driving change and shaping the future of our organization<li> <ul><p><br ><p><ul><li>Were a great team with a commitment to fun flexibility and a balance between work and life that keeps us all energized<li> <ul><p><br ><b>Lets Create Together<b> <br >If youre passionate about the power of communication to foster unity drive change and celebrate achievements were eager to meet you At Morningstar youre not just joining a team youre becoming part of a community thats making a difference Ready to leave your mark Were here to listen <br >001MstarInc Morningstar Inc Legal Entity<br >Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week Weve found that were at our best when were purposely together on a regular basis at least three days each week A range of other benefits are also available to enhance flexibility as needs change No matter where you are youll have tools and resources to engage meaningfully with your global colleagues<p>
Data Solutions Specialist
Company: Morningstar
Location: Chicago, IL
Posted Apr 25, 2024
Morningstar is seeking a Data Solutions Specialist to provide Level 1 customer support, handle client queries, and work with Senior staff to support key clients. The role involves understanding financial data, delivering excellent customer service, and contributing to process improvement projects. The company offers a hybrid work environment with regular in-person collaboration. Qualifications include a good understanding of exchange data, 1-2 years of relevant experience, and a Bachelor's degree in a technical or financial discipline.
Director of Research, Investment Advice and Planning
Company: Morningstar
Location: Chicago, IL
Posted Apr 28, 2024
The Director of Research for Lifetime Financial Advice will lead research on lifetime investment and consumption models, applying skills in econometrics, utility theory, and mathematical optimization. The role requires a Ph.D. in Economics or a related field with expertise in lifecycle finance, lifetime investment and consumption modeling, and financial economics. The position involves collaborating with a team of research professionals, translating research findings into actionable insights, and communicating research to stakeholders. Qualifications include at least 7 years of experience, a Ph.D. in Economics or Econometrics, research publications on lifetime planning and advice, excellent communication skills, and the ability to build relationships. Preferred qualifications include experience as an expert spokesman, knowledge of Morningstar's existing methodologies, professional certification, and experience with portfolio management and financial planning.