Jobs at Morningstar
836 open positions
Manager of Software Engineering
Company: Morningstar
Location: Chicago, IL
Posted Mar 18, 2024
<p><b>The Team <b>The Workplace business unit focuses on helping individuals achieve better outcomes by working with institutional clients in the global defined contribution and workplace markets This is a high growth area for Morningstar and houses a diverse product suite and unique client base By constantly evolving our solutions and solving our clients problems we believe we are positioned well for continued future growth <br ><b>About the Role<b><br >We are looking for a Manager of Software Engineering to produce scalable software solutions within the Workplace engineering team You will be part of a crossfunctional team that is responsible for the full software development life cycle from conception to deployment As a manager you should be comfortable with working effectively with cross functional partners and stakeholders to set and achieve optimal outcomes You should have good software engineering experience in building commercialgrade webbased applications and scalable cloudcentric APIs Applications and programming interfaces A successful candidate will be able to play an active role in managing the prioritization of work to meet project goals The position is based in our Chicago office<br ><b>Job Responsibilities<b><br ><p><ul><li>Be both highly technical and an effective people manager<li> <li>Lead teams that deliver on multiple projects of increasing dependencies in an ambiguous or highimpact area<li> <li>Work with your team and cross functional partners to define and influence strategy<li> <li>Drive roadmap creation and execution<li> <li>Collaborate with various functions drive engineering initiatives and have an impact at an organizational level<li> <li>Participate in technical design<li> <li>Measure the impact of your team and set clear expectations and goals<li> <li>Partner with leadership to influence and drive org design contribution and prioritization<li> <ul><p><br ><b>Requirements<b><br ><p><ul><li>5+ years of software engineering work experience including handson technical management building holistic webbased software solution API design and interactions between servers and clients<li> <li>5+ years experience coding and development<li> <li>Demonstrated experience recruiting and managing technical teams including performance management<li> <ul><p><br >002MstarAssocLLC Morningstar Investment Management LLC Legal Entity<br >If you receive and accept an offer from us we require that personal and any related investments be disclosed confidentiality to our Compliance team days vary by region These investments will be reviewed to ensure they meet Code of Ethics requirements If any conflicts of interest are identified then you will be required to liquidate those holdings immediately In addition dependent on your department and location of work certain employee accounts must be held with an approved broker for example all US employee accounts If this applies and your accounts are not with an approved broker you will be required to move your holdings to an approved broker<br >Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week While some positions are available as fully remote weve found that were at our best when were purposely together on a regular basis typically 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>
Manager, People Analytics
Company: Morningstar
Location: Chicago, IL
Posted Mar 13, 2024
<p><b>The Role <b><br >The Manager People Analytics will play a critical role in guiding Morningstars human capital data capabilities analyzing this data and harvesting and sharing insights that support decisions related to our employee experience workforce and talent strategies The role is responsible for the people analytics data functions and for coordinating with HR and business leaders to inspire change through actionable insights The role reports to the Head ofStrategy and Analytics within Morningstars People amp Culture HR function and will work closely with technicalsystems experts in Workday Tableau PowerBI and Qualtrics to maintain and advance dataanalytics capabilities within an articulated people analytics strategy youll help to develop <br >The ideal candidate will have experience within a mature people analytics function and can draw on this experience in charting the path for advancing Morningstars capability You will be a strong collaborator with a natural ability to get to the heart of core questionsproblems design researchanalytics programs around those problems execute research plans develop insights based on the research outputs and then communicate insights in a manner that is appropriate and actionable for the relevant decisionmaking audience Depending on the nature of the analysisinsight your stakeholders may include employees managers HR leadership Finance leaders and executive leadership<br >This role is based in our Chicago Toronto or Madrid office We are operating in a hybrid environment 3 daysin office<br >What Youll Do <br ><p><ul><li>Demonstrate thought leadership on current research approaches and innovative solutions for assessing and measuring the employee experience and talent lifecycle from prehire to exit<li> <li>Partner with HR leadership to design and deliver insights that will inform strategy and help execute on workforcetalent initiatives<li> <li>Collaborate with other crossfunctional teams to identify key businesshuman capital questions and develop analytics solutions to address them<li> <li>Support the design and execution of a holistic employee listening strategy including design and administration of pulse lifecycle and ad hoc surveys and integration of insights across the talent lifecycle<li> <li>Conduct research and make recommendations on trends benchmarks and standard processes to drive the companys longterm talent strategy and effectiveness<li> <li>Drive continuous improvement by evaluating existing analytics processes and recommending enhancements or new methodologies<li> <li>Analyze workforce and talent data to identify trends patterns and opportunities for improvement in areas such as recruitment retention performance and diversity amp inclusion<li> <li>Interpret complex data sets and communicate findings to nontechnical stakeholders in a clear concise and compelling manner<li> <li>Partner with HRBPs business leaders and other stakeholders to deliver quarterly engagement survey and organizational health insights analysis<li> <li>Translate metric priorities into designsideas for new dashboards and key reports with compelling visualizations and storytelling to help guide decisionmaking regarding talent and organizational practices<li> <li>Extract HR finance and business data from enterprise technology platforms and formatwrangle data for analysis and visualization<li> <li>Develop metrics and KPIs to monitor the efficiency effectiveness and impact of HR programs<li> <li>Design and develop interactive reports and dashboards to distill large volumes of data into a userfriendly presentation of key insights<li> <ul><p><br >What Were Looking For <br ><p><ul><li>7+ years business experience with 35 years in a datapeople analytics function<li> <li>Demonstrated strong analytical and problemsolving skills with experience in data analysis data modeling statistical analysis quantitative and qualitative research methods forecasts and predictions<li> <li>Proven knowledge of and experience with endtoend talent lifecycle measurement and employee experience listening programs<li> <li>Ability to integrate analyze and effectively communicate insights to all levels of the organization making complex information accessible and compelling through wellorganized storyboards graphics and visual outputs<li> <li>Experience navigating a global company where cultures time zones priorities and language create interesting challenges for advancing work<li> <li>Extreme attention to detail and accuracy with an exceptional results orientation and demonstrated personal initiative and customer centric perspectives<li> <li>Ability to take a design thinking approach to optimize solutions<li> <li>Adaptable to work with shifting priorities and comfort operating in an evolving fast paced environment<li> <li>Able to work under tight deadlines and plan organize and carry out multiple detailed tasks<li> <li>Working knowledge of HRanalytics systems including Workday Adaptive Planning Cornerstone PowerBI Qualtrics EX and AI tools more intensive knowledgeexperience of these systems is a plus<li> <li>Advanced Excel skills including functions macros and pivot tables<li> <li>Knowledge of human resources practices techniques and standards is a plus<li> <li>Bachelors degree or equivalent work experience<li> <li>Role can be based in Chicago NY London or Madrid<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>
Director - Data Licensing
Company: Morningstar
Location: Chicago, IL
Posted Mar 13, 2024
<p><b>The role <b><br >Morningstar consumes andor redistributes market index and reference data from over 200+ exchanges and data providers to power Morningstars data research investment management and index businesses Additionally Morningstar proprietary content is licensed to customers through key software APIs and data products within the Enterprise division In this position you will lead the data licensing function within the Enterprise Division ensuring that appropriate licenses are in place compliant and commercially optimized Additionally this role will have responsibility for developing and running the outbound licensingcompliance function for Morningstars licensed products This role will benefit the organization by minimizing vendor and exchange audit risks negotiating more favorable data deals by partnering with the sourcing function providing usage metrics for reducingoptimizing spend and securing new revenue from enhanced customer licensing compliance This position will be based in Chicago<br ><b>Responsibilities <b><br ><p><ul><li>Lead the data licensing efforts for 3rd party vendors across the Enterprise Division including index vendors exchanges ratings agencies securities identifiers etc<li> <li>Build senior level relationships across key data vendors to ensure Morningstar understands key changes to the vendors business or licensing policies and maintains a 360 degree perspective of key vendors<li> <li>Gather detailed knowledge about internal data needs across several business linesproductsplatforms and partner with the business data compliance and procurement to negotiate the most favorable commercial licenses<li> <li>Developimplement a framework for a new outbound licensingcompliance function for Enterprise data products and platform<li> <li>Lead a team of compliance analysts to analyze customer usage trends identify potential misusage and partner with SalesCSMs to resolve commercially and bring customer back into compliance<li> <li>Ensure that all agreements are current and stored in MDM partnering with Procurement to keep current with necessary business accountability<li> <li>Represent Morningstar in FISD groups to influence and drive improvements and consistency around global policies affecting Morningstars data usage<li> <li>Support the Head of Data Compliance for tracking training and education on acceptable data usage rights across Morningstar particularly within Enterprise and help with favorable resolution of 3rd party audits<li> <li>Maintainsupport the budgeting and forecasting for 3rd party data spend across the Enterprise division<li> <ul><p><br ><b>Qualifications <b><br ><p><ul><li>10+ years of related leadership experience in data licensing distribution and licensingcomplianceaudits in exchange data vendor or financial services firm<li> <li>Deep experiences with market data policies data contracting exchangesindex vendor landscape and data licensing terminologies<li> <li>Active and effective market data industry association experiences for addressing and influencing data topics<li> <li>Strong negotiation skills and effective in leveraging broader relationship for more favorable outcomes<li> <li>Experience managing and creating budgets and forecasts<li> <li>Proven people development and coaching skills<li> <li>Bachelors degree MBA or other advanced degreeaccreditation is strongly preferred<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>
Principal Data Engineer
Company: Morningstar
Location: Chicago, IL
Posted Mar 14, 2024
<p><b>About the role <b><br >The team is looking for an experienced Principal Software Data Engineer who is experienced with a strong foundation in data engineering technologies including data processing frameworks eg Apache Spark databases eg SQL and NoSQL databases data warehousing ETL Extract Transform Load processes and data integration In this role you will collaborate with the Indexes Technology Leadership Indexes Marketing Team Scrum Master business analysts developers designers and QA to build technology solutions for Morningstar Indexes primarily focusing designing and implementing APIs for client onboarding Guiding build design and delivery of additional APIs data engineering setting goals and ensuring successful project execution This role is a handson position and a large portion of your time will be spent designing and developing solutions yourself driving overall data model development life cycle from ideation to operations Leading cloud scale development effort for Data Integration technologyenabled solutions that address the needs of Morningstar Indexes including how to streamline design automation and orchestration of enterprise data that support business transformation and processes<br ><b>Job responsibilities <b><br ><p><ul><li>Design and implement additional API libraries with complete user documentation<li> <li>Help implement data solutions that meet product requirements and quality needs with respect to functionality performance scalability reliability schedules and adherence to Indexes goals and principles<li> <li>Define testing and acceptance criteria used by technology team during development of new processes QA and new product launches<li> <li>Modernization of index data and services to scale index data operations processes<li> <li>Establish metrics quality delivery rate etc to identify areas of opportunity and work with teams to continuously improve<li> <li>Deliver solutions to effectively and efficiently manage index events to optimize client experience<li> <li>Oversee daily activity of security master reference and index data for current and financial platforms<li> <li>Be a role model to the team collaborating on good designs amp patterns Reinforce good development practices like test driven development and continuous integration<li> <li>Introduce improved data development practices innovative frameworks and technology solutions that help the team move faster<li> <li>Follow best practices like estimation planning reporting and improvement in everyday work and foster an atmosphere of experimentation and continuous learning<li> <ul><p><br ><b>Qualifications <b><br ><p><ul><li>Minimum of 10 years of experience Index Data Engineering<li> <li>Completed bachelors degree in computer science Economics Engineering or equivalent<li> <li>Subject matter expert on Capital Market domain Indexes Equities etc<li> <li>Excellent organizational and analytical skills with attention to detail<li> <li>Able to contribute to global projects coordinating with global operations teams working across different time zones<li> <li>Hands on experience with SQL andor NoSQL databases preferably PostgreSQL DynamoDB<li> <li>Experience with modern development practices in areas of product design requirement analysis test driven development and test automation<li> <li>Ability and willingness to learn new technologies<li> <li>Excellent listening written and verbal communication skills Datadriven approach and excellent analytical skills<li> <li>A collaborative approach to problemsolving and ideation in a highly ambiguous environment<li> <li>Ability to operate crossfunctionally leading and influencing and ultimately leading to timely tactical decisionmaking to advance our objectives<li> <ul><p><br ><b>Nice to have <b><br ><p><ul><li>Knowledge of backend database systems SQL and noSQL<li> <li>Knowledge of Python C<li> <li>Knowledge of backend index operations functions and processing systems<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>
Senior Credit Analyst - Sector Lead (multiple positions)
Company: Morningstar
Location: New York City, NY
Posted Mar 16, 2024
<p><b>Job Title <b>Senior Credit Analyst Sector Lead multiple positions<br ><b>Location<b><br >New York NY<br ><b>Responsibilities<b><br ><p><ul><li>Act as a lead analyst on structured finance transactions and present analysis to rating committee 15<li> <li>Perform transaction analysis including analysis of collateral deal structure and legal issues Experience with analysis of representation and warranties provided on the loans in the transaction<li> <li>Understanding of the general underwriting guidelines of originators to analyze the implications to the credit quality of the transaction collateral 5<li> <li>Build and maintain relationships with bankers investors and originators 3<li> <li>Experience with assigning ratings to RMBS transactions backed by NonQM prime jumbo QM STACR CAS Manufactured housing reverse mortgages fixandflip loans other residential mortgage loans and SFRs 5 Focus on key credit issues during the new issue rating process 3<li> <li>Test cash flows to confirm accuracy and robustness of cash flow models 3 Experience with structured products market and technical expertise in using fixed income analytical systems such as Intex Dealmaker Calc and Bloomberg 5<li> <li>Coordinate with technology team to build and improve processes 5 Experience with VBA Python or other basic programming language 3<li> <li>Represent organization in industry conferences and panel discussions 2 Understanding of the general industry regulations disclosure practices and compliance requirements in the RMBS sector 2<li> <li>Conduct scenariosensitivity analysis and communicate analysis to senior staff and colleagues 3 Conduct analysis to evaluate the credit profile of securities and review related legal documents 5<li> <li>Participate in criteria development and enhancement of structured finance models 3 Proficient in design testing validation understanding biases and exploitable imperfections of various mortgage default and prepayment models 2<li> <li>Understanding of Esoteric ABS amp Insurance Linked notes CMBS Consumer ABS and CDOsCLOs to act as independent voter during rating committees 3<li> <li>Experience with analyzing negative convexity and credit specific attributes of mortgage collateral analyzing deal structures legal documents origination servicing and loss mitigation practices across Agency and Non Agency MBS 2<li> <li>Produce and publish industry commentaries and newsletters 12 Proven ability to lead teams of developers to build and support credit analysis applications through a complete product life cycle 15<li> <li>Participate in external meetings with bankers investors and originators road knowledge of Fixed Income products with focus on Agency and NonAgency RMBS Whole Loans prime jumbo QM Manufactured housing reverse mortgages fixandflip loans other residential mortgage loans Single family rental SFRs 3<li> <li>Experience with identifying relative value opportunities across Agency and Non Agency MBS 1<li> <li>Remote work requests will be considered consistent with companys remote work policy Domestic travel required not more than 10 days throughout the year<li> <ul><p><br ><b>Requirements<b><br ><p><ul><li>3 or 4year bachelors degree in Finance Math Economics Computer Science Engineering or any other related field and 7 years of experience in structured finance in Credit Analyst or a related position<li> <li>This position also requires experience with assigning ratings to RMBS transactions backed by NonQM prime jumbo QM STACR CAS Manufactured housing reverse mortgages fixandflip loans other residential mortgage loans and SFRs<li> <li>experience with structured products market and technical expertise in using fixed income analytical systems such as Intex Dealmaker Calc and Bloomberg<li> <li>experience with credit and legal aspects of structured finance transactions in the residential mortgage product area<li> <li>experience performing transaction analysis including analysis of collateral deal structure and legal issues experience with quantitative and analytical skills<li> <li>experience with VBA Python or other basic programming language experience with industry regulations disclosure practices and compliance requirements in the RMBS sector<li> <li>experience with loan underwriting guidelines of originators to analyze the implications to the credit quality of the transaction collateral<li> <li>experience with analysis of representation and warranties provided on the loans in the transaction experience producing and publishing industry commentaries and newsletters<li> <li>experience representing organization in industry conferences and panel discussions experience participating in external meetings with bankers investors and originators<li> <li>experience with Esoteric ABS amp Insurance Linked notes CMBS Consumer ABS and CDOsCLOs to act as independent voter during rating committees<li> <li>experience with identifying relative value opportunities across Agency and Non Agency MBS<li> <li>experience with leading teams of developers to build and support credit analysis applications through a complete product life cycle experience with design testing validation understanding biases and exploitable imperfections of various mortgage default and prepayment models<li> <ul><p><br >Must possess unrestricted right to work in the US in this position<br ><b>Base Salary<b> $ 173555<br ><b>Annual Bonus Target <b>15 of base pay<br ><br ><b>Compensation and Benefits<b><br >At Morningstar we believe people are at their best when they are at their healthiest Thats why we champion your wellness through a widerange of programs that support all stages of your personal and professional life Here are some examples of the offerings we provide<br ><p><ul><li>Financial Health <ul><li>75 401k match up to 7 <li> <li>Stock Ownership Potential<li> <li>Company provided life insurance 1x salary + commission<li> <ul><li> <ul><p><br ><p><ul><li>Physical Health <ul><li>Comprehensive health benefits medicaldentalvision including potential premium discounts and companyprovided HSA contributions up to $500$2000 annually for specific plans and coverages<li> <li>Additional medical Wellness Incentives up to $300$600 annual<li> <li>Companyprovided long and shortterm disability insurance<li> <ul><li> <ul><p><br ><p><ul><li>Emotional Health <ul><li>TrustBased Time Off<li> <li>6week Paid Sabbatical Program <li> <li>6Week Paid Family Leave amp Paternity Leave <li> <li>Adoption Assistance <li> <li>Leadership Coaching amp Formal Mentorship Opportunities<li> <li>Annual Education Stipend <li> <li>Tuition Reimbursement<li> <ul><li> <ul><p><br ><p><ul><li>Social Health <ul><li>Charitable Matching Gifts program<li> <li>Dollars for Doers volunteer program<li> <li>Paid volunteering days<li> <li>15+ Employee Resource amp Affinity Groups <li> <ul><li> <ul><p><br ><br ><br >R06DBRSInc DBRS Inc US Legal Entity<br >Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week While some positions are available as fully remote weve found that were at our best when were purposely together on a regular basis typically 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 Customer Support Representative
Company: Morningstar
Location: Chicago, IL
Posted Mar 15, 2024
<p>About the role<br >Morningstar Licensed Data gives clients independent comprehensive and timely data and research they can use to empower investor success The Senior Customer Support Representative will work as part of our dynamic global team supporting the Licensed Data business<br >Job responsibilities<br ><p><ul><li>Deliver outstanding customer service by responding to and efficiently resolving client issues and requests<li> <li>Investigate all incoming queries and escalate to technical teams where necessary<li> <li>Document all actions in CRM Service Cloud<li> <li>Provide regular followup to clients on all outstanding queries<li> <li>Assist with creating documentation and knowledge sharing<li> <li>Actively contribute to process improvement project work<li> <ul><p><br >Qualifications<br ><p><ul><li>Excellent written and oral communication with excellent interpersonal skills<li> <li>Excellent client service skills with a proactive approach and ownership of issues as they arise<li> <li>Fast learner selfstarter flexible and proven ability to work in a demanding environment with strong multitasking skills<li> <li>Strong problemsolving and analytical skills high attention to detail and excellent time management<li> <li>Good understanding of financial data or experience in a similar field working with larger quantities of data<li> <li>Bachelors degree<li> <li>Fluency in a second business language is desirable<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>
Senior IT Risk and Compliance Analyst
Company: Morningstar
Location: Chicago, IL
Posted Mar 19, 2024
Morningstar Inc. is looking for a Senior IT Risk and Compliance Analyst to join their Governance, Risk and Compliance Team. The role involves growing the Information Security Team's third party vendor risk management program, performing vendor risk assessments, and collaborating with internal stakeholders.
Assistant Vice President, Credit Ratings, Project and Infrastructure Finance
Company: Morningstar
Location: New York City, NY
Posted Mar 16, 2024
Morningstar is seeking a highly motivated individual with 5-7 years of experience in Project and Infrastructure Finance credit analysis to join its team in New York City as an Assistant Vice President. The role involves supporting the U.S. based portfolio, performing financial statement analysis, using financial models, drafting rating reports, and compiling rating committee materials. The successful candidate will work on a variety of transactions, including power and energy-related sectors, bespoke project financings, and broader infrastructure mandates. Responsibilities include assisting with covering the existing U.S. based ratings portfolio, attending issuer and investor meetings, building industry knowledge, and contributing to the development of methodologies and research products.
Senior Internal Auditor - IT
Company: Morningstar
Location: Chicago, IL
Posted Mar 14, 2024
<p><b>The Group <b><br >Reporting to the Board of Directors Morningstars Internal Audit Services is an independent objective assurance and consulting activity designed to add value and improve the companys 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 control and governance processes<br ><b>The Role <b><br >Morningstars Internal Audit Services seeks a highly motivated Senior IT Internal Auditor who thrives on new experiences and challenges As a Senior IT Internal Auditor you will play an integral role in evaluating the companys information technology and information security processes and effectiveness of internal controls You will have the opportunity to work on a variety of operational information technology and compliance reviews as well as evaluate the effectiveness of internal controls over external financial reporting as part of the companys SarbanesOxley Section 404 compliance activities The position is based at the companys headquarters in Chicago You will work closely with all levels of management across the organization recommending changes to strengthen controls for increased efficiencies and reduced risks The Senior IT Internal Auditor will have the opportunity to utilize and reference worldclass audit tools and audit methodologies in the performance of his or her duties<br ><b>Job responsibilities <b><br ><p><ul><li>Assist with the planning management and execution of operational information technology and compliancerelated reviews <li> <li>Perform walkthroughs of complex information technology and information security processes and test the design and effectiveness of internal controls<li> <li>Document work and assist in the preparation of observations and recommendations for corrective action<li> <li>Supervise audit staff and external consultants review workpapers and provide appropriate coaching and feedback<li> <li>Effectively apply the COSO internal control framework COBIT IT governance framework NIST Cybersecurity framework and IIA International Professional Practices Framework<li> <li>Serve as a consultant and business partner with management<li> <ul><p><br ><b>Qualifications <b><br ><p><ul><li>Actionoriented selfstarter with strong verbal and written communication skills<li> <li>Comfortable working both independently or in teams and working within a complex environment<li> <li>Ability to diagnose problems determine root causes and recommend solutions to complex challenges<li> <li>Strong understanding of information technology general computer controls system development life cycle and IT auditing techniques including a broad knowledge of IT technologies operating systems databases and application platforms<li> <li>Knowledge of recognized IT audit and governance frameworks such as COBIT ITIL NIST ISO etc<li> <li>Undergraduate degree in accounting information technology management information systems or a related field<li> <li>Four or more years of internal or external audit experience assessing information technologysecurity controls andor internal controls over financial reporting<li> <li>Proven ability to manage people and projects and actively develop team members<li> <li>Willingness to travel to domestic and international offices<li> <ul><p><br ><b>Nice to have<b><br ><p><ul><li>Experience in working for a Big 4 or TierTwo public accounting firm preferred<li> <li>Knowledge of General Data Protection Regulation GDPR and California Consumer Privacy Act CCPA is a plus<li> <li>Experience performing data analytics and using data analysis or automated audit software is a plus<li> <li>Professional accreditation eg CIA CISA CPA is a plus<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>
Senior Software Engineer (multiple positions)
Company: Morningstar
Location: Chicago, IL
Posted Mar 11, 2024
<p><b>Job Duties<b><br ><p><ul><li>Primary responsibilities of the Senior Salesforce Software Developer role include working with core business partners in Sales Finance and Marketing to understand business requirements and provide Salesforce solutions in a timely manner<li> <li>This individual should take ownership of all programmatic requests and collaborate on specifications based on stakeholder requirements<li> <li>This role also acts as mentor to junior level developers 40<li> <li>Work with product management team and internal customers to understand the business requirements and transform them into scalable solutions on the Forcecom platform 10 Develop enhance and maintain the integration of Salesforce with any external systems 10<li> <li>For any given business requirement analyze the requirements to make the appropriate choice between point and click tools vs custom apex code 10<li> <li>Develop high quality reusable and maintainable code respecting the governor limits and API limits 10<li> <li>Support legacy CRM SQL Server based application 5<li> <li>Create and execute Unit and Integration tests ensuring proper test code coverage of above 75<li> <li>Review junior developer code 5<li> <li>Assist with quality assurance testing both internal testing and guiding user acceptance testing 5 Release management including preparation and deployment of Salesforce Packages as well as maintaining version control Proactively identify issues that may arise during deployment 5<li> <li>Remote work requests will be considered consistent with Morningstars remote work policy<li> <ul><p><br ><b>Job Requirements<b><br ><p><ul><li>Bachelors degree in Computer Engineering Computer Science Information Technology or a related field and 5 years of relevant engineering experience in Software Engineer or similar positions<li> <li>In alternative we accept a Masters degree in Computer Engineering Computer Science Information Technology or a related field and 3 years of relevant engineering experience in Software Engineer or similar positions<li> <li>3 years of working experience in Salesforce development to be able to start the development from scratch and admin<li> <li>Experience with Sales and Service cloud<li> <li>Experience in Lightning components and Apex class Experience in SQL Server 20082012 ASPASPNET<li> <li>Experience with Salesforcecom design configuration and custom development using Apex Classes Triggers Visualforce pages data migration tools SOQL amp SOSL<li> <ul><p><br >Must possess unrestricted right to work in the US in this position<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>
Program Manager
Company: Morningstar
Location: Chicago, IL
Posted Mar 14, 2024
<p><b>The Group<b><br >Morningstar believes in empowering investors through research data design and technology Morningstar Direct is Morningstars flagship software product that helps Asset and Wealth Managers build and manage their portfolios and communicate with their clients Our team is modernizing the core Direct product using web amp desktop technologies cloudbased infrastructure and a refreshed product strategy and evolving our data delivery methods to meet the needs of our clients Our core offering is complemented by a variety of reporting and analytical products including our next generation tool Analytics Lab We aim to provide a firstclass experience in accessing analyzing and reporting on Morningstar research and data We value team productivity over individual productivity and this culture of giving means we enjoy and highly value collaborating with our teammates<br ><b>The Role <b><br >At Morningstar great people are our most important assets and essential to our success We look for hardworking enthusiastic people to join us in our mission to help investors reach their financial goals In turn we offer people an environment that fosters an entrepreneurial spirit dynamic career paths and rewards employees for helping Morningstar thrive<br >We operate in 27 countries Our global teams delight our clients around the world by creating industrydefining financial products and services We are a leading provider of independent investment research in North America Europe Australia and Asia Our company offers an extensive line of products and services for individual investors financial advisors asset managers and retirement plan providers and sponsors We provide data on approximately 550000 investment offerings including stocks mutual funds and similar vehicles along with realtime global market data on nearly 21 million equities indexes futures options commodities and precious metals in addition to foreign exchange and Treasury markets Morningstar also offers investment management services through its investment advisory subsidiaries<br >Morningstar Direct is hiring a dynamic handson Program Manager who is highly collaborative results driven and selfdirected This person will work with internal partners in product management technology and operations service and sales to execute on highprofile complex programs<br >An ideal candidate has a strong background in program amp project management along with implementing process improvements Experience in strategizing planning managing and implementing concurrent complex strategic projects and processes across global crossfunctional teams using hybrid project management practices is required The ability to be a leader communicate clearly at all levels form strong relationships with team members and business partners and proactively identify and control risks and dependencies is critical in this role The ability to work in a fastpaced environment is critical<br >This position will be based in our Chicago office and requires a hybrid schedule with 3 days in the office and 2 days remote<br ><b>Responsibilities <b><br ><p><ul><li>Own Program Management for an assigned group including Project Prioritization Strategic Roadmap creation and Stakeholder Alignment<li> <li>Work with crossfunctional leaders to determine technology design and project management resource requirements to execute our strategy and deliver on commitments<li> <li>Directly manage multiple projects concurrently to include planning and execution working with business technology and delivery teams to ensure that project goals are met<li> <li>Work with delivery teams to ensure that project goals are successfully met within budget and to high quality standards<li> <li>Communicate regular program and project level updates across all stakeholder groups <li> <li>Identify and handle dependencies between multiple teams throughout the organization and foster relationships to get things done<li> <li>Identify monitor and mitigate program amp project risks and assess impact to the overall program<li> <li>Lead program reviews with business and technical partners to report on and facilitate conversations regarding KPI status progress resources and risks <li> <li>May manage coach and develop other project managers<li> <li>Support business operations as needed ie Business continuity release management<li> <li>Coach teams on project management Lean and agile practices to identify and solve project issues effectively<li> <li>For product development roles ensure that the program embraces Agile methodology and serve as Agile Coach and Scrum Master where needed<li> <ul><p><br ><b>Qualifications <b><br ><p><ul><li>A bachelors degree is required<li> <li>Minimum of 57 years of experience and proven track record in handson complex technical project andor program management experience as a Program Manager or Senior Project Manager<li> <li>Proven leadership presence flexibility and success in facilitating global team collaboration<li> <li>Ability to handle multiple competing cross program priorities in a fastpaced environment<li> <li>Capable of identifying and implementing process improvements<li> <li>Strong leadership communication time management problem solving and analytical skills<li> <li>Ability to work through differing opinions while contributing consistently and positively in a dynamic highpaced and often unpredictable work environment <li> <li>Ability to manage decisionmaking processes and foster an environment of healthy team debate<li> <li>Comfortable dealing with ambiguity and keeping a team on track<li> <li>Effective at both coaching teams and providing feedback to stakeholdersexecutives<li> <li>Effective in partnering with leadership to create a collaborative high performing and efficient environment <li> <li>Demonstrated experience with traditional and agile project management frameworks<li> <li>3+ years of experience in Agile development practices Scrum Kanban etc with Scrum Master certification and success in applying an Agile mindset<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>
Senior Full-Stack Engineer - JavaScript & Java Technologies
Company: Morningstar
Location: Chicago, IL
Posted Mar 17, 2024
<p><b>About the role <b><br >We are looking for a Full Stack Developer to produce scalable software solutions within the Workplace engineering team You will be part of a crossfunctional team that is responsible for the full software development life cycle from conception to deployment As a Full Stack Developer you should be comfortable around both frontend and backend coding languages development frameworks and thirdparty libraries You should have solid software engineering experience in building commercialgrade webbased applications and scalable cloudcentric APIs Applications and programming interfaces A successful candidate will be able to play an active role in managing the prioritization of work to meet project goals<br >The position is based in our Chicago office<br ><b>Job responsibilities <b><br ><p><ul><li>Work with development teams and product managers to build software<li> <li>Design amp develop clientside and serverside architecture<li> <li>Build the frontend of applications using JavaScript technologies VueJS NodeJS<li> <li>Write scalable APIs using Javabased technologies Java 8+ Java Spring Boot<li> <li>Develop software with a focus on security availability and scalability<li> <li>Write technical documentation<li> <ul><p><br ><b>Qualifications <b><br ><p><ul><li>Proven experience as a fullstack developer or similar role<li> <li>13 years experience in any JavaScript frameworks such as Angular VueJS nodejs React and libraries HTML5 CSS3<li> <li>57 years experience in backend languages Java<li> <li>Familiarity with any database technologies Microsoft SQL PostgreSQL<li> <li>Experience in AWS Amazon Web Services based environment building serverless applications is a plus<li> <li>Excellent communication and teamwork skills<li> <li>Great attention to detail and organizational skills<li> <ul><p><br ><b>Nice to have <b><br ><p><ul><li>Experience within the financial services industry<li> <ul><p>002MstarAssocLLC Morningstar Investment Management LLC Legal Entity<br >If you receive and accept an offer from us we require that personal and any related investments be disclosed confidentiality to our Compliance team days vary by region These investments will be reviewed to ensure they meet Code of Ethics requirements If any conflicts of interest are identified then you will be required to liquidate those holdings immediately In addition dependent on your department and location of work certain employee accounts must be held with an approved broker for example all US employee accounts If this applies and your accounts are not with an approved broker you will be required to move your holdings to an approved broker<br >Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week While some positions are available as fully remote weve found that were at our best when were purposely together on a regular basis typically 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>