Jobs at Morningstar
836 open positions
Senior Customer Support Representative
Company: Morningstar
Location: Chicago, IL
Posted Nov 07, 2023
Morningstar is seeking a Senior Client Service Representative for its Managed Portfolio Support Team in Chicago. The role involves providing superior service to financial advisor clients, interacting with them to understand Morningstar's Turnkey Asset Management Platform, and working closely with sales and customer success teams for client retention and issue resolution. The ideal candidate should have a minimum of 1 year of customer service or educational training in the financial services industry, excellent time-management and communication skills, and a bachelor's degree. The position offers a hybrid work environment with regular in-person collaboration. Qualifications also include working knowledge of Windows, Outlook, Teams, and Salesforce/CRM, and passing SIE and/or FINRA series 6/63 exams.
Senior Relationship Manager
Company: Morningstar
Location: Chicago, IL
Posted Dec 03, 2023
No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. A range of other benefits are also available to enhance flexibility as needs change. Help clients to strategize on programs and initiatives to further drive adoption of our services Collaborate with Sales to help identify opportunities for service upsells which add value for both client and Morningstar throughout the relationship Qualifications:7+ years of relevant work experience, or shown success in managing a book of business and servicing accounts Extraordinary written, verbal and presentation skills Strong analytical, reporting and project management skills Can independently organize many moving parts to multiple client relationships Bachelor's degree required Nice to have:Understanding of mutual funds, financial/investment concepts and retirement market002_MstarAssocLLC Morningstar Investment Management LLC Legal EntityIf 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). Further foster, strengthen and drive successes of client relationships Possess mid-level knowledge to answer a variety of product, methodology, compliance, investment and technical questions Possess and expand knowledge of competitors' business and offerings Expand understanding and knowledge of Morningstar retirement products and industry, including proposed regulatory changes and the impacts on the business Lead and coordinate model validations where clients audit the plan lineup and portfolio construction methodology components of the advice process Develop account strategies, ensure coordination internally and partner with other Relationship Managers as needed Partner with Marketing teams to work on client campaigns to raise adoption and promote our services to the various audiences we serve. These investments will be reviewed to ensure they meet Code of Ethics requirements. This may also include renewals and some new business negotiations.Responsibilities:Serve as Senior Relationship Manager and main point of contact for our Plan Provider and Plan Sponsor clients Support Sales with RIA, broker-dealer and asset manager relationships.
Associate Employee Technology Support Analyst
Company: Morningstar
Location: Chicago, IL
Posted Nov 06, 2023
The job posting is for an Associate Employee Technology Support Analyst position in Chicago, responsible for IT Service Desk support for approximately 2000 employees. The role requires strong interpersonal and communication skills, excellent troubleshooting skills, and the ability to work independently and as part of a team. The candidate should have at least one year of Service Desk experience in a large corporate environment, Windows and Mac support, and understanding of Windows 10 Enterprise, Active Directory & Azure Active Directory, Office 365, Okta Verify. Leadership and project management skills are a plus. Morningstar's hybrid work environment offers flexibility with regular in-person collaboration.
Senior DevOps Engineer
Company: Morningstar
Location: Chicago, IL
Posted Mar 11, 2024
<p><b>About the role <b><br >Morningstar seeks a Senior DevOps Engineer with extensive automation and programming experience throughout the software development lifecycle SDLC servicing multiple teams or organizations The role involves deep technical expertise to solve cloudbased solutions at scale As a DevOps Engineer you will have the opportunity to work on complex challenges and collaborate with the development and IT operations leading to greater visibility for business teams and ultimately more revenue The role focuses on refining feedback loops and enhancing communication between IT and developers facilitating the swift development of observable systems that deliver tangible customer value<br >This is a hybrid role based in our Chicago office<br ><b>Job responsibilities<b><br ><p><ul><li>Responsible for creating and implementing system enhancements that will improve the performance and reliability of the system<li> <li>Good understanding of DB transactions backup amp restore procedures including masking PII data<li> <li>Experience with PostgreSQL monitoring amp patching DB systems planning high availability clusters such as AWS Aurora<li> <li>Own deployment availability reliability and performance of the systems<li> <li>Proactively identify and reduce issues by designing testing and implementing softwarebased solutions<li> <li>Contribute strongly to developing platform services including architecture provisioning configuration deployment and support<li> <ul><p><br ><b>Qualifications<b><br ><p><ul><li>Bachelors degree with 5+ years of DevOps Experience<li> <li>Strong scripting or programming skills for automating repetitive tasks<li> <li>DevOps CICD Docker and Terraform Experience<li> <li>Experience architecting and automating cloudnative technologies deploying applications and provisioning infrastructure<li> <li>Handson Experience with Infrastructure as Code using CloudFormation Terraform or other tools<li> <li>Experience architecting cloud native CICD workflows and tools such as Code Deploy AWS andor Harness<li> <li>Handson Experience with microservices and distributed application architecture such as containers andor serverless technology<li> <li>Good Debugging and troubleshooting skills<li> <li>Experience with the software development lifecycle and delivery using Agile practices<li> <li>Experience with DB deployment and writing SQLPLSQL queries<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>
Director of Facilities, Americas
Company: Morningstar
Location: Chicago, IL
Posted Mar 11, 2024
<p><b>The Group<b><br >The Facilities team is part of the Corporate team at Morningstar which unites a variety of functions including facilities design marketing finance talent amp culture corporate communications legal compliance strategic planning and technology This group shares a common goal of keeping our business running smoothly Each of these functions plays an essential role in supporting our companys infrastructure daytoday operations and ongoing strategic initiatives<br ><b>The Role <b><br >Our Global Facilities amp Real Estate team is seeking an experienced and dynamic Director of Facilities to lead FM Services in our Americas region Our offices are an important factor in making Morningstar a great place to work and this role is key delivering an outstanding experience for everyone who comes into our space The role is based in Morningstars downtownChicago headquarters and oversees the entire Americas portfolio which is made up of 10 offices ranging in size from 265000 square feet to 1300 it includes coworking spaces offices acquired through acquisition and facilities custombuilt to Morningstars exacting workplace design standards The Director of Facilities Americas role is critical in managing the physical spaces and the facilities team members who support these spaces with a unified goal of providing consistently excellent experiences for our customers coworkers and partners<br ><b>Responsibilities<b><br ><p><ul><li>Oversee Morningstars offices in the Americas ensuring that all spaces are in good working order and that daytoday business can be conducted safely and efficiently<li> <li>Establish and maintain relationships with executive leadership team local leaders and key stakeholders to enable continuous feedback on team performance<li> <li>Motivate lead mentor and coach team members to deliver excellent service while maintaining high levels of employee engagement<li> <li>Implement and monitor adherence to Morningstars global facilities policies and procedures across the Americas portfolio<li> <li>Help to develop and monitor regional and officelevel key performance indicators<li> <li>Participate in and drive innovation on sustainabilityrelated initiatives for facilities including but not limited to reporting on carbon footprint metrics for all Morningstar offices in the Americas<li> <li>Provide leadership for the successful implementation of facilities projects including office moves hoteling implementation space restacks additional space build outs etc<li> <li>Proactively manage complicated facilities matters that arise in the US and Canada to ensure professional and timely resolution with ample communication<li> <li>Participate in annual and periodic budgeting processes and stay within established budgets for recurring and oneoff facilities expenses in the region<li> <li>Actively participate in the creation implementation maintenance and testing of the business continuity plan and business impact analysis for the Facilities function in each of the portfolios offices<li> <li>Maintain positive relationships with landlords subcontractors suppliers architects consultants and employees<li> <ul><p><br ><b>Qualifications <b><br ><p><ul><li>Minimum of 10 years of management experience<li> <li>Minimum of 10 15 years experience working in facilities management<li> <li>Customeroriented with a strong service mentality<li> <li>Must be a resultsdriven processoriented individual obsessed with continuous improvement<li> <li>Strong problemsolving skillsthe individual identifies and resolves problems in a timely manner and gather and skillfully analyzes information <li> <li>Strong planning and organizational skillsthe individual prioritizes and plans work activities uses time efficiently and develops realistic action plans<li> <li>Ability to adaptthe individual will need to adapt quickly to changes in scope or direction and be flexible to adopting changes quickly <li> <li>Bachelors degree<li> <li>Excellent written and verbal communication and interpersonal skills<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>
Equity Analyst, Industrials
Company: Morningstar
Location: Chicago, IL
Posted Dec 17, 2023
Diversity presents itself in many forms, including different worldviews and values, life experiences, cultural and educational backgrounds, socioeconomic status, professional experience, skills and specializations, and different styles of working and thinking. "Morningstar's Equity Research department deeply values diversity. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. Advanced Excel proficiency is expected.Please submit a resume, cover letter, and prior investment recommendation with your application materials. Examples of stocks that may be covered include, Honeywell, Eaton, Illinois Tool Works, 3M, Cintas, and ManpowerGroup. We invite you to tell us how you would contribute to improve diversity in the department and across Morningstar, more broadly. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. "Submitting this statement is optional for all applicants. Ultimately, our research should help our clients reach better investment conclusions and empower their success. Please kindly limit your responses to 500 words or less.Nice to have: Prior sell-side or buy-side equity research experience or industry experience.036_MstarResearchLLC Morningstar Research Services LLC Legal EntityMorningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week.
Copy Editor
Company: Morningstar
Location: Chicago, IL
Posted Dec 03, 2023
Strong English-language skills. Bachelor's degree is required. Nice to have: Experience with InDesign, Excel, and basic chart building is helpful. At least three years of previous experience. Strong organizational skills to manage workflow, multitask, take on new projects, and meet deadlines. Ability to edit for content. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. A range of other benefits are also available to enhance flexibility as needs change. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. 001_MstarInc Morningstar Inc. Legal EntityMorningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week.
French Bilingual Senior Client Support Representative
Company: Morningstar
Location: Chicago, IL
Posted Dec 03, 2023
Qualifications:Excellent written and oral communication, with excellent interpersonal skills. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. Strong problem solving and analytical skills with high attention to detail, and excellent time management. Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills. Bachelor's degree or similar qualification in a technical or financial discipline preferred. A range of other benefits are also available to enhance flexibility as needs change. Good understanding of Customer Support or 1-2 years' experience in a similar field, working with larger quantities of data. Actively contribute to process improvement project work. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. Fluency in English and French required Nice to Have:Background in Financial Technology 001_MstarInc Morningstar Inc. Legal EntityMorningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week.
Senior Director, Marketing Process
Company: Morningstar
Location: Chicago, IL
Posted Mar 11, 2024
<p><b>The Role<b><br >This is a strategic key leadership role responsible for overseeing and optimizing the process improvement function within the Morningstar Central Marketing Department As DirectorSenior Director of Marketing Process you will lead and build the central marketing departments process function helping us drive efficiency through all stages of marketing planning and execution You will oversee the direction of all Planning Team resources to ensure consistent methodology delivery visibility and continuous improvement of efficiency best practices throughout the department <br >The ideal candidate is a proven passionate and outcomeoriented leader with extensive handson experience in process improvement specifically around product and project management You have a deep understanding of marketing processes and possess the ability to collaborate and influence across crossfunctional teams to ensure the successful delivery of projects This role is based out of our Chicago office and hybrid attendance is required<br ><b>Focus Areas for Success<b><br ><p><ul><li><b>Strategic Planning and Alignment <b>Collaborate with senior leadership to understand corporate marketing goals and objectives and drive adoption and rigor around our Objectives and Key Results Program OKRs <li> <li><b>Product Management <b>Lead the team to develop product roadmaps for marketing solution products and marketing technology products Mentor new product managers to think strategically while managing tactically <li> <li><b>ProgramProject Management<b> Ability to establish and enforce agile project management best practices and methodologies while being comfortable flexing both the tactical and strategic skill sets<li> <li><b>Team Leadership and Development <b>Excellence in the management of a team of product managers project managers project coordinators quality assurance analysts and team members in Morningstars Development Program providing guidance mentorship and performance feedback all while fostering a culture of collaboration accountability and continuous improvement<li> <li><b>Stakeholder Collaboration<b> Act as a key influencer between the Central Marketing Department and other business units ensuring effective collaboration and adoption of best practices<li> <li><b>Continuous Improvement<b> Drive continuous improvement initiatives within the Central Marketing Team incorporating feedback and lessons learned while staying abreast of industry trends and best practices to enhance efficiency and effectiveness while reducing risk for the business <li> <ul><p><br ><b>Responsibilities <b><br ><p><ul><li>Provide leadership and subject matter expertise in marketing process improvement principles and disciplines including agile project management and product management<li> <li>Lead manage and coach junior members of the team<li> <li>Develop strong partnerships with key functional team members to drive focus on goals<li> <li>Cultivate relationships and credibility with senior leadership and key stakeholders becoming a trusted partner and influencer to ensure program success<li> <li>Drive process improvements by analyzing workflow data patterns utilizing subject matter expertise and leveraging lessons learned<li> <li>Manage team budget staffing and operations<li> <li>Establish quality assurance standards and protocol for all workflow streams across Corporate Marketing<li> <li>Develop and implement standardized agile project management methodologies policies procedures tools and templates across the organization<li> <li>Develop a bridge between OKRs and project work<li> <li>Act as a key member of the Demand Generation leadership team driving strategic planning and operations <li> <li>Provide excellent service to central marketing and business units<li> <li>Development of an ongoing project management education program for both the team and functional partners<li> <li>Responsible for ensuring that operational metrics are in place and are effectively managed<li> <li>Develop a marketing production queue that is leveraged across all central marketing teams with a focus on prioritization efficiency and scalability<li> <ul><p><br ><b>Requirements<b><br ><p><ul><li>Bachelors degree in business marketing or a related field<li> <li>15+ years experience working in marketing operations and technology with a minimum 8+ years of a strong product andor project management experience<li> <li>Strong leadership skills with the ability to inspire and motivate teams to achieve high levels of performance<li> <li>Exceptional communication and interpersonal skills with the ability to effectively influence stakeholders at all levels of the organization<li> <li>Strategic thinking and problemsolving abilities with a focus on driving results and delivering quantitative business value<li> <li>Strong business acumen partnering with business managers to execute project initiatives<li> <li>Indepth knowledge of program management methodologies tools and best practices<li> <li>Strong agile skills and experience within agile marketing organizations<li> <li>Ability to foresee risks and manage with priority<li> <li>Proven ability to drive multiple operational programs and manage competing priorities<li> <li>Strong organizational project management analysis and communication skills<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>
Equity Analyst, Financial Services
Company: Morningstar
Location: Chicago, IL
Posted Dec 17, 2023
Diversity presents itself in many forms, including different worldviews and values, life experiences, cultural and educational backgrounds, socioeconomic status, professional experience, skills and specializations, and different styles of working and thinking. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. "Morningstar's Equity Research department deeply values diversity. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. We invite you to tell us how you would contribute to improve diversity in the department and across Morningstar, more broadly. "Submitting this statement is optional for all applicants. Please kindly limit your responses to 500 words or less.036_MstarResearchLLC Morningstar Research Services LLC Legal EntityMorningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. A range of other benefits are also available to enhance flexibility as needs change. Advanced Excel proficiency is expected.Please submit a resume, cover letter, and prior investment recommendation with your application materials. We believe it results in better investment outcomes for our clients and a more inclusive professional environment.
Executive Assistant
Company: Morningstar
Location: Chicago, IL
Posted Dec 08, 2023
No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. The EA is resourceful, innovative, and proactive, thinks independently and doesn't need much supervision or direction. This position is based in our Chicago office.Job responsibilities: • Establish and maintain order for leaders' schedule, desk, day-to-day tasks, etc• Manage schedules, make appointments, and coordinate meetings, often across multiple time zones• Anticipate the needs of leaders while maintaining day-to-day workflow• Gain and establish expertise of financial expense reporting system (Concur)• Coordinate domestic and international business travel• Assist with special projects as needed• Increase efficiency though continuous process improvementQualifications: • Minimum of 7 years of experience as an executive assistant for a global company; C-level experience preferred• Excellent communication, organization, and time management skills• Ability to professionally handle sensitive and confidential information• Strong attention to detail• Ability to prioritize and act with appropriate judgment• Knowledge of Windows-based applications.• Proven ability to multi task as you will service multiple executives• Work well in a team environment001_MstarInc Morningstar Inc. Legal EntityMorningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. A range of other benefits are also available to enhance flexibility as needs change. They are a natural decision-maker, with an ability to think under pressure and display good judgement. They will play a vital role to the organization to assist leaders with their day-to-day needs which allow them to concentrate on client and management responsibilities. About the role: The executive assistant will provide exceptional administrative support to our executive leadership team.
Senior VDI Engineer
Company: Morningstar
Location: Chicago, IL
Posted Dec 16, 2023
Experience of security standards, best practices, and principles. Excellent communication and documentation skills. Experience with AppVol and DEM. At least 1 years' experience with NSX-T. Excellent teamwork and organizational skills, flexibility, and the ability to handle and lead multiple tasks. 1 Years' Experience working with AVS (Azure VMware Solution). Qualifications: At least 3 years of VMWare vsphere, ESXi experience. At least 3 years of Experience with VMware Horizon. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. Strong time management skills - the ability to balance high quality work standards against time constraints.