Investor Relations Analyst

• Support the preparation of quarterly earnings releases earnings presentations and related materials coordinating with Finance and business stakeholders.
• Contribute to key sections of SEC filings including Forms 10‑Q and 10‑K by supporting drafting data validation tie‑outs and review processes.
• Assist in the production of Morningstar's annual report working with Finance design partners and business teams to ensure clarity consistency and alignment with broader company messaging.
• Support the planning and execution of the Annual Shareholder Meeting including materials preparation logistics coordination and post meeting follow-up.
• Manage Morningstar's regular written investor Q&A process coordinating inputs from internal stakeholders and senior leadership under the direction of the Head of Investor Relations and Treasury.
• Maintain and update Morningstar's Investor Relations website including content updates quality control and coordination on enhancements or design changes.
• Support investor and peer analysis including monitoring shareholder movements compiling market and peer data and preparing summary materials.
• Maintain internal calendars workplans and process documentation to support the smooth execution of recurring IR deliverables.
• Contribute to ad‑hoc Investor Relations and Treasury projects as needed.

• 2-5 years of relevant experience in investor relations finance accounting consulting investment analysis corporate communications or a related field.
• Strong analytical skills with experience working with financial data models and disclosures; advanced proficiency in Excel.
• Excellent written and verbal communication skills with the ability to translate complex information into clear concise materials.
• Highly organized and detail oriented with the ability to manage multiple priorities and recurring deliverables with professionalism and sound judgment.
• Ability to collaborate effectively across functions and work with stakeholders at varying levels of seniority.
• Bachelor's degree in finance economics accounting business or a related discipline preferred.

• Exposure to public company reporting earnings processes or SEC filings.
• Familiarity with financial markets equity research or investor-facing communications.

• Financial Health
  
  • 100% 401k match up to 6% of salary
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission
• Physical Health
  
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2000 annually) for specific plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
• Emotional Health
  
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
• Social Health
  
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

What We Do

At Morningstar we believe in building great products in-house in a highly collaborative agile environment where we focus on technical excellence the user experience and continuous improvement. Our technologists represent a range of skills and experience levels but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020 we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

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