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Role: Associate Content Researcher
Team – MID Operations Content research team
Shift: UK
About the role:
Morningstar is seeking a self-motivated Associate Content Researcher for Managed Investment Data (MID) team. In this role, you will work with content design team, tech team and global MID collection team to develop and implement enhancements to various data and analysis of data, implementation of AI/ML models to automate data collection etc. You will be a key contributor to design new data content process flow and user interface, build creative tool and provide constructive consultant for data process enhancement. This position is based in our Navi Mumbai (Vashi) office, 2 mins walk from the Vashi railway station.
For Morningstar internal candidates: The Associate Content Researcher position is equivalent to Associate Team Leader and the eligible candidates should be SDRA or ATL.
For external candidates: Associate Content Researcher role is akin to a business analyst role which requires a mix of capital markets domain knowledge and tech expertise, particularly analysis using SQL.
Job responsibilities:
• Use data mining to surface data issue and support data strategy decision-making.
• Design new content process flow and user interface, build back-end logic to ensure data accuracy.
• Provide solution and consultation for data processing improvement from overall data perspective.
• Provide proper proposal for data quality control backend logic to drive data accuracy improvement.
• Translate system improvement requirement of cross team into usable technology language through detailed written specifications.
• Maintain database backend knowledge and build readable documentation.
Qualifications:
• At least 2.5 years professional experience working in investment data industry with wide and deep database knowledge.
• A bachelor’s/master’s degree
• Be familiar with at least one of SQL, PowerBI, Tableau
• Basic understanding of AI/ML is an advantage
• Strong quantitative, business analysis and problem-solving skills
• Excellent English verbal/presentation/written communication skills
• Basic understanding of Mutual Funds industry
• Self-motivated, detail-oriented, and organized
• Any graduate with good tech (SQL) and capital markets knowledge
• CFA certifications are preferred
Nice to have: CFA L1/L2/L3
Morningstar is an equal opportunity employer.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
Job Title: Analyst – Credit Estimates Team
The Team: DBRS Morningstar – Credit Operations Mumbai Analytics
The Group:
DBRS Morningstar (DBRSM) is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process.
Visit https://www.dbrsmorningstar.com/learn/dbrsmorningstar to learn more.
Credit Operations Mumbai Analytics team enables and supports the efficient and effective delivery of credit ratings/information to the market with its specialized skills and assets, consistent frameworks, and economies of scale. We collaborate with DBRSM global stakeholders to build creative, impactful solutions and offer services for the business and the market.
The Role:
DBRS Morningstar’s Credit Estimates team is looking for a motivated individual with good analytical skills and a desire to learn. This role will provide unique opportunities for learning key aspects of the credit ratings process including fundamental analysis of corporate borrowers across multiple industries in support of analysts primarily based in North America and Europe. You will be responsible for providing data, research and financial modeling support utilized to produce company and sector specific credit reports that incorporate creative insights and support activities across the ratings value chain. This position is based in our Navi Mumbai office.
Key Responsibilities:
Develop an understanding of and build proficiency in credit analysis.
Review credit documents, legal documentation, company presentation, credit memos, etc. to understand company structure, and/ or transaction being undertaken.
Apply financial and accounting principles to determine inputs for proprietary financial analysis tools and review the appropriateness of the results.
Carry out an assessment of a company’s business as well as analyze corporate financial statements to develop, propose, and defend Credit Estimates as a Corporate Analyst for middle-market companies across various industries and jurisdictions.
Participate in analytical discussions with onshore analytical teams or senior analysts.
Track, review and maintain various operational databases to help support the credit rating process.
Provide research support and help collect, organize, and analyze data from internal and external sources for use in company-specific and others reports authored by the onshore analytical team
Ensure compliance with regulatory and company policies and procedures.
Requirements:
Postgraduate in Management (Finance) or CA or CFA charter holder or such equivalent qualification
Minimum of 2-3 years of relevant experience in capital markets, corporate credit analysis, analyzing credit risk of high yield or leveraged loan issuers, etc. or experience in auditing corporate financial statements at a nationally recognized accounting firm with CPA license.
Good understanding of core finance and accounting concepts
Knowledge of U.S. GAAP and/ or IFRS accounting rules is strongly desired.
Robust quantitative and analytical skills supported by strong attention to detail and accuracy.
Fluent in English, with strong verbal and written communication skills
Ability to work and deliver on time sensitive assignments with a daily turnaround.
Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic.
Good inter-personal skills and ability to participate/ contribute as a team player.
DBRS Morningstar is an equal opportunity employer.
Hybrid model – Partial work from home option where employee will work from the Morningstar’s Navi Mumbai offices 3 days a week (subject to change as per organizational directive)
About Us
DBRS Morningstar is a global credit ratings business, currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world.
DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes.
DBRS Morningstar rates more than 2,600 issuers and 54,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. DBRS Morningstar’s approach and size provide the agility to respond to customers’ needs, while being large enough to provide the necessary expertise and resources.
If you received 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, U.S. employee accounts). 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. 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. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
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Location: Chicago, IL
Responsibilities:
***Remote work requests will be considered consistent with company's remote work policy.
Requirements:
Must possess unrestricted right to work in the U.S. in this position.
Morningstar Research Services LLC is an equal opportunity employer.
001_MstarInc Morningstar Inc. Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
Associate Product Manager, Analytics
The Group: Morningstar’s Analytics group creates independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.
The Role: This role will work within the risk space, focused on our Portfolio Construction tool within our risk capability. The risk Associate Product Manager reports to the Director of Product Management, Research Technology and Product Solutions within the Analytics organization. This person should have a strong financial background with experience managing large data sets for functionality and collaborating with internal and external clients. This person should be quick to learn Morningstar products and be able to translate product/client request into a strategic vision for how to build out the our capabilities for highest impact.
Responsibilities:
Assist in defining the strategy for enhancing the portfolio construction tool to provide the highest impact it’s users
Manage and prioritize roadmap for feature impact, based on development capacity, with requests and feedback across multiple business units
Oversee team scrums, outlining business requirements for key objectives, assess and advise on solutions, and ensure the team is focused on the right things at the right time
Streamline production and operational processes, focus on building scalable technical solutions
Qualifications:
Expertise in finance, managed investments, and/or financial modeling tools
1-3 years of experience working in product management, business analyst, project management, or program management for data driven functions
Experience creating roadmaps from conception to launch, partnering with stakeholders to drive strategic initiatives from idea to implementation
Experience with leading a development team using an Agile methodology, including generation of epics, user stories, or technical requirements. Scaled agile, scrum, and AWS practitioner certifications a plus
Strong analytical and technical skills, problem-solving abilities, and attention to detail
Ability to achieve strategic goals and evolve strategy based on data and user feedback
Experience managing scope, and coordinating work with distributed teams in remote regions
Excellent oral and written communication, technical, planning, and analytical skills
Strong leadership and influencing skills and ability to motivate and a collaborative, cross-functional team
An eye for process improvement and organization
Preferred Experience:
Experience working with AWS technologies, and working with agile development teams
Experience with Morningstar products
Experience analyzing and manipulating big data sets, integrating new data sets into functional workflows
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
About the Role
Are you passionate about sales and do you have a passion for ESG and sustainable finance?
Do you want to make the difference in building strong relationships with all stakeholders at asset managers, asset owners like pension funds and banks to deepen their integration of ESG solutions and continue to support their transition to a more responsible investment model using market leading research and data? Do you enjoy being part of an ambitious sales and client team that values your contribution to the overall team’s success?
If so, this role is an exciting opportunity for you to be part of Morningstar|Sustainalytics’ growth story.
We are looking for an experienced business development professional to lead our business in the Belgium and Luxembourg Markets.
This is an exciting opportunity to collaborate across all areas of Morningstar|Sustainalytics and to work with the Client Relations team globally to grow our market presence.
Your strong understanding of investor needs and business drivers preferably supplemented with sincere interest in the responsible investment space, will be the key to success.
This role has a strong emphasis on relationship development with clients and prospects and you will be an ambassador for Morningstar|Sustainalytics from early on.
Job Responsibilities:
Leading business development strategy for Belgium and Luxembourg Markets
Build profound relationships with all stakeholders at our clients, prospects and industry leaders
Represent the company at industry events and conferences;
Grow and maintain a robust sales pipeline by:
Show ownership and create, identify and successfully close commercial opportunities
Lead the coordination and response for proposals (RFPs) for the region
Act as a trusted advisor to institutional & retail investors, banks and insurance companies on Responsible Investment strategies and incorporate our products and services;
Stay on top of market developments, identify and share product innovation opportunities.
Qualifications:
You perfectly fit in this position when you are an ambitious team player who can both succeed individually and in close collaboration with other team members.
The ideal candidate will have:
Demonstrated passion for business success including building relationships with all stakeholders across the business;
4+ years experience in Business Development or financial services;
A self-starter, willing to take initiative and think creatively to contribute to team’s success;
Genuine interest in sustainable investing and an alignment with Morningstar|Sustainalytics’ mission, vision and values;
Strong network in the relevant market and experience with selling in this business environment;
Willingness to travel regularly;
English and French fluency (essential), good understanding or Dutch is valuable addition;
Degree in related discipline (business, finance, environment and/or social sciences);
Strong client servicing, consultative sales and overall strong commercial skills.
U99_MstarUKLtd Morningstar UK Ltd. Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
About the role: As an experienced senior software engineer in the Core Analytics Platform, you will be working in a cross-function team as a key part of Morningstar’s Enterprise Data Platform, collaborating with teammates in Chicago, Mumbai, and Toronto. This group powers Morningstar’s AI/ML & Big Data systems and serves Analytical workloads on the EDP platform by leveraging various open source solutions such as Kubernetes, RedShift RA3, Kafka and other related technologies.
You will be working with product managers and technology engineering leaders to design and build a platform that helps users create and deploy their models/calculation engines at scale. Our goal is to provide a platform and framework that makes the data scientists lives easier by providing self-service features that allow them to focus on their code, and our systems will handle the rest. You will be exposed to all aspects of product development: API/library/CLI development, system architecture, productionizing models, code reviews, automated testing, automated infrastructure, systems monitoring, design of user experience and support.
Job responsibilities:
Qualifications:
Nice to have:
100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
The Group: Morningstar’s Corporate Finance plays an essential role in supporting our company’s strategic initiatives, day-to-day operations, and infrastructure. Our Corporate FP&A team is responsible for planning, forecasting, and analyzing the company’s financial results. The team works collaboratively with our senior leaders, business finance partners and international teams to support our strategy and growth initiatives and help make informed business decisions.
The Role: As a Senior Finance Analyst of Corporate FP&A, you’ll be part of our global Finance organization, which is focused on business partnership, planning, reporting, innovation, automation, and process improvements. The role will be responsible for company-wide compensation planning, including salary targets, bonus and equity. Additionally, provide support to corporate and central functions on their budgets, forecasts, and performance analysis. This role will also be expected to provide support on enterprise wide planning, budgeting, forecasting, and reporting processes. This position reports into Senior Manager - Corporate FP&A and is based in our Chicago office.
Responsibilities
Prepare company-wide salary targets owning the overall workforce planning and reporting process on behalf of FP&A.
Provide support to certain corporate and central functions on their budgets, forecast and performance analysis.
Prepare company-wide bonus and equity calculation.
Own the annual allocation processes for all corporate and central costs to businesses.
Provide support on the enterprise-wide planning, budgeting, forecasting, and monthly reporting processes in coordination with other finance teams.
Partner with internal stakeholders on reporting and enhancement requests related to compensation reporting.
Liaison with People & Culture team, to better support quarterly processes and enhancement related to headcount reporting.
Collaborate across all businesses and regions to ensure consistency of FP&A processes with central requirements.
Lead special compensation/benefits and ad hoc projects in partnership with P&C and Finance leadership team.
Requirements
Minimum of 5 years of experience in progressive FP&A or business partnership/analysis roles.
A bachelor’s degree: MBA preferred; CPA or CFA a plus.
Candidate should be detail-oriented with strong analytical, problem-solving and communication skills.
Ability to multi-task and manage shifting priorities and deadlines.
Ability to work well on large and small cross-functional teams.
Proven ability to build relationships with team members, business leaders, and other internal functions.
Solid Microsoft Excel skills required; knowledge of Workday, Workday Adaptive Planning, Salesforce, Tableau, FCCS/PBCS (Oracle) is preferred.
Morningstar is an equal opportunity employer.
001_MstarInc Morningstar Inc. Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
About the role: The team seeks a self-motivated individual to help develop and implement data quality projects to maintain and improve the quality of Morningstar research products. This role will be closely working with Technology & Reporting Clients, Clients, Methodologies reflecting Accuracy, Consistency in quality & Process improvement projects.
Job responsibilities:
• Define and establish automation strategy and process
• Understand complex nature of the application and come up with the automation testing framework
• Should understand the requirement, design and develop the automation test cases
• Take ownership of QA requirements and provide testing guidance to the technology team
• Should also work as Individual Contributor
• Lead and coordinate the application enhancement and tech ops testing activities with technology and business teams
• Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and retrospectives.
• Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and costs) to stakeholders, peers, Product managers, and others.
Qualifications: Overall experience of 6+ years in Quality Assurance and Testing with relevant 4-5 years hands on experience in Automation
• Strong experience in Automated Testing of Enterprise Class and Financial application and web portals
• Expert in UI Automation using tools like Selenium web driver, Protractor & Automation framework development with HANDS-ON
• Proficient in Java and Javascript as programming language
• Good experience in JavaScript/Typescript libraries JQuery, Ember, Angular
• Expert in API testing (manual and automation) using Rest Assured frameworks and Ready API
• Exposure and know-how of performance testing and security testing tools
• Knowledge of AWS / Cloud would be a plus
• Should be self-driven engineer with desire to use practical and professional concepts in QA along with application of QA standards and procedures to resolve routine issues
• Should be able to write use cases based on product requirements, execute them and report issues in bug tracking system
• Should be self starter, lead and self contributing to the QA team to build robust and flexible Automated Testing Framework
• Helps QA community to learn Automation, impart necessary technical knowledge
• Hands-on current experience authoring, building and adopting large scale, cross-functional automation frameworks with well-balanced coverage across back-end integration, database levels, UI.
• Integrate test automation into CI/CD process and instrument full SDLC automation, specifically cloud testing execution, reporting tools such as ALM, Jira
• Improve process and quality via test and process automation: defining right strategy and technology based on process and architecture assessment by engaging different roles and stakeholders
• Deep practical experience with cutting edge tools for Web, Mobile, Desktop, DB and Web-service testing (Selenium, SoapUI, etc.)
• Experience using SQL with regard to writing and understanding queries and procedures
Morningstar is an equal opportunity employer
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
About the role:
The Morningstar AdviserLogic team is looking for an execution-focused Product Specialist. The ideal candidate will have familiarity with the financial wealth and advice industry. The role requires working closely with end-clients, customer support team and product squads. In this role, you will take ownership of the platform and act as an application expert that involves understanding the current application and working with product managers and software development teams. You will provide expertise to customer support team (L1), provide workarounds and Interim solutions for reported bugs and help in defect analysis and its root cause.
Job responsibilities:
• Understand, uncover areas for improvement within the product and share the analysis with the product squad.
• Understand the issues raised by the customers and provide the expertise, workarounds, and Interim solutions till it is triaged and fixed by the product squad.
• Keep a track of all the tickets that are escalated to product squad and help in prioritising these items.
• Perform defect analysis and come up with root cause analysis.
• Analyse enhancement requests and help in prioritising these feedbacks.
• Help in bringing down the count of invalid requests raised with the product team.
• Provide functional expertise and training sessions to the customer support (L1) team.
• Understand the business needs and intent of the customers raising the similar queries and share the fortnightly insights to the product team.
• Effectively communicate insights and plans to cross-functional team managers and management.
• Work closely with clients, product squad, and managerial staff.
• Prioritizing initiatives based on business needs and requirements.
• Serving as a liaison between stakeholders and customer support team.
• Serving as the subject matter expert to help resolve queries.
• Regularly conduct research & development for competitions, what’s new and product feasibility and forecast.
• Prioritize multiple tasks effectively and ensure issues are identified, tracked, reported on, and resolved.
• Give proactive feedback regarding day-to-day operations and strive to improve performance.
• Analyse statistics and compile accurate reports.
Qualifications:
• MBA in Finance, CA, or minimum graduation in any stream. Financial domain knowledge
• Excellent writing, communication, problem-solving, organizational, and analytical skills.
● Working experience in Agile methodology. Understanding of how a software development lifecycle, scrum and agile team works.
• Awareness of end to end business analysis and Project/Product management processes.
• Excellent documentation skills.
• A bachelor’s degree in engineering, Math’s or computer applications will be added advantage.
• Prior usage of any ticketing applications, such as Jira, Zendesk, Salesforce or Bugzilla.
Nice to have:
• Proactiveness to meet representatives to discuss cross-squad initiatives and facilitate the discussion of potential solutions for areas of inefficiency, bottlenecks, or waste.
• Comprehensive problem-solving skills, ability to rephrase the ongoing query and drill down to stepwise solutions within the timeline.
• A team player’s attitude with a high threshold for quality.
• Meticulous and attentive to detail
Morningstar is an equal opportunity employer.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) 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). 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, U.S. employee accounts). 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. 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. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
The Role:
Working within the Endpoint Technology Configuration (ETC) team, Morningstar is seeking a dynamic and experienced MDM/endpoint engineer to lead our mobile device engineering initiatives.
The responsibilities of this technology lead role include MDM architecture and design, governance, implementation, and ongoing support of our mobile device ecosystem. This role involves collaboration with various business partners to develop, test and implement policies to ensure the security, compliance, and efficiency of our mobile device environment. Additional responsibilities will include engineering and operational responsibilities involving MacOS and Windows endpoints.
The ideal candidate will have a deep understanding of MDM principles, strong technical expertise, and proven leadership skills in managing mobile device environments.
This position is based in our Chicago office and we follow a hybrid policy.
Responsibilities:
Act as a subject matter expert for the Morningstar MDM environment.
Collaborate with IT, security & compliance teams to define policies and standards for mobile device management.
Lead and mentor your ETC engineering colleagues, providing technical guidance and support to achieve optimal mobile device management.
Help foster a collaborative and innovative team culture focused on continuous improvement.
Oversee the integration of MDM systems with other enterprise security and management tools.
Implement and enforce security measures for mobile devices, including device encryption, access controls, and threat detection.
Ensure compliance with industry regulations and data protection standards related to mobile devices.
May be assigned additional project work related to the broader aspects of the ETC team.
Oversee the deployment and management of mobile applications through MDM systems.
Implement strategies for securing and monitoring mobile app usage.
Develop and maintain design documentation.
Develop and maintain end user and support documentation.
Develop and execute incident response plans for mobile device security incidents.
Provide technical expertise in troubleshooting and resolving MDM-related issues.
Requirements:
A degree in computer science, information technology or related field.
An equivalent combination of education and experience will be considered.
3+ years proven enterprise level experience in a senior engineering role, with a focus on mobile device management.
3+ years proven enterprise level experience managing industry standard operating systems (e.g., iOS and Android).
3+ years Enterprise level expertise in the broader aspects of managing MacOS and Windows endpoints using tools like SCCM, Intune and JamF.
In-depth knowledge of MDM concepts, mobile security, and compliance standards.
Strong technical skills in deploying and managing MDM solutions (e.g., Intune, JAMF).
Experience with mobile application management and deployment.
Strong analytical and problem-solving abilities.
Excellent communication skills, both written and verbal.
001_MstarInc Morningstar Inc. Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
About the role:
Morningstar Wealth Platform is looking for a Fee Administrator to join their Client Operations team.
Job responsibilities:
To understand and have oversight of the following process carried out by our outsourced service provider:
Appropriate and timely fee collections and payments
Process and match system-generated invoices to payments
Process and instruct fee payments in different currencies
Audit fee changes monthly
Ensure changes in fees are properly implemented
Liaise with different stakeholders to solve fee issues and discrepancies
Final approver for client, investor and third-party payments
Any other tasks related to fees, as required
Qualifications:
Ability to manage multiple tasks and deliver to deadlines
Well organised and able to prioritise
High attention to detail and level of accuracy
Ability to establish and maintain good business relationships, internally and externally
Ability to review and improve existing processes
Ability to create and develop process maps and procedures
Strong numerical and reconciliation skills
Analytical mindset
Use of the Morningstar Wealth Platform will be an important facet of the job, and training will be provided
Where required, you may work alongside the tech team to suggest further improvements to the platform, along with the ability to help with testing and deployment of fee-related features.
Experience:
Excellent knowledge of MS Excel
Hybrid Work
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
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, U.S. employee accounts). 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. 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. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
About the role: Our EMEA Data Team is looking for a Data Analyst Intern to process our data across global markets. We are a team of data analysts who have effective relationships with other teams and are committed to deliver the best quality data. As a Data Analyst Intern in the Data Division, you will work closely with the global team, taking responsibility for data coverage, quality, and timeliness to the highest standards. The position will be based in our Data and Development Center EMEA in Madrid.
Job responsibilities:
• Work with our Data Research Analysts on the collection and maintenance of Morningstar data, ensuring high levels of data accuracy, completeness and coverage.
• Assist the Data Research Analysts to meet the predetermined production deadlines.
• Work as part of our project teams who evaluate procedures, create and enhance analytical tools.
• Help analyzing investment data points and calculations, answering questions from other members of the data team.
• Organize meetings and support the day to day activities of the Analyst team.
• Utilize project management methodologies such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues.
• Continuous communication with fund companies and 3rd party Data providers to collect data for our databases.
Qualifications:
• Currently in your final year and completing your Bachelor
• Proficient oral and written communication skills. Fluent in English and Portuguese any other European languages is a plus (German, French, Dutch, Danish, Swedish, Norwegian, Finnish, Italian, Spanish, Portuguese)
• Solid understanding of the financial industry and passionate about investment data.
• Solid analytical skills with the ability to collect, organize, analyze and disseminate large amounts of data with attention to detail and accuracy.
• Previous experience in project management and knowledge of Microsoft Office are a plus.
302_MstarEurServSL Morningstar Europe Services, S.L. Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
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About the Company
Morningstar’s mission is to empower investor success. The Enterprise Solutions group does this by creating products that help financial professionals and the investors they serve, achieve financial goals. The Morningstar Enterprise Solutions business is one of the largest software units, with a large pre-existing user group – still prime for market and wallet share growth globally.
The Role
We are looking for a Product Marketing Manager for our Enterprise Marketing team who is eager to help us develop positioning, segmentation, content, and GTM strategy for Morningstar Direct in the EMEA market. The role will report to the Associate Director of Regional Product Marketing and will need to be comfortable working with several key stakeholders in product management, sales, marketing, and success across the globe. You will be part of the new yet growing regional product marketing team dedicated to driving revenue potential for the Enterprise business outside of the US by crafting tailored marketing strategies and enabling regional client-facing teams. This position can be based out of Frankfurt or London and hybrid office attendance is required.
Job Responsibilities
• Adapt global Morningstar Direct positioning, GTM components, and marketing programs to best resonate with EMEA clients’ needs and differentiated from competitors.
• Act as the product marketing lead for all regional initiatives. Driving internal awareness for our regional strategy by connecting dots and creating enablement tools for product development, product marketing, international marketing, customer success, and sales.
• Deeply understand and document the needs of our EMEA clients to craft and execute the region’s go-to-market strategy for new product releases.
• Support regional demand generation and content marketing campaigns with expertly crafted persona-specific content.
• Own the creation and maintenance of foundational regional marketing content including, but not limited to, message maps, value propositions, market sizing, segmentation, competitive intelligence, buyer/user personas, buyer’s journey experiences and sales enablement materials – regionalizing and translating (with the assistance of linguists) assets into local language where appropriate.
• Lead voice of the customer work in EMEA in the form of win/loss interviews, NPS studies, and client surveys. Leverage these findings in the development of a marketing roadmap, influence the product roadmap, and create sales enablement content such as case studies, testimonials, and videos.
• Use a data-driven approach to the development and measurement of marketing campaigns focused on driving retention, wallet, and market share growth for the business.
• Perform other duties as necessary from time to time.
Qualifications
• Minimum of 3-5 years in a product marketing or product management capacity
• Financial industry and or SaaS/PaaS experience preferred
• Bachelor’s degree
Nice to have
• Must be a strong writer and communicator that brings the voice of the customer front and center to all marketing deliverables.
• Comfort with using data to make decisions, strong business acumen, and focus on metrics that drive revenue.
• Ability to thrive in a global, matrixed organization with strong cross-cultural interpersonal skills.
• A team player’s attitude with a high threshold for quality.
• Empathy and the maturity to own and learn from challenges.
• We believe in a testing, learning, and iterating based on our findings – so bring your curiosity!
• A self-starter with a passion for “doing the impossible.”
301_MstarEurLtd Morningstar Europe Ltd (UK) Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
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The Director of Global Workforce Planning and Location Strategy will play an important role in devising and implementing Morningstar’s global workforce and location strategy. The role reports to the Head of Strategy, and Analytics within Morningstar’s People & Culture (HR) function. The role will work closely with business leaders to understand and forecast headcount needs that support short- and long-term business plans for a global, matrixed organization. This role will leverage market, operational and human capital data to model workforce options and make data driven recommendations. This role will partner with finance, and facilities to identify optimal work locations considering local labor trends, talent pools and economic and political landscapes. This role will have experience with change management and support employees and managers when implementing location change. This role will create and share metrics as to the success of implemented strategies.
The ideal candidate will have experience designing and implementing effective workforce strategies in a large organization. This person will be pro-active in working with business leaders at all levels of the organization and manage partnerships with external resources. This person is able to collaborate with and lead cross-functional teams including finance, facilities, real estate, human resources and other internal stakeholders. This person has real estate knowledge, insights into human behavior and can drive projects from the ground up.
What You’ll Do:
What We’re Looking for:
001_MstarInc Morningstar Inc. Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.
Official account of Jobstore.
