Total 111 job vacancies by Morningstar

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Welcome to Morningstar. We’re a people-centric company led by a mission to empower investor success.

Morningstar Sustainalytics’ mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.

The role: We have an exciting opportunity for a professional to join our team. The role through technical, product and process knowledge, will seek to understand client/prospect objectives, and then determine how Sustainalytics can help these clients achieve desired outcomes. As an ‘architect of the market’, you will proactively create solutions to significant industry challenges.

Additionally, day to day could see you being responsible for the following:

• Driving new business and account management for new and existing accounts.
• Identifying, building, and maintaining key senior management relationships with new and existing clients.
• Use strategic and consultative selling techniques, plus knowledge of the business and potential solutions, to meet client objectives and deliver value.
• Embrace urgency and accountability.
• Ability and willingness to prospect and proactively develop solutions.
• Deliver thought leadership and client events for the purpose of building Sustainalytics’ profile in the market.
• Building collaborative partnership relationships with service providers across the financial services ecosystem, including other specialist service providers, to create new opportunities for Sustainalytics.
• Balance sales activities across assigned segment to build, progress, and close in-quarter opportunities while building and developing out-quarter pipeline as well with both new prospects and existing clients.
• Develop strong internal relationships across product, solutions, operations and senior management, and sales colleagues. This includes being a leader and active participant in internal meetings, willing to share insights gained experience and client interactions to help the entire client facing team.
• Coordinate and prepare for client meetings, including meeting preparation, agendas and meeting materials, and follow through with the client.
• Meet other sales metrics as required, such as forecasting, sales activity, etc. in accordance with Sustainalytics’ sales methodology and best practices.

We’re interested in hearing from people who have:

• An ambitious self-starter with a stellar sales track record, a strategic sales approach and a track record of leading and/or mentoring other sales professionals.
• A bachelor’s degree or equivalent qualification.
• A track record of goal attainment, a strategic approach to sales and a keen interest in business development.
• Excellent interpersonal, communication (verbal and written), and relationship building skills, including the ability to listen effectively, present a compelling solution to client needs and clearly and effectively respond to objections.
• Strong work ethic and professional demeanor.

Build a career that matters at Morningstar

At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

Morningstar deeply values diversity and considers having a diverse employee base as core to the intellectual vibrancy of our spaces, the employee experience, and ultimately our business success. We are proud that we have been acknowledged with Best Places to Work certifications in many of our global locations.

Sound like the sort of role for you? Apply now.

The preferred candidate will be subject to background screening by Morningstar or by our external third-party provider. Morningstar is an equal opportunity employer. No recruitment agencies, please.

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.

Manager of Software Engineering, Morningstar India Pvt Ltd

Morningstar India Pvt Ltd is seeking a Technical Manager to work within the Corporate Systems team.

The Area: The Corporate Systems team manages and supports Morningstar's Corporate platforms like ServiceNow, Oracle ERP, Salesforce etc. used globally across IT Operations, HR, Marketing, Sales and Finance. Our primary responsibilities include:

• Providing day to day support for Morningstar employees in the platforms and technologies they use to effectively market, sell, provide service and collect revenue for our products.

• Offer guidance and technical expertise to all employees and business units as it relates to use of corporate applications.

• Implement system improvements for improved operational efficiencies and compliance alignment across teams and business units.

• Maintain and update Corporate systems to keep them updated from a security and release perspective.

• Work with application vendors and internal resources to ensure ongoing integrity and availability of applications.

• Provide a centralized way of tracking and managing corporate systems processes and procedures.

The Role: Technical Manager should possess strong technical skills in the area of supporting IT applications and people management with at least 10 years of experience and will manage teams supporting Morningstar’s applications, effectively act as the single point of escalation for the support and operations team.  Responsibilities also include facilitating the root cause analysis, management communication in partnership with various stake holders. Responsible for coaching and mentoring less experienced team members and or acting as a subject matter expert. Continuously develop and improve Functional knowledge of the application(s) and its interdependencies.

This position is based in our Mumbai location at Vashi, Navi Mumbai and we follow a hybrid work policy.

Responsibilities:

• Manage a team of developers who work with various technologies across our software environment.

• Collaborate with product management team to establish product related tasks and schedules.

• Collaborate with Software Architects, Product Managers, and Head of Software Development Team to make technical stack and architecture decisions.

• Act as the business expert on technical and functional components.

• Ensure the solution is implemented, involving other development teams as needed, focusing on coordinating their activities.

• Using Agile methodology, lead the development through various stages of development lifecycle.

• Ensure the development team adheres to established coding standards and embraces efficient and robust software engineering practices

• Assist Director of Technology in designing and implementing new evaluation metrics, participate in goal setting employee performance evaluations and coaching individuals.

• Contribute and develop solutions based on requirements using the best technology available for each scenario and in the estimated timeframe.

• Collaborate across the ServiceNow platform team and business stakeholders to understand business needs and translate them into technical specifications and functional requirements for ServiceNow solutions.

• Reporting and Dashboards: Develop custom reports, performance analytics, and executive dashboards in ServiceNow to provide real-time insights into IT/HR service performance and key metrics. Experience with Performance Analytics a plus.

• Continuous Learning: Stay up-to-date with the latest ServiceNow features, tools, and best practices.

• Proactive Improvement: Identify opportunities for improvements and provides recommendations for improvements to optimize ServiceNow solutions.

• Documentation: Maintain comprehensive technical documentation for all ServiceNow configurations, customizations, and developments.

Requirement:

• Bachelor’s degree in Computer Science, Information Technology, or a related field.

• Minimum 4 years of working experience as a ServiceNow Development, and 5 years in people management preferably with HRSD and/or ITAM product expertise.

• ServiceNow Certified Application Developer (CAD) certification is highly desirable.

• In-depth knowledge of ITIL processes and best practices for IT Service Management.

• Ability to work collaboratively in a team-oriented environment, effectively communicating complex technical concepts to both technical and non-technical stakeholders.

• Excellent organizational and time management skills to handle multiple projects simultaneously.

• Understanding of Agile development methodologies is mandatory.

• Accountable for the delivery of biweekly sprints for the development team as well as ensuring that platform incident SLAs are met

• Leads daily scrum calls with development team, business analysts, and process owners.

• Coordinate with Platform Architect to ensure designs meet development guidelines and best practices.

• Ensures effective communication and coordination of offshore development team activities with onshore process owners and requestors.

• Coaches’ offshore development resources to close technical and soft skill gaps during weekly mentoring sessions

• Provides leadership and participates in vetting new requirements on the ServiceNow platform.

• Stays current on ServiceNow products and applicable integrated technologies.

• Drives process improvements and ensures process adherence for the offshore development team.

Morningstar is an equal opportunity employer.

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.

Senior ServiceNow Developer, Morningstar India Pvt Ltd

Morningstar India Pvt Ltd is seeking a ServiceNow Developer to work within the Corporate Systems teams.

The Area: The Corporate Systems team manages and supports Morningstar's Corporate platforms like ServiceNow, Oracle ERP, Salesforce etc. used globally across IT Operations, HR, Marketing, Sales and Finance. Our primary responsibilities include:

• Providing day to day support for Morningstar employees in the platforms and technologies they use to effectively market, sell, provide service and collect revenue for our products.

• Offer guidance and technical expertise to all employees and business units as it relates to use of Corporate applications.

• Implement system improvements for improved operational efficiencies and compliance alignment across teams and business units.

• Maintain and update Corporate systems to keep them updated from a security and release perspective.

• Work with application vendors and internal resources to ensure ongoing integrity and availability of applications.

• Provide a centralized way of tracking and managing Corporate systems processes and procedures.

The Role: We are seeking a skilled and experienced Senior ServiceNow Developer to join our dynamic ServiceNow team in Corporate Systems. The ideal candidate should possess a strong technical background in ServiceNow development and IT/HR Service Management practices. You will collaborate with cross-functional teams to analyze requirements, design solutions, and implement enhancements to our ServiceNow instances, ensuring seamless integration with existing systems and business processes.

This position is based in our Mumbai location at Vashi, Navi Mumbai and we follow a hybrid work policy.

Responsibilities:

• ServiceNow Configuration and Development: Experience with the design, configuration, and development of ServiceNow applications, modules, flows, and interfaces to meet the organization's HRSD, ITSM, and/or ITAM (hardware) requirements.

• Strong knowledge and experience across ServiceNow product and process areas; HRSD, Hardware Asset Management, and ITSM preferred.

• Service Catalog Development: Create and maintain a user-friendly Service Catalog, including service offerings, request workflows, and service-level agreements (SLAs).

• Collaborate across the ServiceNow platform team and business stakeholders to understand business needs and translate them into technical specifications and functional requirements for ServiceNow solutions

• Integration and Data Migration: Collaborate with other teams to integrate ServiceNow with other IT systems and third-party applications. Manage data migration tasks when required.

• Reporting and Dashboards: Develop custom reports, performance analytics, and executive dashboards in ServiceNow to provide real-time insights into IT/HR service performance and key metrics. Experience with Performance Analytics a plus.

• Continuous Learning: Stay up-to-date with the latest ServiceNow features, tools, and best practices.

• Proactive Improvement: Identify opportunities for improvements and provides recommendations for improvements to optimize ServiceNow solutions.

• Testing and Quality Assurance: Conduct thorough testing of ServiceNow configurations and developments to ensure system stability, reliability, and accuracy. Lead and drive for test automation.

• Documentation: Maintain comprehensive technical documentation for all ServiceNow configurations, customizations, and developments.

Requirement:

• Bachelor's degree in Computer Science, Information Technology, or a related field.

• 3-5 years of working experience as a ServiceNow Developer, preferably with HRSD and/or ITAM product expertise.

• ServiceNow Certified Application Developer (CAD) certification is highly desirable.

• Proficiency in JavaScript, HTML, CSS, and XML with hands-on experience in ServiceNow scripting and development.

• In-depth knowledge of ITIL processes and best practices for IT Service Management.

• Strong analytical and problem-solving skills to design effective ServiceNow solutions.

• Ability to work collaboratively in a team-oriented environment, effectively communicating complex technical concepts to both technical and non-technical stakeholders.

• Excellent organizational and time management skills to handle multiple projects simultaneously.

• Understanding of Agile development methodologies is a plus.

Morningstar is an equal opportunity employer.

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.

The Area: Morningstar Indexes Team is a fast-growing business that leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors to achieve their goals at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes.

The Role: Morningstar Indexes seeks a creative and energetic professional to lead a small team within our Index Management and Analytics function. The primary responsibilities of the team are to maintain Morningstar indexes across all asset classes, analyze the performance of our index methodologies and support our clients through research and data on Morningstar’s indexes. The team is also responsible for maintaining index calculation quality including, handling complex corporate events, regulatory compliance, and production automation. We are looking for a team member with strong knowledge of financial markets, statistical packages, data analytics or decision science. This position is located in Vashi, Navi Mumbai (India).

Responsibilities:

End-to-end ownership of index methodology and index reconstitution/rebalancing processes across asset class Provide methodology surveillance as a subject matter expert to ensure portfolios continue to meet investment thesis objectives and collaborate with research function to recommend changes when required Drive continuous process improvement by partnering with technology and using quality frameworks like LEAN/Six Sigma Coach and mentor the team members on the operational implementation of index methodologies and data analysis techniques, enhancing their analytical and financial knowledge Manage the day-to-day work priorities of team members and coordinate closely with other team leads within group Work closely with the Fixed Income Research Analyst on the Index construction process and propose enhancements to the methodology Maintain and own the Equity Universe for the index reconstitution process. Ensure accurate, timely interpretation and treatment of complex corporate actions Clearly and thoroughly communicate with internal and external clients, calculation agents, and data/service providers regarding index methodology, data and portfolio compositions, sales and client inquiries and issue resolution

Requirements:

A Bachelor’s or Master’s degree in Engineering, Finance, Economics, Management etc. and a strong interest in Finance A Chartered Financial Analyst (CFA) designation, or progress to the designation, preferred A minimum of 6 years of work experience, with at least 2 years of experience in Portfolio Management, Data Analytics Comfortable with basics of MS office, SQL and at least one statistical package (Python/R/SAS/MATLAB etc.) Excellent written and verbal communication skills Hands-on project and people management skills Creative thinker who is adept at taking an analytical approach to problem-solving Ability to collaborate with the global team and deliver quality outcomes under tight deadlines The candidate should exhibit a passion for innovation, and harbor a genuine belief in, and acceptance of Morningstar’s core values.

Morningstar is an equal opportunity employer.

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.

Role: Associate Team Leader/Team Leader
Team: MID-Portfolio
Shift: US
Job description –

The Data Team Lead oversees the management of the day-to-day activities for a sub-team of managed investment data (MID) that powers the Morningstar products and platforms. Typically, the Data Team Lead works closely with Global Process Owners, MID Data Leaders and Global Data Director, as well as with the global stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. He or she, together with MID Data Leaders and Global Data Director, will be accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs, for team engagement, morale, and supporting the build for growth ladders of members. This role will functionally report to MID Data Leader, based in Shenzhen, and matrix report to MID Data Director, based in Mumbai.

Responsibilities:

• Assist in managing and developing a team of 10+ Data Research Analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation for processes/projects.
• Working closely with multiple global teams and across various functions. Participate regularly in global calls and meetings.
• Assist the team to identify and eliminate roadblocks by partnering with technology teams and other database teams.
• Should be able to research complex projects leading to actionable recommendations and solutions.
• Fair product knowledge, both upstream and downstream.
• Assist in promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes.
• Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team.
• Acts as main point of contact/manager for his or her entire team for all questions, comments and concerns.
• Tracks, measures and reports on agreed daily, monthly and quarterly metrics to all stakeholders.
• Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group.
• Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas for individual and group training and conducting or arranging individual and group training sessions as appropriate.
• Sets goals and priorities for the individuals in the team in consultation with the Global Process Owner, MID Data Leaders and Global Data Director.
• Effectively motivates and rewards the team insuring good overall morale.
• Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members.
• Monitors Data Research Analysts availability to guarantee minimum staffing requirements are met/exceeded.

Daily Job Responsibilities/Deliverables:

• Hold sessions with the team to communicate any changes, issues, procedures or reminders.
• Communicate any questions, issues or recommendations with regards to process, workflow, technology, methodology, team morale etc. to stakeholders.
• Operational matters.
• Accept/reject leave requests.
• Arrange for job shifts based on daily staffing requirements.
• Provide floor support by answering questions, solving issues that come up throughout the day and observing the dynamics of the team.
• Monitor production and quality for all Data Research Analysts onsite.
• Ensure adequate engagement levels of the staff to drive business results.

Competencies

• Attention to Detail.
• Methodical Problem-Solving Skills.
• Analytical (Must be able to interpret data and analytics in an operations environment).
• Excellent Organization Skills (Email, Task Management, Follow-up).
• Self-Motivated.
• Ability to Motivate and Build Relationships with Others.
• Ability to Both Take and Give Direction & Criticism.
• Willing and excited about working with and developing Team Members.
• Goal Oriented.
• Honesty & Integrity.

Requirements:

• Bachelor/Master’s degree in finance/business with an exceptional academic record.
• Professional degree (CA, CA-Inter, ICWA, ICWA-Inter) preferred.
• 5+ years of professional work experience at various levels of seniority.
• Strong people and project management skills.
• Ability to effectively communicate with local and international teams.
• Proven experience optimizing processes.
• Eager and ready to work in a high-performance culture.
• Ability to take calls early or late nights once or twice a week.
• Prior experience leading teams of 10+ people will be an additional advantage.
• Demonstrated ability to develop talent.

Morningstar is an equal opportunity employer

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.

Position Title: Principal Software Engineer   

The Area: Morningstar® Data for equities provides comprehensive coverage of global stock markets from as early as 1975. We are continuously broadening our coverage and creating new products to help clients prepare for regulatory changes and other industry shifts. Our data features proprietary statistics and is developed using stringent quality screens to ensure accuracy. From APIs to data feeds, our solutions are delivered quickly to help institutions meet a broad range of functions.

The Role: In this role, you will collaborate with technology manager, scrum Master, functional experts, and developers to build technology solutions for Morningstar`s Equity applications. The team is looking for forward-thinking problem solvers who thrive in a fast-paced environment. The Lead is responsible in mentoring the team members, provide guidance and opportunities for the team members to expand their capabilities and skills. They will have to coordinate and work with the members in a global team. We are looking for an individual that can apply discipline, create solid software products.

Responsibilities:

• Design & develop web and enterprise solutions to be flexible, scalable & extensible.
• Improve complex data flow, data structures and db design to move to next platform.
• Enforce good agile practices like test driven development, Continuous Integration.
• Hands-on development will be an integral part of the responsibilities.
• Develop areas of continuous and automated deployment.
• Introduce and follow good development practices, innovative frameworks and technology solutions that help business move faster.
• Follow best practices like estimation, planning, reporting and improvement brought to processes in every day work.
• Analyses and reviews system requirements. Uses requirement and other design documents to gain overall understanding of the functionality of the new or enhanced application.
• Participate actively in the design, architecture and build phases, to aim at producing high quality deliverables.
• Provide recommendations on product and development environment improvements.

Requirements: These are the most important skills, qualities, etc. that we’d like for this role.

• Minimum 10 Years of experience
• Bachelor Engineering, or equivalent.
• Hands-on in Java 8, Adv Java, Spring Boot, MVC etc.
• Strong knowledge and hands-on on micro-services based architecture.
• Very Strong knowledge of databases and hands on MS SQL/MySQL/PostgreSQL
• Experience with building REST based APIs.
• Well verse with DevOps practices
• Working knowledge of docker, containerization
• Experience in analysis, design, coding and implementation of large-scale, n-tier Java based platforms.
• Knowledge of any JavaScript framework like Vue, Angular JS (version >2)/ NodeJS etc.
• Be aware of activity in the open source world. Contributing back to open source is a big plus.
• Distributed computing, with experience in cloud computing (Amazon Web Services platform and associated technologies)
• Experience with modern development practices in areas of Product design, Requirement Analysis, Test Driven Development, Automation & Unit Testing, in a product development environment.
• Excellent listening, written and verbal communication skills.

Good to Have:

• Machine Learning knowledge.
• No SQL knowledge
• Exposure to Capital Market domain preferred (Indexes, Equity etc.)

EOE Statement:

Morningstar is an equal opportunity employer.

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.

About the Role

The Global Corporates Rating Group is seeking a highly motivated corporate credit analyst to join its team in Frankfurt as an Assistant Vice President. The successful candidate will be responsible for the coverage of a wide range of corporate credits in Europe , for performing financial statement analysis, building financial forecasts and preparing rating committee materials, press releases and rating reports and will develop a strong understanding of the overall credit analysis process. The successful candidate will also be managing the relationships with issuers and bankers as required and ensuring the provision of high quality and timely topical research. Although the candidate will be involved in credit analysis across many business sectors, experience in the broader energy sector, including generation and related services would be an asset.

Job Responsibilities

• Assume coverage of existing corporate ratings, assess credit worthiness and maintain rating opinions of various issuers.
• Perform and contribute to new rating assignments.
• Manage the rating process including presenting recommendations to the rating committee.
• Produce timely, high-quality rating reports, research notes and industry studies.
• Build and maintain relationships with issuers, investors and bankers.
• Provide transparent and timely service to rated issuers, investors and other market participants.
• Contribute to the refinement of research products and rating methodologies.
• Analytically support business development initiatives.

Qualifications

• 5-7 years of business experience, with experience in credit, finance and/or lending within the financial services industry.
• University degree in accounting, business, economics or a related discipline.
• Solid research, analytical and modelling skills, with a high attention to detail.
• Strong communication (verbal and written), presentation and interpersonal skills.
• Self-starter and team player with a demonstrated ability to work in a fast-paced environment.

Nice to have

• Fluency in German and/or French are assets.
• Completion of the Chartered Financial Analyst program would be an asset.

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.

The Area: The Information Security department is responsible for setting enterprise security policies and standards designed to protect the confidentiality, integrity, and availability of Morningstar information. The security team offers guidance and technical expertise in areas like application security, policies and procedures, disaster recovery, and compliance/regulation. We analyze emerging security threats and conduct risk and vulnerability assessments to ensure that our information and systems remain secure.  

The Role: The Information Security team is seeking a highly skilled and experienced Lead Data Analyst to join our team. You will play a crucial role in analyzing the various sources of data we collect, including vulnerability data, incidents, security logs, and threat alerts and trends from security tools. Your insights and analyses will be instrumental in enhancing our organization's overall security posture. The ideal candidate will work closely with business, product, and technology leads, providing valuable input and influencing decisions with meaningful metrics, scorecards, and dashboards.

If you are a data-driven professional with a passion for information security and the ability to transform data into meaningful insights, we encourage you to apply for this exciting opportunity. Join us in advancing our Information Security capabilities through strategic data analysis and visualization. This position is based in our Chicago office.

Responsibilities :

• Collaborate with Information Security team members to understand their responsibilities, reporting needs and requirements for enhancing security measures
• Develop and deploy Business Intelligence (BI) solutions to visualize and analyze security-related data
• Create and maintain reporting mechanisms, scorecards, and dashboards that effectively communicate security metrics to various stakeholders
• Use data analysis tools to draw insights and create recommendations that help teams improve their security practices and prioritize security remediations
• Collaborate with IT teams to ensure the integration of security data into existing BI platforms and data repositories
• Assist in the preparation of reports and presentations for executive leadership, providing key insights into the organization's security posture
• Stay updated on best practices, emerging technologies, and trends in Business Intelligence and Analytics within the context of Information Security
• Contribute to the continuous improvement of data analytics processes and methodologies within the Information Security domain
• Assist with documenting and regularly reviewing Information Security policies and procedures related to metrics and reporting  

Requirements :

• A bachelor’s degree in Data Science, Mathematics/Statistics, Computer Science, or a related field
• Proven experience in a similar role as a Business Analyst or Data Analyst
• Proficiency in developing and deploying Business Intelligence and Analytic solutions
• Familiarity with BI tools such as Tableau, Power BI, or similar data visualization platforms
• Strong organizational skills and the ability to multitask and switch priorities with short notice  
• Familiarity with security-related data sources and the ability to integrate them into analytical frameworks is a plus
• Statistical or mathematical skills or experience is a plus  
• Excellent communication skills with the ability to translate complex technical information into understandable insights for non-technical stakeholders strongly preferred

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.

The Team: The Retirement 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 client's problems, we believe we are positioned well for continued future growth.

The Role: We seek an enthusiastic, results-driven candidate to serve as a Lead Software Engineer within the Managed Accounts team. In this role, you will work with partners in Technology, Product Management, Support and Sales to drive large and complex software initiatives with a goal of delivering helping millions reach their retirement goals. The ability to communicate clearly with all levels and form strong relationships with stakeholders is critical for this role.

This role will be based in our Chicago office.

Job Responsibilities:

• Spearhead technical direction, define software strategy and mentor/guide engineers
• Design, implement and optimize scalable, reliable software solutions
• Proficient in key technologies (Generative AI or Workday Integrations, API integrations, UX components, .NET, Amazon Web Services, Security best practices)
• Communicate with cross-function teams (product, operations, marketing) to ensure alignment with business goals
• Identify and resolve technical challenges proactively, with a focus on continuous improvement
• Encourage a culture of learning and experimentation, driving adoption of new technology and approaches
• Work with product managers to create software that helps power our next generation of Managed Accounts solutions
• Participate in team’s weekly critiques and provide feedback on ongoing work
• Participate in team’s code review process and assist in improving as well as upholding development standards
• Maintain and improve build tooling and automation that reduces time of delivery and removes manual processes
• Write test cases to ensure high quality code is delivered to production

Qualifications:

• 5+ years developing and maintaining large, complex enterprise applications
• Deep knowledge and experience working with and architecting cloud native applications (ideally with Amazon Web Services)
• Strong background in Microsoft .NET, JavaScript, and Node.js
• Knowledge of working with Front End frameworks, libraries and build systems to create rich interactive web applications
• Proven track record of leading successful software development projects
• Passion for building high-quality, user friendly software
• Strong communication, collaboration and leadership skills

Nice to Have:

• Understating of the financial services/retirement industry and an interest or experience in Generative AI technologies
• Experience with Workday and/or Workday integrations is a bonus

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.

Lead ServiceNow Developer, Morningstar India Pvt Ltd

Morningstar India Pvt Ltd is seeking a ServiceNow Developer to work within the Corporate Systems teams.

The Area: The Corporate Systems team manages and supports Morningstar's Corporate platforms like ServiceNow, Oracle ERP, Salesforce etc. used globally across IT Operations, HR, Marketing, Sales and Finance. Our primary responsibilities include:

• Providing day to day support for Morningstar employees in the platforms and technologies they use to effectively market, sell, provide service and collect revenue for our products.

• Offer guidance and technical expertise to all employees and business units as it relates to use of Corporate applications.

• Implement system improvements for improved operational efficiencies and compliance alignment across teams and business units.

• Maintain and update Corporate systems to keep them updated from a security and release perspective.

• Work with application vendors and internal resources to ensure ongoing integrity and availability of applications.

• Provide a centralized way of tracking and managing Corporate systems processes and procedures.

The Role: We are seeking a skilled and experienced ServiceNow Developer to join our dynamic ServiceNow team in Corporate Systems. The ideal candidate should possess a strong technical background in ServiceNow development and IT/HR Service Management practices. You will collaborate with cross-functional teams to analyze requirements, design solutions, and implement enhancements to our ServiceNow instances, ensuring seamless integration with existing systems and business processes.

This position is based in our Mumbai location at Vashi, Navi Mumbai and we follow a hybrid work policy.

Responsibilities:

• ServiceNow Configuration and Development: Experience with the design, configuration, and development of ServiceNow applications, modules, flows, and interfaces to meet the organization's HRSD, ITSM, and/or ITAM (hardware) requirements.

• Strong knowledge and experience across ServiceNow product and process areas; HRSD, Hardware Asset Management, and ITSM preferred.

• Service Catalog Development: Create and maintain a user-friendly Service Catalog, including service offerings, request workflows, and service-level agreements (SLAs).

• Collaborate across the ServiceNow platform team and business stakeholders to understand business needs and translate them into technical specifications and functional requirements for ServiceNow solutions

• Integration and Data Migration: Collaborate with other teams to integrate ServiceNow with other IT systems and third-party applications. Manage data migration tasks when required.

• Reporting and Dashboards: Develop custom reports, performance analytics, and executive dashboards in ServiceNow to provide real-time insights into IT/HR service performance and key metrics. Experience with Performance Analytics a plus.

• Continuous Learning: Stay up-to-date with the latest ServiceNow features, tools, and best practices.

• Proactive Improvement: Identify opportunities for improvements and provides recommendations for improvements to optimize ServiceNow solutions.

• Testing and Quality Assurance: Conduct thorough testing of ServiceNow configurations and developments to ensure system stability, reliability, and accuracy. Lead and drive for test automation.

• Documentation: Maintain comprehensive technical documentation for all ServiceNow configurations, customizations, and developments.

Requirement:

• Bachelor’s degree in computer science, Information Technology, or a related field.

• Minimum 5-7 years of working experience as a ServiceNow Developer, preferably with HRSD and/or ITAM product expertise.

• ServiceNow Certified Application Developer (CAD) certification is highly desirable.

• Proficiency in JavaScript, HTML, CSS, and XML with hands-on experience in ServiceNow scripting and development.

• In-depth knowledge of ITIL processes and best practices for IT Service Management.

• Strong analytical and problem-solving skills to design effective ServiceNow solutions.

• Ability to work collaboratively in a team-oriented environment, effectively communicating complex technical concepts to both technical and non-technical stakeholders.

• Excellent organizational and time management skills to handle multiple projects simultaneously.

• Understanding of Agile development methodologies is a plus.

• Design and implement Information Technology Service Management processes in ServiceNow, including but not limited to Incident Management, Problem Management, Request Management, Change Management, Configuration Management, Service Portal, and ITOM

• Design, Development and Implementation of ServiceNow including, but not limited to: core setup, workflow administration, reporting, data imports, LDAP integration, custom scripting and third party software integrations

• Performs advanced configurations including Business Rules, UI Pages, UI Macros, UI Scripts, Script Includes, Client Scripts, workflows, custom tables, reports, etc.

• Accountable for the delivery of biweekly sprints for the development team as well as ensuring that platform incident SLAs are met

• Leads daily scrum calls with development team, business analysts, and process owners.

• Coordinate with Platform Architect to ensure designs meet development guidelines and best practices.

• Ensures effective communication and coordination of offshore development team activities with onshore process owners and requestors.

• Coaches offshore development resources to close technical and soft skill gaps during weekly mentoring sessions

• Provides leadership and participates in vetting new requirements on the ServiceNow platform.

• Stays current on ServiceNow products and applicable integrated technologies.

• Drives process improvements and ensures process adherence for the offshore development team.

• Contributes development to biweekly sprints

Morningstar is an equal opportunity employer.

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.

• Join a diverse community of great people who support their peers and their communities.
• We give our employees opportunities to grow from early career to experienced hires—and you can build a career that matters at Morningstar.
• We support personal and professional development through a variety of programs, including an annual Education Stipend that you choose how to spend to support your growth.

Welcome to Morningstar. We’re a people-centric company led by a mission to empower investor success.

The Opportunity: Morningstar’s products transform our high-quality data, independent research, and technological expertise into well-designed tools that delight our clients. The product management, product development and service teams collaborate with our Customer Success group to help provide Advisers with products that help them provide good advice to their clients and run profitable and efficient advice business.

The Role:

As an Associate Customer Success Manager (CSM) you will be responsible for providing first class service and training for financial adviser clients who utilise our investment research via Morningstar Adviser Research Centre (ARC). Operating as part of our Customer Success Hub team, you will combine a thorough understanding of Morningstar products and have the business and service acumen to help clients make the most of our products.

You will serve as the primary interface for existing ARC clients, leveraging your expertise to address account related queries or assess client needs to deliver comprehensive training, serving as the face and voice of Morningstar with a commitment to providing the highest quality of service. Additionally, you will partner with the sales team assisting with ARC new prospects, as they move through the sales process and supporting the sales operation function of our Managed Portfolios team. You will be primarily evaluated on the retention of your client book, so proactive activity to promote product usage and engagement to help advice businesses integrate our research into their workflow will be key to your success.

Additionally, day to day could see you being responsible for the following:

• Act as a subject matter expert for ARC, supporting advisers’ comfort with Morningstar research and the ARC product and tools.
• Responsible for the renewal process for ARC clients, partnering with our sales operations team to ensure the renewal process is working as efficiently as possible.
• Responsible for coordination of the relationship bundling process that we have in place between our software and investment management business.
• Demonstrate consultative account management skills, handing incoming account-based ARC queries, responding directly to clients, or bringing in the correct specialist at Morningstar where appropriate.

We’re interested in hearing from people who have:

• 2 to 3 years’ relevant experience working in the financial serviced industry, including experience in a client service, client facing or product orientated role.
• A passion for engaging with clients and providing first class customer service.
• An operational mind-set that looks to continually improve administrative processes.
• An ability to build long-term client relationships.
• A willingness and hunger to learn new products and services, noting comprehensive training on ARC will be provided.

Build a career that matters at Morningstar

At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

Morningstar deeply values diversity and considers having a diverse employee base as core to the intellectual vibrancy of our spaces, the employee experience, and ultimately our business success. We are proud that we have been acknowledged with Best Places to Work certifications in many of our global locations.

Sound like the sort of role for you? Apply now.

The preferred candidate will be subject to background screening by Morningstar or by our external third-party provider. Morningstar is an equal opportunity employer. No recruitment agencies, please.

This role is based in our Sydney Office and will require 3 days per week in our Barangaroo office.

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.

About the Role

Morningstar requires a detail driven and passionate Compliance Director, Asia, to lead a small team and be responsible for structuring, maintaining and executing an effective compliance program for the business in Asia. This role will have a primary focus on supporting the business team with implementing a robust compliance program during a period of growth as the business expands its activities. The role is responsible for managing compliance staff in Asia (ex Japan). We are a small team in Asia and are looking for an individual who is able to think strategically and effectively manage the team and workload well, but yet be “hands on” and be willing to do a variety of work, interacting with personnel at all levels from across Asia offices. There may be occasional travel to regional offices in Asia. This position reports to the Global Chief Compliance Officer – Investment, Research and Data and is based in Singapore.

Morningstar is an Equal Opportunity Employer.

Job Responsibilities

• Work with Compliance colleagues in implementing, administering, and maintaining the compliance program; ensuring management and employees are in compliance with the applicable regulations and that policies and procedures are being followed.
• Manage, mentor and develop compliance staff in Asia.
• Manage relationships with regulators, clients and external advisers on compliance issues impacting the business.
• Provide advice to employees on compliance and/or regulatory matters.
• Develop new or updated policies and procedures to ensure ongoing compliance with regulatory requirements applicable to business unit.
• Manage compliance monitoring activities and risk and compliance reviews of activities to ensure compliance with policies and procedures.
• Oversight and assisting compliance teams in Asia.
• Manage regulatory filings and responses to regulatory examinations on behalf of relevant business units.
• Working with Morningstar risk, assist on implementing, maintaining and refining the risk management frameworks for Asia.

Qualifications & experience required:

• A bachelor’s degree in law, finance, accounting, economics or a related field is required.
• At least 10 years compliance experience within the financial services industry regulated by the SFC or MAS.
• Knowledge of laws and regulations applicable to Morningstar’s business in Asia (particularly the Singapore MAS and Hong Kong SFC). Knowledge of financial services laws and regulations in PRC highly desirable.
• English essential and Mandarin preferred language skills.
• High degree of professionalism and integrity with demonstrated ability to handle confidential issues in a professional manner.
• Demonstrates sound judgement.
• Ability to apply consistently and display a measured and mature approach in critical thinking by being able to independently assemble, evaluate and apply logical reasoning to information.
• Significant experience drafting policies, and procedures.
• Ability to communicate clearly and in a manner proper to the audience in order to inform and/or persuade others; requires the ability to advise, guide, advocate and negotiate in a manner that instils confidence.
• Significant experience managing and performing compliance reviews, developing findings and recommendations.
• Strong organizational and project management skills with the flexibility and willingness to respond to changing priorities.
• Risk management experience desirable.

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.

Position Overview: Morningstar DBRS is seeking a highly skilled and experienced Senior Project Manager to join our dynamic team. This role will be pivotal in bridging the gap between business operations and technology, ensuring seamless integration and optimization of systems and processes. The ideal candidate will possess a strategic mindset, strong project management skills, and a deep understanding of technology infrastructure and/or enterprise systems.

Key Responsibilities:

• Project Management: Lead and oversee projects at the intersection of business operations and technology from inception to completion. Develop comprehensive project plans, timelines, and budgets, ensuring alignment with organizational goals and objectives.
• Stakeholder Collaboration: Collaborate closely with cross-functional teams, including business stakeholders, IT professionals, engineers, and developers to define project requirements, priorities, and deliverables. Facilitate effective communication and coordination throughout the project lifecycle.
• Technology Integration: Drive the integration of technology solutions into existing business operations, identifying opportunities to enhance efficiency, productivity, and performance. Evaluate and recommend emerging technologies and tools that align with organizational needs and strategic objectives.
• Risk Management: Proactively identify and mitigate risks and issues that may impact project timelines, budgets, quality or policies. Develop contingency plans and escalation procedures as needed to ensure project success and stakeholder satisfaction.
• Quality Assurance: Implement robust quality assurance processes and standards to validate project deliverables and ensure compliance with regulatory requirements and industry best practices.
• Performance Monitoring: Monitor and track project progress, performance metrics, and KPIs, providing regular updates and reports to senior management and key stakeholders. Identify areas for improvement and optimization, driving continuous process enhancements.

Qualifications:

• Bachelor's degree in Business Administration, Information Technology, Computer Science, or a related field; Master's degree or PMP certification is a plus.
• Minimum of 3 years of experience in project management, with a focus on business operations and technology integration.
• Strong understanding of technology infrastructure, enterprise systems, and/or software development methodologies.
• Proven track record of successfully managing complex projects with multiple stakeholders and dependencies.
• Excellent communication, negotiation, and leadership skills, with the ability to influence and motivate teams towards common goals.
• Strategic thinker with a problem-solving mindset.
• Exceptional attention to detail.
• Experience in the financial services industry, credit rating agencies, or other highly regulated industry is preferred but not required.

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.

The Group

The Credit group is a global team guided by Morningstar's mission to empower investor success. Our entrepreneurial spirit and uncompromising ethics guide everything we do. With teams in Toronto, New York, Chicago, London, Frankfurt, Madrid, and Mumbai, we delight our clients around the world with industry-defining credit products and services.

Through Morningstar DBRS, we offer independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments. Rating over 3,000 issuers and 60,000 securities, Morningstar DBRS is the fourth-largest credit rating agency in the world.

Through Morningstar Credit Information and Analytics (MCIA), we offer world-class credit tools and research for issuers and investors that lead to faster, insightful, and more predictable outcomes.

The Credit group is one of the largest and fastest-growing business units at Morningstar and the newly formed Credit Marketing function is critical to achieving its continued growth and success. With opportunities to make your mark on all aspects of the credit business, Morningstar's Credit group is where you can grow both personally and professionally.

The Role

We are looking for an experienced product marketer to build and execute the GTM strategy across our Morningstar DBRS credit rating products and services for our U.S. market, and deliver data-driven market and audience insights, impactful product positioning and messaging, and effective demand generation campaigns and sales enablement resources. This role is a great opportunity to drive growth and make a meaningful impact on one of Morningstar’s largest and fastest-growing business units.

The Product Marketing Manager will partner closely with the global Senior Product Marketing Manager and the Digital Marketing, Central Marketing, and Business Development teams to drive pipeline and revenue growth in one of our key markets. To be successful in this role, you’ll have strong experience developing GTM strategies and translating those strategies into ROI-driven demand generation campaigns that materially impact the bottom line. You will also have exceptional copywriting skills and a track record of effective cross-functional collaboration.

The role reports to the global Senior Product Marketing Manager in our Chicago office. We are operating in a hybrid environment (3 days/in office).

Key Responsibilities

• With guidance from the Senior Product Marketing Manager, craft the go-to-market strategy for the credit ratings products and services to deliver business growth in the US market
• Oversee and coordinate the credit ratings marketing calendar of programs, campaigns, and events in the region to ensure operational alignment and efficiencies
• Carry out continuous research to validate the market problems to solve, deeply understand our audience segments, and provide actionable market and audience insights to the cross-functional teams – including segmentation and buyer personas of the target audience
• Build out competitive landscape analysis and main competitive intelligence for the credit rating business and provide actionable insights to the cross-functional teams
• Develop a clear positioning for the credit ratings products and services in the market and a comprehensive messaging map that highlights our product’s key value propositions, brings consistency to our communications, and speaks to the various buyer personas – continuously refine the messaging based on new market or audience insight or feedback
• Build data-driven, integrated demand generation programs and campaigns, and execute and optimize them to meet pipeline goals for new and existing business
• Develop and implement a content marketing strategy that leverages our thought leadership content to meet demand generation objectives
• Deliver in-house events such as roadshows, webinars, happy hours, etc. as part of the integrated demand generation campaigns, partnering with Central Events Marketing to plan and execute the events
• Own the pre-event promotion and post-event follow up campaigns, event lead capture strategy, and event collateral development for all external and in-house events
• Audit and refine current portfolio and develop new sales enablement materials such as pitch decks and one-pagers to support client conversations and present a plan for ongoing optimization of those resources
• Develop client testimonials, case studies, and other content to support marketing programs and enrich sales and marketing materials
• Write compelling copy for all campaign and sales enablement assets (emails, ads, landing pages, one-pagers, etc.) that resonates with the target audience and drives action
• Measure, analyze and report on the success of product marketing programs to stakeholders and identify opportunities to continuously improve our outcomes relative to our goals
• Perform other duties as necessary from time to time to achieve business goals 

Requirements: 

• A Bachelor’s degree
• 2-5 years of marketing experience with a strong emphasis on product marketing and demand generation – financial services industry experience or credit ratings industry knowledge a plus
• Track record of successfully developing GTM strategies and creatively translating the strategies into compelling demand generation programs and campaigns
• Strong digital marketing experience – especially email marketing with excellent knowledge of email marketing best practices and hands-on experience using marketing automation platforms such as Pardot
• Exceptional writing skills with extensive experience crafting positioning statements, product messaging, and creative, compelling marketing copy
• Data-driven approach to solving marketing challenges and strong analytical skills to translate both qualitative and quantitative data into opportunities for action
• High attention to detail in both written and visual context and a deep appreciation and proven ability for detailed execution of marketing activities
• A track record of successfully collaborating with cross-functional teams as well as working independently and autonomously
• Ability to successfully manage multiple projects simultaneously, communicate effectively with stakeholders and prioritize to deliver high-quality work within deadline
• Ability to travel as required

Applications with cover letter preferred.

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.

The Group

The Global Project Finance & Infrastructure Finance team is seeking a highly motivated individual, preferably with five to seven years of expertise in Project and Infrastructure Finance credit analysis, to join its team of analysts in New York City as an Assistant Vice President. Working closely with members of the team in New York, the successful candidate will be responsible for supporting the U.S. based portfolio, which includes performing financial statement analysis, using financial models, drafting rating reports, compiling rating committee materials and having a well-developed understanding of the overall credit analysis process.

The Role

The successful candidate will work on a variety of transactions as a rating analyst, performing lead and supporting analyst responsibilities within project and infrastructure finance including the power and energy-related sectors (e.g. gas, wind, solar, hydro generation), bespoke project financings (e.g. telecommunications, technology infrastructure, large industrial equipment leases, stadiums, etc.) and broader infrastructure mandates (PPPs, toll roads, airports, ports, utilities). The role involves performing financial statement analysis, using financial models, drafting rating reports and press releases, along with the compilation of rating committee materials and drafting of high quality and timely topical research.

Responsibilities

• Assist with covering the existing U.S. based ratings portfolio as a rating analyst.
• Attend issuer and investor meetings with the Team Lead(s) in Project Finance and Infrastructure Finance and other lead analysts to gain exposure to the ratings portfolio and the analytical approach.
• Build on existing knowledge of the industry and further expand the network.
• Initially contribute to new rating assignments as a rating analyst supporting lead analysts and eventually act as a lead analyst on a variety of assets classes within the sector.
• Produce timely, high-quality credit reports, research notes and commentaries on rated entities.
• Manage extensive spreadsheets on rated entities.
• Contribute to the development and maintenance of relationships with fixed-income investors.
• Analytically support business development initiatives.
• Contribute to the refinement of methodologies, research products and rating approaches.
• Support the team on the delivery of timely and innovative topical research.

Qualifications

• Five to seven years of business experience, with a minimum of three years' experience related to Project and Infrastructure Finance.
• Degree in business, economics, commerce, engineering or a related discipline.
• Solid research, analytical and financial modelling skills, with a high attention to detail.
• Experience in reviewing financing agreements and legal contracts from a credit point of view.
• Strong communication skills, both oral and written.
• Self-starter and strong team player and a demonstrated ability to work in a fast-paced environment.
• Completion of, or demonstrated progress towards, the CFA program is preferred.
• Experience in public-private partnerships is an asset.
• Previous rating agency experience is considered an asset.

Base Salary Compensation Range: 

$95,000 - $150,000

Annual Bonus Target:

20%

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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.