Jobs at Morningstar

Sell and expand Morningstar Research Data Products to institutional clients (asset managers, hedge funds, banks). Own revenue targets, lead consultative conversations on data usage and licensing, deliver product demos, manage pipeline and forecasts in CRM, and collaborate with Product, Legal, and Customer Success. Role requires ~30% travel and is based in Chicago, New York, or London.

Create, maintain, and run cash flow models (Intex, Python, proprietary platforms); analyze securitization structures and legal documents; evaluate credit profiles of ABS securities; present findings to ratings teams and senior staff; support rating committee discussions.

Lead surveillance and rating maintenance for a diverse ABS portfolio. Perform collateral and loss analysis, cash‑flow modeling, legal review, prepare memos, present recommendations to the Rating Committee, mentor junior analysts, develop automation and analytical tools, and contribute to topical research.

Lead design and buildout of brand research and competitive intelligence functions, create measurement frameworks and monitoring, synthesize insights into strategic recommendations, present to senior stakeholders, connect insights across teams, manage external partners, and identify AI-enabled efficiencies to scale insights.

Lead development and scaling of Brand Research and Competitive Intelligence functions, build measurement and monitoring frameworks, synthesize insights into actionable recommendations, present to senior stakeholders, integrate insights across CoE streams, leverage AI and partners to improve efficiency, and establish governance, roadmap, and stakeholder engagement for brand and competitive strategy.

Manage and grow organic social media channels (primarily LinkedIn) for Morningstar Credit. Create and publish clear, on-brand content from complex financial topics, analyze performance, support paid campaign execution, coordinate cross-functional marketing operations, and provide data-driven recommendations to increase engagement and audience growth.

Lead and expand relationships with strategic institutional clients, develop and execute account plans, coordinate cross-functional engagement, identify business opportunities, represent the firm at meetings/events, and maintain account data and pipeline in Salesforce to drive adoption of Morningstar DBRS ratings.

Lead and expand a global portfolio of strategic enterprise accounts for ESG data, research, and ratings. Drive renewals, identify expansion opportunities, coordinate global account strategies, influence product direction with client insights, and ensure disciplined pipeline management and CRM hygiene. Mentor peers and represent the company externally on ESG topics.

Support credit analysis and rating assignments for U.S. RMBS transactions by assessing collateral, structures, and cash‑flow models. Serve as co‑lead or backup analyst, present findings to rating committees, perform sensitivities and stress tests, contribute to model and methodology enhancements, publish market commentary, and engage with bankers, issuers, and investors. Work closely with senior analysts to ensure consistent application of rating criteria.

Design, build, test, and maintain scalable customer-facing web applications and APIs using Java/Spring Boot and AWS. Implement microservices, CI/CD, automated tests, and monitor performance. Participate in code reviews, mentor teammates, document architecture, and collaborate with product and cross-functional teams to meet business requirements.

Lead RMBS credit analyst responsible for structuring and rating residential mortgage transactions. Perform cash flow testing, scenario/sensitivity and transaction analysis, evaluate collateral, legal and representation-and-warranty issues, coordinate with technology, contribute to model criteria, publish industry commentary, and engage with bankers, investors and originators. Domestic travel up to 10 days/year.

Lead analytical work to assign and monitor U.S. ABS ratings across commercial, esoteric, and new asset classes. Perform collateral and obligor assessment, cash-flow and structural analysis, legal review, stress testing, prepare committee materials and disclosures, engage with issuers/investors, support surveillance, produce research, and mentor junior analysts while ensuring regulatory compliance.

Lead strategic account growth for Morningstar Direct across major institutional clients. Develop and execute account growth plans, uncover client needs, deliver product demonstrations, negotiate and close deals, and document activities in Salesforce. Collaborate with SVPs and internal teams to expand adoption and sell additional services, traveling about 30% and working primarily from the New York office.

Lead ratings analysis and origination for CLOs and structured credit transactions, including client meetings, committee memos, credit reports, portfolio and legal analysis, mentoring junior analysts, and collaborating across teams on surveillance, research, and methodology application.

Lead analyst for U.S. RMBS new-issue ratings: assess collateral, model and test cash flows, review legal documents, perform scenario/sensitivity analysis, present to rating committee, engage with originators and investors, and contribute to criteria and model development.

Lead credit analysis and portfolio management for project finance across energy, digital infrastructure, transportation, and PPPs. Conduct financial statement and model analysis, review transaction documentation, draft rating reports and committee materials, present recommendations, engage issuers/investors, and support methodology development and business development. Mentor teammates and maintain investor relationships.

Support U.S. project finance and infrastructure ratings through financial and credit modelling, transaction assessment, surveillance, and report preparation. Participate in issuer/investor meetings, contribute to rating committees, research, and business development, and progressively take lead analyst responsibilities across asset classes.

Lead credit analyst for U.S. project and infrastructure finance transactions across power, energy, and other infrastructure sectors. Perform financial statement analysis and modeling, draft rating reports and committee materials, mentor junior staff, manage issuer and banker relationships, produce topical research, represent the firm externally, and support business development and methodology refinement.

Support ABS ratings by analyzing transaction and performance data, preparing rating committee materials and disclosure documents, contributing to methodology and research, monitoring market developments, improving processes through automation, and coordinating with analytics, operations, compliance, and technology teams.