Large

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and realtime global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $246 billion in assets under advisement and management as of Dec. 31, 2022. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.

Finance

Morningstar

Our mission is to empower investor success.

You need 10+ years in financial data, operations, or program management, a bachelor's in business, finance, or economics; an advanced degree or CFA is a plus.

You will lead data operations, ensure data quality, manage vendor relationships, optimize processes, recruit and develop your team, and oversee index functions while participating in governance initiatives.

Data

Frankfurt

<div>The Role: The Morningstar Indexes Global Operations team seeks an enthusiastic, results-driven, analytical and experienced leader for our data operations. The team is responsible for ensuring high quality input data, that will be used to power our indexes for backtests, daily production and index maintenance; across all asset classes and business lines. You will lead a global data operations team, and be responsible for the roadmap, infrastructure and processes within the group. In this role, you will collaborate with product management, new product development, indexes management and analytics, technology and other global operations teams to effectively manage the data needs of the business. A successful Senior Director, Indexes Data Operations will have strong leadership and analytical skills, a drive for continuous improvement, a focus on operational excellence, a solid data foundation, a general understanding of information systems and experience leading global teams in a follow-the-sun model.
As part of this role, you will join a global team and will work with colleagues based in the US, Europe and Asia. This role will report to the Global Head of Operations, and be based in Frankfurt, Germany. As part of this role, you will also have regional oversight for other operations, client service and technology teams in the Frankfurt office.
Responsibilities will include:<ul><li>
Work with the Global Head of Operations to lead the data function, and design a roadmap to continuously improve our input data offering, quality, processes, systems, tools and methodologies.</li><li>
Create and foster a culture of continuous improvement and collaboration within the team, exploring new ways to optimize how we operate and allocate resources across data pillars.</li><li>
Own input data quality and integrity, be the point of contact on all data related issues for the group. Input data include: security reference, market data, corporate actions, fundamentals, rates, ESG, etc. across equity, fixed income and leveraged loans.</li><li>
Own and maintain the logical data model and inventory of all input data sets required to power the index business.</li><li>
Create a framework and scalable process to adapt and expand our data capabilities to power product development and index production, as it pertains to onboarding new data sets, client-specific data, etc.</li><li>
Manage relationships with internal data partners and external vendors so as to effectively meet current and future data needs of the business. Build and maintain data and vendor evaluation framework.</li><li>
Identify, measure and report on key data operating and quality (accuracy, completeness and timeliness) metrics, and utilize the data to initiate data assurance programs and drive continuous data quality and process improvement.</li><li>
Communicate effectively and efficiently with your team and other stakeholders to provide updates on team progress, address roadblocks and celebrate wins.</li><li>
Recruit, develop and manage team to effectively deliver value to the business.</li><li>
Lead and participate in relevant governance and operational committees.</li><li>
Participate in various company initiatives and projects as requested.</li><li>
Provide oversight for other indexes functions in the Frankfurt office.</li></ul>
Preferred Requirements:<ul><li>
A minimum of 10 years experience working with financial data, operations or program management.</li><li>
A bachelors degree in business management, finance, or economics is preferred. Advanced degree or CFA a plus.</li></ul> 

S99_MstarSwedenAB Morningstar Sweden AB Legal Entity
Morningstar&rsquo;s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We&rsquo;ve found that we&rsquo;re at our best when we&rsquo;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&rsquo;ll have tools and resources to engage meaningfully with your global colleagues.</div>

The Role: The Morningstar Indexes Global Operations team seeks an enthusiastic, results-driven, analytical and experienced leader for our data operations. The team is responsible for ensuring high quality input data, that will be used to power our indexes for backtests, daily production and index maintenance; across all asset classes and business lines. You will lead a global data operations team, and be responsible for the roadmap, infrastructure and processes within the group. In this role, you will collaborate with product management, new product development, indexes management and analytics, technology and other global operations teams to effectively manage the data needs of the business. A successful Senior Director, Indexes Data Operations will have strong leadership and analytical skills, a drive for continuous improvement, a focus on operational excellence, a solid data foundation, a general understanding of information systems and experience leading global teams in a follow-the-sun model.
As part of this role, you will join a global team and will work with colleagues based in the US, Europe and Asia. This role will report to the Global Head of Operations, and be based in Frankfurt, Germany. As part of this role, you will also have regional oversight for other operations, client service and technology teams in the Frankfurt office.
Responsibilities will include:
Work with the Global Head of Operations to lead the data function, and design a roadmap to continuously improve our input data offering, quality, processes, systems, tools and methodologies.
Create and foster a culture of continuous improvement and collaboration within the team, exploring new ways to optimize how we operate and allocate resources across data pillars.
Own input data quality and integrity, be the point of contact on all data related issues for the group. Input data include: security reference, market data, corporate actions, fundamentals, rates, ESG, etc. across equity, fixed income and leveraged loans.
Own and maintain the logical data model and inventory of all input data sets required to power the index business.
Create a framework and scalable process to adapt and expand our data capabilities to power product development and index production, as it pertains to onboarding new data sets, client-specific data, etc.
Manage relationships with internal data partners and external vendors so as to effectively meet current and future data needs of the business. Build and maintain data and vendor evaluation framework.
Identify, measure and report on key data operating and quality (accuracy, completeness and timeliness) metrics, and utilize the data to initiate data assurance programs and drive continuous data quality and process improvement.
Communicate effectively and efficiently with your team and other stakeholders to provide updates on team progress, address roadblocks and celebrate wins.
Recruit, develop and manage team to effectively deliver value to the business.
Lead and participate in relevant governance and operational committees.
Participate in various company initiatives and projects as requested.
Provide oversight for other indexes functions in the Frankfurt office.
Preferred Requirements:
A minimum of 10 years experience working with financial data, operations or program management.
A bachelors degree in business management, finance, or economics is preferred. Advanced degree or CFA a plus.

S99_MstarSwedenAB Morningstar Sweden AB 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.

Index Operations - Data, Senior Director - Morningstar

<div>
 The Role: The Morningstar Indexes Global Operations team seeks an enthusiastic, results-driven, analytical and experienced leader for our data operations. The team is responsible for ensuring high quality input data, that will be used to power our indexes for backtests, daily production and index maintenance; across all asset classes and business lines. You will lead a global data operations team, and be responsible for the roadmap, infrastructure and processes within the group. In this role, you will collaborate with product management, new product development, indexes management and analytics, technology and other global operations teams to effectively manage the data needs of the business. A successful Senior Director, Indexes Data Operations will have strong leadership and analytical skills, a drive for continuous improvement, a focus on operational excellence, a solid data foundation, a general understanding of information systems and experience leading global teams in a follow-the-sun model.
 As part of this role, you will join a global team and will work with colleagues based in the US, Europe and Asia. This role will report to the Global Head of Operations, and be based in Frankfurt, Germany. As part of this role, you will also have regional oversight for other operations, client service and technology teams in the Frankfurt office.
 
 Responsibilities will include:
 <ul>
 <li>Work with the Global Head of Operations to lead the data function, and design a roadmap to continuously improve our input data offering, quality, processes, systems, tools and methodologies.</li>
 <li>Create and foster a culture of continuous improvement and collaboration within the team, exploring new ways to optimize how we operate and allocate resources across data pillars.</li>
 <li>Own input data quality and integrity, be the point of contact on all data related issues for the group. Input data include: security reference, market data, corporate actions, fundamentals, rates, ESG, etc. across equity, fixed income and leveraged loans.</li>
 <li>Own and maintain the logical data model and inventory of all input data sets required to power the index business.</li>
 <li>Create a framework and scalable process to adapt and expand our data capabilities to power product development and index production, as it pertains to onboarding new data sets, client-specific data, etc.</li>
 <li>Manage relationships with internal data partners and external vendors so as to effectively meet current and future data needs of the business. Build and maintain data and vendor evaluation framework.</li>
 <li>Identify, measure and report on key data operating and quality (accuracy, completeness and timeliness) metrics, and utilize the data to initiate data assurance programs and drive continuous data quality and process improvement.</li>
 <li>Communicate effectively and efficiently with your team and other stakeholders to provide updates on team progress, address roadblocks and celebrate wins.</li>
 <li>Recruit, develop and manage team to effectively deliver value to the business.</li>
 <li>Lead and participate in relevant governance and operational committees.</li>
 <li>Participate in various company initiatives and projects as requested.</li>
 <li>Provide oversight for other indexes functions in the Frankfurt office.</li>
 </ul>
 
 Preferred Requirements:
 <ul>
 <li>A minimum of 10 years experience working with financial data, operations or program management.</li>
 <li>A bachelors degree in business management, finance, or economics is preferred. Advanced degree or CFA a plus.</li>
 </ul> 
 S99_MstarSwedenAB Morningstar Sweden AB 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.
</div>

Index Operations - Data, Senior Director

You must have a Master’s in HR, 1-3 years of experience, Excel dashboard creation, familiarity with data analytics and PowerBI, strong communication skills, and a can-do attitude.

You will support P&C operations, manage employee queries, oversee on-boarding and terminations, maintain documentation, manage the ServiceNow system, and assist in reporting and P&C activities.

People, HR & Administration

The Team: The People & Culture team, supports the development and growth of talent by effectively chalking out initiatives in conjunction with business leaders and global teams. We aim to implement human resource strategies in India to improve organizational effectiveness. The Role: We believe that people are our most important asset. Our people—through their creativity, talent, and willingness to learn—are essential to the success of our company. Recruiting, developing and retaining Great People are critical to Morningstar’s future. For the role, we need a bright, energetic, and driven individual who, may or may not have prior P&C experience, but has a desire to learn about P&C domain while providing timely project and process support to employees, managers, and other P&C professionals. The goal is to provide a great service experience to employees and managers needing assistance from P&C; and to make other P&C professionals on the team more productive by supporting their projects and day-to-day process tasks. This position is based at our Navi Mumbai office and reports to the Associate Director – P&C Operations. Responsibilities: * Provide consistent and timely support and feedback to employees who have queries regarding P&C policies and processes. * Support P&C daily operations such as on-boarding, termination and probation. * Support P&C operations team to identify challenge and opportunity for driving excellence. * Continually maintain Morningstar P&C knowledge base and update process documents. * Responsible for managing ServiceNow ticketing system and dashboard. * Support process change in P&C information system, make sure the data is updated and accurate. * Assist Ops team in P&C activities and other ceremonies like R&R, talent reviews, insurance renewals, etc. * Assist the team in maintaining reports and dashboards. Requirements: * Master's degree in HR. * 1 to 3 years of professional experience. * Prior experience in creation of Dashboards and MIS in excel. * Prior knowledge of Data Analytics and PowerBI is added advantage. * Excellent written and spoken communication skills. * Proven ability to learn quickly, behave professionally, and proactively take responsibility. * Ability to work collaboratively or independently. * Demonstrate high level of discretion and candor relating to confidential information. * Self-motivated and can-do attitude. 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.

The Team:The People & Culture team, supports the development and growth of talent by effectively chalking out initiatives in conjunction with business leaders and global teams. We aim to implement human resource strategies in India to improve organizational effectiveness.The Role:We believe that people are our most important asset. Our people—through their creativity, talent, and willingness to learn—are essential to the success of our company. Recruiting, developing and retaining Great People are critical toMorningstar’s future. For the role, we need a bright, energetic, and driven individual who, may or may not have prior P&C experience, but has a desire to learn about P&C domain while providing timely project and process support to employees, managers, and other P&C professionals. The goal is to provide a great service experience to employees and managers needing assistance from P&C; and to make other P&C professionals on the team more productive by supporting their projects and day-to-day process tasks. This position is based at our Navi Mumbai office and reports to the Associate Director – P&C Operations.Responsibilities: * Provide consistent and timely support and feedback to employees who have queries regarding P&C policies and processes. * Support P&C daily operations such as on-boarding, termination and probation. * Support P&C operations team to identify challenge and opportunity for driving excellence. * Continually maintain Morningstar P&C knowledge base and update process documents. * Responsible for managing ServiceNow ticketing system and dashboard. * Support process change in P&C information system, make sure the data is updated and accurate. * Assist Ops team in P&C activities and other ceremonies like R&R, talent reviews, insurance renewals, etc. * Assist the team in maintaining reports and dashboards.         Requirements: * Master's degree in HR. * 1 to 3 years of professional experience. * Prior experience in creation of Dashboards and MIS in excel. * Prior knowledge of Data Analytics and PowerBI is added advantage. * Excellent written and spoken communication skills. * Proven ability to learn quickly, behave professionally, and proactively take responsibility. * Ability to work collaboratively or independently. * Demonstrate high level of discretion and candor relating to confidential information. * Self-motivated and can-do attitude.         Morningstar is an equal opportunity employer.I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntityMorningstar’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.

Executive - People & Culture Operations - Morningstar

&lt;strong&gt;The Team: &lt;br&gt;&lt;br&gt;&lt;/strong&gt;The People &amp;amp; Culture team, supports the development and growth of talent by effectively chalking out initiatives in conjunction with business leaders and global teams. We aim to implement human resource strategies in India to improve organizational effectiveness.&lt;br&gt;&lt;br&gt;&lt;strong&gt;The Role: &lt;br&gt;&lt;br&gt;&lt;/strong&gt;We believe that people are our most important asset. Our people—through their creativity, talent, and willingness to learn—are essential to the success of our company. Recruiting, developing and retaining Great People are critical to&lt;br&gt;&lt;br&gt;Morningstar’s future. For the role, we need a bright, energetic, and driven individual who, may or may not have prior P&amp;amp;C experience, but has a desire to learn about P&amp;C domain while providing timely project and process support to employees, managers, and other P&amp;C professionals. The goal is to provide a great service experience to employees and managers needing assistance from P&amp;C; and to make other P&amp;amp;C professionals on the team more productive by supporting their projects and day-to-day process tasks. This position is based at our Navi Mumbai office and reports to the Associate Director – P&amp;amp;C Operations.&lt;br&gt;&lt;br&gt;&lt;strong&gt;Responsibilities:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Provide consistent and timely support and feedback to employees who have queries regarding P&amp;amp;C policies and processes.&lt;/li&gt;&lt;li&gt;Support P&amp;amp;C daily operations such as on-boarding, termination and probation.&lt;/li&gt;&lt;li&gt;Support P&amp;amp;C operations team to identify challenge and opportunity for driving excellence.&lt;/li&gt;&lt;li&gt;Continually maintain Morningstar P&amp;amp;C knowledge base and update process documents.&lt;/li&gt;&lt;li&gt;Responsible for managing ServiceNow ticketing system and dashboard.&lt;/li&gt;&lt;li&gt;Support process change in P&amp;amp;C information system, make sure the data is updated and accurate.&lt;/li&gt;&lt;li&gt;Assist Ops team in P&amp;amp;C activities and other ceremonies like R&amp;amp;R, talent reviews, insurance renewals, etc.&lt;/li&gt;&lt;li&gt;Assist the team in maintaining reports and dashboards.&lt;br&gt;&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Requirements:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Master's degree in HR.&lt;/li&gt;&lt;li&gt;1 to 3 years of professional experience.&lt;/li&gt;&lt;li&gt;Prior experience in creation of Dashboards and MIS in excel.&lt;/li&gt;&lt;li&gt;Prior knowledge of Data Analytics and PowerBI is added advantage.&lt;/li&gt;&lt;li&gt;Excellent written and spoken communication skills.&lt;/li&gt;&lt;li&gt;Proven ability to learn quickly, behave professionally, and proactively take responsibility.&lt;/li&gt;&lt;li&gt;Ability to work collaboratively or independently.&lt;/li&gt;&lt;li&gt;Demonstrate high level of discretion and candor relating to confidential information.&lt;/li&gt;&lt;li&gt;Self-motivated and can-do attitude.&lt;br&gt;&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;Morningstar is an equal opportunity employer.&lt;br&gt;&lt;br&gt;I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity&lt;br&gt;&lt;br&gt;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.

Executive - People &amp; Culture Operations

Executive - People & Culture Operations

You should have a BS in Computer Science or similar, proficiency in an OOP language, OAuth2, databases, AWS, Agile, and strong communication skills. Experience in data and enterprise solutions is a plus.

You will develop software features, implement solutions, write and review code, support onboarding for teams, and create high-quality documentation for effective platform interaction.

Software Engineering

Toronto

Our Team The Morningstar Intelligence Engine Platform empowers internal Morningstar teams as well as our clients to quickly build AI Apps and AI features in an efficient, responsible way. The Intelligence Engine Platform takes care of the undifferentiated heavy lifting of building AI Apps/feature, so that App teams can be more ambitious about their AI features as the platform takes care of the underlying complexities like vectorizing documents, caching, security, scalability while also conforming to requirements of the Morningstar Responsible AI Council (guardrails, filtering of PII, moderations, anonymized logs of questions and answer that are evaluated for alignment). We are deeply inquisitive; we do not take “that’s just the way it’s always been done” or “that’s just best practice” as valid answers and instead seek to fine-tune our product development process for maximum impact. We are empowered professionals who are given problems to solve and not tickets to implement. We value team productivity over individual productivity and this culture of “giving” means we enjoy and highly value collaborating with our teammates. Job Responsibilities As a Software Engineer on Intelligence Engine Platform team, your primary responsibilities will encompass a variety of tasks, all towards ensuring the successful development and maintenance of Intelligence Engine Platform. This will include, and not limited to: * Collaborate with other team members and develop new software features, and improvements. * Implement robust, scalable, high-quality software solutions and ensure their timely delivery. * Writing, reviewing code with useful test cases, implement thorough logging and end to end monitoring. * Practice pragmatic decision making when bringing in new tools, upgrades to libraries vs providing product value. * Support and pair with other internal teams at Morningstar to onboard them to Intelligence Engine Platform. * Compose and maintain comprehensive and high-quality documents on building and operating the platform. * Create user friendly documentation that aids our users in understanding and interacting effectively with our platform. Qualifications * Enjoys working in a collaborative team with excellent spoken and written communication skills. Candid, honest, and to the point. * Bachelor of Science in Computer Science, Engineering, or equivalent experience. * Experience with at least one modern object-oriented programming language. * Experience consuming OAuth2 services, logging and monitoring tools, hands on experience with debugging and troubleshooting production applications. * Solid understanding of computer science fundamentals: data structures, algorithms, design patterns. * Experience working on databases like MSSQL, Postgres or any other relational database. * Experience with Amazon Web Services technologies like EC2, RDS, S3, API gateway, * Experience with Agile methodology and tools like JIRA. * Data, Research, and Enterprise Solutions development experience Nice to Have * Experience with python and Vue Ecosystems. * Experience building and deploying apps with containers. * Experience with CI/CD pipelines. We use Jenkins, Harness. * Basic knowledge of ETL pipelines, managing queues. * Our applications are hosted on Kubernetes, and we use AWS. * Contribution to public GitHub, hugging face projects. * Awareness of vector databases, prompt engineering. 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.

Our TeamThe Morningstar Intelligence Engine Platform empowers internal Morningstar teams as well as our clients to quickly build AI Apps and AI features in an efficient, responsible way. The Intelligence Engine Platform takes care of the undifferentiated heavy lifting of building AI Apps/feature, so that App teams can be more ambitious about their AI features as the platform takes care of the underlying complexities like vectorizing documents, caching, security, scalability while also conforming to requirements of the Morningstar Responsible AI Council (guardrails, filtering of PII, moderations, anonymized logs of questions and answer that are evaluated for alignment).We are deeply inquisitive; we do not take “that’s just the way it’s always been done” or “that’s just best practice” as valid answers and instead seek to fine-tune our product development process for maximum impact. We are empowered professionals who are given problems to solve and not tickets to implement. We value team productivity over individual productivity and this culture of “giving” means we enjoy and highly value collaborating with our teammates.Job ResponsibilitiesAs a Software Engineer on Intelligence Engine Platform team, your primary responsibilities will encompass a variety of tasks, all towards ensuring the successful development and maintenance of Intelligence Engine Platform. This will include, and not limited to: * Collaborate with other team members and develop new software features, and improvements. * Implement robust, scalable, high-quality software solutions and ensure their timely delivery. * Writing, reviewing code with useful test cases, implement thorough logging and end to end monitoring. * Practice pragmatic decision making when bringing in new tools, upgrades to libraries vs providing product value. * Support and pair with other internal teams at Morningstar to onboard them to Intelligence Engine Platform. * Compose and maintain comprehensive and high-quality documents on building and operating the platform. * Create user friendly documentation that aids our users in understanding and interacting effectively with our platform.         Qualifications * Enjoys working in a collaborative team with excellent spoken and written communication skills. Candid, honest, and to the point. * Bachelor of Science in Computer Science, Engineering, or equivalent experience. * Experience with at least one modern object-oriented programming language. * Experience consuming OAuth2 services, logging and monitoring tools, hands on experience with debugging and troubleshooting production applications. * Solid understanding of computer science fundamentals: data structures, algorithms, design patterns. * Experience working on databases like MSSQL, Postgres or any other relational database. * Experience with Amazon Web Services technologies like EC2, RDS, S3, API gateway, * Experience with Agile methodology and tools like JIRA. * Data, Research, and Enterprise Solutions development experience         Nice to Have * Experience with python and Vue Ecosystems. * Experience building and deploying apps with containers. * Experience with CI/CD pipelines. We use Jenkins, Harness. * Basic knowledge of ETL pipelines, managing queues. * Our applications are hosted on Kubernetes, and we use AWS. * Contribution to public GitHub, hugging face projects. * Awareness of vector databases, prompt engineering.         100_MstarResCanad Morningstar Research, Inc. (Canada) Legal EntityMorningstar’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.

Software Engineer - Morningstar

Our Team&lt;br&gt;&lt;br&gt;The Morningstar Intelligence Engine Platform empowers internal Morningstar teams as well as our clients to quickly build AI Apps and AI features in an efficient, responsible way. The Intelligence Engine Platform takes care of the undifferentiated heavy lifting of building AI Apps/feature, so that App teams can be more ambitious about their AI features as the platform takes care of the underlying complexities like vectorizing documents, caching, security, scalability while also conforming to requirements of the Morningstar Responsible AI Council (guardrails, filtering of PII, moderations, anonymized logs of questions and answer that are evaluated for alignment).&lt;br&gt;&lt;br&gt;We are deeply inquisitive; we do not take “that’s just the way it’s always been done” or “that’s just best practice” as valid answers and instead seek to fine-tune our product development process for maximum impact. We are empowered professionals who are given problems to solve and not tickets to implement. We value team productivity over individual productivity and this culture of “giving” means we enjoy and highly value collaborating with our teammates.&lt;br&gt;&lt;br&gt;Job Responsibilities&lt;br&gt;&lt;br&gt;As a Software Engineer on Intelligence Engine Platform team, your primary responsibilities will encompass a variety of tasks, all towards ensuring the successful development and maintenance of Intelligence Engine Platform. This will include, and not limited to:&lt;br&gt;&lt;br&gt;&lt;ul&gt;&lt;li&gt;Collaborate with other team members and develop new software features, and improvements.&lt;/li&gt;&lt;li&gt;Implement robust, scalable, high-quality software solutions and ensure their timely delivery.&lt;/li&gt;&lt;li&gt;Writing, reviewing code with useful test cases, implement thorough logging and end to end monitoring.&lt;/li&gt;&lt;li&gt;Practice pragmatic decision making when bringing in new tools, upgrades to libraries vs providing product value.&lt;/li&gt;&lt;li&gt;Support and pair with other internal teams at Morningstar to onboard them to Intelligence Engine Platform.&lt;/li&gt;&lt;li&gt;Compose and maintain comprehensive and high-quality documents on building and operating the platform.&lt;/li&gt;&lt;li&gt;Create user friendly documentation that aids our users in understanding and interacting effectively with our platform.&lt;br&gt;&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Qualifications&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Enjoys working in a collaborative team with excellent spoken and written communication skills. Candid, honest, and to the point.&lt;/li&gt;&lt;li&gt;Bachelor of Science in Computer Science, Engineering, or equivalent experience.&lt;/li&gt;&lt;li&gt;Experience with at least one modern object-oriented programming language.&lt;/li&gt;&lt;li&gt;Experience consuming OAuth2 services, logging and monitoring tools, hands on experience with debugging and troubleshooting production applications.&lt;/li&gt;&lt;li&gt;Solid understanding of computer science fundamentals: data structures, algorithms, design patterns.&lt;/li&gt;&lt;li&gt;Experience working on databases like MSSQL, Postgres or any other relational database.&lt;/li&gt;&lt;li&gt;Experience with Amazon Web Services technologies like EC2, RDS, S3, API gateway,&lt;/li&gt;&lt;li&gt;Experience with Agile methodology and tools like JIRA.&lt;/li&gt;&lt;li&gt;Data, Research, and Enterprise Solutions development experience&lt;br&gt;&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;Nice to Have&lt;br&gt;&lt;br&gt;&lt;ul&gt;&lt;li&gt;Experience with python and Vue Ecosystems. &lt;/li&gt;&lt;li&gt;Experience building and deploying apps with containers.&lt;/li&gt;&lt;li&gt;Experience with CI/CD pipelines. We use Jenkins, Harness.&lt;/li&gt;&lt;li&gt;Basic knowledge of ETL pipelines, managing queues. &lt;/li&gt;&lt;li&gt;Our applications are hosted on Kubernetes, and we use AWS.&lt;/li&gt;&lt;li&gt;Contribution to public GitHub, hugging face projects.&lt;/li&gt;&lt;li&gt;Awareness of vector databases, prompt engineering.&lt;br&gt;&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity&lt;br&gt;&lt;br&gt;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.

Software Engineer

You need 5+ years in finance/credit, sports finance knowledge, IFRS, strong research skills, effective communication (English + Spanish/French/Italian preferred), a degree, CFA preferred, and Excel expertise.

You will conduct financial analysis, prepare reports and presentations, review legal documents, enhance rating methodologies, and build relationships with stakeholders while ensuring compliance.

Consulting

Banking & Finance

Madrid

<div>About the role
The Sports Finance team of DBRS Morningstar is seeking a highly motivated individual with around 5-7 years of relevant experience in corporate credit analysis, research, or investment banking and a strong interest in sports and corporate finance to join the Corporate Rating Team in Europe as an Assistant Vice President.
Working closely with other analysts in the sports finance sector, the successful candidate will be responsible for maintaining market-leading coverage of the sector. The role involves assessing the creditworthiness of an existing portfolio of sports franchise and stadium ratings, working on new mandates, contributing to methodology enhancements, producing insightful sector research and interacting with market participants. The analyst will also be expected to help with the coverage of other European Asset Finance credits and sectors as needed.
This position reports to the Managing Director, European Corporate Ratings.
Job responsibilities<ul><li>Perform company and industry research, financial statement analysis, prepare forecasts and assess management strategy to inform rating recommendations.</li><li>Prepare rating committee materials and lead rating committee presentations.</li><li>Produce timely, high-quality rating reports, press releases and commentaries on rated entities and industry sector trends.</li><li>Review legal documentation related to credit analysis and in particular complex legal documents relating to project finance-like stadium financings.</li><li>Contribute to the development and refinement of existing rating methodologies.</li><li>Develop relationships with issuers, investors, intermediaries, and other stakeholders.</li><li>Adhere to rigorous regulatory requirements, including detailed record-keeping, training, and compliance with DBRS Morningstar policies and procedures.</li></ul><div>
Qualifications 
<ul><li>Minimum of 5 years of relevant experience in credit, finance, banking and/or consulting with experience in the above noted sectors a significant positive.</li></ul></div><ul><li>Knowledge and keen interest in global sports leagues, franchises, and stadium finance, including European football, and the NFL, NBA, MLB, NHL, MLS in North America.</li><li>Solid knowledge of IFRS accounting.</li><li>Strong research and analytical skills, with great attention to detail.</li><li>Effective communication skills in English and preferably in Spanish, French and/or Italian (both oral and written).</li><li>Strong inter-personal skills.</li><li>Self-starter and strong team player, with the ability to meet deadlines while maintaining attention to detail and producing high quality work.</li><li>Bachelor&rsquo;s and/or Master&rsquo;s degree in commerce, business, economics, or other relevant discipline.</li><li>Completion of CFA program is preferred.</li><li>Advanced knowledge of Microsoft Excel, Word and Power Point</li></ul>
About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings. 
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&rsquo;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&rsquo;ve found that we&rsquo;re at our best when we&rsquo;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&rsquo;ll have tools and resources to engage meaningfully with your global colleagues.</div>

About the role
The Sports Finance team of DBRS Morningstar is seeking a highly motivated individual with around 5-7 years of relevant experience in corporate credit analysis, research, or investment banking and a strong interest in sports and corporate finance to join the Corporate Rating Team in Europe as an Assistant Vice President.
Working closely with other analysts in the sports finance sector, the successful candidate will be responsible for maintaining market-leading coverage of the sector. The role involves assessing the creditworthiness of an existing portfolio of sports franchise and stadium ratings, working on new mandates, contributing to methodology enhancements, producing insightful sector research and interacting with market participants. The analyst will also be expected to help with the coverage of other European Asset Finance credits and sectors as needed.
This position reports to the Managing Director, European Corporate Ratings.
Job responsibilitiesPerform company and industry research, financial statement analysis, prepare forecasts and assess management strategy to inform rating recommendations.Prepare rating committee materials and lead rating committee presentations.Produce timely, high-quality rating reports, press releases and commentaries on rated entities and industry sector trends.Review legal documentation related to credit analysis and in particular complex legal documents relating to project finance-like stadium financings.Contribute to the development and refinement of existing rating methodologies.Develop relationships with issuers, investors, intermediaries, and other stakeholders.Adhere to rigorous regulatory requirements, including detailed record-keeping, training, and compliance with DBRS Morningstar policies and procedures.
Qualifications
Minimum of 5 years of relevant experience in credit, finance, banking and/or consulting with experience in the above noted sectors a significant positive.Knowledge and keen interest in global sports leagues, franchises, and stadium finance, including European football, and the NFL, NBA, MLB, NHL, MLS in North America.Solid knowledge of IFRS accounting.Strong research and analytical skills, with great attention to detail.Effective communication skills in English and preferably in Spanish, French and/or Italian (both oral and written).Strong inter-personal skills.Self-starter and strong team player, with the ability to meet deadlines while maintaining attention to detail and producing high quality work.Bachelor’s and/or Master’s degree in commerce, business, economics, or other relevant discipline.Completion of CFA program is preferred.Advanced knowledge of Microsoft Excel, Word and Power Point
About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.
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.

Assistant Vice President, Sports Finance - Morningstar

<div>
 About the role
 The Sports Finance team of DBRS Morningstar is seeking a highly motivated individual with around 5-7 years of relevant experience in corporate credit analysis, research, or investment banking and a strong interest in sports and corporate finance to join the Corporate Rating Team in Europe as an Assistant Vice President.
 
 Working closely with other analysts in the sports finance sector, the successful candidate will be responsible for maintaining market-leading coverage of the sector. The role involves assessing the creditworthiness of an existing portfolio of sports franchise and stadium ratings, working on new mandates, contributing to methodology enhancements, producing insightful sector research and interacting with market participants. The analyst will also be expected to help with the coverage of other European Asset Finance credits and sectors as needed.
 
 This position reports to the Managing Director, European Corporate Ratings.
 
 Job responsibilities
 <ul>
 <li>Perform company and industry research, financial statement analysis, prepare forecasts and assess management strategy to inform rating recommendations.</li>
 <li>Prepare rating committee materials and lead rating committee presentations.</li>
 <li>Produce timely, high-quality rating reports, press releases and commentaries on rated entities and industry sector trends.</li>
 <li>Review legal documentation related to credit analysis and in particular complex legal documents relating to project finance-like stadium financings.</li>
 <li>Contribute to the development and refinement of existing rating methodologies.</li>
 <li>Develop relationships with issuers, investors, intermediaries, and other stakeholders.</li>
 <li>Adhere to rigorous regulatory requirements, including detailed record-keeping, training, and compliance with DBRS Morningstar policies and procedures.</li>
 </ul>
 
 <div>
 Qualifications 
 <ul>
 <li>Minimum of 5 years of relevant experience in credit, finance, banking and/or consulting with experience in the above noted sectors a significant positive.</li>
 </ul>
 </div>
 <ul>
 <li>Knowledge and keen interest in global sports leagues, franchises, and stadium finance, including European football, and the NFL, NBA, MLB, NHL, MLS in North America.</li>
 <li>Solid knowledge of IFRS accounting.</li>
 <li>Strong research and analytical skills, with great attention to detail.</li>
 <li>Effective communication skills in English and preferably in Spanish, French and/or Italian (both oral and written).</li>
 <li>Strong inter-personal skills.</li>
 <li>Self-starter and strong team player, with the ability to meet deadlines while maintaining attention to detail and producing high quality work.</li>
 <li>Bachelor’s and/or Master’s degree in commerce, business, economics, or other relevant discipline.</li>
 <li>Completion of CFA program is preferred.</li>
 <li>Advanced knowledge of Microsoft Excel, Word and Power Point</li>
 </ul>
 About Us
 Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
 
 Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
 
 Morningstar DBRS is the next generation of credit ratings.
 
 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.
</div>

Assistant Vice President, Sports Finance

You need 2+ years in compliance, knowledge of finance regulations, experience in monitoring/testing, strong analytical and communication skills, a bachelor's degree; advanced degree and certifications preferred.

You will conduct monitoring and testing, document results, communicate findings, complete follow-ups, identify improvements, and assist with key compliance activities.

Legal

<div>
 The Team
 Monitoring &amp; Testing team is embedded in the Global Controls team, within the Compliance department. The team has global scope with members based in Europe, US and India.
 
 The Role
 Morningstar is currently seeking a Compliance Associate to manage monitoring &amp; testing program for our Wealth and Retirement business. Additionally, the Compliance Associate will carry out key monitoring activities within the scope of the general monitoring program. The successful candidate will have the ability to shape the role and have a meaningful impact on the entire Morningstar organization.
 To assist in the responsibility, the Compliance Associate will interact with key stakeholders from Morningstar Wealth, Research and Retirement in various offices. This position is based in Madrid and reports to the Lead of Monitoring and Testing Team for Morningstar Wealth and Research.
 
 Responsibilities
 As part of the Global Controls Team this person will
 <ul>
 <li>Execute general monitoring and testing activities in-scope and ensure timely and effective execution of each of the activities.</li>
 <li>Ensure proper documentation of monitoring and testing results for all activities in-scope.</li>
 <li>Communicate results within Compliance and with key business stakeholders.</li>
 <li>Ensure completion of any follow-ups resulting from the general monitoring and testing activities.</li>
 <li>Identify opportunities for improvement and automation in order to execute the program more effectively and efficiently.</li>
 <li>Perform and ensure proper execution of activities including but not limited to Email Reviews, Methodology Development &amp; Disclosure Review, etc.</li>
 <li>Monitoring and Testing reports associated with reviews of various nature.</li>
 <li>Assist with other key activities identified by the Monitoring and Testing Team for Morningstar Wealth and Retirement</li>
 </ul>
 
 Requirements
 <ul>
 <li>A minimum of 2 years of compliance related experience.</li>
 <li>Good knowledge of Financial non-banking Institutions regulations</li>
 <li>Experience in executing a comprehensive compliance monitoring or testing program.</li>
 <li>Experience drafting procedures and internal communications.</li>
 <li>Experience performing compliance reviews or testing, developing findings and recommendations.</li>
 <li>Strong sampling, analytical and investigative skills.</li>
 <li>Good critical thinking and sound judgement skills.</li>
 <li>Strong interpersonal skills, with the ability to effectively influence and collaborate with diverse teams across multiple time zones.</li>
 <li>High degree of professionalism and integrity with demonstrated ability to handle confidential issues in a professional manner.</li>
 <li>Strong organizational and time management skills with the flexibility and willingness to respond to changing priorities.</li>
 <li>High level of attention to detail and problem-solving skills.</li>
 <li>A bachelor’s degree is required.</li>
 <li>A degree in finance, accounting, or economics and an advanced degree is preferred. Compliance related professional certifications are recommended.</li>
 </ul>
 
 Morningstar is an equal opportunity employer
 
 Hybrid Work Model
 Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. 
 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.
</div>


 The Team
 Monitoring & Testing team is embedded in the Global Controls team, within the Compliance department. The team has global scope with members based in Europe, US and India.
 
  The Role
 Morningstar is currently seeking a Compliance Associate to manage monitoring & testing program for our Wealth and Retirement business. Additionally, the Compliance Associate will carry out key monitoring activities within the scope of the general monitoring program. The successful candidate will have the ability to shape the role and have a meaningful impact on the entire Morningstar organization.
 To assist in the responsibility, the Compliance Associate will interact with key stakeholders from Morningstar Wealth, Research and Retirement in various offices. This position is based in Madrid and reports to the Lead of Monitoring and Testing Team for Morningstar Wealth and Research.
 
  Responsibilities
 As part of the Global Controls Team this person will
 
  Execute general monitoring and testing activities in-scope and ensure timely and effective execution of each of the activities.
  Ensure proper documentation of monitoring and testing results for all activities in-scope.
  Communicate results within Compliance and with key business stakeholders.
  Ensure completion of any follow-ups resulting from the general monitoring and testing activities.
  Identify opportunities for improvement and automation in order to execute the program more effectively and efficiently.
  Perform and ensure proper execution of activities including but not limited to Email Reviews, Methodology Development & Disclosure Review, etc.
  Monitoring and Testing reports associated with reviews of various nature.
  Assist with other key activities identified by the Monitoring and Testing Team for Morningstar Wealth and Retirement
 
 
  Requirements
 
  A minimum of 2 years of compliance related experience.
  Good knowledge of Financial non-banking Institutions regulations
  Experience in executing a comprehensive compliance monitoring or testing program.
  Experience drafting procedures and internal communications.
  Experience performing compliance reviews or testing, developing findings and recommendations.
  Strong sampling, analytical and investigative skills.
  Good critical thinking and sound judgement skills.
  Strong interpersonal skills, with the ability to effectively influence and collaborate with diverse teams across multiple time zones.
  High degree of professionalism and integrity with demonstrated ability to handle confidential issues in a professional manner.
  Strong organizational and time management skills with the flexibility and willingness to respond to changing priorities.
  High level of attention to detail and problem-solving skills.
  A bachelor’s degree is required.
  A degree in finance, accounting, or economics and an advanced degree is preferred. Compliance related professional certifications are recommended.
 
 
 Morningstar is an equal opportunity employer
 
  Hybrid Work Model
 Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
  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.


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