Aggressively grow new business among prospective firms within an assigned territory Proactively uncover upgrade opportunities among current Advisor Workstation customers Conduct sales demonstrations of Morningstar capabilities and solutions including Morningstar Direct Build a network of prospects within an assigned territory through industry conferences, trade associatio

The Role The People & Culture team is seeking an outstanding senior project manager to join our team. We are looking for a detail oriented self starter who can work effectively in a highly collaborative global team setting. The senior project manager will manage projects that impact our business unit and span across the organization. You will be responsible for a portfoli

Job Duties Design and build stable, scalable products through the use of Amazon webservices (50% of time). Support and improve critical products and legacy systems (5%). Analyze and remediate production issues and vulnerabilities quickly, build instrumentation and operational readiness into the systems architecture (5%). Utilize technical development skills to distill ana

Provide Level 1 customer support to all incoming client queries during your shift. Understanding of financial data and global stock exchanges Deliver outstanding customer service by responding to and efficiently resolving client issues and requests. Investigate thoroughly all incoming queries and escalate to Level 2 where necessary. Work with Senior staff to provide dedic

The Director of Global Workforce Planning will play an important role in devising and implementing Morningstar's global workforce and location strategy. The role reports to the Head of Strategy, and Analytics within Morningstar's People & Culture (HR) function. The role will work closely with business leaders to understand and forecast headcount needs that support short a

Be the engineering face for Product support, representing the Workstation engineering team to stakeholders and clients. Build engineering solutions to key focus areas, to improve customer satisfaction. Guide global teams to build robust data engineering pipelines Work with architects and leads to design data import and export mechanisms to interface with advisory ecosyste

Deliver outstanding customer service by responding to and efficiently resolving client issues and requests. Investigate all incoming queries and escalate to technical teams where necessary. Document all actions in CRM (Service Cloud). Provide regular follow up to clients on all outstanding queries. Assist with creating documentation and knowledge sharing. Actively contrib

Collaborate with Vendors, Marketing, Sales, Corporate Communications, Talent & Culture, and Infrastructure to manage production needs for in person, virtual, and live stream events Work with internal stakeholders regarding event and presentation logistics, production management, and executional delivery Lead technical and AV crews as well as act as show producer and show

Own Program Management for an assigned group, including Project Prioritization, Strategic Roadmap creation and Stakeholder Alignment. Work with cross functional leaders to determine technology, design, and project management resource requirements to execute our strategy and deliver on commitments. Directly manage multiple projects concurrently to include planning and exec

Generate original investment research with the goal of improving outcomes for our clients Responsible for research supporting the Morningstar Risk Model Faithfully represent the work of the quantitative research team to internal stakeholders and external clients Become a subject matter expert in multiple investment topics such as equities, fixed income, mutual funds, exch

Lead execution on major compensation programs, including year end compensation and bonus process, mid year compensation process, and pay equity analysis Support governance and administration of job catalog and related pay structures Manage audit and maintenance of compensation related information in Workday Work with global colleagues in People & Culture, Technology, and

involving MacOS and Windows endpoints. The ideal candidate will have a deep understanding of MDM principles, strong technical expertise , and proven leadership skills in managing mobile device environments. This position is based in our Chicago office and we follow a hybrid policy. Responsibilities Act as a subject matter expert for the Morningstar MDM environment. Collab

Partner with Morningstar Retirement and Morningstar Funds Trust to provide ongoing compliance support and guidance Review marketing materials and RFPs Assist in due diligence and other recurring investment company tasks including those regarding sub advisers and service providers Create compliance related training materials Undertake SEC filings, including Forms 13F, 13H,

Prepare company wide salary targets owning the overall workforce planning and reporting process on behalf of FP&A. Provide support to certain corporate and central functions on their budgets, forecast and performance analysis. Prepare company wide bonus and equity calculation. Own the annual allocation processes for all corporate and central costs to businesses. Provide s

Responding to client (end user) questions/inquiries via telephone, email, and chat in a complete, accurate , and timely manner in accordance with service level standards (SLAs). Troubleshooting and investigating client issues and resolving or escalating appropriately. Managing occasionally unhappy client interactions and de escalating emotionally charged situations when n