Morningstar

Title: Editor, Publications Location: Chicago United States Full time job requisition id REQ-056540 Morningstar’s mission is to empower investor success. Morningstar’s Editorial team plays a crucial role in supporting this mission. We create engaging digital and print content to inform investors and help them meet their financial goals. We are looking for a strong writer and editor to join our publications team. This person will be as comfortable crunching investment data as they are reviewing final proofs for a print magazine. About the role: In this role, you will work with a cross-disciplinary team of editors, research analysts, portfolio managers, and investment specialists to support our publications and lead content development for our monthly stock- and dividends-strategy print newsletters. In this role, you will crunch investing data, master all stages of the publication-production process, edit content written by experienced portfolio managers, researchers and analysts, and write interesting stock-focused articles for subscribers. You will ensure our content is jargon-free, clearly written, and action-oriented. This position is based in our Chicago office. We follow a hybrid policy of four days onsite and one day of remote work. We’re looking for someone who will: - Curate research and produce our monthly print newsletters, Morningstar DividendInvestor and Morningstar StockInvestor. - Use automated tools to deliver data on the investing strategies featured in the two newsletters. - Produce email newsletters updating subscribers on portfolio changes and performance. - Contribute data visualizations and investment articles for the quarterly Morningstar magazine. - Pitch in when needed in the publication process of the magazine. - Write occasional articles for Morningstar.com. - Be an active editor by coaching writers and research analysts on how to best tell their stories. - Participate in story ideation and content creation efforts with coordination from the publications team. - Track and understand audience analytics to develop engaging content. Requirements: - At least five years of experience in journalism or content creation working for digital and print publications or a research-focused organization. - A strong understanding and experience writing about investing and the markets with a specific focus on stocks. - A degree in journalism, English, communications, or a related field. - Experience editing content for various formats, including print. - Superb communication skills, both verbal and written. - Demonstrated ability to work with writers, designers, and subject-matter experts. - Excellent organization and attention to detail. - Experience with AP Style. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: - Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $81,325.00 - 138,250.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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. 002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

The Role: You will be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients (North West/North Wales Region). Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi asset funds and wealth platform. Your role will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will conduct regular meetings both face-to-face and remotely in order to increase awareness of the business, its products and services and to develop cross-selling opportunities. Responsibilities - Identify, generate and qualify new business leads. - Support the business in planning and delivering on targets. - Grow the level of funds under management by developing new and existing relationships. - Assist in preparation of presentation materials and deliver them internally and externally. - Schedule, prepare and deliver training sessions with intermediary clients. - Ensure delivery of proposals and marketing documents to prospective clients. - Monitor and understand the position of our competitors and trends of the market to help to strategically develop our business. - Build trusted and credible relationships with other teams within the business to ensure we exceed client expectations. - Ensuring the integrity and culture of our firm by adhering to risk and compliance policies. - Attendance at sales meetings. Requirements - Visit clients at the North West Region, United Kingdom - Proven track record of investment/platform sales. - Confident telephone manner. - Excellent relationship management skills. - Must be organised and have good attention to detail. - Excellent team player who can communicate effectively. - Min 10 years' experience in UK Financial Services Sector. - Possesses strong IT skills (excel, CRM systems). - Highly passionate, proactive, hands on and hardworking. - Used to working in a fast paced, dynamic environment and able to adapt to change. - Ability to work and deliver to tight deadlines. Base Salary Compensation Range GBP 53,000.00-78,333.33 Commission Target: 75% Annual This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors. We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate's qualifications, experience, and other job-related factors. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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. P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity

The Role We are seeking a commercially minded and client-focused Portfolio Specialist to support our consulting and white-labelled client base. This is a client-facing role at the intersection of investments, relationship management, and business growth. The successful candidate will act as the primary relationship lead for a portfolio of high-value advisory clients, partnering closely on portfolio strategy, implementation, and ongoing engagement. This role requires someone who can confidently articulate investment thinking, translate complex market and portfolio concepts into clear client messaging, and proactively identify opportunities to deepen relationships and grow revenue. The individual will work closely with Investment, Sales, Product, and Marketing teams to deliver a high-quality and consistent client experience. Key Responsibilities - Serve as the primary day-to-day contact for consulting and white-labelled clients, building strong, trusted relationships with advisers and key stakeholders. Deliver a high standard of responsiveness, insight, and service across all interactions. - Clearly communicate the investment process, portfolio positioning, and market views in a way that is relevant and actionable for advisers. Present portfolio performance and positioning, translating complex investment concepts into practical client outcomes and narratives. - Partner with clients on portfolio construction, fund selection, and overall strategy alignment. Support the implementation and ongoing refinement of client portfolios, ensuring alignment with house views and client objectives. Facilitate and, where appropriate, lead Investment Committee meetings with clients. - Work closely with advisers to identify opportunities to grow existing relationships, supporting increased assets under management and share of wallet. Contribute to the ongoing refinement of the consulting and white-labelled value proposition based on client feedback and market needs. - Contribute to webinars, conferences, and client events as a representative of the investment team. Assist in developing client-facing content and presentations, acting as a credible and engaging spokesperson for the firm's investment capabilities. Qualifications & Experience - Bachelor's degree in Finance, Economics, or a related field. Professional qualifications such as CFA, CAIA, or CFP preferred. - 5-10+ years' experience in investments, asset management, or wealth management. - Strong understanding of portfolio construction, fund selection, and market dynamics. - Experience working with financial advisers and/or discretionary fund managers is advantageous. Key Skills & Attributes - Strong investment acumen with the ability to clearly articulate views and positioning. - Excellent communication and presentation skills across both technical and non-technical audiences. - Proven ability to manage and develop client relationships at a senior level. - Commercial mindset with a focus on client growth and revenue opportunities. - Strong organisational skills and attention to detail. - Proactive, solutions-oriented, and able to take ownership. - Ability to collaborate effectively across multiple internal teams. - Success in This Role Looks Like - Trusted relationship owner for key consulting and white-labelled clients. - Consistent delivery of high-quality investment communication and client experience. - Strong contribution to client retention, satisfaction, and revenue growth. - Effective collaboration and influence across investment, sales, and marketing teams. Base Salary Compensation Range ZAR 1,152,000.00-1,689,333.33 Bonus Target: 15% Annual We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate's qualifications, experience, and other job-related factors. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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. 409_MIMSoAfrPtyLtd Morningstar Investment Management South Africa (Pty) Ltd Legal Entity

About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions. The Role: We are looking for an amazing Developer to help us build and maintain our exchange connectivity software.This is a fix term contract for a year with a potential extension. Market Data powers all of Morningstar, as well as our clients so having the best of technology to do this is critical to the company's success. We receive billions of messages every day from our direct financial exchange connections, which we process into a form useable by our customers. At present, we process over 40 billion messages per day and with data volumes significantly increasing year-on-year, you can imagine how this needs a high level of engineering skill to keep it under control. You will need to work in an agile, multi-functional team of developers and testers to build and maintain our exchange connectivity components. You'll need to be happy working in short cycles, with frequent deliveries while improving the overall quality of the development process. Job Responsibilities - Work within a team of approx. 4 developers and 2 QA, focused on building and maintaining our exchange connectivity software. You will need to be rigorous in writing efficient code and encourage continuous improvement of how we build, test and deploy our system. - You'll be working with a mix of experience levels so will have the opportunity to both learn and mentor depending on where you are in your career. - There will be some out-of-hours 3rd line support, but we try to keep this to a minimum as we have a dedicated operations team who handle most issues. Some key examples of the sort of work the team does: - Data feed development for high volume low latency exchange connections - Development and maintenance of key libraries used by the entire team - Development of key underlying transport protocols for transmission of data - Working with DevOps to improve automation in the development cycle Qualifications - A bachelor's degree or equivalent in a software development or similar essential. - Experienced in C/C++ development (Typically a minimum of 2 years) Experience of development on Windows platforms - Experience of the full software development lifecycle Nice to have - Knowledge of current communication protocols (specifically TCP/IP and multicast) - Knowledge of automated testing and deployment techniques used in a CI/CD environment Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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. 301_MstarEurLtd Morningstar Europe Ltd (UK) Legal Entity

The Business Development Manager (BDM) is responsible for identifying, engaging, and converting new business opportunities across Morningstar's flagship model portfolios, global fund range, and consulting services. The BDM plays a key role in driving the firm's growth strategy by building and maintaining strong relationships with financial advisers, wealth management firms, and institutional clients. This role combines sales acumen, client engagement, and market insight to expand Morningstar's footprint and ensure the continued growth of assets under management. Responsibilities New Business Development - Identify and develop new business opportunities across the financial adviser and institutional segments. - Build and maintain a robust pipeline of prospects, ensuring accurate tracking and reporting. - Drive adoption of Morningstar's flagship portfolios, global funds, and consulting services and look after a key panel of MPS and global fund clients ensuring AUM growth and retention. - Prepare and deliver compelling pitches and presentations that align Morningstar's capabilities with client needs. - Collaborate with Marketing to support campaigns, events, and lead-generation activities. Client Relationship Management - Partner with Portfolio Specialists and Investment Specialists to ensure seamless onboarding and handover of new consulting clients. - Maintain ongoing engagement with existing clients to identify cross-sell opportunities and support retention. - Act as a trusted adviser to clients by providing market insights, business development ideas, and best-practice guidance. - Ensure a consistent and high-quality client experience in every interaction. Collaboration & Team Support - Work closely with the Portfolio Specialist and Consulting team to ensure shared accountability for client retention and growth. - Coordinate with the Operations and Product teams to ensure new client implementations are efficient and well supported. - Partner with the Marketing team to create tailored communication materials for prospects and existing clients. - Contribute to business reviews, market intelligence sharing, and feedback loops to continuously refine sales strategy. Performance & Reporting - Meet or exceed quarterly and annual sales targets across all business lines. - Maintain accurate CRM data on prospects, leads, and opportunities. - Provide regular feedback on market trends, competitive insights, and client sentiment. - Contribute to the strategic planning process by identifying key growth areas and client needs. Skills & Experience - Minimum 5 years' experience in financial services, ideally within a discretionary fund manager, asset manager, or investment consulting environment. - Proven track record in sales or business development with measurable success in asset growth. - Strong understanding of investments, financial advice models, and DFM propositions. - Excellent communication, presentation, and relationship management skills. - Relevant degree in Finance, Business, or Marketing; CFA or CFP qualification advantageous. - Results-driven and commercially minded. - Confident communicator with strong interpersonal skills. - Highly organised with attention to detail and follow-through. - Self-starter with a collaborative approach and team-first mindset. - Passionate about supporting advisers and growing Morningstar's market presence. 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 collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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. 409_MIMSoAfrPtyLtd Morningstar Investment Management South Africa (Pty) Ltd Legal Entity

Manage content distribution across various platforms, create and maintain marketing collateral, monitor content performance with analytics, and collaborate with teams to ensure consistent brand messaging.

Title: Data Journalist Full time Location: Chicago United States Job Description: Morningstar's mission is to empower investor success. We strive to illuminate investing in support of this mission, so we can reach and inspire current and future investors. We're looking for a strong writer and editor who is as comfortable crafting a compelling article with data as they are editing a video script or story. About the role: In this role, you'll work with a cross-disciplinary team writers, producers, audience engagement strategists, research analysts, and investment specialists to take our ideas and information and translate it into dynamic article, video, and audio content. The role requires a person who can translate Morningstar data into short, compelling stories using lively writing and engaging graphics. The ideal candidate is passionate about investing and is deeply curious. You'll have a knack for writing and editing original content about investing. This team is building dynamic experiences that express Morningstar's investing philosophies at every interaction. You'll ensure our content is jargon-free, digestible, and action-oriented. This position is based in our Chicago office. We follow a hybrid policy of 4 days onsite and 1-day remote work. We're looking for someone who will: - Become an expert on our audiences and the formats they use. - Be an active editor by coaching writers on how best to use data to tell their stories. - Participate in story ideation and content creation efforts with coordination from editors, audience engagement strategists, and media production. - Write and edit for various video channels. - Understand audience analytics to develop engaging content to increase engagement. - Edit and write daily articles for Morningstar.com. Requirements: - At least 5+ years of experience in content strategy or journalism at an investing publication or financial services company. - Interest in and experience writing about investing, personal finance, or markets. - Experience writing for digital formats and an interest in on-camera responsibilities. - A degree in journalism, communications, finance or a related field. - A familiarity with Morningstar's data and research; experience using Morningstar Direct preferred. - Understanding search engine optimization and AI optimization practices. - Superb communication skills, both verbal and written. - Demonstrated ability to work with writers, designers, producers, and subject-matter experts. - Excellent organization and attention to detail. - Experience with AP Style. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: - Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $81,325.00 - 138,250.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

Brand Strategist Location: New York United States Job Description: About the Role We're looking for a Brand Strategist to help define, evolve, and activate the strategic foundation of our brand. This is a hands-on role that blends strategic thinking with practical execution - you'll not only craft positioning and messaging frameworks but also ensure they're embedded into campaigns, creative, and go-to-market activities across the organization. In this role, you'll translate audience insights, market dynamics, and competitive analysis into actionable strategies that differentiate our brand - and then partner across marketing, product, and creative teams to bring those strategies to life in the market. This position is based in our New York office. We follow a hybrid policy of at least 4 days onsite. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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. Key Responsibilities: Brand Positioning & Messaging - Develop and refine brand positioning, value propositions, and messaging frameworks that resonate with key audiences. - Translate strategic concepts into practical messaging toolkits and enablement resources used across campaigns, sales, and marketing materials. - Ensure consistency and alignment of brand voice and story across all touchpoints. Activation & Implementation - Partner closely with integrated campaign and creative/design teams to activate brand strategy through multi-channel campaigns and brand initiatives. - Review campaign briefs, content, and creative assets to ensure they ladder up to brand strategy. - Collaborate with product marketing to adapt messaging for specific products, audiences, and go-to-market programs. Research & Insights - Partner with audience strategy and insights teams to conduct and synthesize competitive, audience, and market research to inform brand positioning decisions. - Identify opportunities for differentiation and new messaging angles based on trends, customer needs, and market dynamics. Brand Architecture & Governance - Support the development and evolution of brand architecture, ensuring clarity and cohesion across products, sub-brands, and solutions. - Provide strategic guidance on product naming to ensure consistency and clarity across the portfolio. - Contribute to brand guidelines and governance to maintain a unified global brand presence. Measurement & Optimization - Help define and track key brand health metrics and campaign effectiveness. - Gather feedback from internal teams and external audiences to continuously refine messaging and positioning. Qualifications: - 5-8 years of experience in brand strategy, integrated marketing, product marketing, or related roles. - Proven ability to craft positioning, messaging, and value propositions - and translate them into actionable marketing assets. - Strong cross-functional collaboration skills; experience partnering with creative, campaigns, and product marketing teams. - Excellent research, storytelling, and communication skills, with a knack for simplifying complex ideas and being mindful of compliance. - Experience with brand architecture, naming frameworks, and product portfolio strategy preferred. - Experience working in a matrixed, global organization preferred. - Background in financial services or other B2B regulated entity a plus. Why Join Us? This role offers the opportunity to shape how our brand is understood and experienced - not just in theory, but in practice. As a Brand Strategist, you'll bridge the gap between strategy and execution, helping define the story we tell and ensuring that story is powerfully expressed across campaigns, content, product naming, and client experiences. Base Salary Compensation Range $112,938 - 203,271 USD Annual Incentive Target Percentage 20% Annual Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: - Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

Title: Senior Analyst, Credit Ratings - U.S. RMBS Location: New York United States Full time Job Description: The Morningstar DBRS U.S. RMBS team is seeking a Senior Analyst to support the analysis and assignment of credit ratings for U.S. residential mortgage‑backed securities (RMBS). This role offers the opportunity to deepen your structured finance expertise, work closely with senior analysts, and interact with external market participants in a collaborative and analytical environment. The ideal candidate brings strong quantitative skills, excellent attention to detail, and experience working with structured finance or mortgage‑related products. Key Responsibilities Core Analytical Work - Conduct RMBS transaction analysis, including assessment of collateral characteristics, deal structures, credit enhancement levels, and legal frameworks. - Identify and focus on key credit issues during the new‑issue rating process. - Review and evaluate banker cash‑flow model outputs, providing feedback on structural assumptions. Committee & Internal Collaboration - Serve as a co‑lead or back‑up analyst on selected transactions. - Present analytical findings to rating committees with clarity and confidence. - Collaborate with senior analysts to ensure accurate and consistent application of criteria. Modeling & Methodology - Contribute to the enhancement of structured finance criteria, models, and analytical tools. - Perform sensitivities, transaction comparisons, and stress‑testing tasks under the guidance of senior team members. Research & Publications - Produce and publish market updates, newsletters, or concise commentary with minimal supervision. External Engagement - Participate in meetings with bankers, issuers, investors, and other market participants to discuss transaction details and analytical considerations. - Represent the team professionally in all client‑facing interactions. Qualifications - Bachelor's degree in finance, economics, math, engineering, computer science, or a related field. - 2+ years of experience in structured finance, securitization, banking, mortgage finance, or a relevant analytical role. - Strong analytical and quantitative abilities, with excellent attention to detail. - Proficiency in Microsoft Excel and standard Office applications. - Organized, deadline‑driven, and comfortable managing multiple priorities. - Strong communication and presentation skills, with the ability to convey complex concepts clearly. 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. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: - Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups Base Salary Compensation Range $90,000.00 - 123,609.00 USD Annual Incentive Target Percentage 15% Annual 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 collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.