Morningstar

Vice President

• Execute proprietary research to build credit rating models, including factor and predictive models for ABS, CMBS, RMBS and Structured Credit
• Support rating methodology development and implement quantitative models such as credit predictive models
• Develop, maintain and enhance proprietary Python and C++ libraries for model building
• Leverage structured and unstructured datasets to develop quantitative frameworks supporting analyst decision-making
• Develop analytics-based solutions for scalable information ingestion, storage, computation, training/inference and validation
• Participate in analyst conversations to understand ongoing issues and market trends
• Contribute to quantitative research papers supporting model development, methodology enhancements and analytical innovation
• Collaborate with Credit Ratings, Credit Practices, Methodology Review Function, Data Engineering and Technology teams

Assistant Vice President, Quant – Structured Finance Analytics

• Execute proprietary research for credit rating models, including factor models and predictive models for ABS, CMBS, RMBS and Structured Credit
• Support rating methodology development and implement quantitative models such as credit predictive models
• Develop, maintain and enhance proprietary Python and C++ libraries for model building
• Leverage structured and unstructured datasets to build quantitative frameworks supporting analyst decision-making
• Develop analytics-based solutions for information ingestion, storage, computation, training/inference and validation
• Participate in analyst conversations to understand ongoing issues and market trends
• Contribute to quantitative research papers supporting model development, methodology enhancements and analytical innovation
• Collaborate with Credit Ratings, Credit Practices, Methodology Review Function, Data Engineering and Technology teams

Assistant Vice President, Quant, Structured Finance Analytics

Data Analyst

• Build and launch benchmark, thematic, factor, strategic beta, and multi-asset indexes from concept to market
• Partner with research, product, technology, operations, and commercial teams
• Drive the full product innovation cycle, including opportunity identification, data exploration, signal testing, back-testing, methodology development, implementation, and launch preparation
• Apply quantitative techniques, machine learning, portfolio construction, risk analytics, and statistical testing to create rules-based index methodologies
• Use AI, coding assistants, and agentic workflows to automate research and accelerate analysis
• Create tools, prototypes, dashboards, research insights, and client-ready narratives
• Make complex quantitative and AI concepts understandable and engaging

Principal Quantitative Analyst – New Product Development

Full-stack Engineer

• Design and implement cloud-native microservices and APIs supporting millions of data requests with high availability and performance
• Participate in architectural design and long-term platform modernization initiatives
• Translate business requirements into scalable technical solutions for the data platform with cross-functional stakeholders
• Champion test-driven development, observability, code reviews, CI/CD, and operational excellence
• Troubleshoot and resolve urgent production issues while improving system reliability and resilience
• Evaluate and adopt emerging technologies, including data engineering solutions and Generative AI, to improve platform capabilities and developer productivity
• Mentor others and help establish engineering excellence across the organization

Senior Software Engineer

Product Marketing

• Develop positioning, messaging, objection handling, content, and sales tools for Morningstar Direct reporting capabilities
• Partner with Product Management and UX to understand workflows, client needs, and product priorities
• Create and execute go-to-market plans for reporting enhancements and releases
• Develop launch strategies, enablement materials, client communications, and adoption programs
• Conduct market research, client conversations, win-loss analysis, and usage analysis
• Identify reporting challenges, competitive objections, and adoption barriers with Sales and Client Success
• Build competitive intelligence for reporting, analytics, and portfolio management platforms
• Develop revenue-generating sales plays and adoption campaigns
• Create persona-based programs and content with Campaign Marketing
• Represent reporting capabilities across product narratives, client materials, digital experiences, events, webinars, and thought leadership
• Measure and communicate initiative impact through business metrics, campaign performance, adoption trends, and client outcomes
• Partner cross-functionally with Product Management, UX, Campaign Marketing, Corporate Marketing, Sales, and Client Success
• Report to the Director of Product Marketing for Direct Software

Senior Product Marketing Manager, Direct Platform

Financial Planning and Analysis

• Drive managed portfolio net flow and funds-under-management growth
• Acquire new adviser and licensee relationships and expand existing client partnerships
• Increase adoption, retention and share of wallet
• Strengthen adviser engagement through investment education and strategic relationship management
• Resolve investment-related challenges proactively
• Represent Morningstar's investment capabilities at client meetings, conferences, webinars, licensee events and industry forums
• Deliver market insights, portfolio updates and thought leadership
• Act as a subject matter expert on Morningstar's investment philosophy, managed portfolio solutions and market views
• Support advisers and internal stakeholders with investment insights
• Collaborate with Sales, Product and Investment teams to identify growth opportunities and provide client and market feedback
• Develop presentations, market updates, portfolio commentaries and thought leadership content

Assistant Vice President, Quant – Structured Finance Analytics

Assistant Vice President, Quant, Structured Finance Analytics

Principal Quantitative Analyst – New Product Development

Senior Software Engineer

Senior Product Marketing Manager, Direct Platform

Investment Specialist