Assist in managing inputs and compilation of budgeting and forecasting processes. Assist in creating and maintaining internal financial reporting packages and materials for meetings. Complete detailed account reconciliations and analyses to help identify business trends and drivers behind revenue and expenses. Reconcile forecast and budget against actual results to identi

Understanding of financial data and global stock exchanges Provide Level 1 customer support to all incoming client queries during your shift. 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

Oversee Morningstar's offices in the Americas, ensuring that all spaces are in good working order and that day to day business can be conducted safely and efficiently Establish and maintain relationships with executive leadership team, local leaders and key stakeholders to enable continuous feedback on team performance. Motivate, lead, mentor, and coach team members to de

Support onboarding program for teams, which includes organization of onboarding plans, facilitation of live sessions, coordination with managers on 30 60 90 day expectations, and coaching where applicable . Partner with Enablement and SMEs to develop training curriculum appropriate for Advisor Client Experience & Office teams; this includes taking inventory of existing cu

Oversee and execute daily payroll functions, guaranteeing accurate and timely processing that adheres to all federal, state, and local regulations, company policies, procedures, and Sarbanes Oxley (SOX) controls. Lead in processing complex and high visibility transactions, including multi state adjustments, bonus taxation, retroactive adjustments, year end tax reconciliat

Lead the analytics & experimentation strategy across Central Marketing Provide leadership and subject matter expertise in marketing analytics and KPI frameworks to measure success Set into motion the analytics roadmap with focused pillars of attribution modeling, data strategy for lead generation, and analytics reporting pyramid Develop analytics reporting suites to quant

The Director of Global Workforce Planning will play an important role in devising and implementing Morningstar's global workforce and location strategy. This role in an individual contributor role and 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 foreca

Partnering with cross functional internal teams on various corporate and subsidiary level projects, including strategic transactions and M&A. Supporting all legal aspects of transactions, including advising senior executives on complex and high value risk matters, drafting term sheets and other preliminary documentation, managing deal processes, coordinating due diligence

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

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

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