Jobs at Morningstar

Leads and mentors a software engineering team while serving as its primary engineering voice. Designs, builds, scales, and maintains distributed systems for website crawling and information extraction using cloud technologies, microservices, and modern development practices. Partners with Product, UX, and Data Science, drives projects across the full software development lifecycle, improves technical standards, reduces technical debt, and promotes AI-assisted development practices.

Leads Morningstar’s Investment and Time Series team, overseeing quantitative methodology, financial analytics, time-sensitive investigations, and larger research initiatives. Serves as the technical methodology authority, reviews logic, ensures quality, coordinates with Product, Data, Technology, and market stakeholders, improves documentation and AI-assisted validation, and mentors quantitative researchers. Requires broad expertise in investment analytics, time series, asset allocation, modern data tools, and team leadership.

Provides L1/L2 application production support for financial products and services. Responsibilities include troubleshooting technical and data issues, monitoring applications, managing incidents and service requests, communicating resolutions, maintaining knowledge bases, improving software supportability, and coordinating with global teams. The role requires ownership of ticket queues, SQL debugging, service desk tool experience, and technical knowledge of .NET, Python, AWS, JavaScript, and relational databases.

Leads and mentors a software engineering team while designing, implementing, and maintaining scalable full-stack systems. Responsibilities include enhancing distributed web-crawling and information-extraction systems, using cloud technologies, establishing software development and DevOps practices, designing RESTful APIs, collaborating with Product, UX, and Data Science, reducing technical debt, and driving AI-assisted development adoption.

Develop and maintain automated testing frameworks for Morningstar Indexes applications. Define automation strategies, create test cases, and implement coverage across UI, backend integration, databases, and web services. Integrate automation with CI/CD and cloud testing environments, document defects, assist with root-cause analysis, and collaborate with technology and business teams throughout development and operations.

Leads multiple structured finance credit operations teams supporting ABS, RMBS, CMBS, and cashflow modeling workflows. Manages 30+ analysts and people leaders while driving quality, governance, resource planning, hiring, process transitions, automation, technology adoption, regulatory compliance, stakeholder alignment, and talent development across global operations.

Administer and optimize Salesforce Sales, Service, and Experience Cloud environments. Configure automations, security, integrations, custom objects, workflows, and validation rules; troubleshoot issues; support users; document processes; and collaborate with cross-functional stakeholders. The role also evaluates Salesforce releases, leads system enhancements, and serves as a resource for other administrators.

Supports global tax accounting, compliance, reporting, and tax provision activities under US GAAP and ASC 740. Reviews current and deferred tax calculations, international tax matters, disclosures, audit documentation, and uncertain tax positions. Contributes to tax technology automation, process standardization, transfer pricing, tax planning, and business partnering across regions. Mentors junior team members and collaborates with finance teams, auditors, and external advisors in a global environment.

Supports Morningstar’s global conflicts of interest compliance program by monitoring securities trading, gifts and entertainment, operating the Conflicts Management System, maintaining control records, preparing reports, supporting compliance training and regulatory examinations, and collaborating with global teams. The role requires four days per week in the Mumbai office.

Design, develop, maintain, and modernize scalable web and enterprise solutions for PitchBook collection applications. Responsibilities include improving data flows and database design, implementing test-driven development, continuous integration and automated deployment, supporting legacy systems, and applying modern architecture and development practices. The role involves hands-on full-stack development, cross-functional collaboration, technical problem-solving, and mentoring junior team members.

Lead and grow an ML engineering team to design, build, and operate a unified AI/ML data collection platform. Own data ingestion, feature management, LLM/RAG workflows, model lifecycle, evaluation, observability, scalability, governance, and cross-functional alignment while mentoring engineers and driving platform reliability and operational excellence.

Conduct quantitative and qualitative analysis of loans and properties underlying CMBS transactions. Identify credit, market, property, tenant, and borrower risks; monitor transaction performance; assess default and loss scenarios; research portfolio concentrations; support data collection and reporting; respond to internal and external inquiries; and write monthly research reports and transaction summaries for clients.

Design, develop, and own functional and automated test cases; build and maintain automation frameworks; execute UI and API tests; integrate automation into CI/CD; report status and defects; collaborate in Agile ceremonies and improve QA processes.

Develop thematic, strategic beta, ESG, and other rules-based investment indexes from ideation through launch. Responsibilities include index design, portfolio construction, validation, analytics tool development, collaboration with research and product teams, methodology operationalization, and preparation of white papers, factsheets, and client presentations.

Analyze business and data requirements, identify data issues, design data flows and interfaces, develop backend logic, assess solution feasibility and impacts, improve data quality, document methodologies, and coordinate implementation with global data, technology, and operations teams.

Edit, proofread, and fact-check complex structured-finance research, ratings, and presale reports covering mortgage-backed and asset-backed securities. Ensure content follows style standards, is accurate and logically organized, and meets strict deadlines. The role also edits marketing, compliance, and client materials, collaborates across teams, and requires strong financial writing, basic math, and communication skills.

Supports enterprise clients using Morningstar’s research, data, and analytical products. Resolves time-sensitive product issues, manages escalations, coordinates with Data, Engineering, Implementation, Product Management, and Sales teams, and ensures service-level compliance. Acts as a product expert and client consultant while identifying opportunities to expand solutions. The role requires financial markets knowledge, technical troubleshooting skills, strong communication, documentation, and rotating weekend and public-holiday availability for global 24x7 support.

Manage office experience and workplace operations in PitchBook Mumbai, including facilities readiness, space planning, workplace technology, events, inventory, vendors, procurement, communications, business continuity, safety, and employee feedback. Coordinate issues and improvements across Facilities, IT, Infrastructure, Finance, Procurement, and Communications while maintaining operational trackers and ensuring actions are completed.

Monitor and administer Morningstar’s global conflicts of interest compliance program, including securities trading, gifts and entertainment controls, restricted-list processes, documentation, reporting, training, and regulatory examination support. Operate the global Conflicts Management System, escalate issues, maintain records, and collaborate with international compliance teams on projects. The role requires working in the office four days per week.

Supports Morningstar’s global conflicts-of-interest compliance program across multiple business units. Responsibilities include monitoring securities trading, gifts and entertainment, administering the conflicts management system, maintaining control documentation, preparing management reports, delivering compliance training, supporting regulatory examinations, developing procedures, and supervising team members. The role requires four days per week in the Mumbai office.