Greater London, England, United Kingdom · Hybrid
$79k–$115k/yr
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…
Skills: Account Management, New Business Development, Sales Forecasting, Client Relationship Management, Contract Management
Mumbai City, Maharashtra, India · Hybrid
About the Role We are looking for a Senior Software Engineer to drive the design, development, and scaling of our centralized, API-driven data validation platform. This is a hands-on individual contributor role focused o…
Skills: Python, Pandas, NumPy, Backend Development, Data Processing Pipelines
Navi Mumbai, Maharashtra, India · Hybrid
About the Role We are looking for a Senior Software Engineer to drive the design, development, and scaling of our centralized, API-driven data validation platform. This is a hands-on individual contributor role focused o…
Skills: Python, Pandas, NumPy, Backend Development, Data Processing Pipelines
Mumbai City, Maharashtra, India · Hybrid
Morningstar DBRS is a leading provider of independent credit rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more…
Skills: AI Agents, Microsoft Copilot Studio, AWS Bedrock, Python, SQL
Singapore · Hybrid
The Group: Morningstar's Business Development & Sales group helps advisor and institutional clients grow their businesses and deliver better outcomes for investors, across Advisor, Asset Management, Retirement, and Redis…
Skills: Deal Design, Contract Analysis, Collaboration
Amsterdam, North Holland, Netherlands · Hybrid
$47k–$68k/yr
We are looking for a motivated Business Development Associate to support the growth of our Dutch and Belgian business. Working alongside experienced sales professionals, you will focus on identifying and qualifying new o…
Skills: Prospecting, Lead Generation, Market Research, Account Planning, CRM Management
Amsterdam, North Holland, Netherlands · Hybrid
$47k–$68k/yr
We are looking for a motivated Business Development Associate to support the growth of our Dutch and Belgian business. Working alongside experienced sales professionals, you will focus on identifying and qualifying new o…
Skills: Prospecting, Lead Generation, Market Research, Account Planning, CRM Management
Toronto, Ontario, Canada · Hybrid
$90k–$133k/yr
## About the Role As a Senior Software Engineer, you will work closely with product owners, engineering teams, and technical leads on our next generation data feed platform. This role is primarily focused on building Pyt…
Skills: Python, AWS, Data Pipelines, ETL, SQL
New York, New York, United States · Hybrid
$149k–$236k/yr
The Role: Morningstar DBRS is seeking a senior CLO and structured credit professional to lead ratings analysis for CLOs, CLO warehouses, feeder fund debt, secured facilities, and other structured credit transactions. Thi…
Skills: CLO Analysis, Structured Credit Ratings, Credit Risk Management, Financial Modeling, Microsoft Excel
New York, New York, United States · Hybrid
$149k–$236k/yr
The Role: Morningstar DBRS is seeking a senior CLO and structured credit professional to lead ratings analysis for CLOs, CLO warehouses, feeder fund debt, secured facilities, and other structured credit transactions. Thi…
Skills: CLO Analysis, Structured Credit Ratings, Credit Risk Management, Financial Modeling, Microsoft Excel
Navi Mumbai, Maharashtra, India · Hybrid
Role : Executive - India Operation/ GSS - Fixed-Term Contract (11 Months) Job Description The Team: The People & Culture (P&C) team, supports the development and growth of talent by effectively chalking out initiatives i…
Skills: HR Operations, On-boarding, Employee Relations, ServiceNow, MS Excel
New York, New York, United States · Hybrid
$149k–$236k/yr
The Role: Morningstar DBRS is seeking a senior CLO and structured credit professional to lead ratings analysis for CLOs, CLO warehouses, feeder fund debt, secured facilities, and other structured credit transactions. Thi…
Skills: CLO Analysis, Structured Credit Ratings, Credit Risk Management, Financial Modeling, Excel
Toronto, Ontario, Canada · Hybrid
$60k–$88k/yr
The Group: The Data, Research & Index Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expe…
Skills: Solution Design, Client Onboarding, Needs Analysis, Project Management, Technical Requirements Gathering
Toronto, Ontario, Canada · Hybrid
The Role: We are looking for a Senior Data Engineer with a minimum of 5+ years of experience in designing and implementing scalable, end-to-end data engineering solutions. The ideal candidate should have strong hands-on …
Skills: Snowflake, Python, Data Engineering, Data Pipelines, SQL
Madrid, Community of Madrid, Spain · Hybrid
$47k–$66k/yr
The Team Morningstar DBRS’ Program Management team leads strategic initiatives that enable the efficiency and effectiveness of the Credit Group and aligns projects with the group’s overarching business goals and OKRs. Pr…
Skills: Project Management, Cross-functional Coordination, Stakeholder Management, Risk Mitigation, Process Improvement
New York, New York, United States · Hybrid
About the Role: The Morningstar DBRS U.S. ABS team is seeking a ratings analyst with strong quantitative and analytical skills at the Vice President level to support the Commercial ABS platform. The role is based in New …
Skills: Structured finance, Credit analysis, Cash flow modeling, Asset backed securities, Quantitative analysis
New York, New York, United States · Hybrid
$180k–$228k/yr
Job Title: Senior Credit Analyst, RMBS Location: New York, NY Job Duties: Act as a lead analyst on structured finance transactions with minimal supervision, and present analysis to rating committee. Coverage includes fix…
Skills: Structured Finance, Credit Analysis, RMBS, Cash Flow Modeling, Scenario Analysis
Chicago, Illinois, United States · Hybrid
$60k–$88k/yr
Credit Marketing & Communications – Publishing Administrator – Chicago The Credit Marketing & Communications group is seeking a highly motivated individual to join its Credit Communications team as a Publishing Administr…
Skills: Content Management Systems, HTML, Microsoft Outlook, Microsoft Word, Microsoft Excel
London, England, United Kingdom · Hybrid
About the role Morningstar DBRS’s Fundamental Ratings Team is seeking a highly motivated individual with a deep and broad interest in Asset Finance to join its team as a Senior Vice President within the Credit Practices …
Skills: Asset Finance, Credit Analysis, Project Finance, Infrastructure Finance, Financial Analysis
Greater London, England, United Kingdom · Hybrid
$30k–$40k/yr
About the Role At Morningstar, our purpose is to Empower Investor Success. We combine trusted data and research with innovative design and technology to help investors and advisers make confident financial decisions. The…
Skills: Financial Services Administration, Client Relationship Management, Investment Platform Knowledge, Tax Wrapper Expertise, Problem Solving
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Manage and grow a portfolio of institutional clients while identifying new business opportunities to exceed sales targets. Collaborate with internal teams to deliver tailored investment solutions and maintain accurate sales forecasts via Salesforce.
Requires 5+ years of experience selling financial data solutions to institutional clients with a proven track record of exceeding targets. A degree in a financial or analytical discipline is preferred along with strong leadership and communication skills.
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.
Manage and grow a portfolio: ensure strong relationships and consistent value delivery.
Develop new business opportunities: expanding our presence and acquiring new clients.
Account Management & Growth: Own and expand your book of business, exceeding sales targets through a focus on both new client acquisition and enhancing existing relationships.
Proactive Client Engagement: Take a hands-on approach in managing your accounts, minimizing cancellations, and ensuring long-term client value and satisfaction.
Contract Management: Oversee contracts for new and renewal business, working closely with internal stakeholders to ensure a timely and smooth process.
Collaborative Teamwork: Partner with sales professionals, product management, Pre-Sales, after-sales consultants, and support teams to deliver exceptional solutions for clients.
Sales Forecasting & Reporting: Maintain accurate and timely sales forecasts using Salesforce CRM, ensuring visibility and alignment across the organization.
Client Success: Leverage Morningstar products and expertise to provide tailored solutions that empower your clients to succeed.
Self-Starter & Quick Learner: You thrive in a fast-paced, ever-changing environment and are driven to exceed expectations.
Strong Networking Skills: You know how to build meaningful relationships and leverage them to create new business opportunities.
Client-Centric Approach: You’re highly organized and passionate about cultivating long-term, successful client partnerships.
Leadership & Vision: Excellent at long-range planning, time management, and providing guidance to both clients and colleagues.
Effective Communicator: Exceptional verbal and written communication skills, with the ability to deliver persuasive and professional presentations.
Team-Oriented & Independent: You excel in high-performance environments and can work autonomously when needed.
Charismatic & Influential: You inspire others and bring them along with your vision and enthusiasm.
Creative & Strategic Thinker: Strong business instincts, innovative mindset, and a natural ability to drive change and results.
Entrepreneurial Spirit: Proactively engage with internal teams to develop strategic client partnerships and support business growth.
Degree or equivalent with a financial or analytical discipline preferred.
Candidates should have 5+ years of selling Financial Data solutions ideally from a provider such as Factset, FE Fundinfo, ICE Data Services or LSEG.
Experience of selling into a wide range of institutional clients. Buy and Sell side, Data Vendors and Media.
Proven track record of exceeding prior targets.
Excellent networking skills
Hands-on, organized individual who can build long-term client relationships.
Strong leadership, long-range planning, and time-management skills are essential.
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Comfortable working in a high-performance team environment and the ability to work independently with limited oversight.
A naturally charismatic person who can bring others along easily with them.
Strong business instincts, good judgment, and creative mindset.
Impeccable character with high ethical and quality standards
Extreme attention to detail
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
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.
U99_MstarUKLtd Morningstar UK Ltd. Legal EntityMorningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Offices: 22 W. Washington St., Chicago, IL 60602, US · Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, ES · 1 Toronto St, Suite 500, Toronto, Ontario M5C 2V6, CA · 1155 Boulevard René-Lévesque O, Suite 2500, Montreal, Quebec H3B 2J6, CA · Rua Prof. Atílio Innocenti, 165, sala 3-123, Vila Nova Conceição, São Paulo, SP, BR
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
Offices: 22 W. Washington St., Chicago, IL 60602, US · Calle de Maria de Molina, 39, Madrid, Community of Madrid 28006, ES · 1 Toronto St, Suite 500, Toronto, Ontario M5C 2V6, CA · 1155 Boulevard René-Lévesque O, Suite 2500, Montreal, Quebec H3B 2J6, CA · Rua Prof. Atílio Innocenti, 165, sala 3-123, Vila Nova Conceição, São Paulo, SP, BR
