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 Support, Problem Solving, Communication Skills
New York, New York, United States · Hybrid
$113k–$179k/yr
Morningstar DBRS is seeking a Vice President for our ABS – Surveillance team in the New York office. We are looking for problem solvers, analytical thinkers, and solution initiators to focus on extant asset-backed securi…
Skills: Credit Risk Analysis, Collateral Analysis, Loss Analysis, Cash Flow Modeling, Legal Documentation Review
New York, New York, United States · Hybrid
$113k–$179k/yr
Morningstar DBRS is seeking a Vice President for our ABS – Surveillance team in the New York office. We are looking for problem solvers, analytical thinkers, and solution initiators to focus on extant asset-backed securi…
Skills: Credit Risk Analysis, Collateral Analysis, Cash Flow Modeling, Legal Documentation Review, Structured Finance
Navi Mumbai, Maharashtra, India · Hybrid
Role: Lead UX Designer Location: Vashi, Navi Mumbai (4 days working from office) About Morningstar Morningstar brings inspired problem solvers together with one goal in mind—to help investors reach their financial goals.…
Skills: UX Design, Information Architecture, Product Design, User Research, Usability Testing
Frankfurt, Hesse, Germany · Hybrid
We are looking for a motivated Business Development Associate to support the growth of our DACH business. Working alongside experienced sales professionals, you will focus on identifying and qualifying new opportunities,…
Skills: Prospecting, Lead generation, Market research, Account research, CRM management
New York, New York, United States · Hybrid
$113k–$179k/yr
Morningstar DBRS is seeking a Vice President for our ABS – Surveillance team in the New York office. We are looking for problem solvers, analytical thinkers, and solution initiators to focus on extant asset-backed securi…
Skills: Credit Risk Analysis, Collateral Analysis, Cash Flow Modeling, Structured Finance, ABS Surveillance
Mumbai City, Maharashtra, India · Hybrid
About the role: Morningstar seeks a Senior Product Manager to work on our Retirement Manager and related applications. Retirement Manager is a web application that helps employees reach their retirement goals by offering…
Skills: Product management, Strategic planning, Agile development, Data analysis, Problem-solving
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
Sydney, New South Wales, Australia · Hybrid
Investment Operations Analyst – Fund Accountant Location: Sydney Reports to: Investment Operations, Senior Manager Morningstar is committed to empowering investor success. One way we accomplish this is by offering indepe…
Skills: Financial Reporting, Fund Administration, Tax Analysis, Budgeting, Forecasting
Mumbai City, Maharashtra, India · Hybrid
Job Description Role - Product Consultant Shift - Flexible (24*5) The Role - Customer Support – ESG Domain We are looking for a client representative to join our Client Support team to support accounts globally in the ES…
Skills: Customer service, ESG domain knowledge, Data analysis, Methodology interpretation, Microsoft Excel
Mumbai City, Maharashtra, India · Hybrid
As a Senior Engineering Manager in the Revenue Platform Automation division, you’ll lead the engineering efforts driving our Sales, Customer Success (CS), and Finance technology stack. You’ll ensure seamless integration …
Skills: Java, Python, Salesforce, Kubernetes, Docker
Navi Mumbai, Maharashtra, India · Hybrid
About: The Morningstar DBRS Editorial and Publishing team is looking for a Designer in its Mumbai office to help with the design and production of rating reports, research, and other publications. The work will be PC bas…
Skills: Adobe InDesign, Adobe Illustrator, Adobe Photoshop, Adobe Acrobat, Adobe InCopy
Chicago, Illinois, United States · Hybrid
$134k–$209k/yr
Summary: Morningstar DBRS is seeking a highly motivated individual, with a background in real estate finance and credit analysis, to join its Commercial Mortgage Backed Securities (CMBS) team. The successful candidate wi…
Skills: Credit Analysis, Real Estate Finance, Team Management, CMBS, Cash Flow Modeling
Mumbai City, Maharashtra, India · Hybrid
Role : Senior Accountant Job Description About the Role Morningstar is looking for a Senior Accountant for our Nordic & Central region to join our global Finance team, which is focused on business partnership, innovation…
Skills: Financial Reporting, Month-end Close, Internal Controls, Statutory Reporting, US GAAP
New York, New York, United States · Hybrid
$113k–$179k/yr
About the Role Morningstar DBRS is seeking an experienced credit professional to join its corporate ratings group as a Vice President, based in New York City. The Vice President will help us grow our analytical coverage …
Skills: Financial Statement Analysis, Credit Analysis, US GAAP, Credit Rating Methodologies, Financial Modeling
Madrid, Community of Madrid, Spain · Hybrid
$38k–$50k/yr
About This Role We’re looking for experienced German, French, Dutch, Danish, Swedish, Norwegian, Finnish, Italian, Spanish, or Portuguese speakers to join our team as Senior Data Research Analysts. Our EMEA Data Team is …
Skills: Financial data analysis, Data research, Multilingual communication, Investment data, Fund structures
Madrid, Community of Madrid, Spain · Hybrid
$38k–$51k/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: Data analysis, Financial industry knowledge, Project management, Microsoft Excel, Data quality management
Navi Mumbai, Maharashtra, India · Hybrid
We are seeking a skilled and detail-oriented VDI Engineer to join our infrastructure team supporting a highly regulated financial services environment. This role is responsible for architecting, deploying, and managing a…
Skills: Azure VMware Solution (AVS), Azure Virtual Desktop (AVD), VMware Horizon, PowerShell Scripting, VDI Architecture
Madrid, Community of Madrid, Spain · Hybrid
$29k–$39k/yr
Location: Madrid, Spain About This Role We’re looking for driven Thai, Japanese and Korean speakers to join our team as an Data Research Analyst. We are a team of data analysts taking pride in delivering top-quality fina…
Skills: Data analysis, Financial data, Microsoft Excel, Project management, LEAN Six Sigma
Gurgaon, Haryana, India · Hybrid
Job Description: Implementation Consultant Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and ind…
Skills: Software Implementation, Client Onboarding, CRM Implementation, Project Management, Stakeholder Management
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Provide high-quality technical and operational support to international advisers regarding the Morningstar Wealth Platform, investments, and tax wrappers. Act as a subject matter expert to resolve complex cases and mentor junior team members to improve service standards.
Requires over 4 years of experience in financial services with a strong understanding of investment platforms and tax wrappers like ISAs and SIPPs. Candidates must possess excellent communication skills and the ability to handle escalated client queries in a regulated environment.
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 Morningstar Wealth Platform supports advisers and investors across the globe, enabling collaboration throughout the financial journey and delivering intuitive, engaging digital experiences. By using data, insight, and technology, we connect people worldwide to the tools and information they need to succeed.
We're looking for an experienced Senior Adviser Support Executive to deliver high-quality service to our international client base. This role is suited to someone who already has significant experience within financial services and is confident supporting advisers across a wide range of platform, investment and operational queries.
This is a varied and fast-paced role where no two days are the same. You'll support advisers located across multiple countries and regions, dealing with a broad range of questions covering platform functionality, investment products and tax wrappers.
While you'll primarily cover core UK business hours, your work will have a global impact and you'll regularly collaborate with colleagues in offices around the world.
You won't always have the answer immediately and that's expected. The role requires confidence, sound judgement and strong problem-solving skills to work through unfamiliar scenarios, identify common themes and deliver the right outcome for the client.
Soft skills are essential, success in this role depends on your ability to build trust, explain clearly and support advisers with confidence.
Morningstar operates a hybrid working model, combining in-office collaboration with flexibility. You'll work alongside your local team during the week, with the option to work remotely one day per week, while remaining closely connected to colleagues and clients across the globe.
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 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
