Jobs at Morningstar

Designs, builds, and maintains scalable enterprise backend applications and APIs using C#, .NET, AWS, and microservices. Responsibilities include applying software design best practices, developing highly available systems, supporting security and scalability, collaborating with product and engineering teams, improving processes, and evaluating AI-generated code for quality, security, performance, and maintainability.

Supports credit analysis and surveillance of project finance and infrastructure ratings. Responsibilities include reviewing financial statements and models, assessing cash flow and credit risks, preparing rating reports and research, developing rating committee materials, monitoring industry trends, engaging with market participants, and contributing to methodologies and business development. The role focuses on North American infrastructure assets, including energy, transportation, digital infrastructure, and public-private partnerships.

Manage relationships with institutional data and software clients and independent advisors. Drive retention, product adoption, value realization, onboarding, training, account planning, and expansion opportunities. Provide consultative guidance, monitor client health, advocate for customer needs, and coordinate with Sales, Product, Support, and Implementation teams. The role requires English and French fluency, financial services and technology knowledge, strong communication skills, and occasional client travel.

Own the roadmap and backlog for managed investment calculations. Translate investment methodologies and business needs into calculation specifications, requirements, user stories, and acceptance criteria. Analyze complex datasets with SQL, prototype and validate calculations, investigate discrepancies, and collaborate with research, engineering, QA, and stakeholders to ensure accurate production implementation. Prioritize enhancements, manage methodology changes, document calculations, monitor quality and adoption, and communicate delivery risks.

Conduct fundamental credit analysis and ongoing surveillance of leveraged corporate portfolios. Assess financial performance, cash flow, leverage, and credit risks; prepare rating committee materials and written research; develop and defend credit recommendations; monitor market trends; engage lenders, investors, and bankers; and improve analytical workflows and data management.

Conduct financial data analytics, leveraged finance research, and credit analysis for private corporate credit portfolios. Source and transform financial and economic data using Excel, Python, and SQL; develop quantitative tools, models, visualizations, and surveillance workflows. Review financial statements, assess creditworthiness, prepare rating committee materials, support credit recommendations, and engage with lenders, investors, and bankers. The role also contributes to research publications and identifies process improvements.

Manage relationships with Canadian investment data providers, acquire and onboard complex datasets, promote data capabilities, support client engagement, analyze market and regulatory trends, enhance managed investment databases, and resolve escalated client data questions. Serve as the local-market subject matter expert while collaborating with global data and business teams.

Lead North American software engineering teams supporting retirement technology products. Responsibilities include hiring and developing engineers, establishing architecture and engineering standards, improving software delivery and operations, guiding AI-native engineering practices, and executing initiatives across multiple applications and teams. The role partners with Product Management on roadmaps, manages dependencies, removes blockers, and promotes quality, security, compliance, accessibility, ownership, and continuous improvement.

Owns global marketing automation platforms, data architecture, audience segmentation, reporting, analytics, governance, and martech strategy for the Credit business. Designs automation programs, lead scoring, lifecycle frameworks, integrations, attribution models, KPIs, and executive dashboards. Analyzes campaign and funnel performance to deliver actionable insights and recommendations. Requires strong platform administration, marketing data management, visualization, project management, and stakeholder communication skills.

Build and operate applied AI systems, including LLM integrations, agentic workflows, data pipelines, evaluation frameworks, MCP tools, APIs, and governed content-serving layers. The role emphasizes production reliability, provenance, security, cost and latency management, regression detection, and human-reviewed AI outputs. Responsibilities include cloud deployment, structured content modeling, telemetry, governance, mentoring, and collaboration on AI standards. Strong Python, TypeScript, AWS, API, data pipeline, and production LLM experience are required.

Provides legal counsel for Canadian structured finance and securitization transactions. Reviews transaction documentation, identifies legal and reputational risks affecting credit ratings, advises analysts and rating committees on legal issues and methodology exceptions, communicates with issuers and advisors, supports policies and procedures, and monitors legislative and case law developments. Requires expertise in secured lending and corporate commercial law, with Canadian insolvency and securitization experience beneficial.

Lead credit analysis and ratings coverage for Canadian real estate issuers. Perform financial statement analysis, forecasts, legal document review, prepare rating committee materials, produce reports and commentary, refine methodologies, mentor junior analysts, build stakeholder relationships, and represent the firm at industry events while adhering to regulatory and compliance requirements.

Build and maintain Python-based, cloud-native data pipelines and file delivery systems on AWS. Design scalable delivery for CSV/Parquet/JSON via S3, SFTP, and data marketplaces. Implement data quality, monitoring, CI/CD, and migrate legacy feeds to cloud architecture. Contribute to web-based monitoring/configuration, documentation, reviews, and production support.

Perform credit analysis and financial statement review for North American corporate real estate issuers; maintain financial models; prepare credit rating reports, committee materials, and industry research; support lead analysts, develop legal documentation knowledge, communicate with clients, and comply with regulatory and internal policies.