Jobs at Morningstar

Lead analyst responsible for managing a portfolio of Canadian banks, non-bank financial institutions, and credit unions. Perform ongoing financial and credit analysis, prepare rating committee presentations, reports and press releases, attend issuer meetings, participate in rating committees, and maintain client relationships. Produce surveillance, research, and written analysis while collaborating with the ratings team.

Analyze Canadian structured finance transactions, including collateral, deal structures, legal documentation, financial models, and cash-flow engines. Support rating committee presentations, reports, press releases, research, and credit recommendations. Build relationships with clients and external stakeholders while developing expertise in structured finance methodologies for ABS and ABCP transactions.

Performs Structured Finance security mappings, data quality controls, reconciliations, regulatory dataset validation, and data issue resolution. Maintains metadata, data dictionaries, and data lineage while supporting data governance and AI-ready initiatives. Collaborates with Data, Credit Operations, Technology, and global stakeholders to ensure accurate, complete, timely, and compliant ratings and regulatory data.

Build and operate production AI applications and shared platform capabilities using AWS Bedrock and Python. Develop AI agents, MCP servers, APIs, distributed services, retrieval architectures, orchestration frameworks, and evaluation systems. Partner with technical and business stakeholders to identify AI opportunities, modernize existing applications, and integrate AI into enterprise workflows. Influence architecture and engineering standards while supporting delivery planning and mentoring less experienced engineers.

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.

Lead credit analyst for North American public finance ratings, performing issuer and industry research, financial statement analysis, producing credit reports, engaging issuers and investors, mentoring junior analysts, and ensuring regulatory compliance.

Design and maintain CI/CD pipelines and AWS infrastructure using IaC; manage containerized deployments (Docker, ECS/EKS); provide on-call incident triage and post-incident reviews; lead reliability, disaster recovery, and security efforts; implement monitoring and automation (Splunk, CloudWatch, New Relic); write automation scripts in Python/Bash; document runbooks and collaborate with global teams.

Design, build, and maintain end-to-end data pipelines in Snowflake using Medallion Architecture. Develop ETL/ingestion with Python and/or Informatica, implement Snowflake AI/ML features, manage version-controlled code (Git/Bitbucket), support CI/CD, monitor and optimize pipelines, and ensure data quality and performance across environments.

Build and maintain full-stack web applications using Vue.js/Nuxt 3, TypeScript, Node.js, and AWS. Implement SSR, reusable components, Node APIs and integrations with headless CMS and third-party platforms. Contribute to AI-enabled marketing workflows, performance, accessibility, SEO, testing, monitoring, and troubleshoot across browsers, APIs, CMS, and cloud infrastructure. Participate in code reviews, documentation, and cross-functional planning.

Lead architecture and implementation of a unified, cloud-native data feed platform. Design scalable ingestion, transformation, and delivery pipelines; establish DataOps, governance, monitoring, CI/CD, and performance best practices; mentor engineers and influence cross-team technical strategy.

Lead development and execution of enterprise data controls and governance. Assess controls, close gaps, implement data quality checks and monitoring, define standards and documentation, support platform migrations and AI initiatives, partner with cross-functional teams, and manage/coaching a team of data analysts to ensure regulatory-compliant, high-quality data.

Manage and grow a defined Americas territory by generating pipeline, closing new business, and expanding existing accounts. Own full sales cycle, partner with client success and product teams, represent the company at events, and maintain ESG market and regulatory awareness to drive consultative, value-based sales.

Produce forward-looking, objective research and ratings on funds and other investment vehicles. Conduct quantitative and qualitative analysis using Morningstar databases, interview managers, monitor regulatory information, perform on-site due diligence, and contribute to analytical tools and thought leadership.

Senior analyst responsible for corporate credit ratings across Mining, Forestry, Regulated Utilities, Oil & Gas, Pipeline and Midstream sectors. Duties include financial statement analysis, building forecasts and models, preparing rating committee materials, producing credit reports and research, supporting business development and investor relationships, and contributing to methodology and topical research.

Support global demand generation by administering Salesforce and Pardot, maintaining contact data integrity, cleansing and segmenting contact databases, supporting outbound marketing campaigns, analyzing campaign performance, and leading projects to automate workflows and produce reports that demonstrate business impact.

Senior institutional software sales role focused on growing Morningstar Direct in Canada. Responsibilities include prospecting, account expansion, product demonstrations, forecasting, pipeline management in Salesforce, negotiating and closing deals, and collaborating with Business Development, Client Solutions, Product, and Marketing teams. Requires relationship building, consultative selling, and travel to major Canadian cities (~30%).

Support global demand generation teams by administering Salesforce and Pardot, maintaining contact data integrity, configuring marketing automation, running data ingestions and validations, segmenting and cleansing databases, supporting outbound campaigns, analyzing results, managing multiple projects, and building reports to demonstrate business impact.

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.