The Group:
Morningstarās mission is to empower investor success. Morningstar Indexes was created to meet the evolving needs of investors and to be a strong advocate for them. With our rich history as a transparent, investor-focused leader in data and research, we are uniquely positioned to help individuals, institutions, wealth managers, and advisors navigate investment opportunities across all asset classes, styles, and strategies. Whether assessing risk and return through traditional benchmarks or assisting investors in integrating ESG goals, our diverse range of index solutions addresses the complex questions investors face today, helping them achieve their long-term goals.Ā
The Role
The Associate Product Manager, Fixed Income & Multi-Asset Indexeswill support the growth of Morningstarās index business through a mix of operations, client support and market research responsibilities.In this role, you will serve as a product expert for a broad range of fixed income and multi-asset indexes and willleverage that expertise to coordinate new index launches, provide market intelligence, prepare client reports and address inquiries escalated from the client support team. You will also help support the commercial success of our indexes by serving as an index product expert in client meetings and assisting with follow-ups. This role is partof a global team and will report to the Director of Product Management, Equity Indexes.Ā Ā Ā
This position is based in our Chicago office. We follow a hybrid policy of at least 4 days onsite.
Job Responsibilities:Ā
Support the growth of the index business by working cross-functionally to bring new indexes and product enhancements to market, managing timelines, deliverables, cross-team communications, and client notificationsĀ
Conduct market research to help refine product strategy and maintain competitor index mappingsĀ
Coordinate the creation of external index documentation, including rulebooks and marketing materialsĀ
Drive greater adoption of Morningstar fixed income and multi-asset indexes by creating materials for client pitches, giving product presentations, and assisting with follow-ups from client meetingsĀ
Collaborate with the client service team todeliver monthly index reports to key clients and respond to escalated client inquiriesĀ Ā
Identify potential areas for improvement with respect to workflows, documentation, and methodologyĀ
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Qualifications:Ā
- A minimum of 2 years of work experience in a finance-related field
- A bachelorās degree is preferredĀ
- Fixed incomeknowledgeĀ Ā
- Understanding of the index businessĀ
- Strong analytical capabilitiesĀ
- A record of process improvementĀ
- Attention to detailĀ
- Strong presentation and relationship-buildingskillsĀ Ā
- Able to thrive in a fast-paced global work environmentĀ
- Harbor a genuine belief in Morningstar`s core values
- Knowledge of Morningstar Direct is desiredĀ
Please submit a resume and cover letter with your application materials.Ā
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. Thatās why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical HealthĀ
Comprehensive health benefitsĀ (medical/dental/vision)Ā including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansĀ and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-termĀ disabilityĀ insurance
Emotional HealthĀ
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & FormalĀ MentorshipĀ Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social HealthĀ
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$74,325.00 - 126,350.00 USD AnnualInclusive of annual base salary and target incentive
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.
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