Morningstar background photo
Morningstar profile photo

Morningstar Careers, Benefits, Review

Morningstar’s mission is to empower investor success.

Website Globe icon www.morningstar.com

Photo of the Rise UserPhoto of the Rise UserPhoto of the Rise UserPhoto of the Rise UserPhoto of the Rise User
25 fans
Morningstar Glassdoor Company Review
4.0 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Morningstar DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Morningstar
Morningstar CEO photo
Kunal Kapoor
Approve of CEO
Morningstar Employee Reviews
Featured review

Great Working Atmosphere and Work/Life Balance

4/18/2023 - Deal Design Analyst at Chicago, IL
Recommends
Positive outlook
Approves of CEO

Pros

- Coworkers are amicable, and they're overall very supportive - Unlimited PTO policy with encouraged usage - Opportunities and encouragement for overall career development

Cons

- Base pay for the area could be slightly higher, but the bonus program is great especially for a non-sales role
What We Believe

Today, we recognize diversity, equity, and inclusion as integral to our mission and inextricable from our actions. From examining our internal policies and practices to hiring and advancing a more diverse cohort of colleagues mobilizing our research capabilities to deepening our education and understanding, we’re committed to leveraging our partnerships, platforms, and position to redefine outcomes, advance positive change, and lead by example.

Thinking Ahead

We're committed to putting our expertise to work for investors. Whether it’s exploring investor behavior or positing an idea that could change our industry for the better, we’re using research and thought leadership to drive positive change, taking decisive action to mitigate the wealth disparities that exist across race, gender, immigration status, and more.

 Explore our latest research here

Increasing Access

From mentorship to sponsorship to professional networks, we know that no one does it alone. Through our four pillar programs, we’re actively working to reshape the DEI landscape in our industry from the inside, out.

  • Residency Program: Residency offering full-time experience for participants completing their bachelor's degree.
  • Returnship Program: Internship welcoming experienced workers seeking to reenter the workforce after two or more years. 
  • Development Program: Hiring and development program that teaches entry-level employees professional and job-based skills, preparing them for long, successful careers with us. 
  • Reverse Mentorship Program: Program exposing our senior leaders to different perspectives, informing behavioral changes rooted in empathy for an experience beyond their own. 
Creating Opportunity

We're proud to partner with Investment 20/20, the Greater Chicago Food Depository, the Anita.B.org Grace Hopper Celebration, and other outstanding community and industry partners to advance DEI in the financial sector.

You Belong

Morningstar's employee resource groups (ERGs) offer our colleagues a safe, inclusive space to learn and socialize; to celebrate and explore; to raise awareness and to lift each other up. Whether you’d like to join us for a cultural celebration, learn about career development opportunities, or participate in a panel discussion, we’re here to welcome you.

  • Morningstar Allies
  • Morningstar Learning & Living Diversely
  • Morningstar Latinx & Hispanic Community
  • Morningstar Black, Caribbean & African American
  • Out at Morningstar
  • Morningstar Women's Initiatives
  • Morningstar Indian Affinity
  • Morningstar Sustainability Network 
  • Morningstar Women in Technology

Visit Morningstar's Diversity, Equity & Inclusion site to learn more about how we put this into practice. 

Who We Are

At Morningstar, great people are our most important assets and essential to our success. We look for hardworking, enthusiastic people to join us in our mission to help investors reach their financial goals. In turn, we offer people an environment that fosters an entrepreneurial spirit, offers dynamic career paths, and rewards employees for helping Morningstar thrive.

Great People
People at Morningstar don’t have to be told to go the extra mile. It’s part of who we are. Knowing that everything we do will have an impact on investors drives us to make constant improvements to our methodologies and products. It challenges us to change the investing landscape for the better. In fact, many of us are avid investors who are intrigued by the fundamentals of the world’s markets. That helps us see through the eyes of our clients to develop the great products they really need.

Backgrounds We Look For
We seek smart, driven individuals who can contribute expertise gained from a variety of past experiences. Our staff of industry specialists includes PhDs, MBAs, and a number of professional designations including CFA charterholders. But you don’t necessarily need a business degree or a finance background for every role at Morningstar. We prize both creativity and analytical ability; a varied, interesting background gets our attention. You’ll find people at all levels of the company with degrees that range from Russian literature to history, English, and psychology. 

A Variety of Roles
Morningstar jobs require all types of talents. We regularly hire for positions including designers, researchers, salespeople, developers, and project managers. From our first days in business, we’ve been an early adopter of new technologies and believe in building great products in-house. We maintain a staff of hundreds of technologists who help us continue to push technology’s boundaries to find new and better ways to serve investors.

***We have been made aware that scammers are impersonating recruiters and sending job offers on behalf of Morningstar.  Please be aware that our hiring process is led only by Morningstar employees. We will never contact you from an email address other than @Morningstar.com.  We will never ask for personally identifiable information by text message or by phone. If you think you've been impacted by scammers, please reach out to your local police authority and report the activity.***

Recent Grads

Your Future Starts Here

The Morningstar Development Program is a two-year opportunity that provides recent college graduates the ability to explore different career paths through full-time placement in one of our offices. During the two-year program, participants will receive ongoing career development, mentorship and training, and apprenticeship opportunities with various business groups, such as investment management, data, tech, and research.

Your experience is yours to create.

Learn more.

Technology

We believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries to find new and better ways to serve investors.

 

Benefits & Offerings

We believe companies should grow, but never grow stale. We’ve built a place that keeps moving with benefits and perks to match.

Great People

Join a diverse community of great people who support their peers and their communities.

Generous Benefits

We’re investing in your future with benefits like health and wellness programs, retirement plans and flexible spending accounts.

Grow With Us

We give our employees opportunities to grow from early career to experienced hires—and you can build a career that matters at Morningstar.

Total Rewards

We recognize exceptional work with programs like our shared ownership plan and rewards such as equity and annual bonuses.

On-The-Job Learning

Choose how you want to learn with our signature programs, tuition reimbursement, and educational stipends.

No Corner Offices

Say yes to collaboration. Our offices were designed to be open and egalitarian where ideas are shared freely.

Diversity

Diverse Perspectives

"Great People" is one of Morningstar's core values, and when it comes to our people, our differences are our strength. We cultivate an inclusive environment and value new ideas. We respect the thinking that comes from our employees' unique backgrounds, skills, perspectives, and experiences. We're a global company with employees who reflect the diversity of the clients and markets we serve. As investors benefit from maintaining diverse portfolios, Morningstar is strengthened by the contributions of our diverse workforce. 

We're Better Together

We celebrate both our individual differences and our unity as One Morningstar. It happens all over the world: Chicago adventurers sharing their stories in an employee travel group; the Mumbai office honoring India's Independence Day; a Mid-Autumn Festival gathering in Shenzhen; our Toronto office holding a forum and celebration supporting LGBT Pride; or hundreds of employees worldwide competing in the Morningstar Olympics.

Morningstar Awards & Accolades

Bloomberg Equality Index 2022, Bloomberg, 2022 Great Place to Work Certified, Great Place to Work, 2022, Great Place to Work, 2022 Human Rights Campaign’s Corporate Equality Index, Human Rights Campaign, 2022 Built In Chicago Top Places to Work, Built In, 2022