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Director of Institutional Research, Morningstar Indexes

Morningstar
Chicago, USA
Full-time
Director · 8–10 years experience
Onsite
Discovered Yesterday
python

Full Job Posting

Responsibilities:

  • Set research agenda for the Morningstar Index business with input from product, sales and executive leadership.
  • Create compelling insights, commentary, and thought leadership content for internal and external audiences in support of strategic priorities.
  • Work with various content creators within Indexes (including product managers, quant researchers, strategists) to produce high‐impact white papers, market commentaries, and deep‐dive research that drives brand differentiation and client engagement.
  • Set research standards and mentor research associates.
  • Lead collaboration with Morningstar’s broader research ecosystem (Quant Research, Equity Research, Pitchbook, Sustainalytics, Manager Research) to identify compelling IP and content that can be used to advance Indexes business objectives.
  • Support the creation of new IP that could be used to drive product development or enhance index methodology.
  • Present research at industry conferences, client meetings, media interviews, and webinars.
  • Work cross-functionally with Marketing, Product, Research, and Sales to amplify insights and ensure research aligns with business priorities.
  • Ensure research output meets Morningstar standards of analytical rigor, transparency, and neutrality.

Requirements:

  • 8-10 years experience in investment research, multi‐asset analysis, or index research.
  • Proven ability to write clear, accessible, and commercially relevant research.
  • Experience influencing research direction or guiding project teams in a matrix environment.
  • Strategic thinker who can translate insights into actionable commercial outcomes.
  • Strong capital markets knowledge and proficiency with financial data tools (FactSet, Bloomberg, Morningstar Direct), Excel, and/or Python.
  • Excellent communication skills and comfort presenting to stakeholders.
  • Comfortable being a public voice of the business.
  • CFA or progress toward the designation; relevant graduate degree.
  • Some travel will be required.
  • Compensation and Benefits
  • At Morningstar we believe people are at their best when they are at their healthiest. That’s 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 Health
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
  • Emotional Health
  • 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 & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
  • Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups
  • Total Cash Compensation Range
  • $201,450.00-308,900.00
  • Inclusive 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.
  • 001_MstarInc Morningstar Inc. Legal Entity

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