Morningstar – Assistant Vice President, Credit Ratings, Energy & Natural Resources – Toronto, ON

Company: Morningstar

Location: Toronto, ON

Expected salary:

Job date: Sat, 05 Apr 2025 23:36:58 GMT

Job description: The Global Corporates Rating Group is seeking a highly motivated corporate credit rating analyst to join its team in Toronto as an Assistant Vice President.The successful candidate will be responsible for working on corporate credit ratings in the North American regulated utilities and independent power producer sectors. The position involves performing financial statement analysis, building financial forecasts, preparing rating committee materials and presenting recommended rating actions at rating committees, preparing and publishing press releases plus rating reports. Experience and knowledge of companies operating in the regulated utilities and independent power producer sectors would be a key asset.Job Responsibilities

  • Analyze and assess the credit worthiness of corporate issuers in the regulated utilities and independent power producer sectors.
  • Contribute and lead new rating assignments.
  • Communicate analytical findings and recommendations at rating committees.
  • Produce timely, high-quality rating reports, press releases, research notes and industry studies.
  • Participate and lead meetings with corporate issuers, investors and bankers.
  • Contribute to the development of research products and credit rating methodologies.

Qualifications

  • 4+ years of business experience in credit, financial services and/or with companies operating in the utilities and independent power producer sectors.
  • University degree in accounting, business, economics and/or engineering.
  • Skilled in the use of Microsoft Excel, Power Point and Word.
  • Solid analytical and financial modelling skills, with a high attention to detail.
  • Strong communication (verbal and written), presentation and interpersonal skills.
  • Team player with a demonstrated ability to work in a fast-paced environment.

About UsMorningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers’ needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.Morningstar DBRS is the next generation of credit ratings.If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.R08_DBRSLtdCanada DBRS Limited – Canada Legal Entity

DBRS Morningstar – Assistant Vice President, Credit Ratings, Energy & Natural Resources – Toronto, ON

Company: DBRS Morningstar

Location: Toronto, ON

Expected salary:

Job date: Sun, 06 Apr 2025 07:03:26 GMT

Job description: The Global Corporates Rating Group is seeking a highly motivated corporate credit rating analyst to join its team in Toronto as an Assistant Vice President.The successful candidate will be responsible for working on corporate credit ratings in the North American regulated utilities and independent power producer sectors. The position involves performing financial statement analysis, building financial forecasts, preparing rating committee materials and presenting recommended rating actions at rating committees, preparing and publishing press releases plus rating reports. Experience and knowledge of companies operating in the regulated utilities and independent power producer sectors would be a key asset.Job Responsibilities

  • Analyze and assess the credit worthiness of corporate issuers in the regulated utilities and independent power producer sectors.
  • Contribute and lead new rating assignments.
  • Communicate analytical findings and recommendations at rating committees.
  • Produce timely, high-quality rating reports, press releases, research notes and industry studies.
  • Participate and lead meetings with corporate issuers, investors and bankers.
  • Contribute to the development of research products and credit rating methodologies.

Qualifications

  • 4+ years of business experience in credit, financial services and/or with companies operating in the utilities and independent power producer sectors.
  • University degree in accounting, business, economics and/or engineering.
  • Skilled in the use of Microsoft Excel, Power Point and Word.
  • Solid analytical and financial modelling skills, with a high attention to detail.
  • Strong communication (verbal and written), presentation and interpersonal skills.
  • Team player with a demonstrated ability to work in a fast-paced environment.

About UsMorningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers’ needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.Morningstar DBRS is the next generation of credit ratings.If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.R08_DBRSLtdCanada DBRS Limited – Canada Legal Entity

DBRS Morningstar – Analyst, Credit Ratings, North America CMBS – Toronto, ON

Company: DBRS Morningstar

Location: Toronto, ON

Expected salary:

Job date: Fri, 28 Feb 2025 04:48:27 GMT

Job description: The position is in the commercial mortgage-backed securities (CMBS) group in Toronto, which is responsible for rating and monitoring bonds secured by commercial real estate loans. The role will focus on conducting analysis at the collateral and transaction level as part of annual and event-driven reviews for the transactions in Morningstar DBRS’s rated CMBS book, which includes a variety of transaction types, including Multi-Borrower Conduit, Single-Asset/Single-Borrower and CRE CLO transactions. The individual will serve as a lead analyst, preparing the rating committee package and making regular presentations to rating committee voters, and will be responsible for drafting press releases for all ratings actions.Responsibilities:

  • Obtain a solid understanding of Morningstar DBRS’ methodologies, models, criteria and other analytical tools to assess the credit worthiness of the various transaction types within Morningstar DBRS’ rated CMBS book, including Multi-Borrower, Single-Borrower/Single Asset and CRE CLO transactions.
  • As a lead analyst, run point on completing surveillance reviews of Morningstar DBRS-rated CMBS transactions. This work will involve analyzing property-level documents (operating statements, rent rolls and property inspections) for the underlying collateral and collateral and bond level reporting provided by the transaction parties. Communicate with third parties, such as servicers and other information providers, to obtain collateral updates.
  • Compile rating committee documents and present analysis and recommendations to rating committee voters.
  • Draft press releases and rating letters which effectively communicate Morningstar DBRS credit view and ratings rationale. Work with senior reviewers within the North American CMBS Surveillance team and the publishing group to finalize drafts and release documents in a timely manner.
  • Assist in the composition of surveillance reports and market and industry commentaries for investors and conference audiences.
  • Perform analysis for newly-contributed loans for Morningstar DBRS CRE CLO rated book, as needed. This work will require an understanding of DBRS Morningstar’s Commercial Real Estate Property Analysis Criteria and other criteria and methodologies.
  • As needed, assist with the analysis for newly-issued Morningstar DBRS-rated CMBS transactions in Canada, performing site inspections and completing other levels of analysis for loans in those pools.
  • Some travel (5-10%) may be required.

Qualifications:

  • The successful candidate will have 1-2 years commercial real estate experience and possess a degree in finance, real estate or a related area.
  • The individual must be able to work in a multi-faceted capacity, be analytical and highly attentive to detail.
  • The candidate will be highly poised and possess excellent interpersonal and presentation skills.
  • Possess a high degree of proficiency in Excel as well as the intellectual curiosity to develop new applications and to perform complex analyses.
  • Well-developed writing skills are also required.
  • All necessary documents are required for domestic and international travel.

About UsMorningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers’ needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.Morningstar DBRS is the next generation of credit ratings.If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.R08_DBRSLtdCanada DBRS Limited – Canada Legal Entity

Morningstar – Analyst, Credit Ratings, North America CMBS – Toronto, ON

Company: Morningstar

Location: Toronto, ON

Expected salary:

Job date: Fri, 28 Feb 2025 07:42:02 GMT

Job description: The position is in the commercial mortgage-backed securities (CMBS) group in Toronto, which is responsible for rating and monitoring bonds secured by commercial real estate loans. The role will focus on conducting analysis at the collateral and transaction level as part of annual and event-driven reviews for the transactions in Morningstar DBRS’s rated CMBS book, which includes a variety of transaction types, including Multi-Borrower Conduit, Single-Asset/Single-Borrower and CRE CLO transactions. The individual will serve as a lead analyst, preparing the rating committee package and making regular presentations to rating committee voters, and will be responsible for drafting press releases for all ratings actions.Responsibilities:

  • Obtain a solid understanding of Morningstar DBRS’ methodologies, models, criteria and other analytical tools to assess the credit worthiness of the various transaction types within Morningstar DBRS’ rated CMBS book, including Multi-Borrower, Single-Borrower/Single Asset and CRE CLO transactions.
  • As a lead analyst, run point on completing surveillance reviews of Morningstar DBRS-rated CMBS transactions. This work will involve analyzing property-level documents (operating statements, rent rolls and property inspections) for the underlying collateral and collateral and bond level reporting provided by the transaction parties. Communicate with third parties, such as servicers and other information providers, to obtain collateral updates.
  • Compile rating committee documents and present analysis and recommendations to rating committee voters.
  • Draft press releases and rating letters which effectively communicate Morningstar DBRS credit view and ratings rationale. Work with senior reviewers within the North American CMBS Surveillance team and the publishing group to finalize drafts and release documents in a timely manner.
  • Assist in the composition of surveillance reports and market and industry commentaries for investors and conference audiences.
  • Perform analysis for newly-contributed loans for Morningstar DBRS CRE CLO rated book, as needed. This work will require an understanding of DBRS Morningstar’s Commercial Real Estate Property Analysis Criteria and other criteria and methodologies.
  • As needed, assist with the analysis for newly-issued Morningstar DBRS-rated CMBS transactions in Canada, performing site inspections and completing other levels of analysis for loans in those pools.
  • Some travel (5-10%) may be required.

Qualifications:

  • The successful candidate will have 1-2 years commercial real estate experience and possess a degree in finance, real estate or a related area.
  • The individual must be able to work in a multi-faceted capacity, be analytical and highly attentive to detail.
  • The candidate will be highly poised and possess excellent interpersonal and presentation skills.
  • Possess a high degree of proficiency in Excel as well as the intellectual curiosity to develop new applications and to perform complex analyses.
  • Well-developed writing skills are also required.
  • All necessary documents are required for domestic and international travel.

About UsMorningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers’ needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.Morningstar DBRS is the next generation of credit ratings.If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.R08_DBRSLtdCanada DBRS Limited – Canada Legal Entity

Morningstar – Assistant Vice President, Credit Ratings, Real Estate / CMBS – Toronto, ON

Company: Morningstar

Location: Toronto, ON

Expected salary:

Job date: Sat, 01 Mar 2025 05:59:34 GMT

Job description: SummaryMorningstar DBRS is seeking a highly motivated individual, with an interest in real estate finance and credit analysis, to join its Commercial Mortgage Backed Securities (CMBS) team as an Analyst. The successful candidate will mainly serve as a lead analyst for Morningstar DBRS rated transactions or entities. The successful candidate will be expected to gradually develop a solid understanding of the US and Canadian real estate sectors and to acquire a broad understanding of the appropriate Morningstar DBRS rating methodologies and criteria.Morningstar DBRS is registered with the U.S. Securities and Exchange Commission as a nationally recognized statistical rating organization (NRSRO). Morningstar DBRS has earned a reputation for innovation and excellence in the structured finance market and aims to increase market transparency by providing the highest-quality ratings, securities research, monitoring services, operational risk assessments, data, and technology solutions.Primary Responsibilities

  • Act as the lead analyst and manage the process of evaluating credit risk, while adhering to the relevant rating methodology.
  • Determine Morningstar DBRS stabilized cash flows of all major property types (office, retail, multifamily, MHC, hotel, self-storage) and a variety of loan sizes ($1 million to

$100 million). * Prepare/update spreadsheets on properties and companies including historical information and financial projections.

  • Search and aggregate market data to be used in the credit analysis.
  • Track key economic and industry indicators and various asset class metrics.
  • Review third-party reports including appraisals, property condition reports, environmental reports, and other industry specific reports.
  • Contribute text and analysis for rating reports, press release, commentaries, presentations and industry reports under supervision of lead analysts.
  • Oversee the preparation of rating committee materials and participate in Rating Committee meetings.
  • Assist with the publishing workflow, including regulatory disclosures.
  • Have a solid understanding of real estate asset classes covered.
  • Delegate and oversee the completion of tasks.
  • Train and mentor junior staff.
  • Lead client-communication through interacting with issuers, investors, and intermediaries.
  • Adhere to compliance, regulatory and company policies and procedures.

Requirements

  • Four to five years of progressive experience in a commercial real estate related field
  • Undergraduate degree in accounting, business, finance or other relevant discipline is preferred
  • Strong analytical abilities and knowledge of financial statements
  • Solid research and analytical skills, with acute attention to detail.
  • Strong communication skills, both oral and written.
  • Self-starter and strong team player, with the ability to meet deadlines while producing high quality work.
  • Genuine interest in commercial real estate and structured finance.
  • Ability to travel 10-20% domestically/ North America
  • Possess and maintain a valid driver’s license and passport

About UsMorningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers’ needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.Morningstar DBRS is the next generation of credit ratings.If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.R08_DBRSLtdCanada DBRS Limited – Canada Legal Entity

DBRS Morningstar – Assistant Vice President, Credit Ratings, Real Estate / CMBS – Toronto, ON

Company: DBRS Morningstar

Location: Toronto, ON

Expected salary:

Job date: Sat, 01 Mar 2025 07:48:20 GMT

Job description: SummaryMorningstar DBRS is seeking a highly motivated individual, with an interest in real estate finance and credit analysis, to join its Commercial Mortgage Backed Securities (CMBS) team as an Analyst. The successful candidate will mainly serve as a lead analyst for Morningstar DBRS rated transactions or entities. The successful candidate will be expected to gradually develop a solid understanding of the US and Canadian real estate sectors and to acquire a broad understanding of the appropriate Morningstar DBRS rating methodologies and criteria.Morningstar DBRS is registered with the U.S. Securities and Exchange Commission as a nationally recognized statistical rating organization (NRSRO). Morningstar DBRS has earned a reputation for innovation and excellence in the structured finance market and aims to increase market transparency by providing the highest-quality ratings, securities research, monitoring services, operational risk assessments, data, and technology solutions.Primary Responsibilities

  • Act as the lead analyst and manage the process of evaluating credit risk, while adhering to the relevant rating methodology.
  • Determine Morningstar DBRS stabilized cash flows of all major property types (office, retail, multifamily, MHC, hotel, self-storage) and a variety of loan sizes ($1 million to

$100 million). * Prepare/update spreadsheets on properties and companies including historical information and financial projections.

  • Search and aggregate market data to be used in the credit analysis.
  • Track key economic and industry indicators and various asset class metrics.
  • Review third-party reports including appraisals, property condition reports, environmental reports, and other industry specific reports.
  • Contribute text and analysis for rating reports, press release, commentaries, presentations and industry reports under supervision of lead analysts.
  • Oversee the preparation of rating committee materials and participate in Rating Committee meetings.
  • Assist with the publishing workflow, including regulatory disclosures.
  • Have a solid understanding of real estate asset classes covered.
  • Delegate and oversee the completion of tasks.
  • Train and mentor junior staff.
  • Lead client-communication through interacting with issuers, investors, and intermediaries.
  • Adhere to compliance, regulatory and company policies and procedures.

Requirements

  • Four to five years of progressive experience in a commercial real estate related field
  • Undergraduate degree in accounting, business, finance or other relevant discipline is preferred
  • Strong analytical abilities and knowledge of financial statements
  • Solid research and analytical skills, with acute attention to detail.
  • Strong communication skills, both oral and written.
  • Self-starter and strong team player, with the ability to meet deadlines while producing high quality work.
  • Genuine interest in commercial real estate and structured finance.
  • Ability to travel 10-20% domestically/ North America
  • Possess and maintain a valid driver’s license and passport

About UsMorningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers’ needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.Morningstar DBRS is the next generation of credit ratings.If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.R08_DBRSLtdCanada DBRS Limited – Canada Legal Entity

Senior Marketing Data Analyst, Individual Investor – Morningstar – Toronto, ON

Company: Morningstar

Location: Toronto, ON

Expected salary:

Job date: Sat, 08 Feb 2025 04:59:43 GMT

Job description: About Morningstar and the Individual Investor BusinessMorningstar’s Individual Investor business empowers investors with data, research, and tools to help them make informed financial decisions. Our flagship Morningstar Investor platform provides deep insights, portfolio tracking, and investment research, while Morningstar.com serves as a hub for market news, analysis, and educational content.The marketing team for the Individual Investor business plays a critical role in driving user acquisition, engagement, and retention. We leverage data-driven insights to optimize campaigns, improve the user experience, and enhance subscription growth.The RoleWe are seeking a Senior Marketing Data Analyst to bring analytical rigor to our marketing efforts, helping us measure performance, optimize campaigns, and uncover opportunities for growth. This role will own reporting, build forecasting models, analyze user behavior, and work cross-functionally to enhance our marketing strategy.You will be responsible for tracking KPIs across Morningstar Investor, Morningstar.com, and our broader suite of investor products, implementing analytics solutions, and driving insights that support strategic decision-making. You will work closely with marketing, product, data, and technology teams to ensure seamless tracking and reporting.The role reports to the Global Head of Marketing, Morningstar Wealth and is based in the New York office. To foster continuous collaboration, at least three days in the office per week is required.Key ResponsibilitiesData Analytics & Reporting

  • Track and analyze daily, monthly, and yearly KPIs to measure marketing effectiveness and progress toward growth goals.
  • Create and maintain dashboards that monitor trials, subscriber growth, page views, engagement, and on-site behavior across Morningstar Investor and Morningstar.com.
  • Consolidate data from various sources such as Google suite, Stripe, and AWS to create automated reporting solutions that provide actionable insights.
  • Monitor and validate data from third-party sources to ensure accuracy and reliability.

Campaign & Performance Optimization

  • Implement tracking and measurement frameworks for marketing campaigns across Google Analytics, Google Ads, Bing Ads, Reddit, WalkMe, Awin, and various other platforms
  • Support paid marketing (Search, Display, Affiliate) with backend tracking and performance analysis.
  • Define baseline targets and use data-driven insights to optimize acquisition, engagement, and retention strategies.
  • Conduct cohort analysis, customer lifetime value (LTV) modeling, and retention analysis to inform marketing and product investment decisions.

Forecasting & Financial Modeling

  • Develop and maintain financial forecasting models to project revenue growth and subscription trends over the next three years based on historical data and market assumptions.
  • Evaluate the impact of pricing, marketing spend, and customer acquisition efforts on financial performance.

Data Infrastructure & Collaboration

  • Work with IT and data teams to build and maintain a centralized data infrastructure that supports marketing analytics.
  • Define and implement data tracking solutions using Google Tag Manager (GTM) and SQL-based data pipelines.
  • Collaborate cross-functionally with product, sales, finance, and engineering teams to identify growth opportunities and improve marketing effectiveness.

Qualifications & Skills

  • 2-5 years of experience in data analytics, marketing analytics, or business intelligence.
  • Strong experience in SQL for querying and analyzing large datasets.
  • Proficiency in Google Marketing Platform (Google Analytics, Google Tag Manager, Google Ads, Looker Studio).
  • Experience working with data visualization tools (Tableau, QuickSight, Looker Studio).
  • Strong analytical skills, including financial modeling, forecasting, and trend analysis.
  • Ability to clean, structure, and interpret large datasets to generate actionable insights.
  • Strong problem-solving skills and ability to translate data into business recommendations.
  • Experience with AWS (Athena, Redshift, QuickSight), and/or Tableau for data analysis.
  • Familiarity with A/B testing tools (Google Optimize, Optimizely) and tracking platforms.
  • Programming experience in Python or R for advanced data analysis.
  • Knowledge of subscription-based business models and customer retention metrics.

Why Join Us?

  • Work at the intersection of marketing, data, and finance, helping shape the future of Morningstar’s digital investor products.
  • Be a key driver of growth in a data-driven, insight-rich environment.
  • Access top-tier analytics tools and work with a team passionate about empowering investors.
  • Collaborate with cross-functional teams, from marketing strategists to data engineers.
  • Join a mission-driven company dedicated to transparency and investor education.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.

Morningstar’s Individual Investor business provides data, research, and tools to help investors make informed financial decisions. The marketing team plays a vital role in driving user acquisition and engagement. They are seeking a Senior Marketing Data Analyst to measure performance, optimize campaigns, and uncover growth opportunities. The role involves tracking KPIs, campaign optimization, forecasting, financial modeling, and collaborating with various teams. Qualifications include experience in data analytics, proficiency in SQL and Google Marketing Platform, and strong analytical skills. Joining Morningstar offers the opportunity to work at the intersection of marketing, data, and finance in a mission-driven company dedicated to transparency and investor education. Morningstar’s hybrid work environment allows for a mix of remote and in-person collaboration, with various benefits available to enhance flexibility.

Morningstar – Lead Data Analyst – Toronto, ON

Company: Morningstar

Location: Toronto, ON

Expected salary:

Job date: Fri, 22 Nov 2024 04:34:47 GMT

Job description: About the Role:In this role, you will participate in the analysis of new feature/content requests and help multifunctional development teams to understand WHAT needs to be done to meet internal and external user’s needs through Morningstar’s next-generation enterprise data platform. This platform will ultimately support ALL of the products offered by Morningstar. You will collect requirements and analyze, and document use cases, provide test strategy and test cases for QA teams. You will also be in charge of building a detailed methodology for calculation and data logic for ETL/ELT. Finally, you will write documentation to build a deep knowledge base for global client support teams to investigate issues and answer clients’ questions. The ideal candidate will have a passion for data and technology, excellent communication capability, and the ability to develop a strong understanding of Morningstar data and methodologies.This position is based in our Toronto office. We follow a hybrid policy of 3 days onsite and 2 days remote work.Responsibilities:

  • Develop, implement, and maintain cutting-edge analytics and processes
  • Utilize Machine Learning solutions to make systems and processes more efficient
  • Communicate with internal and external clients, client success teams to understand and clarify business requirements
  • Convert business requirements into actionable solutions through detailed analysis such as calculation prototyping, usage analysis, and data mapping/mining/locating in various data sources
  • Write specifications according to requirements and explain details to the project team
  • Collaborate with PM, tech leader, developer, and QA to deliver the project according to requirements, such as test account creation, calculation verification
  • Comprehends functional requests from direction of product team and help determine solution validity and/or alternate options Leads team discussions to determine MVP for new projects
  • Helps to model the data and develop strategy for execution
  • Acts as a bridge to help bring analysis to light while working to take direction from both Product and Tech teams
  • Leads Data Visualization and automation efforts for the team
  • Suggest any efficiencies based on the data collected
  • Leads Data exploration and anaysis including identifying patterns

Qualifications:

  • 5+ years of business analysis or data analysis
  • 1-2+ years of experience with Morningstar software and or Data
  • Self-motivated, excellent work ethic, strong interpersonal and communication skills, ability to work in a team environment
  • Excellent problem-solving skills
  • Ability to learn quickly and work independently
  • Advanced knowledge in data business and methodology of Equity, Fund, and Fixed Income
  • Intermediate knowledge of SQL, Python – a must have
  • Basic knowledge of Jupyter notebook, Amazon web service

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal EntityMorningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.

Software Engineer – Morningstar – Toronto, ON

Company: Morningstar

Location: Toronto, ON

Expected salary:

Job date: Wed, 23 Oct 2024 01:49:48 GMT

Job description: About UsThe Corporate Systems team manages and supports Morningstar’s Corporate platforms used globally across the organization encompassing product, marketing, sales, client service, finance and employee productivity tools. We are responsible for day to day support and improved operational and tactical efficiencies for Morningstar employees in the platforms and technologies they use to effectively market, sell, provide service and collect revenue for our products.We are implementing an enterprise-wide content authoring and storage system for our structured and taxonomized written and digital content, which supports our collective need to re-use content components throughout the Morningstar ‘content universe’ in multiple products and platforms (while protecting sensitive or regulated content as applicable). In other words – it is a headless CMS that streamlines our report and article writing process. This tool will be a 3rd party SaaS solution.We follow a hybrid policy in which we require individuals to be onsite in our Chicago office 3 days a week.The Role:The role requires working closely with the CMS Product Owner, Content and Digital Asset owners to clearly understand requirements to help deliver secure, scalable, resilient and reusable capabilities.Responsibilities:

  • Work with the CMS Product Owner and capability owners from across the organization to build product integrations for the content management system.
  • Build technology solutions to meet requirements for initiatives and development lifecycle for the CMS.
  • Work within an Agile software development framework to work through a prioritized queue ensuring high quality execution.
  • Work within a standardized governance process for the CMS involving the CMS Product Owner and key stakeholders from business groups.
  • Maintain taxonomy and content model for the CMS.
  • Establish and maintain CMS platform and integration standards.
  • Ensure platform health and system integrity is maintained when designing and building solutions.
  • Understand business, operations and technology requirements when building solutions within the CMS and with integrating platforms.
  • Work independently to resolve issues within the CMS and advise users on standards and best practices.

Key Qualifications:

  • 2+ years of technology experience developing software / programs within an agile framework.
  • Required experience in Content Management System (CMS) and Digital Asset Management (DAM) using SaaS solutions.
  • Required understanding of structured document concepts.
  • Required experience in object-oriented programming concepts, test driven development, quality assurance and secure solution development.
  • Required experience in CI/CD concepts and best practices.
  • Hands on experience in developing automated build and deployment pipelines to support software delivery that includes infrastructure automation experience.
  • Self-starter with high motivation and passion to thrive & adopt in an ever-changing, fast-paced environment.
  • Excellent communication skills.
  • Comfortable with acquiring new skills to meet CMS roadmap goals.
  • Understanding of headless CMS based solution design patterns and development strategy using headless CMS & DAM solutions is a plus.
  • Hands on experience in Amazon AWS and Apache Kafka is a plus.

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal EntityMorningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.

The Corporate Systems team at Morningstar manages and supports corporate platforms used globally by various departments within the organization. They are currently implementing a headless CMS system to streamline content authoring and storage. The role requires working closely with the CMS Product Owner and other stakeholders to deliver secure, scalable, and reusable capabilities. Key qualifications include experience in CMS and DAM, structured document concepts, object-oriented programming, CI/CD, and infrastructure automation. The role also involves working independently to resolve issues within the CMS and advise users on best practices. Morningstar offers a hybrid work environment, requiring employees to be onsite in the Chicago office three days a week. Other benefits are also available to enhance flexibility as needs change.