Associate Product Manager

The ideal candidate will have experience working, supporting or implementing various financial services applications and/or tools as an associate product manager, project manager or business/systems analyst in the global asset and wealth management industry. Familiarity with various financial instruments, portfolio and performance analysis would be an asset. The candidate should be comfortable with technology, can work both independently and in a highly collaborative setting to drive deliveries, develop strong partnerships and alignment with internal teams within the organization. As an Associate Product Manager, you will work with a cross-functional team of designers, developers, and quality assurance analysts to execute a portfolio of projects related to helping individuals find, evaluate and monitor investment ideas. This role will be focused on using Morningstar's investment philosophy, data, IP, SMEs, tools and investment services to develop innovative solutions and modern experiences to help empower individual investors.

This position is based in our Chicago office. We follow a hybrid policy of 3 days onsite and 2 days remote work.

Responsibilities:

• Analyze and understand our customers' needs that come in from support tickets and feedback, along with competitive analysis, translating these to product enhancements.
• Breakdown and analyze complex investment research workflows and systems, identify inefficiencies/areas for improvement, and define solutions to improve the experience.
• Work with internal teams such as Editorial, Marketing, Technology, Legal and Compliance to review requested changes to Morningstar.com.
• Track key performance indicators and measurements of product success as it relates to constantly innovating on the core platform.
• Develop product requirements that are refined and validated with extensive customer research and stakeholder feedback.
• Understand both business and technology requirements, service as a conduit between stakeholders, support, marketing, compliance, design, and technology teams.
• Oversee the development and roll-out of new product enhancements and features and work with marketing and content strategy to communicate these new items.
• Assist with user testing activities to help vet and develop new functionality and user experiences.

Qualifications:

• At least 2 years of relevant experience required, with demonstrated experience as a business analyst, project manager, associate product manager/owner, or engineer.
• Knowledge and interest in investing and the financial markets.
• Willingness to juggle multiple different responsibilities and stakeholders to get things done (work with internal stakeholders and tech members on design & implementation, with clients on gathering their needs, and doing what it takes "roll up sleeve" to get innovative solutions to market).
• Interest in and focus on building innovative financial products that users love.
• Excellent business judgment; analytical, planning, and decision-making skills; in addition to exemplary communication and interpersonal skills overall.
• Strong customer-centric focus.
• Ability to work well across distributed teams and influence the work of others.
• A minimum of a bachelor's degree is 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
  • 75% 401k match up to 7%
  • 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 plansand coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disabilityinsurance

• Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal MentorshipOpportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

Base Salary Compensation Range

Total Cash Compensation Range

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.