Huron Consulting Group Jobs

Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. Join our team as the expert you are now and create your future. Huron Consultants are industry experts interested in short and long-term contracts and/or interim staffing opportunities REQUIRED: * Must have UKG and Payroll Senior Consultant experience * Must be able to initially work remote, some onsite travel will be required for implementation * Current permanent U.S. Work authorization required. PREFERRED: * Undergraduate Degree (e.g. BA, BS) or equivalent work experience JOB RESPONSIBILITIES: * Senior UKG HR/Payroll consultant to initially assist with a Phase 0 enterprise standardization initiative across HR and Employee pay practices * Must be able able to work with the PI Workforce team who will be leading the standardization effort. * Consultant will stay on for implementation * Proven problem solving, critical thinking and analytical skills * Excellent written and verbal communication with the ability to work collaboratively with a team in a fast paced, professional and matrixed environment. * Advanced or highly proficient in Excel, PowerPoint and other Microsoft Office products (e.g. Microsoft Visio and Outlook) * Willingness and ability to travel to client sites as needed * U.S. Work Authorization required * * Work will be part-time to start, 10 hours/week or so. Then moving to Full Time for implementation The estimated base hourly range for this job is $65.00 to $85.00. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. Posting Category Generalist Opportunity Type Contractor Country

Huron is redefining what a global consulting organization can be. Advancing new ideas every day to build even stronger clients, individuals and communities. We're helping our clients find new ways to drive growth, enhance business performance and sustain leadership in the markets they serve. And, we're developing strategies and implementing solutions that enable the transformative change they need to own their future. As a member of the Huron corporate team, you'll help to evolve our business model to stay ahead of market forces, industry trends and client needs. Our accounting, finance, human resources, IT, legal, marketing and facilities management professionals work collaboratively to support Huron's collective strategies and enable real transformation to produce sustainable business results. Join our team and create your future. Huron's Resource Management (RM) team members are trusted strategic advisors to our business leaders, delivering solutions that balance the needs of our people, our company and our clients. The team delivers high quality staffing solutions that ensures proper alignment of resources to projects, optimizes utilization and supports career development for employees. We provide unique perspectives through data-informed insights and foster deep, collaborative and consultative relationships with the stakeholders we engage. Specifically, the Resource Management Technology & Data Associate will: Collaborate with stakeholders to gather reporting requirements and IT team to evaluate best tools and process to achieve goal Designing, creating, and maintaining reports within the RM organization by utilizing data analysis tools to transform raw data into visually appealing and insightful reports that enable informed decision-making by stakeholders Test new reports and dashboards to ensure data accuracy and require Duties & Responsibilities: Develop and maintain Workday and PowerBI reports that drive staffing insights, including but not limited to utilization analytics, capacity reporting, forecast variances; provide templates for Resource Managers to guide conversations with business leaders Act as a citizen developer, creating and enhancing business applications using approved low-code/no-code platforms, focusing on solutions that address specific business needs Handle ad-hoc reporting requests and act as a point of escalation for business reporting needs Maintain proficiency in the resource management systems / tools, including new releases and functionality; execute roll-out plans around new functionality and significant process changes of resource management technologies Document business requirements and test system enhancements related to resource management systems, working with IT partners Assist RM Shared Services team with developing and documenting data audit methodologies Engage in cross-functional collaboration and reporting with Resource Management and IT. Develop, maintain and deliver enterprise-level training related to resource management technologies for employees and project managers Participate as an active member of the Resource Management team, identifying and deploying continual process improvement and standardization across the enterprise Develop and manage project plans to completion for RM Technology & Data projects Any other duties required by the Resource Management Technology & Data Lead to support overall resource management functions Qualifications: The ideal candidate for this role has the right blend of professional experiences and skills to support a dynamic and fast-paced team in a critical operations role. They are solution-oriented, with an exceptional client service mentality and consultative mindset. Huron requires a bachelor's degree in a field related to this position or equivalent work experience 2+ years of related experience, specifically in the areas of reporting and data analysis, in a professional services organization or other relevant industry Previous experience in resource management, staffing and / or IT strongly preferred High proficiency in Microsoft Office, particularly Excel and PowerPoint, utilizing intermediate to advanced functions and data aggregation / analysis techniques Experience with PowerBI, Visio, Smartsheets and SharePoint Strong analytical skills and proficiency in data management tools Ability to translate data into meaningful business insights Experience with Workday is preferred, but not Ability to work collaboratively with cross-functional teams and manage multiple projects simultaneously Exceptional verbal and written communication skills Ability to think critically to problem-solve with creative and effective solutions Ability to work independently, be self-motivated and meet deadlines, while also being an exceptional collaborator Interest in working in a dynamic setting and flexibility to manage time sensitive priorities Central Time Zone Work hours are strongly preferred #LI-EA1 #LI-Remote The estimated base salary range for this job is $75,000-$100,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $86,250-$115,000. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. Position LevelAssociateCountryUnited States of America

Work Schedule: Monday - Friday; 8 hour shift between the hours of 6:00 AM - 6:00 PM PDT Engagement Model: Temporary, full-time employment Employment Duration: 6 months Hourly rate: $24.70 Equipment Provided by TransPerfect: Google Chromebook DataForce by TransPerfect is seeking a Live English Transcriptionist / Stenographer to join our team in the US! Role Summary In this role you will accurately transcribe live virtual meetings, ensuring every word and gesture are captured in real-time. The focus is to provide an exact written record of the meetings as they happen. The transcribed content is confidential and must be handled with strict discretion. You will also support a variety of language-related tasks, including non-live audio transcription, data creation (such as generating natural sentences), annotation (such as speaker labeling and utterance categorization), and language data validation (including proofreading and quality assurance). Role Responsibilities Transcribe all spoken information during calls without relying on recordings or Automatic Speech Recognition (ASR) support. The focus is to provide an exact written record of the meetings as they happen. Ensure all spoken information and gestures are correctly captured during the virtual meeting. Final transcription for the virtual meetings must be delivered within 24 hours after participating in the meeting. Commitment to maintaining confidentiality and accuracy. Candidates selected for an interview will be required to participate in a live, 10-minute transcription test as part of the qualification process. Minimum 2 years of experience transcribing live, real-time events in English Idiomatic fluency in English Excellent knowledge of English grammar and orthography Comprehensive understanding of the conventions followed during transcription Completed courses in typing / stenography Shorthand typing speed Proficiency using Google Workspace/Suite products Stable internet connection and comfortable working with Google Chromebook (Note: equipment will be provided) Excellent active listening skills and strong attention to detail Ability to work independently and manage time efficiently NCRA certification is a plus Experience with steno machines is a plus DataForce offers companies in technology, advertisement, entertainment, and other industries reliable BPO and Data Collection & Annotation services. DataForce helps clients collect, label, and organize datasets that Machine Learning engineers use to train AI-powered Machine Learning Models. We work within our own proprietary tools or within customer tools and environments. DataForce is part of the TransPerfect family of companies, the world's largest provider of language and technology solutions for global business with offices in more than 100 cities worldwide. For more information about us, please visit our website: ************************************** TransPerfect provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. For more information on the TransPerfect Family of Companies, please visit our website at *********************

The Competitive Intelligence Coordinator will work closely with Research & Information Services and Marketing & Business Development groups. The coordinator will collect, organize and provide information to internal decision makers to drive innovative operational and strategic business decisions. Specific duties will include ongoing research to identify trends, creating business intelligence reports of research findings for development and strategy meetings, proactively tracking, monitoring and analyzing data on firm practices and industry areas, and supporting marketing and awareness efforts of the competitive intelligence services. Responsibilities Include: Consult with internal clients to interpret and develop research requirements based on firm priorities Execute ongoing and transactional research and analysis projects for firm management Proactively track, monitor, analyze and report data on firm practice and industry areas Create business intelligence reports and disseminate using various methods; including written, verbal and by electronic means Maintain Internal CI customer and outside vendor relationships Assist in maintaining the CI space on the firm intranet, by proactively supplying current awareness, informational reports and statistics. This includes the archival of information and making these materials available to internal customers Through professional development and regular research, stay abreast to latest search tools, information resources and search techniques; keeping supervisor informed of potential additions or enhancements to research services Maintain communication with supervisor and other staff re ongoing projects Performs other related duties, as assigned. Knowledge and Skills Required: Knowledge of research methodology and electronic legal and business resources Experience with performing due diligence research and analysis in a law firm or legal industry role Knowledge of tools such as Lexis/Nexis, D&B Hoovers, CourtLink, AtVantage, CapitallQ, Hoover's, and ALM Research Online. Strong organizational and critical thinking skills Ability to prioritize multiple tasks under deadlines Strong oral and written communication skills Ability to work well independently and as part of a team Proficiency in Microsoft Word and Excel Ability to multi-task, meet deadlines and work accurately under pressure Education and Experience: Bachelor's degree preferred but not required 1+ years' experience conducting research preferably in a law firm or financial services company The Compensation range for this role is 21.87 to 30.43 USD per hour and may be eligible for an annual bonus. Actual compensation within that range will be dependent upon the individual's location, skills, experience and qualifications. Click here to learn about Epiq's Benefits. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! It is Epiq's policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual's race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq's policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.

at Berkeley Research Group, LLC BRG is seeking a Senior Workday Solutions Engineer to join our Data & Business Solutions team, a small, highly dynamic, and entrepreneurial team within BRG's finance and accounting organization. The role will be cross-functional and interact with members within the finance, accounting, information technology, operations, and legal departments. The Workday Solutions Engineer will collaborate closely with members of the IT and Finance departments to design and implement Workday apps, integrations, and other solutions. We offer an opportunity for someone looking for a meaningful career who has a passion for identifying business needs and translating them into actionable items. This position will report to the Data Analysis & Business Systems Vice President.Candidates wishing to be based in a BRG office will benefit by working from Emeryville, Chicago, Dallas or Washington, DC. BRG also welcomes candidates who wish to work remotely, with the expectation that the candidate can travel to an onsite office occasionally (anticipated 2-6 times per year). Responsibilities Build strong relationships: Establish and maintain robust partnerships with teams within Accounting (General Ledger, Subcontractors, Billing, Matter Intake, Accounts Payable, etc.), acting as a trusted advisor. Develop a deep understanding: Achieve a comprehensive understanding of partner teams' processes and objectives to drive strategic initiatives. Design and architect solutions: Lead the design and architecture of complex solutions to business problems, leveraging Workday and other enterprise applications (Microsoft). Design and build new solutions: Innovate and develop new Extend apps, Prism datasets, integrations, reports, and other Workday solutions, ensuring scalability and efficiency. Maintain and enhance: Oversee the maintenance, enhancement, and continuous improvement of existing Workday Extend apps and Prism datasets. Technical documentation: Create and maintain detailed technical documentation for Workday apps and integrations, ensuring clarity and accuracy. Learn business processes: Master various business processes and cross-functional workflows to define system requirements, write specifications, and execute solutions with a strategic approach. Continuous improvement: Proactively seek ways to improve, automate, and scale current processes, driving innovation and efficiency. Qualifications Bachelor's degree in Information Technology, Computer Science, Engineering, or similar quantitative field. 4+ years' experience with Workday security model, business processes, and reporting. 4+ years' experience with Workday Extend, or equivalent application development framework. Direct, hands-on experience with Workday APIs (REST and SOAP). Research or work experience solving technical/analytical problems. Demonstrated technical, analytical, and problem-solving skills with commitment to accuracy. Excellent organizational, interpersonal, and communication skills. Willingness to learn, with initiative to partner collaboratively across the organization. Useful (Nice to have): Experience with Workday Studio, or equivalent integration technology. Experience with Workday Prism. Candidate must be able to submit verification of his/her legal right to work in the U.S., without company sponsorship. Salary Range: $110,000-$150,000 #LI-AW1 #LI-REMOTE About BRG Berkeley Research Group, LLC (BRG) is a global consulting firm that helps leading organizations advance in three key areas: disputes and investigations, corporate finance, and strategy and operations. Headquartered in California with over 40 offices around the world, we are an integrated group of experts, industry leaders, academics, data scientists, and professionals working beyond borders and disciplines. BRG strives to build and nurture a culture where inclusiveness is instinctive, not an initiative. We celebrate and value the diversity of our professionals and are dedicated to maintaining a truly inclusive work environment where all individuals feel respected and valued. We harness our collective expertise to deliver the inspired insights and practical strategies our clients need to stay ahead of what's next. Berkeley Research Group is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Know Your Rights EEO is the Law Poster Supplement Pay Transparency Nondiscrimination Provision BRG is an E-Verify Employer Right To Work Poster

About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions. The Role: We are seeking a highly motivated and enthusiastic intern to join our team at Morningstar. As an intern, you will have the opportunity to gain hands-on experience, develop skills in finance, service, research, data analysis, software development, and contribute to meaningful projects that impact the investment and financial services industry. This is an excellent opportunity for first year University students or early-career professionals to gain exposure to the world of financial data, research, and technology in a leading global firm. Responsibilities * Data Analysis & Research: Assist in analyzing financial data, research reports, preparing insights for internal teams or clients. * Project Support: Work alongside experienced professionals on projects related to Business Intelligence, Service, Technology, Sales etc., offering valuable support and contributing new ideas. * Reporting & Documentation: Help prepare presentations, reports, and other materials for internal or external stakeholders, ensuring accuracy and clarity. * Collaboration: Engage with cross-functional teams, including analysts, developers, and marketers, to support ongoing initiatives. * Learning & Development: Take part in training sessions, workshops, and networking opportunities to build skills in your area of interest. Qualifications * Fluent in English and Finnish is a must * Currently enrolled in a Bachelor's/Master's degree program in Finance, Economics, Data Science, Computer Science, Marketing, Business Administration. * Strong analytical and problem-solving abilities. * Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). Knowledge of data analysis or programming tools (e.g., Python, R, SQL) is a plus. * Excellent communication and writing skills. * Ability to work independently as well as collaboratively in a team setting. * Attention to detail and ability to manage multiple tasks. * A genuine interest in financial markets, data analysis, technology, research. Please send your CVs in English. Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us. 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. S99_MstarSwedenAB Morningstar Sweden AB Legal Entity

Huron helps its clients drive growth, enhance performance and sustain leadership in the markets they serve. We collaborate with education organizations to develop strategies and implement solutions that enable the transformative change our clients need to own their future. Together, we empower clients to drive innovation, create sustainable funding streams and deliver better student outcomes. Today, leaders of higher education institutions and academic medical centers are spending too much time reacting to market forces, rather than focusing on the essential priorities that help students, faculty and staff thrive. The most productive path forward requires an intentional approach and innovative thinking, whereby stakeholders across the entire institution rally around a shared vision and embrace the hard work of effecting change. You'll help our clients to achieve organizational effectiveness, improve student outcomes, implement new technologies and align resources and investments to ensure long-term sustainability. Join our team as the expert you are now and create your future. The Growth Enablement Team (GET) consists of sales intake, sales operations, Salesforce, request for proposal (RFP)/proposal development, orals preparation, and sales collateral development to support Huron's education and research industry sales efforts. The GET sales enablement team partners with business units (BUs) and sales leads to develop content and collateral, manage proposals, and support orals preparation. The analyst acts as a central point of quality assurance (QA) and pre-production support and will own and manage individual bids for the EDR GET sales enablement team. This individual owns internal deliverables and documents to manage our team's roles/processes/tools. This individual also plays a key role in various team initiatives, such as content management, reporting and data analytics, and graphic development. The Sales Enablement Analyst's core focus is the development of high-quality and winning proposals in partnership with our industry experts and sellers. This role partners with internal stakeholders to deliver on requests, including (but not limited to) the following assets and initiatives: Support sales content production, internal GET initiatives, content management, and reporting/analytics across the sales enablement team by: * Own and manage individual bids (RFx, orals, proposals)-Coordinate schedules, facilitate kick-off and review meetings, liaise with internal teams (SMEs, legal, HR, etc.), ensure RFx compliance, and deliver a polished, brand-compliant final RFx response/proposal/pitch deck. * Completing final QA reviews on RFPs/proposals, orals/sales decks, and collateral (e.g., checking for proper formatting, layout, grammar, table of contents). * Managing the sales intake mailbox and triaging items to appropriate owners. * Assisting with graphic creation and formatting. * Supporting opportunity kick-off and close-out activities, as needed. * Supporting advisory support requests (e.g., pulling baseline content, creating Microsoft Teams site, uploading proposal template, pulling example proposals/RFPs, completing final QA). * Utilizing call-out boxes, graphics, and leading-practice formatting techniques to make sales documents more visually appealing. * Ensuring attachments are complete and incorporated into all final client responses. * Printing, packaging, and shipping hardcopy proposals, as needed. * Assisting with electronic submissions, as needed. Contribute to internal team initiatives and success by: * Escalating issues within appropriate timeframes. * Owning GET sales enablement team customer-facing and internal SharePoint/Microsoft Teams site organization and content. * Assisting with reporting creation, distribution, and analysis for GET and BU leaders. * Managing Salesforce and infrastructural responsibilities for sales efforts. * Prioritizing all tasks effectively and appropriately. * Welcoming feedback and evaluating own performance. SUCCESS METRICS This position requires excellent attention to detail, organizational skills, critical thinking skills, written and oral communication skills, creativity, and expertise in Microsoft Word, Teams, and PowerPoint. This individual must be deadline- and detail-oriented and able to collaborate across all levels and roles to support sales efforts. * Excellent verbal and written communication skills, including previous proposal development and/or business writing experience, with demonstrated proficiency in editing and proofreading * Demonstrated project management abilities and strong organizational skills * Superior attention to detail, balanced with the ability to meet deadlines in a fast- paced environment * Ability to perform against standardized methods and processes * Ability to socialize best practices and share knowledge across the team * Ability to receive and deliver feedback on current processes and opportunities to drive efficiencies * Ability to prioritize workload and respond quickly to shifting priorities and deadlines * Ability to balance multiple assignments simultaneously * Inquisitive, curious self-starter; interest in or an eagerness to learn about higher education and research; * Desire to understand overarching business context to better describe it in proposals * Internal and external customer service orientated and a committed to meeting high expectations for quality and accuracy * Strong executive presence and communication skills QUALIFICATIONS Education * Bachelor's Degree required, preferably in Marketing, English/Journalism, Communications or Business Experience * A minimum of 1-2 years of relevant business or professional experience * Professional services, business-to-business, RFP management or writing/editorial experience Required Skills/Competencies * Strong project management, organizational and multi-tasking skills * Unwavering attention to detail * Proficiency in consistently managing multiple workflows * Ability to prioritize and communicate effectively: and flexibility to adjust priorities (and communicate) as needed * Excellent communication skills; exceptional writing and presentation capabilities * Proven ability to work in a fast-paced environment and under tight deadlines * High comfort level with fluctuating volumes of deliverables * Proficient in Microsoft Office Suite (Word, PowerPoint, Excel, Project); familiarity with Sharepoint, Salesforce and other cloud-based platforms a plus Personal Qualities * Aligned to firm culture and values * Collaborative and team player * Proactive communicator * Committed to the development of a high-performing team * Innovative and strategic thinker * Self-starter, proactive, and able to self-manage/prioritize * Adaptable work-style with the ability to move fluidly between priorities #LI-JG1 #LI-Remote The estimated base salary range for this job is $55,000 - $75,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $60,500 - $82,500. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. Position Level Analyst Country United States of America

The Role: We're seeking an enthusiastic and talented Customer Success Enablement & Learning Program Manager that is passionate about enablement and helping others succeed. This person will be a critical contributor of enablement and learning for our global Customer Success Managers (CSMs) teams with a focus on ensuring they have the skills, knowledge and process expertise to be effective and efficient in their roles. The enablement program focuses on 4 key focus areas including: industry domain knowledge, product, client facing skills and internal technology adoption. The Group: Sales Enablement & Learning sits within Morningstar's Business Development and Sales group, which is responsible for helping for our clients build their businesses and provide better outcomes for investors. Reporting to the Head of Sales Enablement & Learning, the Program Manager partners with stakeholders across the organization to design, develop and execute impactful enablement and learning solutions for teams to grow their individual capabilities, build knowledge, and develop their skills. This role is focused on the teams supporting customer success for the Direct Platform Product Suite, dedicated to delivering simple, modern, and innovative solutions that are essential to professional investors and empower investor success. Responsibilities: Strategize, design, and deliver effective enablement deliverables that enable CSMs to effectively engage with customers and drive customer outcomes. Including but not limited to training, certifications, workshops, Sales Kick Off, etc. Be a key stakeholder and facilitator in the delivery of training programs including new go-to-market solutions, industry trends, client facing skill workshops, significant methodology changes and enhancements to existing solutions. Partner with Enablement and SMEs to develop training curriculum appropriate for CSM teams while also determining fit for various training modalities (live, self-guided/e-Learning, certifications, etc.) and Support onboarding program for teams, which includes organization of onboarding plans, facilitation of live sessions and coordination with managers on 30-60-90-day expectations. Be a strategic partner with CSM leaders, CSM teams, Product Marketing/Management, Client Solutions, and other groups to identify overall training needs, develop and deliver appropriate enablement training and supporting content. This includes navigating prioritization and managing stakeholder expectations and communications. Strategically partner with business units and stakeholders to ensure enablement needs are met. Define success metrics for enablement initiatives for impact and outcomes, analyze engagement, adoption and impact of enablement content and training, leverage data to refine strategies and improve effectiveness. Project manage, organize, and deliver enablement programs while handling multiple projects, ensuring that initiatives are delivered on time, within scope, and meet defined success criteria. Experience, Skills & Qualifications: Bachelor's degree required. Ability to travel up to 10% both nationally and internationally to execute the program. 8+ years of experience in related skills including financial services, sales enablement, learning and development, coaching/employee development, previous customer success or sales preferred. Demonstrated experience managing and facilitating/delivering content/curriculum delivered in multiple modalities (i.e., live training, e-Learning, self-paced, stand and deliver, hybrid, etc.). Proven ability delivering and facilitating training on the necessary content, training, process, and best practices to support the teams. Experience working with global teams, including training and learning adaptations for regional differences. Personality and ability to engage and collaborate well across complex organizations including with the C-suite, Customer Success leaders, CSMs, marketing and product management Strong aptitude for collaborating and building relationships, understanding team dynamics, taking initiative, solving problems, and establishing trust. Strong understanding of customer success principles and customer-centric mindset to ensure training and enablement efforts align with empowering teams to proactively drive value for customers, retain existing business and cultivate customer champions. Proven dynamic presentation and written communication skills are required. Strong project management skills with demonstrated ability to manage multiple projects and priorities simultaneously. Passion and commitment for adult learning best practices and techniques. Intermediate skills with PowerPoint and broad understanding of Enablement tools including but not limited to: LMS (i.e., Cornerstone), Customer Success Platform (CSP), Sales Enablement Platform software (i.e. Seismic), Gong, Spekit and solid aptitude for learning new systems and tools. 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 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 Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities 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 $94,280.00 - 169,720.00 USD Annual Total Cash Compensation Range $117,850.00 - 212,150.00 USD Annual 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. 001_MstarInc Morningstar Inc. Legal Entity

The Role We are seeking a QA Automation Engineer to join the Central Technology Web Development team in support of Morningstar's Corporate Marketing. This position will be part of an engineering team focused on enhancing and updating Morningstar's web-based product suites. This is a hybrid position (3 days in-office) based in Chicago. Job Responsibilities Create and test web experiences that are consistent across all browsers and operating systems. Collaborate with the product and development teams throughout the lifecycle. Contribute to the analysis, design, development, and testing phases. Participate in Agile/Scrum ceremonies, including sprint planning and backlog grooming, to ensure clarity in requirements and acceptance criteria. Create and execute test cases, including manual and automated scripts, for regression, integration, and functional testing on newly designed or modified applications/systems. Perform API testing to validate functionality and reliability using tools such as Postman or custom scripts. Document and clearly articulate defects, both verbally and in writing, ensuring timely problem resolution. Monitor and update defect reports, ensuring accurate tracking and follow-up. Independently test assigned features or user stories, ensuring they meet acceptance criteria and quality standards. Create test plans and strategies for assigned features or projects, considering potential risks and mitigation strategies. Stay current with modern testing frameworks like Playwright or Cypress to enhance automation efforts. Understand and leverage emerging technologies. Qualifications A team player who is friendly, humble, and honest, with excellent written and verbal communication skills. 3+ years of experience in software testing, including both manual and automation testing. Experience with modern testing frameworks such as Playwright or Cypress. Proficiency in JavaScript or TypeScript for writing basic test scripts. Understanding of API testing methodologies and tools such as Postman. Familiarity with Agile/Scrum methodologies and the ability to actively participate in team ceremonies. Basic understanding of Content Management Systems (CMS); experience with Contentstack is a plus. Basic knowledge of cloud technologies, preferably AWS. Strong communication skills, both written and verbal. Ability to independently own assigned features or user stories and drive them to completion. Basic understanding of automation frameworks with the ability to adapt to existing structures. Excellent self-study skills. 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 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 Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities 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 $65,591.00 - $111,500.00 Total Cash Compensation Range $72,150.00 - 122,650.00 USD Annual 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. 001_MstarInc Morningstar Inc. Legal Entity

The Group: Morningstar's Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, Redistributor, and Commodities & Energy. The Role: Morningstar U.S. Business Development Team seeks a highly motivated Senior Vice President, Business Development focused on aggressively growing a book of assigned clients and prospects within the Advisor and Asset Management segments. You will represent Morningstar's suite of capabilities including Data, Research, Software and will work with Specialists Sales on opportunities for Market Data, Investment Management, Buy-Side solutions, Audience Sales, etc. Because this role covers opportunities across the U.S., it will require approximately 25-50% travel. This position will be based in either our Chicago or New York office. Responsibilities Exceed revenue targets. Uncover client business needs and work with Client Solutions and Products teams to determine optimal solution. Master product demonstrations and knowledge of product capabilities and benefits. Forecast and proactively uncover sales opportunities with clients and prospects. Establish and build key client relationships. Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams. Document daily activities in CRM system. Experience, Skills, & Qualifications: Candidates should have at least ten (10) years of sales and account management experience in the finance and investment industry. Proven track record of exceeding prior annual sales targets. Prior experience in a hunter role. Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, organized approach. Strong leadership, long-range strategic planning, and time-management skills Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. Ability to understand complex investment concepts. Requirements • A bachelor's degree required; MBA or CFA a plus. Morningstar is an equal opportunity employer. Total Cash Compensation: $167,100 - $300,800 USD Annual 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 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 Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups 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. 001_MstarInc Morningstar Inc. Legal Entity

A Systems Engineer will provide day-to-day management of virtualization server technologies in Epiq's global datacenters, and will assist in the design and implementation of projects related to physical and virtual server infrastructure. Additionally, candidates should have experience performing VM migrations from one platform to another. This position requires L3 knowledge of VMware products in enterprise environments with 4000+ servers. Knowledge of Windows Server and Linux operating systems is required. Automation skills highly preferred. Essential Duties and Responsibilities Deployment, management, upgrades, and support of VMware technologies Administration of VMWare vSphere 7.x and 8.x environments. Administration of ESX, DRS, HA, vSwitches, etc. Complex troubleshooting of VMware related issues Ability to use esxtop for console troubleshooting Utilize VMware PowerCLI and PowerShell for scripting/automation of tasks Capacity planning to ensure clusters remain in healthy state of oversubscription Use vRealize Operations to generate reports and identify systemic problems Create up-to-date documentation for all VMware systems Provides escalation support for VMware related incidents from L2 engineers Provide thoughtful review and guidance of VMware configurations Identify problem trends to improve the overall dependability of the environment and meet appropriate Service Level Agreements Coordinate vendor activity and support as an escalation point for issues Education, Experience and/or Skills Required: Minimum of 5+ years VMware enterprise level experience Expert level (L3) technical knowledge of VMware technologies VMware Certification (VCP) preferred. Experience designing and implementing VM migration plans Experience migrating VMs from one virtualization platform to another Experience working in a lights-out enterprise class datacenter Good communication skills, both verbal and written Working knowledge of ITIL and ITSM methods Ability to mentor and teach team members Windows Server and Linux experience strongly recommended Knowledge of open source virtualization solutions based on KVM optional. #LI-Remote #LI-KS1 The Compensation range for this role is 100,000.00 to 130,000.00 USD annually and may be eligible for an annual bonus. Your specific salary will be determined based on several factors: Location-based market rate for the role Your abilities in relation to the job specification Performance during screening and interview Pay parity with the wider team in the considered location Further details about the package will be provided during the initial screening call with the Talent Acquisition Team. Click here to learn about Epiq's Benefits. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! It is Epiq's policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual's race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq's policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.

The Group The corporate business group consists of a variety of departments including accounting, finance, corporate communications, legal, compliance, design, marketing, human resources, and technology. These functions play an essential role in supporting the operations and strategic initiatives of Morningstar`s four business groups. The Role The Business Continuity Specialist will work directly with individuals across Morningstar to help implement and maintain various aspects of the Business Continuity portion of the Enterprise Resilience Program, and ensure that is aligned with regulatory expectations, corporate guidelines, and local requirements. The ideal candidate will have experience in Business Continuity Management, be risk oriented, and focused on ensuring staff and location resilience. To foster continuous collaboration, we follow a hybrid policy of at least 3 days in our Chicago office. Responsibilities: * Risk Management - identify and document areas of risk related to business continuity, using established enterprise standards. * Business Continuity SME - act as the SME that can provide best practices, guidance and recommendations for remediation of identified BC risks. Support development of BC capabilities across the enterprise * Communication - an influencer and a communicator. Work with broad range of global employees and support them through all parts of the Business Continuity Management program. * Documentation - work with business units and product teams to assist in completing Risk Assessments, Business Impact Analysis, and end-to-end Business Continuity Plans * Governance - assist in updating and maintaining of business continuity standards, templates, documents, and policies * Exercises - assist with management, execution and documentation of Business Continuity exercises * Compliance - Work with client support and compliance teams to respond to client RFP's, RFI's, DDQs, and audit requests * Training and Awareness - support creation and maintenance of training and awareness programs, presentations, and materials * Administration - assist in management and maintenance of the enterprise continuity management software and emergency notification platform Requirements: * A bachelor's degree and 3+ years of experience in business continuity management or equivalent combination of education and experience. * Strong understanding of Business Continuity standards, principles, tools, and techniques * Strong interpersonal skills, with experience in interacting with global multicultural staff at all levels within the organization. * Excellent project management, planning, and organizational skills. * Excellent verbal and written skills communications skills. * Proven ability to prioritize multiple, complex tasks. * Ability to set goals and prioritize objectives pertaining to tasks, projects, and deadlines * Prior experience with ICS-based Incident Management processes * Must be able to work as a part of a team or independently * Proven competencies in conflict resolution, adaptability and coordination. * Availability to work outside regular business hours to support testing/training/real life incidents 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 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 Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * 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 $79,091.00 - 134,455.00 USD Annual Total Cash Compensation Range $87,000.00 - 147,900.00 USD Annual 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. 001_MstarInc Morningstar Inc. Legal Entity

Analyze large data sets and condense complex information into concise, relevant, and easy to communicate results (10%). Generate original investment research with the goal of improving outcomes for our clients (30%). Responsible for research supporting the company's Risk Model (25%). Represent the work of the quantitative research team to internal stakeholders and external clients (25%). Act as a subject-matter expert in multiple investment topics such as equities, fixed income, mutual funds, exchange-traded funds, etc., as well as company's proprietary methodology and data points (10%). Job Requirements: This position requires a Bachelor's degree in Finance, Computer Science or other relevant quantitative or financial discipline, or foreign equivalent and 3 years of relevant experience in software engineering, finance in quantitative analyst, or related role. Alternatively, we will accept a Master's degree in Finance, Computer Science or other relevant quantitative or financial discipline, or foreign equivalent and 1 year of relevant experience in software engineering, finance in quantitative analyst, or related role. Additionally, this position requires: experience with Python and SQL within both software development and analytics environment; experience with big data framework and use of pyspark for software development; experience with mutual fund, fixed income, and equity databases, including Morningstar, FactSet, Barra, Bloomberg, or Aladdin; experience with statistical methods and classic econometric methods used in finance literature; experience with Agile software engineering practices; experience in conducting high quality research on the financial markets; experience with appraising journal articles in finance (or accounting and macroeconomics); and experience with monitoring the latest developments in the literature, particularly among equity and crypto asset classes. Will accept any suitable combination of education, training, and experience. Must possess unrestricted right to work in the U.S. in this position This positions offers a base salary range of $83,283 - 110,000 USD. Morningstar is an equal opportunity employer. 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 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 Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups 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. 002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

The Group: Morningstar's Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. The Role: As a Data Scientist, you will be a leading contributor in the implementation of Artificial Intelligence (AI) within Data Collections software applications, API's, and other data products. This role requires significant interaction with both upstream and downstream stakeholders across Technology, Data, Products, Sales/Service, and Research. The Data Scientist will transition approved Data Collections AI products from a prototype phase to a scalable and consumable service. Often, these services must be integrated into Morningstar's platform of financial products, so that our clients can use these software tools in the investment decision-making process. We are looking for an individual who possesses strong technical development skills, an ability to follow analyst requirements and technical specifications for robust code, and a passion for investment research. This position reports to the Tech Manager of the Data Collections AI team. This position is based in our Chicago office. We follow a hybrid policy of 3 days onsite and 2 days remote work. Candidates must be currently authorized to work Permanently in the United States - this position does not sponsor H-1B Visa. Responsibilities: * Automate manual data collection processes by applying cutting-edge solutions to tackle NLP problems, e.g., text classification, NER tasks. * Collaborate with upstream data analysts to clarify business needs, define project scope, design ML/AI solutions, and iteratively improve workflows and data storage practices * Implement ML/AI solutions from start to finish and collaborate with peer engineering teams for model deployment * Design innovative ways to improve automation rates for data collection * Research on latest technologies and propose new solutions to existing problems * Participate in team brainstorming sessions, provide guidance to MLDAs (machine learning data analysts), and contribute to the codebase * Introduce and follow good development practices, innovative frameworks and technology solutions * Follow best practices like estimation, planning, reporting and improvement brought to processes in daily work Requirements: * No minimal industrial experience is required, if you have a Ph.D. degree in engineering, computer science, statistics or related field * Must demonstrate ML/AI knowledge and skills through research and/or side-projects in NLP related fields, if you have no prior industrial experience * Must have 2+ years of industrial experience in a data science role featuring NLP tasks, if you have a master's degree or below * Fluent with Python and related packages like NumPy, pandas, scikit-learn, NLTK, PyTorch, TensorFlow, etc. * Sound knowledge of common ML/AI algorithms (e.g., linear/logistic regression, random forest, gradient boosting) and Deep Learning algorithms in particular (e.g., transformers, BERT, open-source LLMs) * Experience with SQL * Great communication and presentation skills * Able to work independently and being proactive * Experience with generative AI is preferred * Experience with finetuning LLMs is preferred * Experience with DevOps tools (e.g. Sagemaker, Git, Jenkins) is desirable * Experience developing and deploying solutions using services in the Amazon AWS ecosystem (Lambda, Sagemaker, EC2, RDS, EMR) is desirable Intermediate knowledge of statistical methods is desirable * Familiarity with common data cleaning and munging techniques * Familiarity with data visualization * Familiarity with statistical methods, e.g., linear/logistic regression, optimization * Familiarity with mutual fund, fixed income, and equity data is a plus 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 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 Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * 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 $79,091.00 - 134,455.00 USD Annual Total Cash Compensation Range $87,000.00 - 147,900.00 USD Annual 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. 001_MstarInc Morningstar Inc. Legal Entity

Morningstar's mission is to empower investor success. We believe that when the investor wins, we all win. Our brand is one of the most trusted in financial services, serving as a key differentiator in a competitive market. We are seeking a visionary Head of Brand Strategy to elevate and evolve our global brand presence. In this role, you will be responsible for defining and executing Morningstar's master brand strategy, ensuring brand consistency, and driving innovation across all touchpoints. You will lead a dynamic, global team and collaborate with stakeholders across the organization to enhance brand equity and relevance. Reporting to the SVP of Corporate Marketing, this role is based in our Chicago headquarters. Key Responsibilities * Fortify and protect the brand in areas of strength while also growing and extending the brand across geographies, capabilities, and customers. * Lead and refine Morningstar's master brand strategy, including brand architecture, messaging, corporate advertising, governance, and reputation management. * Build and execute multi-year strategic brand plans/roadmaps and budgets that support the long-term brand strategy. * Develop and execute integrated brand marketing strategies that enhance awareness, differentiation, and preference for Morningstar and its sub-brands. * Ensure brand consistency across all customer and employee touchpoints while fostering innovation and relevance. * Evolve and measure brand health and performance metrics, leveraging data and insights to drive continuous improvement. * Oversee brand positioning and messaging frameworks to align with business growth and customer engagement. * Build strong relationships with internal teams, including design, product, sales, and marketing to embed brand strategy into go-to-market initiatives. * Lead and manage agency and production partners, ensuring world-class execution of branding initiatives. * Drive Morningstar's employer brand and internal brand advocacy programs in partnership with internal communications to ensure employees understand and embody brand values. * Mitigate risk to the brand by partnering with Communications teams on crisis and reputation management strategies, enhancing brand trust. * Communicate brand strategies, programs, and results to executive leadership, clients, and partners. Qualifications * 15+ years of experience in brand strategy, marketing, and business leadership. * Proven expertise in developing and managing global brand portfolios. * Experience managing successful brand integrations as a result of M&A * Strong leadership skills with experience mentoring and developing high-performing teams. * Ability to translate brand insights and marketing metrics into strategic actions. * Exceptional executive presentation skills for engaging with leadership, clients, and external stakeholders. * Deep understanding of digital branding, social media, and content marketing strategies. * Experience partnering with design, product, and sales teams to integrate brand strategy into commercial initiatives. * Track record of building and executing multi-year, multi-faceted, strategic brand plans and budgets. * Background in financial services or fintech is a plus. * Bachelor's degree required; MBA or advanced degree preferred. This is a unique opportunity to lead one of the most trusted brands in financial services and drive meaningful impact on a global scale. If you are a strategic thinker, passionate about brand storytelling, and excited to shape the future of Morningstar's brand, we encourage you to apply. Base Salary Range: $144,000-260,000 USD Total Cash Range: $209,500-377,000 USD 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 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 Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups 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.

Morningstar DBRS is seeking an Analyst for our ABS - Surveillance team in the New York office. We are looking for problem solvers, analytical thinkers, and solution initiators to focus on extant asset-backed securities (ABS) transactions. This role will provide unique opportunities to learn and be exposed to more than 40 segments of the ABS market as well as gaining expertise in computational and automation based processes. You will be part of a team responsible for maintaining the ratings and taking rating actions on ABS securitized assets such as auto loans, equipment leases, aircraft leases, marine containers, and many others. Job Responsibilities * Analyze credit risk in ABS by conducting collateral analysis, building transaction models, and reviewing related documentation. * Learn and develop a strong understanding of structured finance principles and ABS market fundamentals. * Participate in credit training, with the goal of assuming a portfolio of transactions to monitor after training completion. * Contribute to credit rating committees and assist in preparing committee materials and presentations. * Conduct topical and sector-specific research to support industry insights. * Collaborate with team members to learn department tools, processes, and automation techniques. * Assist in developing and maintaining databases to track collateral performance and transaction data. * Design and implement queries to verify and analyze large datasets. * Identify and recommend enhancements to improve existing automation tools and processes. * Collaborate with colleagues across analytics, research, and technology teams to enhance rating methodologies and workflows. * Support responses to investor, issuer, or regulatory inquiries under senior supervision (if applicable). Qualifications * Bachelor's degree in finance, mathematics, engineering, economics, or a similar quantitative discipline. * Excellent quantitative, analytical, and writing skills. * Strong communication and interpersonal abilities. * Intellectual curiosity and the ability to translate ideas into practical tools that improve departmental efficiency. * Proficiency in at least one programming language such as Python, R, or SQL (beyond basic VBA knowledge). * Ability to manage multiple tasks and projects effectively in a fast-paced environment. * Strong attention to detail and the ability to deliver high-quality, error-free analysis. * Ability to work independently as well as collaboratively within a team setting. * Prior experience or internships in structured finance, credit analysis, data analytics, or related fields is a plus. * Progress toward professional certifications such as CFA or FRM is a plus but not 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 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 Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups 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.

Job description Work Schedule: Monday - Friday; 8 hour shift between the hours of 6:00 AM - 6:00 PM PDT Engagement Model: Temporary, full-time employment Estimated Start Date: April/May 2025 Employment Duration: 6 months Hourly rate: $24.70 Equipment Provided by TransPerfect: Google Chromebook DataForce by TransPerfect is seeking a Live English Transcriptionist / Stenographer to join our team in the US! Role Summary In this role you will accurately transcribe live virtual meetings, ensuring every word and gesture are captured in real-time. The focus is to provide an exact written record of the meetings as they happen. The transcribed content is confidential and must be handled with strict discretion. You will also support a variety of language-related tasks, including non-live audio transcription, data creation (such as generating natural sentences), annotation (such as speaker labeling and utterance categorization), and language data validation (including proofreading and quality assurance). Role Responsibilities Transcribe all spoken information during calls without relying on recordings or Automatic Speech Recognition (ASR) support. The focus is to provide an exact written record of the meetings as they happen. Ensure all spoken information and gestures are correctly captured during the virtual meeting. Final transcription for the virtual meetings must be delivered within 24 hours after participating in the meeting. Commitment to maintaining confidentiality and accuracy. Job requirements Candidates selected for an interview will be required to participate in a live, 10-minute transcription test as part of the qualification process. Minimum 2 years of experience transcribing live, real-time events in English Idiomatic fluency in English Excellent knowledge of English grammar and orthography Comprehensive understanding of the conventions followed during transcription Completed courses in typing / stenography Shorthand typing speed Proficiency using Google Workspace/Suite products Stable internet connection and comfortable working with Google Chromebook (Note: equipment will be provided) Excellent active listening skills and strong attention to detail Ability to work independently and manage time efficiently NCRA certification is a plus Experience with steno machines is a plus DataForce offers companies in technology, advertisement, entertainment, and other industries reliable BPO and Data Collection & Annotation services. DataForce helps clients collect, label, and organize datasets that Machine Learning engineers use to train AI-powered Machine Learning Models. We work within our own proprietary tools or within customer tools and environments. DataForce is part of the TransPerfect family of companies, the world's largest provider of language and technology solutions for global business with offices in more than 100 cities worldwide. For more information about us, please visit our website: ************************************** TransPerfect provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. For more information on the TransPerfect Family of Companies, please visit our website at ********************* All done! Your application has been successfully submitted! Other jobs

The Role: The Direct Platform business unit is looking for a strategic and results-driven Director, Data Strategy to define Morningstar's data vision, ensuring we collect the right data assets aligned to client needs, emerging trends, and commercial opportunities. This leader will architect our data strategy, prioritize key data investments and use cases to maximize client impact and business value globally. Key Responsibilities: * Define and own the global data strategy, identifying critical data sets to collect, enrich, and deliver based on client needs and market opportunities, responsible for region specific needs and plans. * Develop clear frameworks for assessing new data opportunities, including alignment to client use cases, regulatory trends, and commercial potential. * Partner closely with Data Collections, Product, Research, Technology, and Commercial teams to prioritize data investments and integrations across the platform. * Conduct in-depth market, client, and competitive research to surface unmet needs and emerging data trends globally and regionally. * Establish and oversee governance models for data sourcing, quality, and usage to ensure consistency and scalability across Morningstar solutions. * Create business cases for new data initiatives, including ROI analysis, build/buy/partner recommendations, and success metrics. * Act as the internal evangelist for our data strategy, aligning stakeholders around the vision and driving execution across the organization. Qualifications: * 7+ years of experience in Product Management, Strategy, Data Strategy, or related roles within the financial services or data industry. * Deep understanding of the investment management ecosystem and the key data needs of asset managers, wealth managers, advisors, and other financial institutions. * Demonstrated ability to translate client problems and market shifts into actionable, high-impact data initiatives. * Strong knowledge of Fund, Equity, and Fixed Income data types, as well as alternative data and other current and emerging data types and trends. * Experience working with cross-functional teams including engineering, research, sales, and marketing to drive complex data initiatives. * Strategic thinking and commercial acumen, with a proven track record of influencing senior leadership and driving data-driven business growth. 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 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 Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * 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 $115,815.00 - 208,463.00 USD Annual Total Cash Compensation Range $156,350.00 - 281,425.00 USD Annual 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. 001_MstarInc Morningstar Inc. Legal Entity

Job Title: Senior Product Specialist (multiple positions) Job Responsibilities: Guide core functions within the Direct product line - including responsibilities for the strategy and roadmap and guide engineering teams. Own the vision, roadmap, prioritization, and product development life cycle integrating advanced analytics into Direct, including our Risk Model, Asset Flows, and other analytical components and tools, including focus on Direct Lens, a brand new area of Direct, focused on Portfolio Construction and Analysis. Guide multiple engineering teams in pursuit of the roadmap and strategic goals, and work to define appropriate business and technical solutions, especially in our flagship product. ***Remote work requests will be considered consistent with company's remote work policy. Job Requirements: Bachelor's degree in Computer Engineering, Computer Science, Finance, Financial Mathematics, Mathematics, or a related field, or foreign equivalent and 5 years of relevant work experience in Senior Developer, Technical Team Leader, Senior Product Manager, or a related position. This position also requires: experience with product management; experience with agile development; experience with discussing and defining API requirements and technical and quantitative solutions with the team; experience working with Morningstar Direct or similar technology and familiarity with data, especially working with Risk Model; experience with user research, usage analysis, or similar techniques; experience with concepts and models on assessing the factors of investment risk, and the ability to grasp and communicate on complex mathematical models; experience with Asset Management and Wealth Management industries as well as the distribution channels therein; experience with integrating the parameters and results of quantitative models into user friendly software, charting, and reports; and experience financial/investment data, analytics, and workplace communication. Must possess unrestricted right to work in the U.S. in this position Base Salary Compensation Range: $147,742 - 162,000 Morningstar, Inc. is an equal opportunity employer. "#LI-DNI" 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 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 Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups 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. 001_MstarInc Morningstar Inc. Legal Entity