On the Investor Relations and Treasury team at Morningstar, you'll support the full range of investor relations activities, including preparing quarterly earnings materials, contributing to key sections of SEC filings, and assisting with the annual report. You will help plan and execute the Annual Shareholder Meeting, manage the written investor Q&A process, maintain and enhance the Investor Relations website, and support investor and peer analysis. You’ll also manage internal calendars and process documentation and contribute to ad-hoc Investor Relations and Treasury projects as needed.
Commitments
Morningstar offers trust-based time off, a 6-week paid sabbatical, and 6-week paid family caregiving leave, along with a hybrid work model that typically involves four days in-office each week for purposeful in-person collaboration. The company provides a range of flexible benefits to adapt to changing needs and tools and resources to stay meaningfully connected with global colleagues regardless of location.
Responsibilities
Support the preparation of quarterly earnings releases, earnings presentations, and related materials, coordinating with Finance and business stakeholders.
Contribute to key sections of SEC filings, including Forms 10‑Q and 10‑K, by supporting drafting, data validation, tie‑outs, and review processes.
Assist in the production of Morningstar’s annual report, working with Finance, design partners, and business teams to ensure clarity, consistency, and alignment with broader company messaging.
Support the planning and execution of the Annual Shareholder Meeting, including materials preparation, logistics coordination, and post meeting follow-up.
Manage Morningstar’s regular written investor Q&A process, coordinating inputs from internal stakeholders and senior leadership under the direction of the Head of Investor Relations and Treasury.
Maintain and update Morningstar’s Investor Relations website, including content updates, quality control, and coordination on enhancements or design changes.
Support investor and peer analysis, including monitoring shareholder movements, compiling market and peer data, and preparing summary materials.
Maintain internal calendars, workplans, and process documentation to support the smooth execution of recurring IR deliverables.
Contribute to ad‑hoc Investor Relations and Treasury projects as needed.
Commitments
Trust-Based Time Off6-week Paid Sabbatical Program6-Week Paid Family Caregiving LeaveMorningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis.In most of our locations, our hybrid work model is four days in-office each week.A range of other benefits are also available to enhance flexibility as needs change.No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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Requirements
2–5 years of relevant experience in investor relations, finance, accounting, consulting, investment analysis, corporate communications, or a related field.
Strong analytical skills with experience working with financial data, models, and disclosures; advanced proficiency in Excel.
Excellent written and verbal communication skills, with the ability to translate complex information into clear, concise materials.
Highly organized and detail oriented, with the ability to manage multiple priorities and recurring deliverables with professionalism and sound judgment.
Ability to collaborate effectively across functions and work with stakeholders at varying levels of seniority.
Preferred Skills
Exposure to public company reporting, earnings processes, or SEC filings.
Familiarity with financial markets, equity research, or investor-facing communications.
Education
(Not required)
– Bachelor’s degree in finance, economics, accounting, business, or a related discipline preferred.
Location: Chicago, IL Team: Finance – Investor Relations The Group Morningstar’s Finance team is a global organization that provides leadership and oversight through core stewardship and business partnership activities. The team works collaboratively across the organization to help Morningstar achieve its strategic and financial objectives and create long-term value for shareholders. Within Finance, the Investor Relations function is responsible for clear, consistent, and credible communication with shareholders and the broader investment community. The Role The Investor Relations Analyst supports Morningstar’s investor relations program by contributing to shareholder communications and external reporting and by owning recurring responsibilities within the IR function. The role works closely with the Head of Investor Relations and Treasury and partners across Finance, Legal, Communications, and Morningstar’s business units. This is an execution focused analyst role suited for an analytically minded professional interested in public company communications, financial markets, and corporate finance. The analyst will support core IR activities and special projects as needed, while developing a strong understanding of Morningstar’s business, financial results, and investor base. Success in this role requires strong attention to detail, clear written communication, sound judgment, and the ability to manage multiple workstreams in a highly collaborative environment. Key Responsibilities
Support the preparation of quarterly earnings releases, earnings presentations, and related materials, coordinating with Finance and business stakeholders. Contribute to key sections of SEC filings, including Forms 10‑Q and 10‑K, by supporting drafting, data validation, tie‑outs, and review processes. Assist in the production of Morningstar’s annual report, working with Finance, design partners, and business teams to ensure clarity, consistency, and alignment with broader company messaging. Support the planning and execution of the Annual Shareholder Meeting, including materials preparation, logistics coordination, and post meeting follow-up. Manage Morningstar’s regular written investor Q&A process, coordinating inputs from internal stakeholders and senior leadership under the direction of the Head of Investor Relations and Treasury. Maintain and update Morningstar’s Investor Relations website, including content updates, quality control, and coordination on enhancements or design changes. Support investor and peer analysis, including monitoring shareholder movements, compiling market and peer data, and preparing summary materials. Maintain internal calendars, workplans, and process documentation to support the smooth execution of recurring IR deliverables. Contribute to ad‑hoc Investor Relations and Treasury projects as needed.
Qualifications
2–5 years of relevant experience in investor relations, finance, accounting, consulting, investment analysis, corporate communications, or a related field. Strong analytical skills with experience working with financial data, models, and disclosures; advanced proficiency in Excel. Excellent written and verbal communication skills, with the ability to translate complex information into clear, concise materials. Highly organized and detail oriented, with the ability to manage multiple priorities and recurring deliverables with professionalism and sound judgment. Ability to collaborate effectively across functions and work with stakeholders at varying levels of seniority. Bachelor’s degree in finance, economics, accounting, business, or a related discipline preferred.
Preferred Attributes
Exposure to public company reporting, earnings processes, or SEC filings. Familiarity with financial markets, equity research, or investor-facing communications.
Compensation And Benefits At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health 100% 401k match up to 6% of salary Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range $74,325.00 - 126,350.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity
Morningstar
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Chicago, IL