Morningstar

Senior Project Manager

Morningstar$95K — $139K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent required.
  • 5+ years of project management experience; PMP or equivalent certification is strongly preferred.
  • Hands-on experience with project management platforms such as Asana; knowledge of Jira is a plus.
  • Experience managing multiple complex projects concurrently, particularly with software development, data products, or commercial initiatives.
  • Proven success in coordinating cross-functional teams involving product, technology, legal, and commercial stakeholders.

Responsibilities

  • Create and oversee project plans, timelines, and deliverables with global teams.
  • Own execution across MCA initiatives, monitoring priorities and follow-through.
  • Coordinate partnership and commercial workstreams, ensuring stakeholder alignment.
  • Drive contract-related initiatives, including repapering and amendment tracking.
  • Partner with various teams to define project scope and requirements.
  • Support onboarding and execution related to AI platforms and product initiatives.
  • Communicate project status updates and escalate risks or blockers promptly.

Benefits

  • 100% 401k match up to 6% of salary.
  • Comprehensive health benefits including company-provided HSA contributions.
  • Trust-Based Time Off with a 6-week Paid Sabbatical Program.
  • Leadership coaching and mentorship opportunities.
  • $1000 annual Flex Stipend for personal education and well-being expenses.
Full Job Description

The Team

Morningstar Credit Analytics’ Program Management team leads strategic initiatives that enable the efficiency, execution discipline, and growth of MCA. The team helps align complex, cross-functional initiatives with MCA’s business priorities, including product launches, partnerships, distribution relationships, AI platform onboarding, and contract-related workstreams. Project managers on this team work across Morningstar Credit Analytics and Morningstar functions, including Product, Data, Technology, Analytics, Legal, Compliance, Commercial, and Business Development teams, among others.

The Role

We are hiring a Senior Project Manager who is highly collaborative, detail-oriented, commercially aware, and self-directed. In this role, you will manage critical MCA initiatives in a fast-paced, highly collaborative environment, with particular focus on coordinating partnership workstreams, contract repapering and restructuring efforts, product and data delivery, and cross-functional execution across internal and external stakeholders.

The ideal candidate brings a strong background coordinating globally distributed teams on complex business, technology, and commercial projects. Proven experience owning, planning, sequencing, and driving projects to completion is essential, as well as the ability to create accountability across teams, surface risks early, and keep high-priority initiatives moving at a predictable pace.

Job Responsibilities

• Create and oversee project plans, timelines, milestones, dependencies, responsibilities, and deliverables, working with global teams on implementation.

• Own execution across MCA initiatives, maintaining visibility into priorities, timelines, dependencies, risks, decision points, and follow-through.

• Coordinate partnership, distribution, and commercial workstreams, ensuring internal stakeholders remain aligned on scope, timing, deliverables, and next steps.

• Drive follow-through on contract-related initiatives, including repapering, restructuring, amendment coordination, stakeholder review, and implementation tracking across existing and new agreements.

• Partner with Product, Data, Technology, Analytics, Legal, Compliance, Commercial, and Business Development teams to define project scope, business requirements, technical requirements, and handoffs when needed.

• Support onboarding and execution workstreams related to AI platforms, data delivery, product enhancements, launches, and other MCA growth initiatives.

• Communicate regular project status updates across MCA stakeholder groups, including senior leadership when appropriate, and escalate decisions, risks, or blockers clearly and promptly.

• Identify, monitor, and mitigate project risks, with a focus on dependencies that could affect revenue capture, product launch timing, partnership execution, contract completion, or client delivery.

• Analyze key metrics impacting project progress and/or project team performance and work with the business to resolve issues, remove impediments, and keep initiatives moving at a steady, predictable pace.

• Cultivate a culture of team collaboration grounded in open and honest communication, clear accountability, and practical problem solving.

• Drive continuous process improvement through feedback loops, retrospectives, documentation, and coaching to help teams improve planning, execution, and transparency.

• Partner with groups across Morningstar Credit Analytics and throughout Morningstar to support MCA’s product, technology, legal, analytics, partnership, and commercial priorities.

Qualifications and requirements

• Bachelor's degree or equivalent required.

• 5+ years of project management experience; PMP or equivalent certification is strongly preferred.

• Hands-on experience with project management platforms such as Asana; knowledge of Jira is a plus.

• A demonstrated ability to manage multiple complex projects concurrently, preferably involving software development, data products, business operations, commercial initiatives, or contract-driven workstreams.

• Experience coordinating cross-functional work involving product, technology, legal, compliance, analytics, commercial, and/or business development stakeholders.

• Proven success facilitating global team collaboration, including engagement with senior leadership and external partners or clients when needed.

• Strong communication, active listening, time management, problem-solving, analytical, and follow-through skills.

• Ability to influence decision-making processes, create transparency around tradeoffs, and foster an environment of healthy team debate.

• Strong finance background is not required, but genuine interest in learning the MCA business, products, client relationships, and commercial priorities is.

• Comfortable navigating ambiguity in a fast-paced environment and translating loosely defined objectives into executable plans.

• Effective at coaching teams, clarifying ownership, and providing feedback to senior stakeholders.

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

$95,275.00-139,741.66

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.

030_MstarCredInfoAnalyticsLLC Morningstar Credit Information & Analytics LLC Legal Entity

About Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of December 31, 2020. The company has operations in 29 countries.
Learn more about Morningstar
Size
10,038 employees
Market Cap
$9 billion
Industry
Net Income
$223.6 million
Founded
1984
5 Year Trend
+16.3%
Revenue
$1.3 billion
NASDAQ

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