Associate Project Manager

About Morningstar
It started with an idea-one great idea from a 27-year-old stock analyst. Our founder, Joe Mansueto, recognized inequity in the availability and distribution of financial information. He set out to change these practices, democratizing and demystifying investing and giving more people access to the tools, products, and information they needed to achieve their financial goals. This simple, revolutionary idea became the foundation of our company and the core of our mission: empowering investor success.
Morningstar Wealth embodies the mission by bringing together capabilities across Morningstar's global business to meet the specific needs of financial advisers, their businesses and the clients they serve through providing differentiated global insights, world class investment strategies, and transformational technologies.
About This Role
As an Associate Project Manager, you will work with project stakeholders across Morningstar Wealth to manage and implement high-quality and timely project deliveries. You will participate in face-to-face meetings and conference calls with internal and external stakeholders, manage project deliverables, as well as create and manage project documentation. Attention to detail and the ability to connect assigned tasks to great client outcomes and organization goals are essential for success in this position.
What You'll Do

• Collaborate with project managers to identify and deliver components of key projects and initiatives, including business cases, project plans, and documentation

• Work with project stakeholders from a variety of disciplines, including operations, distribution, product management, and technology, to define and document detailed business and technical requirements.

• Identify, track, and communicate project risks and mitigation plans

• Prepare and provide regular project status updates to stakeholders

• Work with Wealth teams to ensure high-quality. on-time, and in-scope project deliverables

• Develop skills that will enable you to grow within the role and begin to lead more complex projects

Who You Are

• Some experience working in project management: You have some experience working as a Project Manager or managing projects within your current role (we're expecting this to be a great fit for anyone with between 1-3 years experience)

• Financially-Savvy: You have a good understanding of financial markets and the asset management industry. (Preferably with a degree related to finance but this isn't essential).

• Relationship Builder: Your excellent communication skills and client-focused, consultative approach enable you to build strong relationships and positively influence your stakeholders.

• A Collaborative Spirit: We believe our culture of teamwork and collaboration is truly special and the foundation of our unique culture. To thrive here, you'll approach challenges with a collective mindset, dedicated to our mission, committed to our values, and embracing diversity. Together, we achieve more.

• Driven By Our Mission: You align with our mission and are excited to contribute to the growth of a company that values innovation, integrity, and the success of our clients and employees.

• It'd be amazing if...you also had experience with different project management frameworks, such as Agile, Lean, and Waterfall (but not essential)

Diversity, Equity and Inclusion at Morningstar:
Change happens when we challenge the status quo; dare to ask the difficult questions; explore beyond our own experiences; and refuse to accept inequity as inalterable. We recognize diversity, equity, and inclusion as integral to our mission and inextricable from our actions. From examining our internal policies and practices to hiring and advancing a more diverse cohort of colleagues, mobilizing our research capabilities to deepening our education and understanding, we're committed to leveraging our partnerships, platforms, and position to redefine outcomes, advance positive change, and lead by example.
Our Values
Champion the Investor: We prioritize the needs and interests of investors in everything we do, aiming to empower them whether they engage with us directly or indirectly.
Dream Big, Drive Change: We embrace bold visions and actively pursue innovations that improve our services, benefit the communities we operate in, and make a positive impact on the wider world.
Execution is Everything: Our strength lies in our ability to transform ideas into tangible outcomes, demonstrating our commitment through the quality of our results.
Growth Mindset: We encourage continuous personal and professional development, knowing that our collective growth drives the company's success.
One Team: We operate as a cohesive unit, embracing diversity and collaboration, which fuels our shared commitment to achieving our mission and upholding our values.
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.
U30_MstarAssocEur Morningstar Investment Management Europe Ltd. Legal Entity
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.