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Summer Morningstar Development Program Jobs in New York

Morningstar DBRS

VP, US ABS Surveillance

New York, NY · On-site

$113K - $178K/yr

Morningstar DBRS is seeking a Vice President for our ABS - Surveillance team in the New York office ... That's why we champion your wellness through a wide range of programs that support all stages of ...

Morningstar, Inc.

VP, US ABS Surveillance

New York, NY · On-site

$113K - $178K/yr

Morningstar DBRS is seeking a Vice President for our ABS - Surveillance team in the New York office ... That's why we champion your wellness through a wide range of programs that support all stages of ...

Morningstar DBRS

Analyst, US ABS Surveillance

New York, NY · On-site

$171K/yr

... development of sector-specific research and market commentary to support industry insights and ... program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Morningstar's hybrid ...

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Summer Morningstar Development Program information

What is the difference between Summer Morningstar Development Program vs Morningstar Analyst?

AspectSummer Morningstar Development ProgramMorningstar Analyst
CredentialsUndergraduate degree, relevant courseworkBachelor's degree, often in finance, economics, or related fields
Work EnvironmentInternship, rotational program, team-basedFull-time, research-focused, collaborative
Industry UsageEarly career, internship program for studentsEntry-level professional role in investment research

The Summer Morningstar Development Program is an internship designed for students exploring careers in investment research, offering rotational experiences. In contrast, the Morningstar Analyst role is a full-time position for recent graduates or early-career professionals focused on in-depth financial analysis and research. The program provides foundational exposure, while the analyst role involves ongoing responsibilities in investment analysis and client support.

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Summer Morningstar Development Program jobs near you
Infographic showing various Summer Morningstar Development Program job openings in New York as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Business Development, Morningstar Direct Sales Specialist

Morningstar, Inc.

New York, NY • On-site

$68K - $105K/yr

Full-time

Medical, Dental, Life, Retirement

Posted 26 days ago

MorningStar Senior Living rating

6.4

Company rating: 6.4 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

85th of 240 rated social care providers

Job description

The Group: Morningstar's Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Wealth Management and Asset Management as well as Retirement and Alliances & Redistributor.
The Role: Morningstar`s Business Development Team seeks a highly motivated Vice President, Business Development focused on growing revenue and building relationships within our largest strategic accounts. Aligned with the SVPs of Business Development for those accounts, you will deepen our footprint within key areas. By focusing on growing adoption of Morningstar Direct, our core institutional platform, you will further represent Morningstar`s solutions to address our clients' most pressing workflow challenges through additional services, in particular Report Distribution. This role covers opportunities across the U.S., and will require approximately 30% travel. This position is a hybrid position with a required four days a week in our New York office.
Responsibilities:
  • Exceed growth targets.
  • Uncover client business needs and work with the SVP of Business Development and internal teams to determine optimal solution.
  • Establish and build relationships with key stakeholders, in collaboration with SVP.
  • Identify new business groups and opportunities within the accounts.
  • Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
  • Master product demonstrations and knowledge of product capabilities and benefits.
  • Forecast and proactively uncover opportunities within key business groups.
  • Negotiate and close business.
  • Develop growth plans for accounts.
  • Document daily activities in SFDC.

Requirements:
  • Candidates should have 5+ years of business development, sales and/or account management experience in the finance and investment industry.
  • Proven track record of exceeding prior targets.
  • Hands-on, organized individuals who can build long-term client relationships.
  • Strong leadership, long-range planning, and time-management skills are essential.
  • Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
  • Ability to understand complex investment requirements.
  • A bachelor`s degree required; MBA or CFA a plus.

Base Salary Range: $68,696.30-105,228.07
Incentive Target: 68.75%
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

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.

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