Full-Time

Marketing Associate

Investor Development

Morningstar

Morningstar

10,001+ employees

Independent investment research and data provider

Compensation Overview

£35.2k - £46.9k/mo

+ 5% annual target bonus

London, UK

Hybrid

Four days in-office each week are typically required under the hybrid work model.

Bachelor's

Category
Growth & Marketing (1)
Required Skills
Bloomberg
Microsoft Office
CRM
Marketing
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

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Requirements
  • A bachelor's degree in Marketing, Business, Finance, Economics or a related field is required.
  • Experience in marketing, business development or a related role is required; financial services experience is a plus.
  • Strong written and verbal communication, organisational, and project management abilities are required.
  • An interest in financial markets, along with strong analytical and numeracy skills, is required.
  • Proficiency in Microsoft Office applications, particularly Excel and PowerPoint, is required, along with experience using Bloomberg, Ipreo, Markit or similar data platforms.
  • The candidate must be self-motivated, proactive and detail-oriented, able to manage multiple priorities, meet deadlines, and work independently and collaboratively.
Responsibilities
  • Support the planning and execution of integrated marketing campaigns across email, digital channels, webinars and events.
  • Coordinate campaign timelines, marketing assets and stakeholder communications to ensure projects are delivered on schedule.
  • Support the distribution of Morningstar DBRS research, newsletters and thought leadership content to targeted investor audiences.
  • Assist in developing presentations, marketing materials, email communications and event collateral.
  • Work with analytical and marketing teams to ensure marketing materials are accurate, consistent and aligned with brand and compliance standards.
  • Help maintain content libraries and marketing resources.
  • Support the planning and execution of webinars, hosted events, roundtables and industry events.
  • Coordinate invitations, attendee communications and post-event follow-up activities.
  • Assist with preparing presentations, agendas, meeting materials and event logistics.
  • Support Investor Development Managers with marketing materials and communications for client engagement activities.
  • Maintain audience lists and customer relationship management data to support targeted marketing campaigns.
  • Prepare campaign reports and assist with tracking marketing performance and engagement metrics.
  • Support audience segmentation and data management activities.
  • Assist with maintaining marketing documentation, campaign records and reporting dashboards.
  • Work closely with Marketing Strategy, Investor Development, Business Development, Events and analytical teams to support marketing initiatives.
  • Coordinate with internal stakeholders to ensure marketing projects progress efficiently.
  • Contribute ideas to improve campaign execution, marketing processes and team effectiveness.
  • Provide general marketing support across Investor Development initiatives as required.
Desired Qualifications
  • Financial services experience is a plus.

Morningstar provides independent investment research and data to individual investors, financial advisors, and asset managers. It offers subscription-based access to a broad database of investment information, analytics, and tools through platforms like Morningstar Advisor Workstation, Morningstar Office Cloud, and Morningstar Cloud, plus managed portfolios and retirement services. The company differentiates itself with a wide breadth of data across retail and professional channels, strong ESG offerings through Sustainalytics, and an ecosystem that combines research, portfolio management, and retirement services. Its goal is to help users make informed investment decisions by delivering reliable data, analytics, and ESG insights while growing its subscription business.

Company Size

10,001+

Company Stage

IPO

Headquarters

Chicago, Illinois

Founded

1984

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Simplify's Take

What believers are saying

  • Q2 2026 revenue rose 9.6%, and organic revenue would have reached 8.2%.
  • Morningstar bought back $400 million in 2026, shrinking float 5.6% since December.
  • Microsoft 365 Copilot and Gemini Enterprise integrations widen distribution inside advisor workflows.

What critics are saying

  • AI-native rivals like Anthropic, OpenAI, Perplexity, and Rogo attack Morningstar pricing.
  • Morningstar Office and second-party opinions were retired in Q1 2026, signaling product churn.
  • If financial professionals move research into copilots, Morningstar’s standalone platforms lose seat demand.

What makes Morningstar unique

  • Morningstar’s curated data, research, and software create high switching costs across workflows.
  • PitchBook spans private markets, giving Morningstar rare coverage from venture to credit.
  • CRSP’s February 2026 integration strengthens Morningstar Indexes with deeper market infrastructure.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Unlimited Paid Time Off

Sabbatical Leave

401(k) Retirement Plan

401(k) Company Match

Paid Sick Leave

Parental Leave

Adoption Assistance

Hybrid Work Options

Stock Options

Professional Development Budget

Tuition Reimbursement

Mentorship Program

Employee Referral Bonus

Company Social Events

Company News

Yahoo Finance
Sep 11th, 2026
Morningstar stock could reach $13B by 2031 — 73% higher than current $7.5B valuation

Morningstar stock, recently valued at $7.5 billion, could reach $13.2 billion within five years, according to market analysis based on the company's growth trajectory. The financial services firm has demonstrated consistent expansion, with net income rising from $223.6 million in 2020 to $421.6 million on a trailing-12-month basis. The projection assumes a continuation of Morningstar's 12% average annual growth rate over the past five years. Revenue grew from $1.39 billion in 2020 to $2.45 billion in 2025. The company's flagship platform increased 6% year-over-year, whilst its PitchBook platform serving venture capital and private equity businesses saw nearly 10% revenue growth. Morningstar manages approximately $375 billion in client assets. Current valuation metrics suggest the stock may be undervalued, with its forward price-to-earnings ratio at 16.3, down from 31.9 a year ago.

Associated Press
Aug 25th, 2026
Morningstar and PitchBook integrate with Google's Gemini Enterprise for financial services AI

Morningstar and PitchBook announced integrations with Google Cloud's Gemini Enterprise for Financial Services through the Model Context Protocol. The integrations are expected to be available imminently. The partnerships allow eligible subscribers to access investment data, research, and market intelligence directly within Gemini Enterprise. Morningstar provides public market insights, whilst PitchBook delivers private capital markets intelligence covering companies, investors, funds, and transactions. The integrations aim to help financial professionals access source-attributed investment information within AI workflows. Users can conduct research without switching between multiple applications whilst maintaining visibility into data sources behind AI-generated responses. Morningstar and PitchBook join Google Cloud as launch partners for the preview of Gemini Enterprise for Financial Services. The move forms part of broader efforts to make investment intelligence available across leading AI platforms.

Yahoo Finance
Aug 17th, 2026
Morningstar shares drop 9.79% on GenAI disruption fears despite 8% revenue growth and $300M buyback

Morningstar shares fell 9.79% in Q2 2026 despite solid financial performance, as investors worried about generative AI disrupting its data and research businesses. The company reported 8% organic revenue growth and 18% adjusted EBIT growth over 12 months. Baron Partners Fund, which holds Morningstar, noted the company maintains high-quality, hard-to-replicate data businesses. Management accelerated share buybacks, repurchasing $300 million in the most recent quarter and $1.1 billion since 2024. The stock traded at $207.41 on 14 August 2026, with a market capitalisation of $7.78 billion. Shares fell 19.78% over the past 52 weeks but gained 20.76% in the preceding month. Baron Partners Fund believes Morningstar's trusted, structured data remains valuable for AI applications, with the stock trading at a 63% discount to its three-year average multiple.

Associated Press
Jul 29th, 2026
Morningstar reports 9.6% revenue growth to $663M, Q2 operating income surges 28%

Morningstar reported second-quarter 2026 revenue of $663.2 million, up 9.6% year-over-year, with organic revenue growing 6.8%. Operating income increased 28.4% to $160.6 million, whilst adjusted operating income rose 22.7%. Diluted earnings per share climbed 35.4% to $2.83, with adjusted diluted earnings per share up 29.2% to $3.10. Free cash flow surged 96.3% to $122.5 million. CEO Kunal Kapoor highlighted the company's focus on building agentic workflows atop its data and research, plus helping investors navigate converging public and private markets. Morningstar Credit, Morningstar Direct Platform, and PitchBook were key organic revenue contributors. The investment insights provider repurchased 567,844 shares for $100 million during the quarter.

Yahoo Finance
Jul 12th, 2026
Morningstar debuts AI exit timing tool as shares trade 26% above estimated fair value

Morningstar introduced Time to Exit, a machine learning tool from its PitchBook segment that estimates when venture-backed companies may exit over one, three, or five-year periods. The product launch comes as Morningstar's share price has declined. The stock fell 11.22% over 30 days to US$165.18, with one-year total shareholder returns down 43.21%. Morningstar currently trades at a price-to-earnings ratio of 15.6x. This sits below the US Capital Markets peer average of 21.2x and the broader US market at 19.1x. However, it represents a slight premium to an estimated fair P/E of 15.2x. Analyst price targets for the stock stand near US$227, suggesting potential upside from current levels.