Full-Time

Assistant Vice President

Credit Ratings, Cmbs

Posted on 2/19/2025

Morningstar

Morningstar

10,001+ employees

Provides independent investment research and data

Data & Analytics
Financial Services

Senior, Expert

Company Does Not Provide H1B Sponsorship

Toronto, ON, Canada + 1 more

More locations: Chicago, IL, USA

Hybrid work environment requires at least three days in-office each week.

Category
Risk Management
Finance & Banking
Required Skills
Market Research
Financial analysis
Excel/Numbers/Sheets

You match the following Morningstar's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Proficiency in Excel
  • Analytical skills
  • Attention to detail
  • Excellent interpersonal and presentation skills
  • Well-developed business writing skills
  • Degree in finance, real estate, or a related area
  • 7 to 10 years of experience in a commercial real estate finance related field
Responsibilities
  • Act as the lead analyst and manage the process of rating US CMBS transactions while maintaining compliance with DBRS Policies and Procedures
  • Obtain a solid understanding of DBRS quantitative models to assess credit worthiness of multi-borrower transactions as well as single-borrower transactions
  • Determine DBRS stabilized net cash flows for all property types, a variety of loan sizes ($2 million to >$1 billion) and unique loan structures including holdbacks and future funding components based on property performance and market dynamics
  • Conduct site inspections of all major commercial real estate property types throughout US
  • Compose and review detailed committee memos as well as published Presale and rating reports containing the culmination of research and DBRS analysis and opinions
  • Present loan level analysis and quantitative results and provide recommendations to the credit committee
  • Conduct market research and financial analysis to develop reports for DBRS published research, investor meetings and conferences
  • Respond to client and colleague inquiries regarding methodologies, transaction analysis and research
Desired Qualifications
  • Advanced degree or CFA is a plus

Morningstar provides independent investment research and data to help individual investors, financial advisors, and asset managers make informed investment decisions. The company offers subscription-based access to a vast database of investment information, analytics, and tools through platforms like Morningstar Advisor Workstation, Morningstar Office Cloud, and Morningstar Cloud. Morningstar differentiates itself from competitors by focusing on Environmental, Social, and Governance (ESG) investing, especially after acquiring Sustainalytics, which enhances its ESG data and analytics offerings. The company's goal is to empower investors with the information they need to achieve their financial objectives while promoting sustainable investment practices.

Company Size

10,001+

Company Stage

IPO

Total Funding

$88.5M

Headquarters

Chicago, Illinois

Founded

1984

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for ESG data due to EU regulatory changes benefits Morningstar.
  • The Direct Advisory Suite captures a larger share of the financial advisor market.
  • Methodology change in Medalist Rating system increases trust in Morningstar's ratings.

What critics are saying

  • Commodity Data acquisition by ZEMA may lead to loss of proprietary data resources.
  • Changes in Medalist Rating system could cause client dissatisfaction or confusion.
  • Direct Advisory Suite may face integration challenges or competition from established platforms.

What makes Morningstar unique

  • Morningstar's acquisition of Sustainalytics enhances its ESG data and analytics offerings.
  • The Direct Advisory Suite modernizes software solutions for financial advisors.
  • Morningstar's partnership with Lang Cat's Analyser strengthens its managed portfolio services.

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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

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