Full-Time

Implementation Consultant

Posted on 3/13/2025

Morningstar

Morningstar

10,001+ employees

Provides independent investment research and data

No salary listed

Mid, Senior

Company Does Not Provide H1B Sponsorship

Sydney NSW, Australia

Hybrid work environment requiring in-person collaboration at least three days a week.

Category
Project Management
Business & Strategy
Required Skills
Agile
SCRUM
Requirements
  • Strong project and stakeholder management skills
  • Problem-solving mindset
  • Experience in agile project management methodology (Scrum)
  • Ability to present to internal and external stakeholders
  • Experience in defining and documenting business and technical requirements
Responsibilities
  • Manage functional and technical requirements from initial scoping to end solution delivery with clients and pre-sales consultants
  • Meet clients frequently in face-to-face meetings
  • Work directly with the product team, developers, and technical delivery teams to define and build solutions
  • Communicate clear and concise project status to internal and external project stakeholders
  • Facilitate decision making with both internal and external stakeholders
  • Proactively identify risks and potential issues and develop mitigation plans
  • Responsible for smooth and timely hand-over to client service team

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

Headquarters

Chicago, Illinois

Founded

1984

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG data boosts Morningstar's sustainable investment solutions.
  • AI-driven tools enhance personalized services for financial advisors and investors.
  • Blockchain integration enhances transparency and security in Morningstar's data offerings.

What critics are saying

  • Integration challenges from Lumonic and Dealview acquisitions may disrupt operations.
  • Changes in Medalist Rating system could lead to client dissatisfaction.
  • ZEMA's acquisition of Morningstar Commodity Data may affect data quality and service delivery.

What makes Morningstar unique

  • Morningstar offers comprehensive ESG data through its acquisition of Sustainalytics.
  • The company provides a modernized software solution with its Direct Advisory Suite.
  • Morningstar's extensive database supports personalized investment solutions for advisors and investors.

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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

DealX
Mar 6th, 2025
DealX Raises Capital from Morningstar Credit Information and Analytics – DealX

New York (December 13, 2021) – DealX, an innovator in technology and data products that connect the global capital markets, announced today it has completed a Series A capital raise by Morningstar Credit Information & Analytics (MCIA), a wholly owned subsidiary of independent investment research firm Morningstar, Inc. (Nasdaq: MORN). Financial terms were not disclosed.

Business Wire
Mar 5th, 2025
Morningstar Expands Private Credit and Structured Finance Offerings with Acquisitions of Lumonic and DealX

Morningstar today announced the acquisitions of Lumonic Inc. and Dealview Technologies Limited.

Financial Post
Jan 13th, 2025
Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors

CHICAGO - Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals.

Stock Titan
Nov 26th, 2024
Morningstar DBRS Names Richard Sibthorpe Head of Canada

Morningstar DBRS has appointed Richard Sibthorpe as Head of Canada and Global Investor Strategy, succeeding Douglas E. Turnbull who retired in September.

FTF News
Nov 16th, 2024
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