Full-Time
Copy Editor
Credit Marketing & Communications, Content
Morningstar
10,001+ employees
Independent investment research and data provider
Compensation Overview
CA$47.5k - CA$69.6k/yr
Toronto, ON, Canada
Hybrid
Four days in-office each week required.
Bachelor's
 Content & Writing (1) |
|---|
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- A minimum of three years' experience as an editor, preferably in the financial services industry or in business journalism.
- Acute attention to detail alongside strong copy editing, writing, and organizational skills.
- Ability to work independently and collaboratively with functional team members and stakeholders.
- Capacity to manage competing deadlines and work with minimal supervision.
- Advanced expertise in Microsoft Word, Excel, PowerPoint, and Outlook.
- Familiarity with Adobe InDesign and Illustrator is an asset.
- University degree in a related field.
- Basic understanding of debt markets, securitization, and credit ratings.
- Provide accurate, high-quality editing and proofreading of documents, including press releases, credit rating reports, industry research, and analytical methodologies, in a timely manner.
- Adhere to regional spelling conventions and style requirements across multiple geographies.
- Maintain relationships with credit analysts, designers, management, and other stakeholders to refine and enhance content.
- Manage multiple projects simultaneously and prioritize according to deadlines.
- Ensure all deliverables comply with regulatory requirements as well as internal editorial standards for style, conventions, and brand.
- Work on call, including evenings and weekends, as part of an editorial rotation to meet urgent business needs outside regular business hours.
- Experience as an editor in the financial services industry or in business journalism.
- Familiarity with Adobe InDesign and Illustrator.
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 reached $663.2 million, up 9.6%, with 24.2% operating margin.
- CEO Kunal Kapoor is pushing agentic workflows and AI-first distribution across PitchBook and research.
- Buybacks accelerated to $400 million year-to-date, shrinking float 5.6% since December 2025.
What critics are saying
- AI-native rivals from Microsoft, Rogo, and Harvey compress Morningstar's workflow moat in 2026.
- Sustainalytics product sunsets already cut organic growth; more legacy exits can slow revenue.
- Heavy buybacks alongside roughly $1.7 billion debt reduce flexibility if growth stalls in 2027.
What makes Morningstar unique
- PitchBook and Morningstar Direct embed trusted data inside Microsoft 365 Copilot, June 2026.
- Morningstar Credit launched Corporate Credit Analytics for standardized private credit underwriting in 2026.
- Morningstar Wealth partnered with Apollo, Franklin Templeton, and JPMorgan on model portfolios.
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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
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.
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.
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.
Morningstar has launched a suite of integrations with Microsoft technologies to embed its investment intelligence into AI-powered workflows used by financial services firms. The integrations span Microsoft 365 Copilot, Copilot Studio and Microsoft 365 ecosystems, allowing investment professionals to access Morningstar's analyst-driven insights and data within their existing tools. The offering includes a federated Copilot connector using Model Context Protocol, a dedicated Copilot agent for analyst-backed information, and a plugin for Copilot Cowork supporting fund screening and analysis. The integrations are designed to work within firms' existing security controls whilst maintaining compliance requirements. Morningstar's investment intelligence covers global asset classes and aims to reduce the gap between data and decision-making for asset managers, wealth managers and advisors. The company manages approximately $370 billion in assets under management.
Morningstar Wealth has partnered with Apollo, Franklin Templeton and JPMorgan to launch research-driven model portfolios combining public and private market exposure for financial advisers. The portfolios will include access to private markets through interval funds, using Morningstar's independent research with open-architecture allocations from multiple asset managers. The collaboration comes as Morningstar's shares face pressure, closing at $153.68, down 27% year-to-date and 48.8% over the past year. The stock trades 37.5% below the consensus analyst target of $246. The development could broaden how advisers build client portfolios, particularly where demand for alternative assets is growing. Adoption rates and flows into the interval funds will be key indicators of the initiative's success.