Role overview

The Role:

Morningstar DBRS is seeking an Associate to focus on supporting Business Development team members and clients across North America. The Business Development team offers excellent opportunities for growth within the team and supports promoting team members who are ready to pursue roles within other areas of the company.

The ideal candidate will be personable, professional, and highly driven. Previous work experience within the financial services industry is ideal yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment. You are enthusiastic, flexible, enjoy collaborating with team members and are an effective communicator. You have excellent client management skills and a desire to build superior relationships. This position is based out of our Toronto office and hybrid attendance is required.

Job Responsibilities:

Reporting to the Senior Vice President, Client Services, this person will support senior Business Development team members as well as assist with client demands using creative problem solving and the swift execution of a variety of administrative tasks. Specific responsibilities include but are not limited to:

Client support and Marketing:

Track the status of engagements with new and existing clients across North America
Assist business development team members in preparing for client meetings, such as contract negotiations and renewals as well as conduct market research
Support the marketing team with newsletters, conference preparation, events and competitor benchmarking

Data administration

Configure and maintain records on clients within the Salesforce CRM system including inputting data, tracking pipelines, fees and creating reports for internal executives
Work closely with billing/finance team to initiate billings, validate billings and track the status of client invoices
Adhere to professional standards, including policies, procedures and best practices and professional codes of conduct related to client engagement

Efficient project management and innovation

Help identify potential improvements to existing procedures and work with the relevant teams to see them implemented
Conduct research that identifies any market trends likely to impact issuers
Contribute to various special projects in support of business growth and innovation

Required capabilities:

Keen interest in the financial services industry
Excellent oral and written communication skills; comfortable doing presentations
Strong problem solving skills, an eagerness to excel and be part of a dynamic, fast growing team.
Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)

Qualifications

Relevant experience in the financial services industry, or roles related to Sales or relationship management
Experience with Salesforce Customer Relationship Management (CRM) and Bloomberg
Attained a bachelor’s degree or higher with a specialization in business, finance and other relevant disciplines

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

Base Salary Compensation Range

$40,000.00-$54,000.00

Incentive Target Percentage
12% Annual

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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