Associate Product Manager, Fixed Income & Multi-Asset Indexes

About the position The Group: Morningstar’s mission is to empower investor success. Morningstar Indexes was created to meet the evolving needs of investors and to be a strong advocate for them. With our rich history as a transparent, investor-focused leader in data and research, we are uniquely positioned to help individuals, institutions, wealth managers, and advisors navigate investment opportunities across all asset classes, styles, and strategies. Whether assessing risk and return through traditional benchmarks or assisting investors in integrating ESG goals, our diverse range of index solutions addresses the complex questions investors face today, helping them achieve their long-term goals. The Role: The Associate Product Manager, Fixed Income & Multi-Asset Indexes will support the growth of Morningstar’s index business through a mix of operations, client support and market research responsibilities. In this role, you will serve as a product expert for a broad range of fixed income and multi-asset indexes and will leverage that expertise to coordinate new index launches, provide market intelligence, prepare client reports and address inquiries escalated from the client support team. You will also help support the commercial success of our indexes by serving as an index product expert in client meetings and assisting with follow-ups. This role is part of a global team and will report to the Director of Product Management, Equity Indexes. This position is based in our Chicago office. We follow a hybrid policy of at least 4 days onsite.

Responsibilities

• Support the growth of the index business by working cross-functionally to bring new indexes and product enhancements to market, managing timelines, deliverables, cross-team communications, and client notifications
• Conduct market research to help refine product strategy and maintain competitor index mappings
• Coordinate the creation of external index documentation, including rulebooks and marketing materials
• Drive greater adoption of Morningstar fixed income and multi-asset indexes by creating materials for client pitches, giving product presentations, and assisting with follow-ups from client meetings
• Collaborate with the client service team to deliver monthly index reports to key clients and respond to escalated client inquiries
• Identify potential areas for improvement with respect to workflows, documentation, and methodology

Requirements

• A minimum of 2 years of work experience in a finance-related field
• A bachelor’s degree is preferred
• Fixed income knowledge
• Understanding of the index business
• Strong analytical capabilities
• A record of process improvement
• Attention to detail
• Strong presentation and relationship-building skills
• Able to thrive in a fast-paced global work environment
• Harbor a genuine belief in Morningstar`s core values

Nice-to-haves

• Knowledge of Morningstar Direct is desired

Benefits

• 75% 401k match up to 7%
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission
• 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
• Trust-Based Time Off
• 6-week Paid Sabbatical Program
• 6-Week Paid Family Caregiving Leave
• Competitive 8-24 Week Paid Parental Bonding Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Education Stipend
• Tuition Reimbursement
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

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