Morningstar jobs in New York, NY - 569 jobs

The Role: Morningstar's U.S. Strategic Accounts team seeks a highly motivated, experienced Senior Vice President, Business Development focused on impactfully growing a book of assigned clients and prospects within the Wealth Management and Asset Management segments. You will represent Morningstar's suite of capabilities including Data, Research, Software and will work with Sales Specialists on opportunities for Indexes, Pitchbook, Sustainalytics, Market Data, Investment Management, Buy-Side solutions and Audience Sales. Because this role covers opportunities across the U.S., it will require approximately 25-50% travel. This position will be based in Chicago or New York. Job Responsibilities: * Exceed revenue targets * Uncover client business needs and work with Client Solutions and Products teams to identify the optimal solution. * Establish and build key C-suite client relationships and act as a Morningstar ambassador in the client's enterprise. * Proactively uncover cross sell and upsell opportunities within assigned territory (or client base) with a hunter mindset. * Forecast and proactively uncover sales opportunities with clients and prospects. * Build a deep understanding of our clients' businesses and deliver a high level of customer centricity. * Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams. * Document daily activities in CRM system. Qualifications: * Candidates should have at least ten 7-10 years of sales and account management experience in the finance and investment industry. * Proven track record of exceeding prior annual sales targets. * Prior experience in a hunter role. * Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, organized approach. * Strong leadership, long-range strategic planning, and time-management skills * Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. * Ability to understand complex investment concepts. * A bachelor's degree required, MBA or CFA a plus. Base Salary Range: $96,611 - $173,889 Incentive % Salary: 80% 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 * 75% 401k match up to 7% * 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 Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups 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.

Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group. + Provides subject matter expertise and advice related to assigned strategic initiatives and act as relationship management for assigned initiatives. + Builds effective relationships with internal/external stakeholders. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Gathers and formats data into regular and ad-hoc reports, and dashboards. + Leads the planning, coordinating and implementing department events. + Provides senior level administrative and operational support within a large, diverse team including one or more senior executives. + Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. + Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. + Provides input into the planning and implementation of administrative programs. + Coordinates and monitors budgets and reporting on results vs. budget. + Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities. + Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events. + Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available. + Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures). + Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries. + Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements + Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget. + Makes travel arrangements, booking flight/hotel reservations as needed. + Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations. + Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies. + Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution. + Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.). + Collaborates with internal and external stakeholders in order to deliver on business objectives. + Organizes work information to ensure accuracy and completeness. + Focus may be on a business/group. + Thinks creatively and proposes new solutions. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works mostly independently. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically 7+ years of relevant experience in an administrative/ professional support function, demonstrating progressive responsibility and post-secondary degree in related field of study. + Specialized knowledge from education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. Please note the salary for this specific position in New York City is $80,000 - 95,0000. **Salary:** $49,500.00 - $91,300.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. + Develops written internal and external marketing on pitch material. + Supports deal teams in development, presentation, and winning mandates. + Seeks to develop an understanding of client needs and outcomes. + Provides materials to support an outstanding client experience. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical findings to deal teams. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Builds effective relationships with internal/external stakeholders. + Ensures alignment between stakeholders. + Researches and analyzes company and industry financial and operating information. + Performs complex financial modeling and runs valuation analyses as part of client / industry evaluations. + Creates statistical exhibits and financial performance trend analysis for client presentations. + Prepares industry compilations. + Performs market research and synthesizes findings for internal and external presentations. + Applies technical concepts and understands implication of work to client/transaction. + Develops an understanding of and proficiency in using all required systems and models. + Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels + Provides feedback on, and supports continuous improvement opportunities. + Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. + Delivers financial modeling to support strategic recommendations to clients. + Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. + Thinks creatively and proposes new solutions. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works mostly independently. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 0 - 3 years of relevant experience within investment banking, corporate banking, or the real estate industry; or post-secondary degree in related field of study or an equivalent combination of education and experience. + An undergraduate degree with academic coursework in finance, economics, accounting or real estate, with outstanding academic achievement. + Financial analysis training and experience. + Shows initiative, prioritizes work, multi-tasks effectively and demonstrates strong attention to detial. + Highly skilled in building complex financial models. + Expertise in using financial computer applications and database management tools. + Skilled in creating statistical presentations. + Creative, insightful, and resourceful. + Strong interpersonal skills within a demanding team environment. + Strong ability to review and assess detailed information daily on multiple projects in an organized manner. + Works independently within a team environment. + Specialized knowledge from education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + FINRA certifications including, but not limited to the SIE, Series 79, and Series 63 is preferred but not mandatory. The expected base salary range: $110,000.00 - 135,000.00. **Salary:** **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans. #J-18808-Ljbffr

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research. Master referral opportunities to grow portfolio. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) Acquire new clients through converting referral leads. Manage client follow-up and adhere to all Regulatory and Compliance operating procedures Ensure that KYC/AML and other compliance norms are strictly adhered to Partner with all roles on branch team to ensure all clients have a positive in-branch experience Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without direction Securities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licenses Group 1 insurance This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: Brooklyn New York United States Primary Location Full Time Salary Range: $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Nov 25, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Responsibilities * Perform independent review and model validation for the firm's stress testing models for CCAR and BAU stress testing, CECL/IFRS9 models for reserve * Provide effective challenge to the model conceptual soundness, perform independent tests, write comprehensive validation documentation for models validated * Develop challenger model methodologies for the official production models * Effectively communicate model validation conclusions to management - 3+ years' in relevant risk management experience including model risk management and risks analytics preferred * Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred * Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding wholesale lending and retail lending business is preferred * Prior experience with developing or validating models is a plus * Strong written and verbal communication, critical thinking, problem solving and team collaboration skills * Familiarity with coding languages (Python preferred) * Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Develop, enhance, and oversee implementation of liquidity frameworks for U.S. regulatory reports, internal stress testing, and recovery and resolution planning, with a focus on Capital Market products. This role combines strategic oversight, regulatory engagement, and technical expertise to ensure compliance and resilience under various stress scenarios. Supports the build, management, and execution of an enterprise-wide liquidity and funding management framework to optimize risks and maximize risk-adjusted profitability. Provides expertise for the measurement, analysis, and oversight of the Bank's global regulatory and internal funding risks arising from business/group business activities. In partnership with the assigned business/portfolio, develops a solid understanding of the business strategies and in-depth product, market, and regulatory knowledge across all retail, commercial, and trading products. Advises on liquidity and funding risk mitigation, product development, and optimization. Supports the development of liquidity Bank's risk measurement and reporting processes for liquidity and funding management. + Develop and maintain liquidity frameworks for U.S. regulatory reporting and internal stress testing. + Create and maintain stress assumptions for Capital Markets products, analyzing behavioral patterns under stress. + Engage directly with U.S. regulatory agencies during supervisory reviews. + Develop a robust understanding of U.S. regulatory rules and oversee compliance and interpretations. + Collaborate with Liquidity reporting on interpretation of FR 2052a, U.S. LCR, and U.S. NSFR rules; participate in advocacy efforts and regulatory change discussions. + Presents to senior management and respond to queries related to Capital Markets products within U.S. LCR, U.S. NSFR, and ILST. + Partner with Liquidity Analytics and Regulatory Reporting teams to implement liquidity methodology changes. + Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. + Attract, retain, and enable the career development of top talent. + Act as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develop an expert understanding of business/group challenges. + May consult to or serve on various committees and task forces. + Recommend strategic priorities and leads the execution. + Manage resources and lead the execution of liquidity & funding related strategic initiatives to deliver on business and financial goals. + Recommend strategic priorities and leads the execution. + Own internal/external stakeholder relationships, which may include regulators. + Lead the execution of liquidity & funding programs; assesses and adapts as needed to ensure quality of execution. + Assess and adapt existing operational programs; develops new capabilities to ensure ongoing success. + Recommend and implement liquidity and funding solutions based on analysis of issues and implications for the business. + Support development and execution of Enterprise's liquidity and funding risk management strategy for executive and Board approval in collaboration with Market Risk Management to recommend liquidity and funding-related risk appetite limits. + Develop processes to identify, measure, and manage liquidity and funding risks in conjunction with Market Risk Management, businesses, and other Finance areas. + Act as a trusted advisor to assigned business/group on liquidity and funding matters including recovery and resolution planning. + Develop and maintain the model and assumption framework used to measure liquidity and funding risk and recommends changes (e.g. regularly reviews liquidity objectives, positions and assumptions, including for new business transactions). + Identify emerging issues and trends to inform decision-making and understand risk drivers. + Recommend and implement solutions based on risk assessments, analysis of issues, and implications for the business. + Act as liaison between stakeholders including industry specialty groups and regulators to align agendas, ensure a clear understanding of the business context, and advocate the Bank's position on market or regulatory developments. + Monitor performance of liquidity stress testing processes and addresses any issues (e.g. enterprise-wide stress testing, OSFI macro-stress testing, ad-hoc testing). + Provide input into the planning and implementation of liquidity and funding risk modeling activities and programs. + Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. + Gathes and format data into regular and ad-hoc reports, and dashboards. + Monitor and track balance sheet usage, and addresses any issues. + Design and produce regular and ad-hoc reports, and dashboards. + Analyze data and information to provide insights into business product pricing and funds transfer pricing processes. + Support development and execution of liquidity and funding-related strategic initiatives in collaboration with internal and external stakeholders. + Operate at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Apply expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems + Foster strong internal and external networks and works with and across multiple teams to achieve business objectives. + Anticipate trends and responds by implementing appropriate changes. + Foster a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do. + Ensure alignment between values and behavior that fosters diversity and inclusion. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Seasoned expert with extensive industry knowledge of Capital Markets. + Technical leader viewed as a thought leader for innovation. + Verbal & written communication skills - Expert. + Analytical and problem solving skills - Expert. + Influence skills - Expert. + Collaboration & team skills; with a focus on cross-group collaboration - Expert. + Able to manage ambiguity. + Data driven decision making - Expert. **Salary:** $164,400.00 - $285,600.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. About the Role: As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation. We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other's words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth and business value. We invest heavily in our people, who are eager to learn and constantly improve. Join our team and grow with us! Product Designers are responsible for leading the entire user-centered design process for their projects and features. They create meaningful and impactful experiences for our customers that satisfy business and user objectives and contribute to PitchBook's market success. The ideal candidate has experience using a full range of user research, concept ideation, and product design skills to ship enterprise-grade products, applying business acumen, a nimble, pragmatic approach, and strong collaboration and communication skills. They work closely with product management, data, engineering, and partners across PitchBook, demonstrating proactive ownership and engagement. They skillfully balance business and user needs with timelines and technical feasibility to deliver solutions that empower our customers to leverage PitchBook's data and research to help their organizations succeed. Primary Job Responsibilities: * Identify high-impact business problems and define the features and user experiences to solve them * Transform business and customer requirements into effective, efficient, and elegant solutions * Use strong systems thinking to enhance existing workflows and experiences for scalability * Plan and conduct user research and data analysis to understand user needs, behaviors, and motivators that lead to engagement and realization of customer value * Translate abstract concepts into simple, elegant, and innovative designs expressed in sketches, diagrams, rapid prototypes, and final design executions * Partner with Product Management and Engineering team members to understand customers and markets, develop product strategies and detailed requirements and designs, and ensure successful release to market * Effectively communicate your design solutions and how they support our strategies and customer objectives * Improve the overall PitchBook customer experience by providing support and feedback to other designers, and occasionally leading collaborative team projects * Monitor and evaluate the performance of your design solutions and identify strategies for enhancement and improvement * Deliver continuous improvement in your work and partnership with your product teams * Demonstrate accountability and ownership of your work and responsibility for every detail, every step of the way * Contribute to evolving design practices and resources, supporting the digital maturity of our organization * Support the vision and values of the company through role modeling and encouraging desired behaviors * Participate in various company initiatives and projects as requested Skills and Qualifications: * Bachelor's degree in Digital Design, Human-Centered Design, Psychology or equivalent * 4+ years of professional experience in a Product Design / UX role, ideally in a large business or enterprise environment * A portfolio of past work including concepts, ideation, flows, and completed designs and final deliverables that demonstrate clear design thinking and craftsmanship * Demonstration of design thinking skills, use of modern design best practices and ability to create innovative and meaningful experiences that deliver user value and business results * Demonstrated ability to clearly communicate and support design decisions and how they add value to the product * Strong analytical skills, use qualitative and quantitative data to guide design decisions * Experience balancing multiple projects, organizing priorities and personal discipline * Strong sense of ownership and accountability for the work you lead and deliver * Intellectual curiosity, structured thinking and a collaboration-driven interaction style * Humility, enthusiasm and ability to build relationships, foster trust and develop a shared understanding * Passion and enthusiasm for your craft and aspiration to excellence * Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily * Must be authorized to work in the United States without the need for visa sponsorship now or in the future Benefits + Compensation at PitchBook: Physical Health * Comprehensive health benefits * Additional medical wellness incentives * STD, LTD, AD&D, and life insurance Emotional Health * Paid sabbatical program after four years * Paid family and paternity leave * Annual educational stipend * Ability to apply for tuition reimbursement * CFA exam stipend * Robust training programs on industry and soft skills * Employee assistance program * Generous allotment of vacation days, sick days, and volunteer days Social Health * Matching gifts program * Employee resource groups * Subsidized emergency childcare * Dependent Care FSA * Company-wide events * Employee referral bonus program * Quarterly team building events Financial Health * 401k match * Shared ownership employee stock program * Monthly transportation stipend * Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment. Compensation * Annual base salary: $135,000-$150,000 * Target annual bonus percentage: 10% Working Conditions: At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week. The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook. #LI-TK1 #LI-Onsite

Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be. The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets. Traders on the team are responsible for: Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests Conducting research on stocks / companies in order to evaluate risks and make trading decisions Daily risk management and hedging of the trading books, including close interaction with other traders and brokers Driving forward new technology and infrastructure projects with IT and desk strategists The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities. The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading. Primary Responsibilities: We are looking for a senior technical, hands-on specialist to handle the coordination of testing and release process for the Fixed Income pricing and risk modelling libraries and reference data. This is a challenging and high-profile role which spans the end-to-end software development cycle (SDLC) - including managing source code branches, preparing and delivering release candidate builds into testing, and working with QA, IT, trading desk strategists, and production support teams through the test cycle to sign-off, integration into consumer applications, and release. Located in New York, this role is a critical point of contact for desk strategists, technology and QA colleagues in that timezone, maintains continuity of SDLC activities in Follow the Sun model in a global release management team with colleagues in India and London. The successful candidate will also help with improving our automated build, release, integration and testing infrastructure covering the entire SDLC across several million lines of C++, Java, and Scala source code. This will include configuration of Jenkins jobs, source code management tooling, and supporting trading desk strategists' use of development environment. Most of the Fixed Income portfolio is valued and risked using these pricing and risk modelling libraries, which are used by many varied applications throughout the firm and have multiple inter-dependencies. This requires that we build the libraries in a consistent manner on multiple different platforms, and integrate them into the varied application landscape, which is itself constantly changing. Our ability to patch, test and release new functionality within hours if not minutes can be critical to our success as a business, and the successful candidate will be critical to helping us achieve this. Qualifications Essential: * extensive experience as hands-on release manager, testing, or application support specialist, preferably in financial services * extensive experience with git and its use in support of feature and release branching strategies, patching, release notes management * extensive experience of managing testing cycles, bug tracking, stakeholder communication, release prioritisation, change management * extensive experience of using Jenkins, BitBucket and effectively using these to build release candidates and optimise build automation flow * experience of writing scripts (eg in python) for tasks such as promotion and propagation of artifacts, generation of release notes, custom SDLC actions * experience of working in a globally distributed team Desirable: * some development experience in Java or C++ so as to be able to read source code to conduct code mergers and conflicts, update test baselines * some experience with C++ development environment and multi-platform c++ builds in linux and windows * familiarity with build tools such as bazel, cmake, premake, make, visual studio devenv/msbuild, and build acceleration tools such as Incredibuild, distcc and ccache * familiarity with standard code quality tools such as sonar, cpplint * familiarity with package/dependency management tools such as conan, maven, artifactory WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $160,000 and $250,000 for Vice President at commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Background on the Position The role will reside within the Firm Risk Management's Market Risk Department (MRD) which is a team dedicated to providing governance and oversight of all market risk arising from the Firm's business activities. This role is located on the located on the trading floor in New York, as part of the market risk coverage team for the commodities division. This role encompasses extensive interaction with trading teams, various risk functions, IT and other control groups, with a particular focus on day-to-day market risk management, scenario analysis and stress testing for the commodities business which includes Power and Gas, Emissions, Oil and Products, Metals and Agricultural Products. This role is hybrid and currently requires in office attendance 3 days/week. The in-office requirement is subject to change at any time. Primary Responsibilities > 0-3 years of financial services/Market Risk experience > Provide in-depth market risk analyses across various commodities desks/products and escalate key risks to senior management > Monitor market risks through review of portfolio risk sensitivities, Value-at-risk (VaR), stress scenario analysis and limit management. > Work closely with various Front Office teams, colleagues from the global FRM team, technology teams, to ensure that key risks are identified, measured, managed and produced on a timely and accurate basis > Maintain constant dialogue with commodities trading desks and front office support groups regarding trading strategies, limit usage, and risk representation of client transactions Skills and Experience required > Strong quantitative and technical skills (e.g. SQL, R, Matlab, Python, Excel) > Detail oriented with exceptional organizational skills, analytical thinking, and problem-solving abilities > Strong communication and presentation skills > Proficiency in MS Office and related applications (PowerPoint, Excel, Word) > Familiarity with VaR calculations, stress testing and scenario analysis for derivatives products, FRM or ERP certifications are a plus FRM is committed to creating and providing opportunities that enable our workforce to reflect diverse backgrounds and views. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Analyst level - Expected base pay rates for the role will be between $75,000 and $95,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Associate level - Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks Background on the Position The role will reside within the Firm Risk Management's Risk Analytics area. Risk Analytics develops market risk analytics, credit risk analytics and scenario analytics models providing quantitative analysis on the Firm's risk exposures. By developing mathematical and statistical models, Risk Analytics calculates the risks associated with specified sets of financial positions and day-to-day operations. Risk Analytics COO Team covers a broad array of areas for the department, including planning, budget/resource management, model advisory & support, recruiting, project management, management of Regulatory/Internal Audit /Model Risk Management deliverables, governance, controls, policies & procedures, training and talent development. Primary Responsibilities > Provide project management support on a variety of initiatives > Track various regulatory, audit and model related deliverables > Understand the models and approaches used and provide advisory support or challenge to the model developers > Lead or present at meetings; prepare relevant meeting materials as well as presentations on models and associated processes working with the model developers > Support organizational, infrastructure/technology initiatives in coordination with other teams > Develop and maintain model policies and procedures Qualifications > Bachelor's degree required > Minimum of two years of experience at financial institution or consulting firm in a technical project management or coding capacity > Strong analytical skills, logical ability with a proven record of attention to detail > Advanced knowledge of MS Excel, PowerPoint and Word > Ability to build strong working relationships with key business partners > Self-motivator and team player who brings a can-do approach > Strong interpersonal and communication skills, written and verbal Firm Risk Management values diversity and is committed to providing a supportive and inclusive workplace for all employees. This role is hybrid and currently requires in office attendance 3 days/week. The in office requirement is subject to change at any time. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. About the Role: As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation. We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other's words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth, and business value. We invest heavily in our people, who are eager to learn and constantly improve. Join our team and grow with us! As an Engineering Manager, Machine Learning (ML) Operations in the Technology & Engineering division, you will be responsible for leading and managing PitchBook's MLOps team. The team is responsible for enabling PitchBook's Machine Learning teams and practitioners by providing tools and golden paths that optimize all aspects of the Machine Learning Development Life Cycle (MLDLC). Your team's work will support projects in a variety of domains, including Generative AI (GenAI), Large Language Models (LLMs), Natural Language Processing (NLP), Classification, and Regression. Your role will be critical in driving AI (Artificial Intelligence) innovations across the organization. Primary Job Responsibilities: Lead the MLOps team direction and execution (operations, processes, practices, and standards), working closely with engineering leadership and product management to craft roadmaps, define KPIs, and achieve success criteria Ensure effective communication and coordination across geographically dispersed teams. Oversee the enablement of scalable solutions that meet high standards of reliability and efficiency Champion the adoption and integration of ML best practices at PitchBook, fostering a culture of innovation and experimentation to drive the development of high-quality AI products Serve as a force multiplier by removing roadblocks, implementing process improvements, providing frequent and actionable feedback to team members, and building practices for ideation and innovation Bridge the gap between business/product needs and execution, including building and delivering on group-level objectives and key results, identifying resource needs, and building execution plans for initiatives Ensure MLOps roadmap items are delivered on time and have exceptional quality Learn constantly and be passionate about discovering new tools, technologies, libraries, and frameworks (commercial and open source), that can be leveraged to improve PitchBook's AI capabilities Describe technical content in intuitive ways for a variety of audiences, adapting communication from highly technical deep dives with engineers to non-technical dialogue with executive stakeholders Establish and drive a culture founded on creating belonging, psychological safety, candor, connection, cooperation, and fun Understand how to apply agile, lean, and principles of fast flow to team efficiency and productivity Support the vision and values of the company through role modeling and encouraging desired behaviors Participate in various company initiatives and projects as requested Skills and Qualifications: Bachelor's, Master's, or PhD in Computer Science, Mathematics, Data Science, or a related field 3+ years of experience in an engineering leadership role, managing globally distributed teams 6+ years of experience in hands-on development of Machine Learning algorithms 6+ years of experience in hands-on deployment of Machine Learning services 6+ years of experience supporting the entire MLDLC, including post-deployment operations such as monitoring and maintenance 6+ years of experience with Amazon Web Services (AWS) and/or Google Cloud Platform (GCP) Experience with at least 70%: PyTorch, Tensorflow, LangChain, scikit-learn, Redis, Elasticsearch, Amazon SageMaker, Google Vertex AI, Weights & Biases, FastAPI, Prometheus, Grafana, Apache Kafka, Apache Airflow, MLflow, and KubeFlow Ability to break large, complex problems into well-defined steps, ensuring iterative development and continuous improvement Experience in cloud-native delivery with a deep practical understanding of containerization technologies such as Kubernetes and Docker, and the ability to manage these across different regions Proficiency in GitOps and creation/management of CI/CD pipelines Demonstrated experience building and using SQL/NoSQL databases Demonstrated experience with Python (Java is a plus) and other relevant programming languages and tools Excellent problem-solving skills with a focus on innovation, efficiency, and scalability in a global context Strong communication and collaboration skills, with the ability to engage effectively with internal customers across various cultures and regions Ability to be a team player who can also work independently Experience working across multiple development teams is a plus Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily Must be authorized to work in the United States without the need for visa sponsorship now or in the future Benefits + Compensation at PitchBook: Physical Health Comprehensive health benefits Additional medical wellness incentives STD, LTD, AD&D, and life insurance Emotional Health Paid sabbatical program after four years Paid family and paternity leave Annual educational stipend Ability to apply for tuition reimbursement CFA exam stipend Robust training programs on industry and soft skills Employee assistance program Generous allotment of vacation days, sick days, and volunteer days Social Health Matching gifts program Employee resource groups Subsidized emergency childcare Dependent Care FSA Company-wide events Employee referral bonus program Quarterly team building events Financial Health 401k match Shared ownership employee stock program Monthly transportation stipend *Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment. Compensation Annual base salary: $240,000-$300,000 Target annual bonus percentage: 15% Working Conditions: At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week. The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook. #LI-TK1 #LI-Onsite

We're seeking someone to join our team as an Associate to provide audit coverage for application and system infrastructure supporting Institutional Securities Group Technology Audit. The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is an Associate level position within Technology Audit, which is responsible for inspecting controls in the applications that support all three lines of business. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Location: Baltimore, MD (4x per week in office) What you'll do in the role: * Help identify risk and impact to relevant coverage area to prioritize areas of focus * Execute and lead aspects of assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment * Facilitate conversations with stakeholders on risks, their impact and how well they are managed in a clear, timely and structured manner * Assist in managing multiple deliverables in line with team priorities * Solicit and provide feedback and participate in formal and on-the-job training to further develop self and peers What you'll bring to the role: * Understanding of business line and key regulations relevant to coverage area * Strong understanding of audit principles, methodology, tools, and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring) * Ability to identify and analyze multiple data sources to inform point of view * Ability to ask meaningful questions, understand various viewpoints and adapt messaging accordingly * A commitment to practicing inclusive behaviors * At least 4 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $108,000 and $154,500 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We are seeking a highly experienced Global Data Center Manager to oversee and optimize our global data center footprint in support of mission-critical financial trading, and real-time transaction environments. The ideal candidate brings deep technical expertise in large-scale data center operations, exceptional vendor management skills, and the ability to meet the stringent security, compliance, and uptime requirements of a regulated fintech organization. This role supports more than twenty (20) global data centers and ensures our infrastructure meets strict standards for latency, resiliency, regulatory compliance, and operational excellence. Key Responsibilities Global Data Center Operations (Fintech-Focused) * Manage and support 20+ global data centers in partnership with third-party colocation providers critical to financial workloads. * Maintain near-zero downtime through rigorous change control, redundancy management, and capacity planning aligned with financial transaction volumes and regulatory SLAs. * Lead incident response activities with a focus on rapid recovery, root-cause analysis, and audit-ready documentation. Facilities & Infrastructure Expertise * Deep understanding of high-density, financial-grade infrastructure including HVAC systems, redundant utility feeds, switchgear, UPS/N+1-2 power distribution, PDUs, busways, and advanced monitoring systems. * Evaluate energy efficiency, performance, and reliability with a focus on supporting high-density compute, networking and trading systems * Familiarity with emerging liquid cooling technologies (direct-to-chip and Rear door Heat Exchangers) used in HPC, AI/ML, workloads. Connectivity, Cabling & Low-Latency Environments * Strong expertise in structured cabling including cross-connects, intra and inter-cabinet fiber, copper, coax for GPS, fiber trunks, meet-me rooms, and provider Points of Entry (POE). * Deep understanding of equidistant cabling principles critical for trading environments. Telecom, Carrier, & Market Connectivity * Experience with telecommunications carriers, dark fiber providers, and microwave or millimeter-wave technology for ultra-low-latency routes to financial exchanges. * Understanding of diverse and resilient connectivity to clients and liquidity providers, market data feeds, and global cloud environments. Cloud & Hybrid Fintech Ecosystem * Familiarity with Cloud onramps options including but not limited to AWS and Azure * Knowledge of hybrid models where compute spans colocation, edge and public / private cloud in a compliant and secure manner. Vendor, Regulatory & Contract Management * Strong understanding of data center contracts with an emphasis on: * Financial based market rates and negotiation * Contract terms such as Exit clauses and risk mitigation * SLA uptime guarantees * Regulated data handling requirements * Partner with Legal, Compliance, and Risk to ensure data center providers meet compliance regulations including but not limited to SOC 2, ISO 27001, DORA and regional financial regulations. Strategic Planning * Collaborate with Product, Compliance, Security, and Engineering teams to forecast capacity needs. * Develop and present a global data center strategy in a committee setting Financial Stewardship & Budgeting * Manage a $40M+ annual global budget, including data centers, networking services, power, and staffing. * Drive cost optimization while ensuring compliance with business continuity requirements. Tools, Monitoring & Infrastructure Management * Experience with DCIM tools, structured cabling certification tools, environmental monitoring, and inventory systems. * Knowledge of Building Management Systems (BMS) and financial-sector KPIs, including power utilization, SLA adherence, latency metrics, and capacity forecasting. Team Leadership * Lead and mentor a distributed team of data center technicians and engineers across the US and Europe, ensuring 24x7 support for global fintech operations. * Foster a culture of precision, compliance, continuous improvement, and operational discipline. Qualifications * 8-12+ years managing global or multi-site data centers, ideally supporting fintech, trading, or financial services platforms. * Deep knowledge of mechanical, electrical, and connectivity infrastructures and low-latency environments. * Experience with regulated environments (e.g., ISO, SOC) and audit-ready documentation. * Proven success managing large budgets and complex vendor ecosystems. * Strong communication and cross-functional leadership abilities. * Ability to travel internationally as required. Come as You Are Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation. What We Offer We're proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq's overall success. The base pay range for this role is $143,000 - $279,000. In addition to base salary, Nasdaq provides a generous annual bonus/commission (short-term incentive), and equity (long-term incentive), comprehensive benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands. Nasdaq's programs and rewards are intended to allow our employees to: * Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off * Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts * Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave * Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days * Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities For more information, visit Nasdaq Benefits & Rewards Career page.

Morningstar DBRS (MDBRS) is seeking an experienced senior Team Lead within the Global Investor Strategy team responsible for building, developing and leading a team of professionals focused on expanding its relationships with key institutional investor clients. These clients span asset managers, insurers, investment funds, and private equity. The Investor Development Group is focused on promoting MDBRS' coverage, brand, and credit expertise to influential market constituents, fostering investor engagement with MDBRS ratings, research, products, and services. The Investor Development Group Head plays a crucial role in leading outreach and visibility efforts globally, with a particular focus on corporate and structured finance debt investors across sectors, and covering key US institutional investors. The ideal candidate will have deep investor relationships and strong subject matter knowledge of debt capital markets and the role of credit ratings in investment decisions both domestically and internationally. This role reports to the Head of Canada and Global Investor Strategy and is based in our New York office. How You'll Create Value: Develop and implement coverage strategy for Investor Development Team globally Lead coverage activities with key US institutional investors (credit analysts, portfolio managers, heads of research), and act as senior relationship touch point across investor client base globally Proactively identify and develop new strategic relationships with institutional investors Establish best practices, working collaboratively across Marketing, Business Development and Analytical teams to build brand visibility with investors, enhance investor engagement and usage of relevant Morningstar DBRS services Develop, lead and execute new strategic investor focused initiatives, promoting MDBRS' unique credit perspectives through meetings, conferences, webinars, and bespoke events Track and maintain engagement data through CRM for internal reporting and analysis Solicit and analyze investor feedback to provide timely insights into topical credit market views across ratings and products Facilitate demand for MDBRS ratings, usage in investment decisions, and in conjunction with the Business Development team, demand for MDBRS research and related products. Requirements: Candidates should have 10+ years of business development experience in a debt capital markets or fixed income sales capacity with a focus on credit. Strong existing relationships with relevant fixed income investors across public and private credit markets, project finance, structured finance and corporate credit. Proven track record of managing large, complex investor accounts. Excellent communication and presentation skills, with ability to engage senior stakeholders. Demonstrated ability to work collaboratively across teams. Strong leadership and proven ability to build high impact teams. Ability and willingness to travel as required. Experience with Salesforce. Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA a plus. Compensation: Base Salary Range - $240,000 - $350,000 Target Bonus - 40% - 50% 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 75% 401k match up to 7% 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 Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups 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. R06_DBRSInc DBRS, Inc. - US Legal Entity

Thank you for your interest in joining our team! By submitting your application, you are being considered for our talent pipeline. While we may not have a current open position that matches your skills and experience, we will keep your information on file for future opportunities. If a suitable role arises, our team will reach out to you directly to discuss the potential match. We appreciate your time and encourage you to stay connected with us! Firmwide AI Overview The Firmwide AI Team at Morgan Stanley is a dynamic and innovative department that serves as a center of AI enablement for the firm. The team is dedicated to transforming our operations to realize efficiencies, create capacity for growth investment, and enhance client services through strategic AI integration. The team's responsibilities are diverse and dynamic: it spearheads innovation through targeted use case development, enforces AI governance standards, evaluates the impact of AI on the Firm's operations, and empowers our workforce with knowledge of GenAI technologies. Firmwide AI works closely with key stakeholders, such as technology, compliance, and various business units across the Firm. The team is committed to fostering a culture of continuous learning and provide education on AI technologies to other departments within the company. Employees play a crucial role in supporting the generative AI strategy across the Firm through varying capacities, including digital content strategy, generative AI solutioning, user engagement, performance monitoring, project management, risk management, optimization, and continuous improvement initiatives. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Required Experience for our Associate roles: 3 years Expected base pay rates for the role will be between $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Required Experience for Director roles: 4-6 years Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. About the Role: PitchBook's Marketing team is a world-class B2B growth engine, fueling the company's momentum as the pulse of private capital markets. Operating at the pace of our complex and opportunity-rich industry, we deliver impactful marketing that adapts to shifting market dynamics while bringing clarity, precision, and creativity to every stage of the customer lifecycle. Through an agile blend of Brand, Creative, Content, Go-to-Market, Channel, and Operations strategies, we ensure our work doesn't just inform-it shapes. United by purpose and leveraging a data-driven approach, our team empowers PitchBook to meet the speed of private capital and help customers move forward with conviction The Senior GTM Campaign Manager designs and executes integrated marketing campaigns to drive acquisition, retention, and revenue growth within PitchBook's core customer segments. This role ensures that external go-to-market activities are unified and aligned to segment-specific product and data roadmaps, market opportunities, and revenue targets. It blends lifecycle marketing practices, account-based marketing principles, and audience insights to deliver campaigns that reflect the priorities and goals of each segment. This role is highly cross-functional and will collaborate closely with commercial business units and marketing functions for campaign launches. The ideal candidate can operate autonomously and fluidly between strategic planning and hands-on execution. Primary Job Responsibilities: Partner with commercial GTM teams to identify high-value accounts and co-build strategies that support business and revenue targets across PitchBook's defined commercial segments Collaborate with Sales, Customer Success, Product Marketing, Customer Insights, and other relevant teams to align on campaign messaging, taking into consideration product or data specific roadmaps, customer needs, and account plans Partner with marketing stakeholders to develop and execute multi-channel campaigns that reflect the priority goals of each segment Create strategic segment-oriented campaigns to drive revenue expansion and reduce churn, ensuring value propositions are relevant to the customer journey Analyze campaign performance by segment to identify trends, opportunities, and areas for optimization Maintain campaign briefs, workback schedules, and deliverable tracking to ensure smooth and timely execution Present campaign insights and performance reports to key stakeholders; recommend refinements for continued improvement Collaborate with peers across GTM Campaigns to ensure consistency and scalability in marketing execution Support the vision and values of the company through role modeling and encouraging desired behaviors Participate in various company initiatives and projects as requested Skills and Qualifications: 5+ years of enterprise B2B marketing experience Background in all areas of go-to-market campaigns: campaign planning, lifecycle marketing, account-based marketing, integrated marketing campaigns, marketing operations, and marketing analytics Experience working cross-functionally across commercial and marketing teams to design and execute on targeted acquisition, retention, and growth marketing campaigns Skilled at navigating and understanding enterprise sales motions across a variety of customer types Passionate about understanding PitchBook's varied customers and providing them with great experiences while impacting the business Self-starter attitude who can work independently as needed and is empathetic, positive, and motivated to improve processes to more successfully deliver complex work Solid analytical foundation. A data-driven approach to this work is expected and helps enable innovation and creativity Expert communicator with excellent verbal, written, visual/presentation, and interpersonal communication skills Ability to thrive, and be agile within, in a fast-paced environment within a high-growth company Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily Must be authorized to work in the United States without the need for visa sponsorship now or in the future Benefits + Compensation at PitchBook: Physical Health Comprehensive health benefits Additional medical wellness incentives STD, LTD, AD&D, and life insurance Emotional Health Paid sabbatical program after four years Paid family and paternity leave Annual educational stipend Ability to apply for tuition reimbursement CFA exam stipend Robust training programs on industry and soft skills Employee assistance program Generous allotment of vacation days, sick days, and volunteer days Social Health Matching gifts program Employee resource groups Subsidized emergency childcare Dependent Care FSA Company-wide events Employee referral bonus program Quarterly team building events Financial Health 401k match Shared ownership employee stock program Monthly transportation stipend *Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment. Compensation Annual base salary: $112,000-$133,000 Target annual bonus percentage: 10% Working Conditions: At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week. The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook. #LI-AD2 #LI-Onsite

About the Role Morningstar DBRS is seeking an Analyst or Senior Analyst to support the Funds new issue credit ratings team, which is part of the U.S. Structured Credit (US SC) team. US SC is a credit rating analytics team that assigns credit ratings, monitors credit ratings, develops research and maintains credit rating methodologies for investment fund debt (including feeder fund debt, subscription lines and collateralized fund obligations (CFOs)), collateralized loan obligations (CLOs), other corporate securitizations and bespoke credit rating opportunities. Job Responsibilities * Assist analysts assigning new credit ratings on various fund financing transactions, including but not limited to, feeder fund debt, main fund secured facilities and unsecured debt, subscription loan facilities, and collateralized fund obligations. * Assist with transaction analytics including portfolio and data analysis using Morningstar DBRS developed predictive models and analytical tools and applying credit rating methodologies. * Support in managing the new issue ratings process and administration, while adhering to the relevant rating methodology, compliance, regulatory and company policies and procedures. * Collaborate with the ratings team in producing committee materials and memos, presenting to a credit ratings committee, and authoring pre‐sale and new issue credit rating reports, among other relevant disclosures. * Assist in monitoring transaction performance and market developments, including changes in fund strategy, investor base, and macroeconomics conditions relevant to structured credit. * Collect, organize, and analyze fund financial statements, investor reports, and portfolio data to support initial rating and ongoing surveillance. * Assist in reviewing and analyzing fund documentation, including credit agreements, limited partnership agreements (LPA's), and other related legal documents. * Maintain internal databases and ensure timely updates for related transaction records. * Participate in onsite manager due diligence meetings and calls with market participants and issuers. * Collaborate with other Morningstar DBRS credit teams to support credit rating surveillance, analysis, administration, and research. * Assist in research and financial analysis for senior analysts, rating committees, research, investor meetings, and conferences. Qualifications * Undergraduate degree in finance, accounting, business, economics, or related discipline is required. * No previous related experience is required. * Strong interest in credit funds, BDCs, CLOs, private credit and/or private equity encouraged. * Advanced knowledge and practical skills in using Microsoft Excel, Word, PowerPoint and Outlook. * Excellent written and oral communication skills. * Demonstrate analytical abilities, with a high attention to detail and producing high quality work. * Willingness and ability to learn new analytical approaches proactively. * Willingness and ability to think creatively. * Ability to work in a fast-paced environment with multiple deadlines. * Self-starter with ability to prioritize and complete critical work quickly, independently and with a sense of urgency. * Must be team player with strong interpersonal skills. * Curiosity to develop new applications and to perform complex analyses. Nice to Have * Financial industry and/or structured finance experience. * Rating agency experience. * Knowledge of analytical programming languages (Python, etc.) is a plus. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. 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 * 75% 401k match up to 7% * 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 Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * 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 $90,000.00 - 120,000.00 USD Annual Incentive Target Percentage 15% Annual If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. 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. R06_DBRSInc DBRS, Inc. - US Legal Entity