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compliance

• Manage the preparation for, and conduct of, regulatory examinations
• Draft any compliance reports required by European regulatory authorities
• Report on existing and emerging compliance issues and risks to the CCO
• Foster, and maintain, a good working relationship with ESMA, compliance colleagues, members of other internal control functions and business management
• Support the CCO to implement compliance component on development of new business processes, and on changes to current business processes arising from changes to European regulations
• Assist the CCO in overseeing compliance program to ensure alignment with European regulatory frameworks and provide ongoing assurance of adherence to Sustainalytics’ policies and procedures
• Provide advice and guidance to management on matters relating to conduct and compliance, including identifying areas of compliance vulnerability and risk, based on findings of compliance reviews
• Enhance standard procedures for the intake (including for anonymous reporting and complaints from third parties), investigation, escalation and reporting of potential compliance related incidents relating to Sustainalytics to ensure that they are appropriately and consistently evaluated, investigated and resolved
• Maintain records of any violation reports received, including details of any actions taken
• Contribute to ongoing development of Compliance team by sharing best practices, knowledge, expertise and lessons learned on a regular basis
• Assist with the development, maintenance and delivery of compliance materials and training
• Assist with the continuous improvement of global compliance programs
• Maintain compliance files and records
• Implement and maintain policies and procedures for the general operation of the global compliance program within Sustainalytics.

Compliance Manager

Compliance Manager responsible for implementing Sustainalytics’ Compliance Program and reporting on EU regulatory adherence. Collaborating with global compliance teams and providing ongoing assurance of company policies and procedures.

marketing

• Take responsibility for investment management marketing across the EMEA region and lead South African business marketing
• Own full marketing lifecycle from strategy through execution
• Develop and implement a comprehensive marketing strategy for the EMEA Investment Management business
• Create and execute an annual marketing plan aligned with business goals
• Collaborate with sales and investment teams to build prospecting and client retention programs
• Partner with sales to create a multi-format suite of sales enablement tools
• Build strong relationships with key stakeholders and ensure program priorities are aligned
• Share "voice of the customer" insights across the organization to optimize campaigns
• Measure success and ROI and provide insights to stakeholders for continuous improvement

Marketing Manager

Lead EMEA investment management marketing for Morningstar, developing go-to-market strategy and sales enablement. Empower financial advisors across EMEA with audience-focused campaigns.

analyst

• Act as lead and backup analysts in the assignment of DBRS ratings to European RMBS / Covered Bonds transactions
• Conduct credit analysis utilizing DBRS rating methodologies and analytical tools
• Conduct period review of rating methodologies and lead improvement to rating methodologies and processes
• Support senior analysts and team lead in administrative work, filing and record retention requirements
• Study recent performance trends for transactions.
• Draft analytical documents, such as rating reports, press releases and research
• Collaboration with the DBRS European Structured Finance Surveillance Team and other teams/analysts, supporting analysts in maintenance of existing ratings
• Assess transaction amendments/restructurings
• Draft new rating committee memos summarizing the analysis and recommending a rating action
• Comply with all applicable policies and procedures

Securitization Analyst, European RMBS & Covered Bond Ratings – Vice President

Vice President-level Securitization Analyst managing ratings for European RMBS and Covered Bonds transactions. Collaborating within a structured finance team and developing expertise in a client-facing environment.

implementation-specialist

• Engage with clients and pre-sales to understand needs and deliver effective, scalable solutions.
• Develop clear business requirements, specifications, and project plans, managing expectations across stakeholders.
• Lead projects to deployment, applying project management best practices and coordinating cross-functional teams.
• Partner with product and development teams to deliver high-quality solutions.
• Oversee quality assurance efforts, incorporating user feedback and driving resolutions.
• Serve as the main point of contact for client communications throughout the project lifecycle.
• Monitor and report on project status, managing scope, timelines, quality, and risk.
• Identify and mitigate project risks, ensuring timely issue resolution.
• Manage multiple concurrent workstreams effectively.

Implementation Consultant

Implementation Consultant leading integration projects for investment solutions at Morningstar. Collaborating with diverse stakeholders to deliver tailored client solutions in a hybrid work environment.

content-manager

• Develop and lead a global B2B content strategy aligned to key customer segments and corporate priorities.
• Define tone, messaging, and audience journeys, including content for brand campaigns targeting asset managers.
• Create and adapt thought leadership, articles, blogs, videos, podcast scripts, and social posts tailored to wealth and asset management professionals.
• Build and manage a consistent editorial pipeline.
• Partner closely with marketing, sales, research, editorial, and business units to ensure content relevance and alignment.
• Use performance metrics and marketing intelligence to guide editorial planning and improve content impact.
• Ensure all content meets regulatory standards and adheres to brand and content governance guidelines.

Senior Manager, B2B Content Strategist

Senior Manager, B2B Content Strategist at Morningstar leading content strategy for asset management. Shaping messaging and driving engagement across multiple formats and channels in a hybrid environment.

• Act as a strategic partner to clients and internal teams, managing complex functional and technical requirements from scoping to delivery.
• Build and maintain strong client relationships through regular engagement, including in-person meetings and travel as needed.
• Serve as a subject matter expert on Morningstar data, services, or reporting capabilities, designing high-impact solutions tailored to client needs.
• Interpret and apply Morningstar’s research and analysis to enhance client-facing solutions with insight-driven recommendations.
• Deliver complex and multi product, multi region client projects.
• Lead cross-functional projects, ensuring alignment with agile methodologies (e.g., Scrum) and best practices.
• Define, document, and validate comprehensive business and technical requirements for data or reporting solutions.
• Provide strategic oversight of project health, communicating status, risks, and mitigation strategies to stakeholders.
• Drive decision-making processes that balance business needs with technical trade-offs to deliver future-proof solutions.
• Ensure seamless transition and knowledge transfer to client service teams, establishing support models and documentation.
• Support the rollout of new initiatives, ensuring visibility, alignment, and enablement across teams.
• Mentor junior team members, fostering professional development and team capability.
• Identify opportunities for innovation, automation, and process improvement within project delivery or reporting workflows.

Senior Implementation Consultant

Senior Implementation Consultant leading complex Data Solutions integration on Morningstar’s Direct Platform. Collaborating with stakeholders to implement scalable solutions that drive business value.

chief-marketing-officer

• Run standout campaigns: Develop and execute creative, integrated marketing campaigns that cut through the noise and inspire action.
• Elevate value-add programs: Bring key initiatives to life in ways that translate into measurable adoption and lasting value.
• Build best-in-class onboarding: Create experiences that help new clients or partners feel confident, supported, and engaged from day one.
• Own partner relationships: Manage marketing strategy and execution for select platform and distribution partners, ensuring alignment and impact.
• Be proactive and outcome-driven: Anticipate needs, clear roadblocks, and identify the next best step to advance goals.
• Collaborate for impact: Partner closely across Marketing, Sales, Product, and Design to align strategies and amplify results.
• Leverage every channel: Use digital, content, events, and demand generation tools to reach audiences in the most effective ways.
• Measure, analyze, refine: Continuously assess performance, share insights, and optimize for greater impact.
• Challenge assumptions: Ask the tough questions, push creative boundaries, and ensure every initiative has purpose and momentum.

Director of Marketing

Marketing Director creating marketing strategies and campaigns for growth at Morningstar Wealth. Leading brand impact through innovative and effective marketing initiatives focused on measurable outcomes.

• Support the lead analyst responsible for assigning new credit ratings by conducting parts of the analysis helping with admin processes
• Support credit ratings surveillance for existing ratings
• Assist in client management meetings and maintain issuer/client relationships
• Participate in external client calls to discuss methodologies and transaction proposals
• Prepare and present detailed discussion and committee memos for Funds/ SC credit rating committees
• Draft credit rating letters, press releases, presale reports and rating reports
• Conduct portfolio analysis using Morningstar DBRS developed predictive models
• Assess legal, regulatory, counterparty and other risks related to European SC credit ratings
• Prepare and present new transactions to senior members of the Structured Finance team to determine feasibility and methodology application
• Contribute and support other team member with writing research and participate in webinars, investor meetings and conferences
• Respond to client and colleague inquiries regarding methodologies, analysis and research
• Coordinate with other teams to support credit rating analysis, administration and research

Senior Analyst – European Structured Credit

Senior Analyst in European Structured Finance supporting credit ratings and methodologies. Collaborating with lead analysts and participating in client interactions to assess investment funds.

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8 jobs found

Compliance Manager

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Marketing Manager

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Securitization Analyst, European RMBS & Covered Bond Ratings – Vice President

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Implementation Consultant

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Senior Manager, B2B Content Strategist

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Senior Implementation Consultant

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Director of Marketing

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Senior Analyst – European Structured Credit

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