About the role
The Role: Morningstar DBRS is seeking an Associate to focus on supporting Business Development team members and clients across North America. The Business Development team offers excellent opportunities for growth within the team and supports promoting team members who are ready to pursue roles within other areas of the company. The ideal candidate will be personable, professional, and highly driven. Previous work experience within the financial services industry is ideal yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment. You are enthusiastic, flexible, enjoy collaborating with team members and are an effective communicator. You have excellent client management skills and a desire to build superior relationships. This position is based out of our Toronto office and hybrid attendance is required. Job Responsibilities: Reporting to the Senior Vice President, Client Services, this person will support senior Business Development team members as well as assist with client demands using creative problem solving and the swift execution of a variety of administrative tasks. Specific responsibilities include but are not limited to: Client support and Marketing: Track the status of engagements with new and existing clients across North America Assist business development team members in preparing for client meetings, such as contract negotiations and renewals as well as conduct market research Support the marketing team with newsletters, conference preparation, events and competitor benchmarking Data administration Configure and maintain records on clients within the Salesforce CRM system including inputting data, tracking pipelines, fees and creating reports for internal executives Work closely with billing/finance team to initiate billings, validate billings and track the status of client invoices Adhere to professional standards, including policies, procedures and best practices and professional codes of conduct related to client engagement Efficient project management and innovation Help identify potential improvements to existing procedures and work with the relevant teams to see them implemented Conduct research that identifies any market trends likely to impact issuers Contribute to various special projects in support of business growth and innovation Required capabilities: Keen interest in the financial services industry Excellent oral and written communication skills; comfortable doing presentations Strong problem solving skills, an eagerness to excel and be part of a dynamic, fast growing team. Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint) Qualifications Relevant experience in the financial services industry, or roles related to Sales or relationship management Experience with Salesforce Customer Relationship Management (CRM) and Bloomberg Attained a bachelor’s degree or higher with a specialization in business, finance and other relevant disciplines 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. 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. R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.
Similar Jobs
About the role
The Role: Morningstar DBRS is seeking an Associate to focus on supporting Business Development team members and clients across North America. The Business Development team offers excellent opportunities for growth within the team and supports promoting team members who are ready to pursue roles within other areas of the company. The ideal candidate will be personable, professional, and highly driven. Previous work experience within the financial services industry is ideal yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment. You are enthusiastic, flexible, enjoy collaborating with team members and are an effective communicator. You have excellent client management skills and a desire to build superior relationships. This position is based out of our Toronto office and hybrid attendance is required. Job Responsibilities: Reporting to the Senior Vice President, Client Services, this person will support senior Business Development team members as well as assist with client demands using creative problem solving and the swift execution of a variety of administrative tasks. Specific responsibilities include but are not limited to: Client support and Marketing: Track the status of engagements with new and existing clients across North America Assist business development team members in preparing for client meetings, such as contract negotiations and renewals as well as conduct market research Support the marketing team with newsletters, conference preparation, events and competitor benchmarking Data administration Configure and maintain records on clients within the Salesforce CRM system including inputting data, tracking pipelines, fees and creating reports for internal executives Work closely with billing/finance team to initiate billings, validate billings and track the status of client invoices Adhere to professional standards, including policies, procedures and best practices and professional codes of conduct related to client engagement Efficient project management and innovation Help identify potential improvements to existing procedures and work with the relevant teams to see them implemented Conduct research that identifies any market trends likely to impact issuers Contribute to various special projects in support of business growth and innovation Required capabilities: Keen interest in the financial services industry Excellent oral and written communication skills; comfortable doing presentations Strong problem solving skills, an eagerness to excel and be part of a dynamic, fast growing team. Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint) Qualifications Relevant experience in the financial services industry, or roles related to Sales or relationship management Experience with Salesforce Customer Relationship Management (CRM) and Bloomberg Attained a bachelor’s degree or higher with a specialization in business, finance and other relevant disciplines 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. 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. R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.