Senior Analyst, Private Corporate Credit

Morningstar DBRS; Chicago (IL); Vor Ort; USD 92.000 - 116.000; Vollzeit

Benefits dieser Stelle

401k match

Stock ownership

Life insurance

Health benefits

Sabbatical

Parental leave

Zusammenfassung

Morningstar DBRS is seeking a Senior Analyst to join its Private Corporate Credit team in Chicago. You will analyze financial data, perform leverage finance research, and develop models and tools to transform data into actionable insights for investment professionals.

You will collaborate with senior analysts, build charts and reports, and contribute to rating discussions as you gain more responsibility in credit analysis and surveillance. Strong Excel, Python, and SQL skills are essential.

Qualifikationen

• 2–4 years of relevant experience in financial data analytics, quantitative research, corporate credit analysis, levered finance.
• Bachelor's degree in finance, economics, business, data analytics; CFA progress a plus.
• Strong financial & quantitative analytical skills with financial statements and large datasets.
• Experience with time-series and cross-sectional analysis; applies quantitative methods to markets and credit research.
• Advanced proficiency in Excel; strong Python and SQL for financial data analysis, manipulation, and reporting.
• Familiarity with Tableau is a plus; experience with AI platforms (Copilot/Claude) preferred.
• Strong written and verbal communication; proactive, detail-oriented, multitask in fast-paced environment.

Aufgaben

• Source, validate, organize, and analyze financial and economic data to support leveraged finance research.
• Design, develop, and maintain data structures and analytical tools using Excel, Python, SQL, and other platforms.
• Develop charts, tables, and data visualizations for high-quality research and publications.
• Apply time-series and cross-sectional methods to identify trends in markets and credit research.
• Assist in credit analysis and ongoing surveillance of a portfolio of highly leveraged companies.
• Prepare rating committee materials and develop credit recommendations.
• Build relationships with market participants to support market intelligence.
• Help manage a broad portfolio of credits and improve analytical workflows.

Kenntnisse

Financial analytics

Time-series analysis

Quantitative research

Python

SQL

Excel

Data visualization

Communication skills

Ausbildung

Bachelor's degree in finance/economics/business/data analytics

CFA progress toward designation

Tools

Python

SQL

Tableau

Excel

Jobbeschreibung

The Role:

Morningstar DBRS is seeking a Senior Analyst to join its Private Corporate Credit team. This role combines financial data analytics, leveraged finance research, and credit analysis, with an emphasis on sourcing, analyzing, and transforming complex financial and economic data into meaningful insights for investment professionals.

Working closely with senior analysts and management, you will contribute to the development of high-quality leveraged finance research through data analysis, quantitative tools, and financial modeling. You will also gain exposure to assessing the creditworthiness of small to medium-sized, highly leveraged companies, with opportunities to take on greater credit analysis and ratings responsibilities over time.

What you'll be doing:

• Source, validate, organize, and analyze financial and economic data across multiple platforms to support leveraged finance research and credit analysis.
• Design, develop, and maintain data structures and analytical tools using Excel, Python, SQL, and other platforms to support financial research, quantitative analysis, and ongoing credit surveillance.
• Develop informative charts, tables, and data visualizations that contribute to timely, high-quality leveraged finance research and credit publications.
• Apply quantitative methods, including time-series and cross-sectional data analysis, to identify trends and generate insights across financial markets and leveraged finance.
• Support the credit analysis and ongoing surveillance of a portfolio of small to medium-sized, highly leveraged companies, including reviewing financial statements and assessing credit fundamentals.
• Assist in preparing rating committee materials, developing credit recommendations, and participating in rating committee discussions.
• Build and maintain relationships with market participants, including lenders, investors, and bankers, to support market intelligence and credit research.
• Help manage and monitor a broad portfolio of credits while identifying opportunities to improve analytical processes, data management, and workflows.

What we're looking for:

• Two to four years of relevant professional experience in financial data analytics, quantitative research, corporate credit analysis, leveraged finance, corporate lending, or a related analytical discipline.
• Bachelor's degree in finance, economics, business, data analytics, or a related field. Progress toward the CFA designation is a plus.
• Strong financial and quantitative analytical skills, including experience working with financial statements, economic data, and large financial datasets.
• Experience with time-series and cross-sectional data analysis, with an interest in applying quantitative methods to financial markets and credit research.
• Advanced proficiency in Microsoft Excel, along with strong working knowledge of Python and SQL for financial data analysis, manipulation, and reporting.
• Familiarity with data visualization tools such as Tableau is a plus.
• Experience using AI platforms such as Microsoft Copilot or Claude to support research, data analysis, or workflow efficiency is preferred.
• Strong written and verbal communication skills, with the ability to translate complex financial data into clear, actionable insights.
• A proactive, collaborative approach, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

The Group:

Our Private Corporate Credit team focuses on assessing the creditworthiness of middle-market and highly leveraged companies within the evolving private credit market.

Through fundamental credit analysis, financial data, and ongoing research and surveillance, the team provides insights into borrower performance, credit trends, and emerging risks to support informed investment and lending decisions.

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
  • 100% 401k match up to 6% of salary
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission
• Physical Health
  • Comprehensive health benefits(medical/dental/vision)including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
• Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$92,000.00-115,816.66

Inclusive of annual base salary and target incentive

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.