Wealth Strategy Analyst Development Program

Morningstar; Chicago (IL); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

401k match

Stock ownership potential

Life insurance

Health benefits

Tuition reimbursement

Mentorship programs

Parental leave

Volunteer days

Education stipend

Wellness programs

Flexible work options

Job summary

Morningstar Development Program (MDP) – Wealth Chicago invites recent graduates to a two-year program designed to build expertise in investment research and client service. You will join a cohort with structured training, mentorship, and growth opportunities while supporting Wealth initiatives and advisor relationships.

The role blends analytics with relationship management, offering exposure to Morningstar’s investment solutions, portfolio insights, and cross-functional collaboration within a

Qualifications

• Undergraduate degree in finance, economics, business, or related field preferred; all majors welcome.
• Strong critical thinking and writing skills to synthesize information and form clear ideas.
• Foundational knowledge of investing through coursework, internships, or personal interest.
• Strong communication skills and comfort with client-facing interaction.
• Working knowledge of Excel (filters, pivot tables, formulas) and ability to verify AI-generated output.
• Demonstrated ability to learn new tools quickly; experience using AI tools is a plus.
• Leadership and initiative shown through school, work, or extracurriculars.

Responsibilities

• Support the Wealth team’s key initiatives across data analytics and client service.
• Pull, analyze, and synthesize data to inform team decisions and client conversations.
• Support advisor and client relationships through follow-up, materials preparation, and responsive communication.
• Collaborate with cross-functional partners to learn how the Wealth business operates.
• Adhere to compliance, regulatory, and company policies and procedures.

Skills

Critical thinking

Strong writing

Client-facing

AI tools

Leadership

Education

Undergraduate degree

Tools

Excel

AI tools

Job description

Morningstar Development Program (MDP) – Wealth Chicago invites recent graduates to a two-year program designed to build expertise in investment research and client service. You will join a cohort with structured training, mentorship, and growth opportunities while supporting Wealth initiatives and advisor relationships.

The role blends analytics with relationship management, offering exposure to Morningstar’s investment solutions, portfolio insights, and cross-functional collaboration within a