Wealth Track Development Program - Analyst Path

Morningstar; Chicago (IL); On-site; USD 62,000 - 75,000; Full time

Benefits offered by this job

401k match

Life insurance

Health benefits

Tuition reimbursement

Paid sabbatical

Volunteer program

Job summary

Morningstar is seeking new graduates for the Morningstar Development Program (MDP) in Chicago. You will join a cohort, receive mentoring and training, and work at the intersection of investment research and client service.

The two-year program emphasizes analytical problem-solving, relationship-building, and exposure to financial markets as you support Wealth initiatives and cross-functional projects under guidance from experienced mentors.

Qualifications

• Undergraduate degree in finance, economics, business, or a related field preferred; all majors welcome
• Strong critical thinking and writing skills, with the ability to synthesize information and form clear ideas
• Intellectual curiosity, adaptability, and a willingness to take on new challenges
• Foundational knowledge of investing (stocks/ETFs) 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 business initiatives across data analytics and client service
• Pull, analyze, and synthesize data and reports 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

Writing skills

Communication skills

Adaptability

Leadership

Learning agility

AI tools familiarity

Learning new tools

Education

Undergraduate degree in finance/economics/business

Tools

Excel

AI tools

Job description

Morningstar is seeking new graduates for the Morningstar Development Program (MDP) in Chicago. You will join a cohort, receive mentoring and training, and work at the intersection of investment research and client service.

The two-year program emphasizes analytical problem-solving, relationship-building, and exposure to financial markets as you support Wealth initiatives and cross-functional projects under guidance from experienced mentors.