Associate Software Engineer

Morningstar’s Analytics builds the data and quantitative models behind products that investors rely on. Our analysts and researchers are strong in Python, SQL and finance. We’re looking for an engineer who brings complementary strengths in cloud infrastructure, automation and production systems. You’ll work side by side with them to turn research into reliable, scalable, customer-facing analytics.

You’ll start on our Risk Analytics suite, supporting and improving the production pipelines that compute risk metrics for our clients. You’ll join the team’s on-call rotation, which is the fastest way to learn how large-scale financial analytics run in production. Over time, you’ll take on more design and build work.

Responsibilities:

• Build and maintain cloud infrastructure on AWS using infrastructure as code (e.g., Terraform)

• Monitor, troubleshoot and improve production data pipelines, and take part in an on-call rotation

• Partner with analysts and researchers to productionize their models and calculations

• Develop CI/CD pipelines, automated tests and deployment tooling

• Improve observability, data quality checks and documentation across our systems
• Hands-on exposure to AWS (e.g., S3, Lambda, ECS, IAM, Step Functions) through work, internships or projects
• Experience with infrastructure as code, ideally Terraform

• Proficiency in Python and SQL, with good engineering habits: version control, testing, code review and writing maintainable code

• Familiarity with CI/CD practices and tooling

• Strong communication and collaboration skills. You’ll work daily with analysts, so explaining technical ideas clearly and listening well are essential.

• A real interest in quantitative finance and in how analytics drive investment decisions

• Bachelor’s degree in computer science, engineering, mathematics or a related field, or equivalent experience

Qualifications:

• Experience with modern data platforms (e.g., Spark, Presto/Trino/Athena, data lakes or lakehouses)

• Comfort with quantitative work: descriptive statistics, plus basic knowledge of linear algebra and calculus as applied to things like returns, volatility, correlation and regression

• Finance coursework or knowledge of markets, investment types, risk measures or performance attribution

• Experience with containers (Docker) or monitoring and alerting tools

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 plans and 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

$72,950.00-107,000.00

Inclusive of annual base salary and target incentive

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.

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About Us

Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success.

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.