Financial Markets Reporter

The Role:

Morningstar seeks an enterprising financial journalist for the position of markets reporter on our New York-based team.

Morningstar’s core mission is to help investors meet their financial goals, so we approach reporting on the markets through that lens. You won’t find us chasing small moves in stocks, topped by dramatic headlines like “Dow Surges 900 Points.” Instead, you will put the day-to-day noise of the markets in context while informing investors on the news and trends critical to making smart investment decisions across their portfolios.

We are looking for a reporter who can combine a lively, engaging writing style with a proven ability to make complex markets subjects accessible. Our wide audience ranges from advisors, portfolio managers and sophisticated DIY investors to readers whose investing experience may only be a target-date fund in their 401(k). The successful candidate enjoys the energy of the markets, the challenge of puzzling out the truth behind price swings and conveying this knowledge clearly and authoritatively to readers. We’re a collaborative group, and the successful candidate will be one that will thrive in an environment of sharing ideas and supporting the team effort.

In this role, you will cover trends across the financial markets, with an emphasis on stocks. A portion of the coverage entails connecting macro trends with moves in the overall stock market and important sectors, helping investors understand what is driving portfolio returns. In addition, you will tap into Morningstar’s research and data to explain and contextualize moves in notable individual stocks across the market. Responsibilities also include reporting on IPOs in collaboration with our colleagues at PitchBook who specialize in private markets.

Your stories combining interviews, analyst research and compelling data will differentiate our coverage from other news outlets. Written articles will be the primary deliverable, but you’ll also have opportunities to produce short-form videos, podcasts, and other multimedia.

The Responsibilities:

• Produce three or four articles per week, ranging from short takes to longer deep dives.
• Identify key market trends and why they matter.
• Provide readers with timely, informative articles on individual stocks.
• Build narratives around key investing stock trends using Morningstar data and other sources.
• Report on how notable fund managers are approaching the market and individual stocks.
• Obtain, work with, and analyze meaningful data from in- and outside of Morningstar.
• Turn data into compelling charts and visualizations.
• Assist with ad hoc writing and editing needs.

The Requirements:

• 3+ years actively covering stocks or other markets.
• A passion for the markets and crafting well-written stories.
• Experience covering mutual funds, ETFs and other investing topics is a strong plus.
• Curious, creative thinker with a collaborative approach to producing quality journalism and storytelling.
• Proven ability to write on deadline and for same-day turnaround.
• Strong news judgment for identifying subjects for articles.
• Demonstrated comfort with Excel and learning new databases and other tools.
• A bachelor’s degree

This role does not qualify for immigration sponsorship. Morningstar will not be considering candidates that require immigration sponsorship now or in the future for this role.

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

Base Salary Compensation Range

$65,814.00-96,542.66

Incentive Target Percentage

7.5% Annual

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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