The Role:
Morningstar DBRS is seeking an experienced Vice President to join the Insurance & Pensions Team in our New York City office. The individual will have lead and backup analyst responsibilities on a portfolio of global life and P&C (re)insurance companies and Canadian public pension funds and assets managers. We are looking for highly motivated candidates who are self-starters, keen to learn and have a strong work ethic.
This role is based in New York City. We are operating in a hybrid environment, where are in-office 3 days/week.
Job responsibilities:
- The successful candidate will be part of an experienced and growing team of professionals responsible for analyzing global (re)insurance companies and Canadian public pension funds and asset managers
- The analyst’s primary responsibilities will be to act as a lead analyst in managing a portfolio of new and existing issuers, including ongoing analysis and surveillance, participate in rating committees and attend issuer meetings with C-level executives.
- The analyst will also engage in producing high-quality and timely topical research while keeping abreast of industry trends.
Qualifications:
- Undergraduate degree in business, finance or a closely related field
- Master’s degree, actuarial, accounting and/or CFA designations are a plus
- Minimum of seven years of experience in financial institutions' credit analysis or directly related field
- Excellent business writing and communication skills
- Strong financial statement analytical abilities and spreadsheet skills
- Good understanding of regulatory and accounting issues
- Solid research and insightful analytical abilities, with great attention to detail and accuracy
- Self-starter and strong team player with a sense of urgency and a demonstrated ability to work in a fast-paced environment.
- Willingness to travel domestically and internationally as required
- Ability to develop strong relationships with clients and investors
Base Salary Compensation Range
$110,000-205,000 USD Annual
Bonus Target %
30% Annual
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
- 75% 401k match up to 7%
- 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 Bonding Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Education Stipend
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.