Morningstar · 20 hours ago
Investor Development Group - Team Lead
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$240K/yr - $350K/yr
10+ years expMorningstar is seeking an experienced senior Team Lead within the Global Investor Strategy team to build and lead a team focused on expanding relationships with key institutional investor clients. The role involves developing and implementing coverage strategies, leading outreach efforts, and enhancing investor engagement with MDBRS ratings and services.
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Responsibilities
Develop and implement coverage strategy for Investor Development Team globally
Lead coverage activities with key US institutional investors (credit analysts, portfolio managers, heads of research), and act as senior relationship touch point across investor client base globally
Proactively identify and develop new strategic relationships with institutional investors
Establish best practices, working collaboratively across Marketing, Business Development and Analytical teams to build brand visibility with investors, enhance investor engagement and usage of relevant Morningstar DBRS services
Develop, lead and execute new strategic investor focused initiatives, promoting MDBRS’ unique credit perspectives through meetings, conferences, webinars, and bespoke events
Track and maintain engagement data through CRM for internal reporting and analysis
Solicit and analyze investor feedback to provide timely insights into topical credit market views across ratings and products
Facilitate demand for MDBRS ratings, usage in investment decisions, and in conjunction with the Business Development team, demand for MDBRS research and related products
Qualification
Required
Candidates should have 10+ years of business development experience in a debt capital markets or fixed income sales capacity with a focus on credit
Strong existing relationships with relevant fixed income investors across public and private credit markets, project finance, structured finance and corporate credit
Proven track record of managing large, complex investor accounts
Excellent communication and presentation skills, with ability to engage senior stakeholders
Demonstrated ability to work collaboratively across teams
Strong leadership and proven ability to build high impact teams
Ability and willingness to travel as required
Experience with Salesforce
Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA a plus
Benefits
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
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
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Company
Morningstar
Morningstar provides independent investment research to investors worldwide.
10001+ employees
H1B Sponsorship
Morningstar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)
Funding
Current Stage
Public CompanyTotal Funding
$91M2005-05-03IPO
1999-07-09Private Equity· $91M
Leadership Team
Kunal Kapoor
Chief Executive Officer
Lawrence Johnson
SVP & Head of Fintech Engagement
Recent News
2026-01-12
2026-01-06
2026-01-06
Company data provided by crunchbase