Jun 08, 2022

Investment Product Marketing Associate

  • Morningstar
  • Chicago, IL, USA
Full time Marketing

Job Description

The Group:

The Investment Management group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in asset allocation, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using building blocks in equities, fixed income and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.

The Role:

We are looking for a dynamic marketing associate to manage and create compelling marketing campaigns and provide ongoing marketing support for Morningstar® Managed PortfoliosTM, a leading product line within Morningstar Investment Management LLC. In this role, you will be responsible for creating and managing marketing materials that will be distributed and used by a variety of channels. You will also focus on driving engagement and growing relationships with new and existing advisors through our portfolio content and communications. A key part of this role will be using data to help measure success of our messaging and content.


Specifically, the Marketing Associate will be responsible for:

  • Work on the development and execution of marketing programs that extend our reach with advisors to grow our market share and uncover like-minded advisors
  • Distribute product content and messaging to advisor through multiple distribution channels such as e-mail marketing, social media, web, and advertising
  • Develop “test and learn” strategies for performance marketing and lead generation purposes
  • Manage sales enablement tool and fulfilment process; measure usage and provide reporting to help ensure continuous optimization of content
  • Help develop, update, and maintain new and existing content for various mediums (including writing, editing, and gathering approvals for these assets)
  • Communicating updates and ad-hoc marketing activities to support programs and campaigns both internally and externally
  • Review and analyze campaign performance through dashboard development
  • Engage deeply with marketing analytics, report findings, and ensure process is in place for data tagging and reporting


  • 2-5 years of relevant marketing experience
  • Outstanding creative and strategic thinker
  • Skilled collaborator with the ability to work in partnership and inspire integrated teams
  • Strong project management and organizational skills, and able to manage multiple projects
  • Confident self-starter who is willing to take ownership of initiatives from strategy to execution with excellent organizational skills and attention to detail
  • Strong and articulate written and oral communication capabilities
  • Ability to excel in a fast-paced work environment where deliverables may change as client needs and strategy evolves
  • Genuine interest in knowing and understanding our clients and the financial services industry
  • Bachelor’s degree required, preferably with an emphasis in marketing, finance, or communications

Morningstar employees are required to be fully vaccinated or submit to regular testing to work in any office. Morningstar’s vaccine policy may be modified to comply with evolving legal requirements and other changing circumstances.

001_MstarInc Morningstar Inc. Legal Entity

If you received and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

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