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About the Role

Morningstar DBRS is seeking an Associate to support Business Development team members and clients across North America. This role offers growth opportunities within the team and supports internal mobility. The ideal candidate is personable, professional, and highly driven, with a strong desire to build superior client relationships.

Responsibilities

• Support senior Business Development team members and assist with client demands.
• Execute administrative tasks efficiently.
• Track engagement status with new and existing clients.
• Assist in preparing for client meetings, including contract negotiations and renewals.
• Conduct market research.
• Support marketing initiatives, including newsletters, conference preparation, events, and competitor benchmarking.
• Configure and maintain client records in Salesforce CRM, including data input, pipeline tracking, and report generation.
• Collaborate with the billing/finance team to initiate and validate billings, and track invoice status.
• Adhere to professional standards, policies, procedures, and best practices.
• Identify potential improvements to existing procedures and implement them.
• Conduct research on market trends impacting issuers.
• Contribute to special projects supporting business growth and innovation.

Requirements

• Keen interest in the financial services industry.
• Excellent oral and written communication skills, with comfort in presentations.
• Strong problem-solving skills and a desire to excel.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint).
• Experience with Salesforce Customer Relationship Management (CRM).
• Experience with Bloomberg.
• Ability to learn quickly and excel in a fast-paced environment.
• Enthusiastic, flexible, and enjoy collaborating with team members.
• Excellent client management skills.

Skills

• Client support
• Marketing support
• Data administration
• Salesforce CRM
• Project management
• Research
• Communication
• Problem-solving
• Microsoft Office Suite
• Bloomberg

Location

• Toronto, Canada

Work Type

• Hybrid

Experience Level

• Associate

Education Level

• Bachelor's degree or higher in business, finance, or relevant disciplines.

Benefits

• Opportunities for growth within the team and company.
• Hybrid work environment with in-person collaboration.
• Tools and resources to engage with global colleagues.

About the Company

• Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally.
• It is one of the top four credit rating agencies in the world, rating over 4,000 issuers and 60,000 securities.
• The company empowers investor success by bringing transparency and diversity of opinion to the credit rating industry.
• Morningstar DBRS is known for its agility, tech-forward approach, and exceptional customer service.
• Morningstar's hybrid work environment emphasizes purposeful in-person collaboration, typically four days a week in most locations.

Equal Opportunity

• Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities.
• Morningstar is an E-Verify program participant.
• Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.
• Employment decisions are made 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.