The Role:
Morningstar DBRS is seeking an Associate to focus on supporting Business Development team members and clients across North America. The Business Development team offers excellent opportunities for growth within the team and supports promoting team members who are ready to pursue roles within other areas of the company.
The ideal candidate will be personable, professional, and highly driven. Previous work experience within the financial services industry is ideal yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment. You are enthusiastic, flexible, enjoy collaborating with team members and are an effective communicator. You have excellent client management skills and a desire to build superior relationships. This position is based out of our Toronto office and hybrid attendance is required.
Job Responsibilities:
Reporting to the Vice President, Client Services, this person will support senior Business Development team members as well as assist with client demands using creative problem solving and the swift execution of a variety of administrative tasks. Specific responsibilities include but are not limited to:
Client support and Marketing:
- Track the status of engagements with new and existing clients across North America
- Assist business development team members in preparing for client meetings, such as contract negotiations and renewals as well as conduct market research
- Support the marketing team with newsletters, conference preparation, events and competitor benchmarking
Data administration
- Configure and maintain records on clients within the Salesforce CRM system including inputting data, tracking pipelines, fees and creating reports for internal executives
- Work closely with billing/finance team to initiate billings, validate billings and track the status of client invoices
- Adhere to professional standards, including policies, procedures and best practices and professional codes of conduct related to client engagement
Efficient project management and innovation
- Help identify potential improvements to existing procedures and work with the relevant teams to see them implemented
- Conduct research that identifies any market trends likely to impact issuers
- Contribute to various special projects in support of business growth and innovation
Required capabilities:
- Keen interest in the financial services industry
- Excellent oral and written communication skills; comfortable doing presentations
- Strong problem solving skills, an eagerness to excel and be part of a dynamic, fast growing team.
- Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)
Qualifications
- Relevant experience in the financial services industry, or roles related to Sales or relationship management
- Experience with Salesforce Customer Relationship Management (CRM) and Bloomberg
- Attained a bachelor’s degree or higher with a specialization in business, finance and other relevant disciplines
About Us
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. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.
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.
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.
