Investor Development Group - Team Lead

Morningstar DBRS (MDBRS) is seeking an experienced senior Team Lead within the Global Investor Strategy team responsible for building, developing and leading a team of professionals focused on expanding its relationships with key institutional investor clients. The Investor Development Group promotes MDBRS’ coverage, brand, and credit expertise to influential market constituents, fostering investor engagement with MDBRS ratings, research, products, and services. This role involves leading outreach and visibility efforts globally, with a particular focus on corporate and structured finance debt investors across sectors, and covering key US institutional investors. The ideal candidate will have deep investor relationships and strong subject matter knowledge of debt capital markets and the role of credit ratings in investment decisions.

Must 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
• 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

Good to Have

• MBA
• CFA

Perks & 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
• Hybrid work environment (four days in-office each week)

Morningstar DBRS (MDBRS) is seeking an experienced senior Team Lead within the Global Investor Strategy team responsible for building, developing and leading a team of professionals focused on expanding its relationships with key institutional investor clients. These clients span asset managers, insurers, investment funds, and private equity.

The Investor Development Group is focused on promoting MDBRS’ coverage, brand, and credit expertise to influential market constituents, fostering investor engagement with MDBRS ratings, research, products, and services. The Investor Development Group Head plays a crucial role in leading outreach and visibility efforts globally, with a particular focus on corporate and structured finance debt investors across sectors, and covering key US institutional investors.

The ideal candidate will have deep investor relationships and strong subject matter knowledge of debt capital markets and the role of credit ratings in investment decisions both domestically and internationally. This role reports to the Head of Canada and Global Investor Strategy and is based in our New York office.

How You’ll Create Value:

• 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.

Requirements:

• 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.

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 collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

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