Pre-Sales Consultant

The Group:

Morningstar Indexes provides indexing solutions to measure and benchmark markets and asset classes around the world and offers a broad suite of global equity, bond, and asset allocation indexes. Morningstar Indexes are designed to help investors at every stage of the investment process--market monitoring, benchmarking, asset allocation, and portfolio construction. Global asset managers use Morningstar's strategic beta indexes, which are based on proprietary research, to create investment solutions to meet investor goals.

The Role:

The Indexes Sales Operational team seeks an enthusiastic, results-driven, and experienced pre-sales consultant who is passionate about providing world-class pre-sales support to our global index sales team. You will service and support external and internal clients. In this role, you will interact with clients, sales, marketing, product management, and technology teams. A successful Pre Sales Consultant will have a strong client-centric mindset, a data-driven approach to continuous process improvement, a focus on operational excellence, and experience leading training and projects. The role is based in our Chicago office or London office.

Responsibilities

• Be a process owner and subject matter expert under the Pre-Sales function, such as pre-sales analytics support & client presentation deck preparation.
• Handle pre-sales queries daily to provide accurate and timely responses to our internal partners.
• Assist in responding to requests for proposals (RFPs) and due diligence questionnaires (DDQs) and managing Morningstar Indexes’ RFP and DDQ response process.
• Coordinate with Product Management, Operations, and prospective clients to launch and operationalize Morningstar Indexes.
• Contribute to process documentation and knowledge articles related to pre-sales service.
• Initiate and execute ideas to improve the sales operation process and the enablement resource.
• Participate in and lead global projects to improve and support the growth of the Indexes business.
• Utilize Morningstar software to compare our Index offerings to competitors as required.
• Support business development and product management teams for client meeting preparation as required.
• Manage client relationship for strategic accounts and book of business renewal review
• Be creative and work with Index Technology within Morningstar to automate manual tasks and streamline reporting processes.
• Manage and improve Index AUM tracking process and reporting.

Qualifications

• Bachelor’s degree
• At least 3-4 years of professional work experience, ideally in a client-facing role within the finance industry
• Project management experience
• A great team player
• Strong interpersonal skills and works well cross-functionally and globally
• Excellent communication skills, both verbally and in writing
• Enjoys problem-solving and making improvements
• Self-motivated, accountable, and willing to take ownership of new responsibilities
• Knowledge of Indexes, Salesforce, Morningstar Direct, and Morningstar Data a plus
• Interested in learning more about Indexes and passive investing

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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.

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