Sustainability Data & Insights Product Manager

The Role:
Enterprise Sustainability is looking for a Sustainability Data & Insights Analyst to own the collection and integrity of our core sustainability data and, just as importantly, to turn that data into insight. This role sits at the intersection of data operations and strategic communication: you'll maintain the SOPs and processes to support accurate and timely reporting, while also tracking client demand signals, supporting sales enablement, and helping the team understand what our data says about where the strategy should go next.
Key Responsibilities:
Data collection, SOPs & governance
Document and publish SOPs for core team processes - data collection, system workflows (Net Zero Cloud, Novisto), and internal review procedures; maintain a standard SOP template and central repository
Assist in the timely, accurate completion of the annual sustainability data pull and approval process to support CS reporting and compliance
Serve as a point of contact for data partners and owners across the business, tracking requests and handoffs
Client demand intelligence & sales enablement
Track and analyze inbound ESG-related client requests (RFPs, DDQs) to identify trends by region, product, and account
Maintain and update the Sustainability Sales Enablement Toolkit, client talking points, trend data, positioning materials
Partner with Sales Enablement and Deal Desk to keep sales teams current on sustainability value propositions and how to use them with clients
Investor resources & ownership analysis
Maintain and update investor-facing sustainability materials and resources
Support ESG-intentional ownership analysis, tracking Morningstar's standing with ESG-focused investors and relevant holdings/ratings trends
Contribute data and analysis to investor deck updates and related coordination with Investor Relations
Insight & strategy
Synthesize data across data collection, client demand, investor analysis, and brand engagement to identify trends and patterns, build dashboards for visibility of sustainability data across the firm and leadership
Translate findings into recommendations that inform team strategy, prioritization, and OKR planning
Support sustainability initiatives and programs that advance Morningstar’s business and sustainability goals.
Qualifications:
3-6 years of experience in sustainability/ESG, data analysis, marketing/communications analytics, or a related field
Demonstrated experience building or maintaining SOPs, documentation, or process governance
Comfort working across disparate data sources (platform data, survey/engagement data, RFP trend data) and synthesizing them into a coherent narrative
Strong written communication skills as this role produces materials read by sales teams, investors, and leadership
High attention to detail balanced with comfort stepping back to see broader trends.
Nice to have:
Exposure to ESG ratings/rankings methodologies
FSA credential (or in progress) or equivalent sustainability certification
Experience supporting external assurance/audit processes
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
100% 401k match up to 6% of salary
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 Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$95,275.00-139,741.66
Inclusive of annual base salary and target incentive
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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