Teams at Morningstar

Drive new business in the North East of England for managed portfolios, multi-asset funds and wealth platform. Build consultative relationships with advisers and wealth managers, run meetings and trainings, prepare and deliver presentations and proposals, monitor competitors and market trends, collaborate with internal teams, and adhere to risk and compliance policies to grow assets under management.

Develop and maintain high-volume exchange connectivity software, work within an agile team, write efficient code, and mentor team members.