flexibility and benefits in exchange for lower salary - Equity Analyst Morningstar Employee Review

4.0
Aug 20, 2008
Recommend
CEO approval
Business Outlook

Pros

interesting jobs (especially if you work as an equity or mutual fund analyst) flexibility and lots of time off, such as sabbaticals every 4 years, time off at your discretion with most people taking about 4 weeks off per year; good benefits, especially health insurance, the hours are reasonable, most people get off around 5PM, it's not your typical finance job hours. Also, flexible hierarchy and advancement comes by merit, if you do well then you will be promoted. Also, people hired are pretty decent people, and there are opportunities to go abroad if you want. Morningstar also gives you free bagels

Cons

Lower relative salary compared to other finance jobs

Explore other reviews about Morningstar

5.0
Apr 21, 2026
Recommend
CEO approval
Business Outlook

Pros

Collaborative environment, learning mindset, great work life balance

Cons

Not a lot of exceptions for fully remote status

4.0
Jun 23, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Great benefits (e.g. 6% of salary 401K matching program, 6-week sabbatical after working 4 years). Good opportunities to switch roles within company. Most employees are great to work with.

Cons

Slightly lower pay relative to other companies. Management might be on a course of changing strategies across orgs too quickly, resulting in too many things breaking and failed outcomes. Removed 3 days a week in-office policy, which may lead to missed talent acquisition opportunities.

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