The Group

The Corporate team unites a variety of functions at Morningstar — including design, marketing, finance, quality, human resources, corporate communications, legal, compliance, strategic planning, and technology — to ensure our business runs smoothly. Each function plays a critical role in supporting the company’s infrastructure, day-to-day operations, and long-term strategic initiatives. These teams do not operate in silos. They work in close coordination with one another and with the rest of the firm to keep Morningstar’s infrastructure sound and its strategic direction clear. When a business decision needs a legal read, a financial model, a communications plan, and an operational owner — all at the same time — Corporate is where that coordination happens.

Working in Corporate means being close to decisions that affect the whole organization. You will collaborate with leaders across functions, contribute to firm-wide initiatives, and see how the different parts of Morningstar connect to its mission of empowering investor success. The work is varied, the stakes are real, and the people you work with are serious about doing it well.

About the Role

The Executive Assistant will provide exceptional, high-touch administrative support to the Chief Executive Officer and manage key Board of Directors-related activities. This role is essential to enabling the CEO’s focus on strategic leadership, external engagement, and organizational priorities.

Your work enables the CEO and leadership team to operate effectively. You bring order to competing priorities, anticipate needs, coordinate key activities, and ensure the right people and information come together at the right time. From managing the rhythm of the CEO’s office to supporting leadership events and strategic planning efforts, you help create the conditions for strong decisions and effective execution

The ideal candidate is resourceful, proactive, and highly self-directed, with the ability to think critically, act independently, and consistently demonstrate strong judgment. They operate with a high degree of professionalism, confidentiality, and composure in a fast-paced environment. You will work closely with senior leaders, Board members, and external partners. The situations you navigate will not always come with a clear playbook. What they will always require is sound judgment, steady composure, and the ability to act with confidence when the answer is not obvious.

Location: This role is based at our global headquarters in Chicago, Illinois. Regardless of office, there is an expectation of four days per week in the office. Morningstar operates a flexible in-office model in which employees select their preferred remote workday.

KEY RESPONSIBILITIES

Executive Operations

§ Manage the CEO’s calendar end-to-end: set priorities, resolve conflicts, protect focus time, and ensure every commitment has a clear purpose and the right preparation behind it

§ Coordinate meetings and engagements across multiple time zones, including briefing materials, agendas, and follow-up actions

§ Anticipate what the CEO will need next — information, context, logistics, or a decision — and move ahead of it

§ Process executive-level expenses in Concur accurately and on time, and flag any anomalies for review

Travel and Logistics

§ Plan and manage complex domestic and international travel: flights, accommodation, ground transport, visas, and contingency options

§ Build detailed itineraries that account for time zones, schedule changes, and business priorities

§ Serve as the real-time point of contact when travel is in motion, resolving issues before they become disruptions

Board of Directors Support

§ Coordinate Board meeting logistics: scheduling, materials preparation, room setup, and follow-up documentation

§ Manage communications between the CEO and Board members with accuracy and appropriate discretion

§ Maintain organized records of Board-related materials, resolutions, and correspondence

Projects and Stakeholder Liaison

§ Support CEO-level special projects and confidential initiatives from planning through execution

§ Serve as a professional, informed first point of contact for internal leaders and external partners on behalf of the CEO

§ Identify recurring inefficiencies and propose improvements to how the office operates

IDEAL EXPERIENCE

REQUIRED

Experience and Scope

§ 7+ years of experience as an Exe…