CWS Identified Internships

Morningstar, Inc.
American Cities Program – Chicago

Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. Our mission is to create great products that help investors reach their financial goals. We offer an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients.Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans. With operations in 16 countries, we currently provide data on more than 250,000 investment offerings worldwide.

Internship Description:
Position: Data Analyst Intern
Job Description:  Morningstar’s Data Services Business has an opening for a motivated and innovative data analyst intern to become an integral part of our team. The intern will be involved in a number of special projects designed to enhance the accuracy, timeliness, and completeness of data that is used in various Morningstar products and projects. This position will provide hands-on work experience and an opportunity to work within the asset management industry. In addition, our intern will benefit from developing relationships with professionals that can be leveraged when searching for a permanent full-time position. This is a paid summer internship for an individual who is available to work 40 hours per week during the summer (a minimum of 10 weeks is required).Our data analyst interns maintain the quality of our databases by ensuring the accurate collection and computation of complete values. This requires frequent communication with the marketing and accounting departments of mutual fund companies, transfer agents, custodians, and several internal departments to gather or update specified data. The intern will track the progress of organized data collection projects and continually review current processes to ensure efficiency. Our data analyst interns deal with a high volume of data and must meet strict deadlines, so we are looking for self-starters who are detail-oriented and organized. Excellent verbal and written communication skills are also required given the interactive nature of this role. In addition, the ideal candidate will be able to articulate his/her passion for investing, possess strong analytical and math skills, and the ability to analyze and decipher large amounts of quantitative data.

Position: National Sales Marketing Intern
Job Description:  Morningstar’s National Sales Group seeks an enthusiastic summer intern to assist with a market penetration and segmentation research project. This position will provide hands-on work experience and an opportunity to work within the asset management industry. In this role, the intern will help update and analyze data to assess market potential and create presentations to communicate results. He or she will meet with product and marketing managers to ensure a clear understanding of the project scope and targeted market segments. This is a paid summer internship for an individual who is available to work 40 hours per week during the summer (a minimum of 10 weeks is required).The intern will gain experience working with our Customer Relationship Management software in assessing our market penetration. The position requires the collection of data on market participants through published data sources, so we are looking for a self-starter with incredible attention to detail. The intern will help summarize findings in presentations to be delivered to the product and marketing managers. Throughout this process, the intern will learn about Morningstar’s products, the financial services industry, and investment data. In addition, our interns benefit from developing relationships with professionals that can be leveraged when searching for a permanent full-time position.The ideal candidate will have strong analytic skill to identify data sources, analyze data, and summarize results. She will also have effective communication skills to present results in a meaningful way.Position:  

Corporate Marketing – Marketing Intern
Job Description: The Corporate Marketing group’s purpose is to implement various company-wide marketing programs as a complement to the marketing conducted within the U.S. business units and international offices. Our strategic objectives for 2008 are to reinforce our corporate brand messaging globally and support product sales initiatives in our U.S. and international offices. We work to accomplish these objectives through multi-faceted marketing campaigns that include print advertising, the Morningstar Catalog and other marketing materials, sales aides/presentations, conferences, and our corporate Web sites. We also conduct marketing research studies to help guide our planning and gauge the effectiveness of our efforts.

The Marketing Intern will assist the Corporate Marketing team with a variety of initiatives. The responsibilities will be defined at the beginning of the internship and may include: analyzing trends in corporate Web site traffic; coordinating content and images for the Morningstar Catalog; assisting with enhancements to our corporate Web sites; evaluating possible print and online advertising channels; and researching the competitive landscape and market trends for the 2009 corporate marketing plan. This position will also have the opportunity to participate in strategic planning and brainstorming sessions with team members and product stakeholders.

The ideal candidate will have an interest in pursuing a career in marketing, advertising, or communications and be well-organized, detail-oriented, and enthusiastic. He or she will be a good writer and communicator with an aptitude for creativity and excellent interpersonal skills. This position is ideal for someone who is self-directed, confident, and able to juggle several projects at once and thrive in a rapidly changing environment.

Ideal Internship Qualification: