Job Description

Experience:

6+ years

The Group

The

AdviserLogic

group develops solutions that empower financial advisors to deliver compliant and comprehensive financial advice, enabling their clients and investors to achieve their goals. We leverage Morningstar's extensive data and research to make the advice process compliant, efficient, and effective.

The Role

As a

Senior Software Engineer

, you'll be part of a

data-centric team

responsible for aggregating, processing, and standardizing large-scale datasets from multiple geographies for downstream systems. You will design scalable, reliable data pipelines and collaborate with the

ECHO team

to deliver high-quality, compliant financial planning solutions.

Responsibilities

Build and optimize data systems

+ Design scalable data ingestion and processing pipelines.
+ Standardize, clean, and prepare data for downstream use.
+ Implement caching and performance optimization strategies.

Ensure system reliability

+ Troubleshoot production issues across data pipelines and systems.
+ Maintain scalability, reliability, and testability.

Collaborate and deliver

+ Work with product managers, architects, and other engineers to align solutions with business goals.
+ Participate in Agile development processes (planning, estimation, retrospectives).

Contribute to engineering culture

+ Apply software engineering best practices, design patterns, and coding standards.
+ Mentor junior engineers and share technical knowledge.

Required Technical Skills

6+ years of experience in software engineering, preferably in

data engineering or distributed systems

. Strong expertise in

Python

and

PySpark

. Hands-on experience with

Big Data tools

(Hive, Iceberg, etc.). Proficiency in

AWS services

(EMR, Glue, Athena). Solid SQL skills and experience with relational databases. Knowledge of caching techniques and performance tuning. Strong understanding of

OOP, data structures, algorithms, and design patterns

.

Nice-to-Have Skills

Experience with

TypeScript (JavaScript)

or

.NET (C#)

. Familiarity with

NoSQL databases

(e.g., DynamoDB, MongoDB). Exposure to

DevOps practices

(CI/CD, monitoring, alerting). Knowledge of financial data systems or regulated environments.

Soft Skills

Strong problem-solving and analytical ability. Clear written and verbal communication. Collaborative and customer-focused mindset. Fast learner, adaptable to new technologies.

Why Join Us?

Work on

impactful financial planning solutions

used by advisors worldwide. Solve complex challenges at scale with

big data and cloud technologies

. Grow in a

global, mission-driven engineering team

with leadership opportunities.

Morningstar is an equal opportunity employer.


If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.


Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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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