1,917 companies in our data use Morningstar Direct, and 544 of them name it in job posts they wrote. Hiring for it is steady, with 634 job posts naming it from October 2025 to August 2026. Investment Manager roles mention it most.
Which companies name Morningstar Direct in the most job posts?
Among the companies with the most job posts naming Morningstar Direct are Scotiabank (77), Edward Jones (61) and Goldman Sachs (53). Four of these five companies are in Finance and Insurance.
CompanyPostsPeopleRecent job post
ScotiabankFinance and Insurance · first seen Apr 2023777
"Highly developed PC skills and comfort with relevant industry software (MPower, Bloomberg, Mellon, Zephyr, Morningstar Direct, MS Excel, etc.)"Senior Manager, Managed Asset Program (12 month contract), Nov 1, 2026
Edward JonesProfessional Services · first seen Aug 20226111
"Use of investment tools and platforms (e.g., Bloomberg, Morningstar Direct, FactSet)."Financial Planning and Investments Oversight Officer, Oct 21, 2026
Goldman SachsFinance and Insurance · first seen Sep 20225320
"…Excel and PowerPoint, and familiarity with industry data through such sources as Morningstar Direct, Cerulli, PSN, Bloomberg, and FactSet."Asset & Wealth Management, MAS - Custom Models – Lead Portfolio Manager, Vice President - New York, Jul 2, 2026
TDFinance and Insurance · first seen Dec 2022472
"Proficient with Microsoft Suite, Bloomberg, FactSet, Morningstar Direct, Preqin, MSCI Private i, PitchBook."Senior Analyst, Private Markets, Oct 6, 2026
Stifel Financial Corp.Finance and Insurance · first seen Aug 2022452
"Experience with investment product research software such as Morningstar Direct, Bloomberg, FactSet, Stifel AdvisorGuide (PrimaGuide), Zephyr StyleAdvisor, and similar"Portfolio Solutions Sr Specialist, Nov 7, 2026
Morningstar Direct's share of job posts is about the same as three months earlier: 0.33 in every 10,000 job posts from June to August 2026, against 0.33 from March to May. From October to December 2025 it was 0.28.
Show the data
Month
Job posts naming Morningstar Direct
All job posts
Per 10,000
Oct 2025
34
1,413,673
0.24
Nov 2025
57
1,822,119
0.31
Dec 2025
35
1,236,103
0.28
Jan 2026
61
1,828,002
0.33
Feb 2026
82
1,856,647
0.44
Mar 2026
75
1,850,711
0.41
Apr 2026
61
1,728,886
0.35
May 2026
43
1,821,509
0.24
Jun 2026
57
1,909,496
0.30
Jul 2026
67
1,815,180
0.37
Aug 2026
62
1,835,698
0.34
How many companies named Morningstar Direct in a job post for the first time in recent months?
From June to August 2026, 27 companies posted their first job naming Morningstar Direct; 19 did from March to May. The 27 from June to August are 5% of all 544 companies whose job posts name it.
March to May 202619
June to August 202627
October 2025 to August 202689
Companies whose first job post naming it appeared in that period. Recruiters, staffing firms and job boards are left out.
How do we know which companies use Morningstar Direct?
Most of these companies come from employees' profiles: 72% have no job post naming Morningstar Direct. 544 name it in their own job posts.
How we knowCompaniesShare
Job posts name Morningstar Direct
54428%
Employees' profiles list Morningstar Direct
1,37372%
1,917 companies. Each is counted once, under the strongest evidence we have for it.
What size are the companies that use Morningstar Direct?
No size of company stands out for Morningstar Direct. Companies with 50 to 999 employees make up the largest group, at 38%. The second-largest group is companies with fewer than 50 employees, at 21%.
Share of its companies
Typical tech page
ShareTypical
Under 50 employees
21%22%
50 to 999
38%38%
1,000 to 5,000
20%17%
Over 5,000
21%23%
Where are Morningstar Direct companies based?
58% of Morningstar Direct companies are based in the United States. The United Kingdom is second, at 6.9%.
ShareTypical
United States
58%43%
United Kingdom
6.9%6.4%
Canada
5.2%3.6%
France
3.3%4.6%
Germany
3%4.4%
Italy
2.5%1.5%
Companies in 49 countries and territories. Shares are of companies with a known headquarters country.
Show the data
Country
Companies
Share
Typical tech page
United States
1,062
58%
43%
United Kingdom
126
6.9%
6.4%
Canada
94
5.2%
3.6%
France
61
3.3%
4.6%
Germany
55
3%
4.4%
Italy
45
2.5%
1.5%
Which teams work with Morningstar Direct?
Morningstar Direct sits mostly with investment teams (48 companies).
TeamCompanies
Investment
48
Portfolio management
14
Wealth management
12
Wm investment committee
12
Investment management
11
Investment research
11
What else do Morningstar Direct companies use?
9.9% of Morningstar Direct companies also use Axioma, against 0.1% of similar companies. Next is eVestment: 23% of these companies use it, against 0.24% of similar ones.
Share of the 436 Morningstar Direct companies counted here whose job posts also name the tool
Typical for companies the same size
Which companies started naming Morningstar Direct in job posts recently?
28 companies with 50 or more employees picked up Morningstar Direct in their job posts from April to August 2026. Community Financial System, Inc. leads the new mid-market companies, with 5 job posts from April to August.
Companies that named Morningstar Direct in a job post for the first time between April and August 2026, ranked by their job posts in those months. AI-native companies get a group of their own, whatever their size. Recruiters and job boards are left out.
Which roles mention Morningstar Direct most?
No single role dominates for Morningstar Direct; Investment Manager leads with 24% of the job posts. Investment Manager posts naming it numbered 40 from March to May 2026 and 50 from June to August.
RoleSharePosts
Investment Manager
24%154
Financial Analyst
12%78
Product Manager
11%71
Consultant
5.7%36
Researcher
5.7%36
Analyst
5.4%34
Show the data
Role
Share
Oct 2025 to Aug 2026
Mar to May 2026
Jun to Aug 2026
Investment Manager
24%
154
40
50
Financial Analyst
12%
78
27
12
Product Manager
11%
71
19
20
Consultant
5.7%
36
8
12
Researcher
5.7%
36
6
7
Analyst
5.4%
34
10
8
About this data
Sumble built this page. Sumble gives sales, marketing and other GTM teams technographics and hiring signals for the companies they sell to: the technologies each company uses, which teams are hiring and for what, and who reports to whom. That helps a team know who to contact, why now, and what to say.
Sumble covers more than 3.6 million companies, 93 million job posts collected since 2022 and 194 million employee profiles, and tracks more than 37,000 technologies. It finds which technologies a company uses by reading its job posts and its employees' public profiles.
Sumble has a free plan, and the same data is available through its API and MCP server.
A company counts when its own job posts or its employees' public profiles name the technology. Hiring is that technology's share of all job posts collected each month. Quotes are copied word for word from the companies' job posts.
Every figure on this page comes from Sumble's own analysis, and you won't find it outside Sumble.
