Operations

Emily Moulder

Hometown: Prior Lake, MN 

Alma mater: Creighton University 

Major: Business Intelligence Analytics and Marketing 

Current Role: Operations Analyst for Enterprise Components (Chicago)

What led you to this current role? 

I’ve always been really interested in working within a product team. After working on the phones, I saw how customers use our tools and began to understand some of the gaps and frustrations of our clients. This made me even more excited to move into a product role where I could have a more direct impact in the tools we are delivering to our clients to improve their experience. 

What is a typical day in your current role? 

It varies day by day depending on what we have coming down the pipeline. I will jump on any operational tasks or client projects as needed. I’d say a typical day is spent reviewing and managing any issues submitted by our client success managers and support team. If there are no tickets to coordinate with our developers, I will work on a handful of different tasks. Recently, I’ve been focusing on improving our team’s documentation to align our dependencies and enhance our processes. This includes helping coordinate and set up our new usage tracking platform, migrate our clients off our old Morningstar report, and working with our RPA team to automate some of our processes.  

Did you participate in any stretch projects? 

I did a stretch project with BICCE (Best in Class Client Experience). We analyzed data coming from Salesforce and Jira to see where improvements could be made to reduce cycle time and therefore improve the client’s experience with our service. We were also given the opportunity to look at any repetitive processes within L1 that could be automated by the RPA team allowing them to focus on addressing and managing client tickets. 

What advice would you give your first-year self? 

Do more coffee chats! One of the benefits to working at Morningstar is that everyone is willing to sit down and tell you about their role and experiences here. I think it is important to take advantage and meet with people across different departments and different roles to figure out what position/team is the best fit. It is also a great learning experience for how different teams and business functions work together. 

How was it like starting your MDP role in a virtual setting? 

I started in my new role as an Operations Analyst in April, right after everything had shut down. The challenges that inherently come with beginning a position on a new team were more intense than if I had been in the office. Trying to learn a new product, understanding the responsibilities and processes of the role, and getting to know the people I would be working with virtually added an interesting twist to it. Luckily, my team was extremely supportive in answering any questions I had and made sure I was provided with the resources needed to be successful in the role. 

How has Morningstar helped you in this pandemic? 


Since working from home, most people have learned how to balance work-life and home-life as they seemed to blur together at the beginning of the pandemic. Morningstar has done a great job with providing more flexibility to help balance the two. My team especially has been extremely flexible with taking a mental health day, making sure people are taking time off to prevent burn out, and just checking in on one another has helped ease some of the stress that comes with a pandemic.  

One piece of WFH advice? 

Establish a morning routine! Instead of getting out of bed and going straight to work it’s important to give yourself time to wake up and get into the right mindset before hopping online.  

Lisamarie Nappier

Hometown: Chicago, IL

Alma Mater: University of Illinois at Urbana-Champaign

Major: Economics; Business Minor

Current Role: Operations Analyst (Chicago)

When did you start the MDP program and what was your role?

I began June of 2017 and I was a Client Support Representative on the Advisor Workstation (Enterprise) team.

What was your next position? What led you to this role?

I decided to take on a more technical role on the product side of Morningstar. So I moved to the Operations Analyst role for Enterprise Components (EC). I felt that this was a great opportunity for me to learn the ins and outs of Morningstar and the financial industry. EC is very customized and a great product to learn the high level business of our clients. We make our tools more efficient and seamless for the client to craft whatever they need to make better investing decisions. The role came with taking on aspects of product management, scrum planning, and of course, improving processes.

What is a typical day in your current role?

My days can vary drastically depending on our client projects and release schedule. My typical day would be checking on any issues sent in from our client managers and support team. Then, if there are no issues to coordinate and plan, I can work on my usual projects and operational tickets throughout the day. For example, right now I’m working as a business analyst to put together a migration analysis for clients that are potentially ready to move over to our newer (and cooler looking) tools.

Did you participate in any stretch projects or ERGs?

Of course! There are so many opportunities to join ERGs and participate in stretch projects that it makes it difficult not to join. I am in an ERG that we recently launched for our Diversity Committee called the Black, Caribbean, African Group (BCA). When I have the time, I try to dip into other ERGs that are always open to us.

What advice would you give your first-year self?

My advice to myself would definitely be to take on more business development opportunities since we have access to our employee stipend each year. And to got to all the patio parties.

What is your favorite Netflix binge?

Can I give you my Hulu binge? I can’t stop watching Master Chef. The Office, Stranger Things, are good and all, but right now I’m inspired to be a better home chef. All thanks to Gordon Ramsey!

JJ Hah

Hometown: South Korea

Alma Mater: Emory University

Major: Quantitative Sciences with Economics Concentration

Current Role: Operations Analyst (Chicago)

When did you start the MDP program and what was your role?

I started as a client support representative for Morningstar Direct in Jan. 2019.

What was your next position? What led you to this role?

Operations Analyst. The opportunity to learn more about Morningstar’s licensed data and data products.

What is a typical day in your current role?

I work with technology team to perform, maintain and improve on monthly, quarterly and yearly feed productions for custom and standard solutions. Our team helps supervisors and other teams identify workflow/system improvements and works with them to enact changes. At the same time, depending on the group’s and my interest, I would work on a project performing business analysis and quality assurance.

Did you participate in any stretch projects or ERGs?

Yes, I participated in Morningstar Index Replacement stretch project.

What advice would you give your first-year self?

As a MDP, continuously thinking about the career path you would like to move towards and actively seeking opportunities (such as coffee chats and stretch projects) seem to be important. This will help you organize your thoughts while participating in a rotational program.

What is your favorite spot in Chicago?

Chicago River Walk