Morningstar Interview Questions

31 total interview insight submissions
Interview Experience (91%)

The Interview Experience is a score from 1 star (very negative) to 5 stars (very positive) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

3.7
  • Very Negative
  • Negative
  • Neutral
  • Positive
  • Very Positive
Interview Difficulty (85%)

The Interview Difficulty is a score ranging from very difficult (red) to very easy (green) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. The higher the number, the more difficult the interviews on average. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more insights, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire data set.

2.6
  • Very Easy
  • Easy
  • Average
  • Difficult
  • Very Difficult
% Interns - FT Offers (88%)

The % of Interns Getting a Full Time Offer chart is meant to provide a realistic estimate of the hiring practices of the company based on the reviews at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to the simple company average and away from the average of the entire data set.

57%
  • 0%
  • 10%
  • 20%
  • 30%
  • 40%
  • 50%
  • 60%
  • 70%
  • 80%
  • 90%
  • 100%

Interviews at Morningstar

Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
Summer Associate Intern
Year 2022
Job Title Summer Associate Intern
Group/Division Mutual Funds
Location Chicago
Experience
Very Positive
Difficulty
Easy
Summer Associate Intern
Year 2023
Job Title Summer Associate Intern
Group/Division Equity Research
Location Chicago
Experience
Positive
Difficulty
Average
1st Year Analyst
Year 2022
Job Title 1st Year Analyst
Group/Division Investment Research
Location Chicago
Experience
Positive
Difficulty
Average
Student / Prospective Monkey
Year 2021
Job Title Student / Prospective Monkey
Group/Division Generalist
Location City of Chicago
Experience
Negative
Difficulty
Average
Student / Prospective Monkey
Year 2020
Job Title Student / Prospective Monkey
Group/Division N/A
Location Chicago
Experience
Neutral
Difficulty
Average
Intern
Year 2020
Job Title Intern
Group/Division Equity Research
Location Chicago
Experience
Positive
Difficulty
Easy
1st Year Analyst
Year 2021
Job Title 1st Year Analyst
Group/Division Leveraged Finance
Location New York
Experience
Neutral
Difficulty
Average
Student / Prospective Monkey
Year 2019
Job Title Student / Prospective Monkey
Group/Division Equity Research
Location Chicago
Experience
Very Positive
Difficulty
Easy
Student / Prospective Monkey
Year 2019
Job Title Student / Prospective Monkey
Group/Division Engineering
Location Ann Arbor
Experience
Positive
Difficulty
Average
Intern
Year 2019
Job Title Intern
Group/Division Generalist
Location Chicago
Experience
Neutral
Difficulty
Average

Interview Questions & Answers - Morningstar Examples

Summer Intern Interview - Mutual Funds

Anonymous employee in Chicago
Interviewed: December 2022
Outcome
Accepted Offer
Interview Source
Employee Referral
Length of Process
1-2 months
Application
1 on 1 Interview
Other
Interview
Pretty straightforward behavioral interviews. 3 interviews: 1) Hirevue with 3 basic questions (why Morningstar etc) 2) Interview with someone in the firm with a couple years of experience (tell me about a time etc) 3) Behavioral interview with HR or some senior person in the firm
Interview Questions
None - all were fairly straightforward behavioral questions

Summer Intern Interview - Equity Research

Anonymous employee in Chicago
Interviewed: November 2023
Outcome
Accepted Offer
Interview Source
Employee Referral
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Interview
I had my first interview with HR. They asked behavioral questions - determining if I was a good fit for Morningstar.
Interview Questions
They weren't any difficult questions per se. Questions largely focused on future plans, past experiences. Interviewers are trying to determine if you are actually interested to work at Morningstar

MDP Interview - Investment Research

Anonymous employee in Chicago
Interviewed: December 2022
Outcome
Accepted Offer
Interview Source
Applied Online
Length of Process
2-3 months
Application
Phone Interview
1 on 1 Interview
Interview
The interview contains three stages. After sending your resume, they will send you a one-way interview if you are selected. If you pass through the first round, they will send out two more virtual interviews to talk with current MDPs. The interviewers are really nice and compassionate, and I can definitely imagine myself working with this firm!
Interview Questions
What are some concrete ways you can improve your time management skills?

Morningstar Development Program Interview - Generalist

Anonymous interview candidate in City of Chicago
Interviewed: October 2021
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months
Application
1 on 1 Interview
Group Interview
Presentation
IQ / Intelligence Test
Personality Test
Interview
submitted application on website - 1st round (w. senior analyst) - final round (group case, 4 interviews with director/senior analyst from different team) - rejected after one week

personally don't like the process and I got into the final round when they sent a reject letter before my 1st round; asking for my i20 to confirm my degree after the final round but still being rejected
Interview Questions
WHY MDP?

MDP Interview

Anonymous interview candidate in Chicago
Interviewed: October 2020
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months
Application
Phone Interview
Group Interview
Presentation
Personality Test
Interview
1-2 month process, video interview with a recruiter followed by a superday with a group case study. Heard back after one week.
Interview Questions
Nothing out of the ordinary for behavioral questions

Intern Interview - Equity Research

Anonymous interview candidate in Chicago
Interviewed: October 2020
Outcome
No Offer
Interview Source
Employee Referral
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Skills Test
Interview
My first contact was with a recruiter over the phone. We just chatted about my background and why I wanted to work at Morningstar. The next step was a zoom interview with one recruiter. Went really well. Same kind of thing, just talking about my background and why Morningstar.
Interview Questions
There wasn't really any specific questions. It was mostly a behavioral interview

ABS Credit Analyst Interview - Leveraged Finance

Anonymous interview candidate in New York
Interviewed: May 2021
Outcome
No Offer
Interview Source
Recruiter
Length of Process
1-2 months
Application
1 on 1 Interview
Skills Test
Personality Test
Interview
First round 3 VPs/SVPs back to back interview 30 mins/person. Second round a writing test - 250 words credit memo in 40 mins. Third round with the head.
Interview Questions
Nothing's too hard. More about resume Q&A.

Summer Intern Interview - Equity Research

Anonymous employee in Chicago
Interviewed: November 2019
Outcome
Accepted Offer
Interview Source
Employee Referral
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Interview
Had 2 1-on-1 interviews. One with a recruiter and the other with an associate. Both were very behavioral focused and they encouraged that you ask questions about them throughout the interview. The process took about 1.5 months and was pretty straightforward.
Interview Questions
The most unexpected part was that they gave a lot of time for you to ask questions. I would do light research on your interviewer beforehand, so you can ask thoughtful, useful questions. Some questions I asked were:

How did you find your way from studying X at Y school to your role now?
What are some of the challenges you have faced in your role?
What are some ways Morningstar has helped you integrate into the company culture?
What personal advice would have for people like me going through recruiting?

What are your biggest weaknesses?, What are your biggest weaknesses?

For the weaknesses question, I highlighted two weaknesses that didn't directly have to do with the role I was applying for. Then, I made sure to explain how I have been working to improve myself in that area., Tell me about a recent news event.

For the recent news event question, I talked about something that is of interest to me and tied it into the role I was applying to., Why Morningstar?

The why Morningstar question led me to explain how the culture played a huge role in deciding my interest in the role. It is pretty rare to find a financial firm that invests in its culture.

Intern Interview - Engineering

Anonymous interview candidate in Ann Arbor
Interviewed: October 2019
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months
Application
1 on 1 Interview
Skills Test
Interview
The first round is to finish an online video with 3 questions.
The second round is video interview with two software engineers.
Interview Questions
Since at first I thought there will be one behavior based interview and another technical interview, when it actually become two tech interviews, I wasn't get prepared at all. I think the most unexpected interview question would be what is the interface in computer programming and why we should use it. After this, it is just some basic technical questions about concepts and terms of programming languages. In the second tech interview, I was asked to write some codes for several problems directly online

Summer Intern Interview - Generalist

Anonymous interview candidate in Chicago
Interviewed: October 2019
Outcome
No Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Interview
After the initial resume screen, they email you to complete a Hirevue.. after that, they set up one-on-one Skype interviews.
Interview Questions
Nothing really seemed too out of the ordinary, I would say that the most difficult or unexpected question I got was asking me about what others would say about me. It was not that it was a difficult question, it was more so because I did not expect the question to be asked... Overall though, the interview was a run-down of basic behavioral questions and seemed rather breezy... They did not ask me to pitch a stock, which was kind of interesting, but what was more interesting was that they left me a lot of time to ask questions.