Associate Project Specialist

This role requires a highly organized, proactive, and solution-oriented individual who thrives on tackling challenges, driving improvements, and fostering a safe, clean, and inclusive workplace.

Primary Job Responsibilities:

Branding & Workplace Experience

• Lead PBM branding, refurbishment, and workplace enhancement initiatives.
• Drive workplace improvements that strengthen employee experience and company culture.

Workplace Operations & Readiness

• Conduct workplace audits and readiness checks across PBM spaces.
• Manage seating, space planning, meeting rooms, common areas, and workplace standards.
• Identify, track, escalate, and close facilities and operational issues.

Facilities & Employee Feedback

• Coordinate facilities concerns across lighting, lifts, access, infrastructure, and meeting rooms.
• Track tickets, recurring issues, resolutions, and employee feedback.
• Partner with Morningstar Facilities and stakeholders to drive improvements.

Digital Signage & Workplace Technology

• Manage PBM digital signage, TVs, black boxes, and related infrastructure.
• Coordinate workplace technology requirements, troubleshooting, assets, and rollouts with IT and Infrastructure.

Events & On-Day Operations

• Provide workplace and logistics support for employee events and flagship programs.
• Coordinate space, furniture, equipment, vendors, security, access, and post-event restoration.

SWAG, Assets & Inventory

• Manage SWAG planning, procurement, inventory, storage, distribution, and gifting.
• Oversee workplace assets, storage, replacements, movement, and disposal.

Travel & Global Readiness

• Support business travel, visa coordination, and global-readiness requirements.
• Track requests and drive pending actions to closure.

Business Continuity & Safety

• Support BCP, GIH, office readiness, contingency planning, and related operational requirements.
• Act as Fire Marshal and support safety drills and protocols.

Workplace Communications

• Develop workplace communications, employee guidance, and quarterly workplace updates.
• Communicate operational changes and workplace improvements effectively.

Procurement, Vendors & Stakeholders

• Coordinate workplace procurement, vendor management, timelines, and escalations.
• Act as a key point of contact across PitchBook, Morningstar, Facilities, Procurement, Finance, IT, Infrastructure, and Communications.
• Maintain operational trackers, reporting, risks, dependencies, and actions through closure.

Additional Support

• Support visitor management and other workplace, facilities, and business operations initiatives as required.

Skills and Qualifications:

• 3+ years of experience in Office Administration, Facilities preferred.
• Proactive and solution oriented - anticipates needs and takes initiative.
• Ability to work independently while effectively managing multiple tasks.
• A “hands-on, no job is too big or too small” attitude, anticipating needs in advance and ensuring preparations are made for smooth execution.
• Strong organizational skills, including effective time management and prioritization.
• Ability to remain adapt in a constantly evolving environment.
• Strong follow-through with the ability to track issues, actions, and dependencies through completion.
• Sound judgment with the ability to identify when issues require escalation.
• Bachelor’s degree or equivalent experience preferred.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel) with the ability to quickly learn new systems and software.

Morningstar is an equal opportunity employer.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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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