Associate Team Lead

The Role:

The Associate Data Team Lead oversees the management of the day-to-day activities for a sub-team of managed investment data (MID) that powers the Morningstar products and platforms. Typically, the Data Team Lead works closely with Global Process Owners, MID Data Managers and Global Data Director, as well as with the global stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. He or she will be, together with MID Data Managers, accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs and, team engagement, morale, and supporting the build for growth ladders of members.
 

Responsibilities:

• Assist in managing and developing a team of 7 or more Data Research Analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation for processes/projects. 
• Working closely with multiple global teams and across various functions. Participate regularly in global calls and meetings. 
• Assist the team to identify and eliminate roadblocks by partnering with technology teams and other database teams.  
• Should be able to research complex projects leading to actionable recommendations and solutions. 
• Fair product knowledge, both upstream and downstream. 
• Assist in promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes. 
• Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team. 
• Acts as main point of contact/manager for his or her entire team for all questions, comments and concerns. 
• Tracks, measures and reports on agreed daily, monthly and quarterly metrics to all stakeholders. 
• Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group. 
• Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas for individual and group training and conducting or arranging individual and group training sessions as appropriate. 
• Sets goals and priorities for the individuals in the team in consultation with the Global Process Owner, MID Data Manager and Global Data Director. 
• Effectively motivates and rewards the team insuring good overall morale. 
• Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members. 
• Monitors Data Research Analysts availability to guarantee minimum staffing requirements are met/exceeded. 

Daily Job Responsibilities/Deliverables: 

• Hold sessions with the team to communicate any changes, issues, procedures or reminders. 
• Communicate any questions, issues or recommendations with regards to process, workflow, technology, methodology, team morale  to stakeholders. 
• Operational matters. 
• Accept/reject leave requests. 
• Arrange for job shifts based on daily staffing requirements. 
• Provide floor support by answering questions, solving issues that come up throughout the day and observing the dynamics of the team. 
• Monitor production and quality for all Data Research Analysts onsite. 
• Ensure adequate engagement levels of the staff to drive business results. 

Competencies 

• Attention to Detail. 
• Methodical Problem-Solving Skills. 
• Analytical (Must be able to interpret data and analytics in an operations environment). 
• Excellent Organization Skills (Email, Task Management, Follow-up). Self-Motivated. 
• Ability to Motivate and Build Relationships with Others. 
• Ability to Both Take and Give Direction & Criticism. 
• Willing and excited about working with and developing Team Members. 
• Goal Oriented. 
• Honesty & Integrity. 

Requirements: 

• Bachelor/Master’s degree in finance/business with an exceptional academic record. 
• Professional degree (CA, CA-Inter, ICWA, ICWA-Inter) preferred. 
• 5+ years of professional work experience at various levels of seniority. 
• Strong people and project management skills. 
• Ability to effectively communicate with local and international teams. 
• Proven experience optimizing processes. 
• Eager and ready to work in a high-performance culture. 
• Ability to take calls early or late nights once or twice a week. 
• Prior experience leading teams of 10+ people will be an additional advantage. 
• Demonstrated ability to develop talent. 

Morningstar is an equal opportunity employer.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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.