Investment Data Research Analyst

The Role:

Morningstar Managed Investment Data is looking for an enthusiastic individual to join as a Data Research Analyst to focus on data collection, and database quality improvement. This analyst will collaborate closely with colleagues from different teams and locations while participating projects to strengthen our database quality from market and investment angles. This position is based in Chicago and will report to the manager of the Operations Americas Team.

Responsibilities:

• Perform fund data acquisition, data entry, auditing to ensure data and methodologies are in place to meet product requirements.
• Collaborate with internal and external contacts to correct and resolve data issues effectively.
• Communicate data requests to data providers, including all necessary data templates and submission instructions and answering any questions.
• Analyze and identify data opportunities through issues and queries.
• Review procedures and work with development team to create analytical tools to streamline the data collection and quality assurance processes.
• Execute project actions to improve work efficiency and data quality.

Requirements:

• Passion for investment data, 1-2 years of work experience in the financial service industry is required.
• Fast learning and flexibility to adapt new things and work with multiple tasks.
• Willingness to collaborate with global teams.
• Proactive problem-solving skills and excellent executive ability.
• Good client-centric mindset, self-learning ability, and time-management skills.
• Fluent oral & written English communication skills.
• Good data analysis and office software skills, such as proficiency in Microsoft Excel and SQL.
• A bachelor’s degree is required, and knowledge of the investment industry or other professional certificates like PMP or CFA is a plus.
• 1-2 years of work experience in the financial service industry is required.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health
• 75% 401k match up to 7%
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission

• Physical Health
• Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
• Additional medical Wellness Incentives - up to $300-$600 annual
• Company-provided long- and short-term disability insurance

• Emotional Health
• Trust-Based Time Off
• 6-week Paid Sabbatical Program
• 6-Week Paid Family Caregiving Leave
• Competitive 8-24 Week Paid Parental Bonding Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Education Stipend
• Tuition Reimbursement

• Social Health
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$58,150.00 - 98,875.00 USD Annual

Inclusive of annual base salary and target incentive

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically 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.

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