Senior Data Analyst

As a Senior Data Research Analyst, you will collect operational, document, performance, and portfolio data from various vendor sources, ensuring data timelines, completeness, and accuracy. You will manage relationships with Asset Management companies, partner with quality assurance and technical departments to resolve client data issues, and participate in initiatives for global data collection platforms. The role involves monitoring reports, proposing enhancements for efficiency, and contributing to data and process-related projects, demonstrating high ownership and acting as a process trainer and mentor.

Must Have

• Actively collect managed investment data using Morningstar collection systems, ensuring data timelines, completeness, and accuracy.
• Manage relationships between Morningstar and Asset Management companies, insurance companies, and other data vendors.
• Partner with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively.
• Participate in initiatives focused on consolidating global data collection platforms and supporting database integration projects.
• Establish and achieve the set Objectives & Key Results (OKRs) with the direction of team lead.
• Monitor, analyze, and execute summary reports, including an investigation of potential data error.
• Actively discover and raise issues in work and propose enhancement suggestions to improve system functionality, process efficiency, and data quality.
• Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support.
• Facilitate cross-team projects to implement approved solutions based on priority and impact.
• Demonstrate a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor.
• Minimum 1-3 years’ experience in finance domain.
• Good command in MS Office (Excel, PowerPoint etc.).
• Should be critical thinker and possess good communication skill.
• Equipped with understanding of data competencies like data content expertise, data analysis.
• Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills.
• Good team player with good learning ability and equipped with self-motivation.
• Ability to exercise control over planned activities like training / mentoring new hires, doing quality checks.
• Able to work under tight deadlines and handle pressure during peak seasons.
• Good project management skills with proven track record of working on and delivering projects independently.
• Flexibility to work in shifts.

Good to Have

• Fund Data experience.
• SQL, Macro or Python and machine learning skills.
• Remote team working experience.

Perks & Benefits

• Hybrid work environment (at least three days in-person each week)
• Flexible benefits
• Tools and resources for global collaboration

The Position: Senior Data Analyst

The Department: Managed Investment Data (MID)

The Group:

Morningstar is one of the largest independent sources of fund, equity, credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We provide independent analysis on individual securities, funds, markets, and portfolios. We also provide data on hundreds of thousands of investment offerings, including stocks, mutual funds, and alternative vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.

The Role:

As a Senior Data Research Analyst, will work on collecting operational, document, performance, and portfolio data from various vendor sources. You will adhere to the company goals, policies and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success.

Roles & Responsibilities:

• Actively collect managed investment data using Morningstar collection systems, and ensure data timelines, completeness and accuracy to meet business goals.
• Manage relationships between Morningstar and Asset Management companies, insurance companies and other data vendors.
• Partner with quality assurance, products, and technical departments to resolve clients’ data issues timely and effectively.
• Participate in the initiatives focused on consolidating global data collection platforms and supporting database integration projects.
• Establish and achieve the set Objectives & Key Results (OKRs) with the direction of team lead.
• Monitor, analyze and execute summary reports including an investigation of potential data error to continuously improve data collection and quality assurance process using Lean Six Sigma tools.
• Actively discover and raise issues in work (including system, process, and collection methodology) and propose enhancement suggestions to further improve system functionality, process efficiency and data quality.
• Participate in data and process related projects such as industry/market research, market expansion, process certification, new product development support, etc.
• Facilitate cross-team projects to implement approved solutions based on priority and impact.
• Demonstrate a high sense of ownership of the process, understand roles & responsibilities by acting as a process trainer and mentor

Requirements:

• Minimum 1-3 years’ experience in finance domain.
• Fund Data experience would be preferred
• Good command in MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, Macro or Python and machine learning will be a plus.
• Should be critical thinker and should possess good communication skill.
• Should be equipped with understanding of data competencies like data content expertise, data analysis etc.
• Strong analytical, problem-solving capabilities, and excellent communication written as well as verbal & reporting skills.
• Should be a good team player with good learning ability and equipped with self-motivation in an independent, fast-paced work environment.
• Ability to exercise control over the planned activities like training / mentoring new hires, doing quality checks etc.
• Able to work under tight deadlines and handle pressure during peak seasons.
• Good project management skills with proven track record of working on and delivering projects independently.
• Remote team working experience is a plus.
• Flexibility to work in shifts.

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.