Senior Data Research Analyst

Title: Senior Data Research Analyst

Location: Vashi, Navi Mumbai

The Group:
Company: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer a wide variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities.

Morningstar India has been a Great Place to Work-certified company for the past eight consecutive years.

The Role:

As a Senior Data Research Analyst, you will be responsible for acquiring and validating portfolio holdings data from various vendor sources. Your core responsibilities will involve standardizing this data into agreed formats using internal collection tools and resolving exceptions through thorough validation processes.

Working within the Portfolio Data Team, your role will focus on ensuring the accuracy and completeness of portfolio information, which is critical for downstream analytics and reporting. You will collaborate closely with leadership and cross-functional teams to support strategic goals, enhance operational performance, and contribute to the achievement of key KPIs.

Shift: UK/AU/US

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:

• > 3 years’ experience in finance domain, with emphasis on collection systems and methodologies, senior data research analyst role or above.   
• Fund Portfolio 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 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.