Team Leader

Title: Team Leader

Team: Quality & Transformation

Shift: General

The Group: The Global Quality & Transformation team works with teams across the company to help transform and improve our quality, practices, processes, and methods. Each member of this team serves to enhance customer experience by using philosophies and frameworks like Lean, Agile, Design Thinking, Diagnostic Approach, Client Centricity by using state-of-art technologies like Machine Learning, Deep Learning, Programmatic Anomaly Detections. This team stays abreast of emerging technologies, people practices, and other concepts related to the “future of work” and help introduce them in the organization.

The Team: The team focuses on proving error free data & same user experience across Morningstar’s products using data science driven cutting edge technologies. The group does not only identify the opportunity areas but also works with all stakeholders to provide end to end resolution. The team is divided into two core groups, Data Quality Lab, looking the data science driven quality and Sampling Team, looking into independent audits using statistical sampling.

The Role: The team seeks a highly self-motivated professional to lead a team of 10+ equity data quality analyst based in Mumbai office and oversees the management of their day-to-day activities, provide measurement of data timeliness, completeness and accuracy, to help maintain and improve the quality of Morningstar equity databases. This role will also work closely with audit project owners, Global Equity Data team leaders and 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. This role will be accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs, for team engagement, morale, and supporting the build for growth ladders of members.

Responsibilities

• Handle a team of 10+individuals of varying seniority levels and be responsible for their overall guidance and achievement of team objectives by providing clear direction, establishing SMART goals, and optimizing resource allocation for processes/projects.
• Lead the team of equity data quality analyst in performing research
• Plan on project schedule based on team capacity; ensure the team conducted projects according to the schedule and balance the resources allocation between multiple projects that might be conducted in parallel.
• Acts as main point of contact/manager for his or her entire team for all questions, comments and concerns. Assist the team to identify and eliminate roadblocks by partnering with multiple teams.
• Research complex projects leading to actionable recommendations and solutions.
• Work closely with global teams across various functions, to identify user needs, ensure the quality (accuracy, timeliness, and completeness) of key data universes conform to established collection operation standards and definitions.
• Participate regularly in global/local calls and meetings. Maintain effective communication with multiple teams as equity operations, methodology, project team and management.
• Apply lean practices across the value stream to maintain top level performance and make continuous improvement on audit process; drive and lead / be a part of the continuous improvement efforts using lean six sigma and other associated process improvement tools and techniques.
• Tracks, measures and reports on agreed daily, monthly and quarterly metrics to 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.
• Share high level goals, help team to sets goals and priorities for the individuals in the team.
• Conducts performance reviews of each team member, provide feedback and evaluations, and provide guidance on career development as well as opportunity/support for team members.
• Effectively motivates and rewards the team ensuring good overall morale.

Requirements

• Bachelor’s or master’s degree in finance/business with a strong academic record. A Lean Six Sigma Green Belt certification is preferred.
• Over 5 years of professional experience in roles of increasing responsibility. Experience in equity data collection, quality control, and team management is advantageous.
• Strong knowledge of finance and accounting. The ideal candidate should also possess a statistical mindset for problem-solving.
• Strong project management skills in initiating large data quality projects and presenting results to senior leaders
• Experience managing multiple projects in a complex, dynamic environment with shifting priorities
• Strong communication, people, and project management skills
• Ability to take calls early or late nights once or twice a week.
• Lean mindset – committed to maximizing value while minimizing waste, and dedicate to build a culture of continuous improvement
• Keen in financial research, and passionate about investing & data management
• Good analytical skills to research and analyze information to aid in decision making
• 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.