Data Quality Assurance Analyst

Role - Data Quality Assurance Analyst

The Group:  

Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group also provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar 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. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.

The Team:

The role is in the newly created Central Ref and Entity Data team. It’s a global team, responsible for strategy and operations of Reference Data, which touches across Morningstar products and is strategically crucial for Morningstar’s Data Governance strategy. The team partners with multiple lines of business and contributes towards developing new services.

Role:

The QA specialist is responsible for ensuring that all production processes are controlled and monitored for quality and compliance. The position will be responsible for performing quality audits and assurance reviews of the processes. This role will work closely with RED Operations team to provide measurement of data timeliness, completeness, and accuracy, through executing the audit and benchmarking projects and participating in quality improvement projects.

Responsibilities:

• Conduct data quality check and develop action plans to ensure data reliability, completeness, and consistency.

• Serve as a financial data expert for companies listed on global exchanges 

• Keeping abreast of latest methodology updates and trends in data quality analysis.

• Provide floor support and respond to researcher’s queries in a timely manner.

• Conduct error spread analysis for ramping researchers.

• Should be able to conduct independent audits to determine the data quality 

• Identify and analyse data quality issue and defect reasons during the audit process.

• Communicate with operations team efficiently to get alignment on the errors detected. 

• Understand and frame quality checks around data quality

• Manage RED teams audit sprint from planning, initiating, execution to reporting. Compose audit report and present the results to data operations team and senior leaders.

• Recommend, implement, and monitor preventative and corrective actions to ensure that quality assurance standards are achieved.

• Work closely with stakeholders in Mumbai and Chicago on weekly/monthly basis.

Requirements:

• Understanding of RED’s research methodologies.

• Strong domain knowledge and thorough knowledge of financial markets ecosystem.

• Sound knowledge of Finance and Accounting

• Good communication skills, both verbal and written.

• Meticulous attention to detail.

• Strong analytical and innovative thinking.

• LEAN culture – committed to maximizing value while minimizing waste and dedicate to build a culture of continuous improvement

• Ability to work both independently and in a team environment as well.

• Dedication to continuous process improvement

Qualifications:

• Master’s/Bachelor’s degree, preferably in Accounting, Commerce, Economics, Engineering, Finance, Management or Science

• 2+ years of professional work experience; prior QA or similar experience would be a plus.

• Flexibility with multiple processes and always endeavor to complete all workflows with high quality.

• Strong communication skills, both verbal and in written materials for effective inter-office correspondence

• Proficiency in Microsoft Excel, Good to have basic SQL and Phyton knowledge with other project management tools such as Asana.

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.