Financial Data Content Architect

The Role:

This role is an ideal position for someone looking to be a driver of innovation and quality in Managed Investment Data. The Associate Content Designer will develop and provide deep subject matter expertise primarily in the core managed investments space. This is a global mandate that includes, but is not limited to, mutual funds, exchange-traded products, UCITS, and other investment vehicles including model portfolios and strategies. The role will be involved in many areas of focus, including, support of operation and performance data and methodologies, and general financial industry data and concepts.

As an Associate Content Designer, you will collaborate with teams across the company to define and execute upon Morningstar’s unique value proposition in response to industry trends. This role will have a focus on data stewardship functions, such as working with the technology teams, product teams and rest of the managed investment data team to ensure new and existing data fields are appropriately stored in our systems and used in products.

This position is based in London and reports to the Senior Director of Content Design

Responsibilities 

• Oversee multiple projects concurrently. Proactively drive new business initiatives through research, documentation, implementation, and communication of new data and methodologies. 
• Engage with industry bodies and clients, with ability to read and understand regulatory documents, to proactively research and recommend content-related enhancements and improvements. 
• Serve as a managed investment data subject matter expert internally and externally with clients, including providing in-depth knowledge of reporting practices and fund processes. Be the voice of.
• Morningstar Data on industry and regulatory matters.
• Work with Data Consultants and relevant regional teams to balance global standards with regional needs. 
• Provide a vital junction between Research, Data, Technology, & Product teams to ensure successful implementation of complex projects. 
• Design and implement new content, working with other teams to understand requirements and ensuring the solution meets those requirements.
• the meta data (for example name, definitions, data type etc..) is up-to-date and any new datafields have all required meta data completed.
• Work with content research teams and operational teams on data quality requirements and validation processes.

• the wider content design team on the data dictionary requirements/modelling
  • expanding on the central governance processes,
  • creation of best practice guides on how to model data, usage primary keys etc..)
  • Coordinate with Content Research team to ensure database tables can support both ongoing collection and downstream consumption.
• Manage technical requests
  • Liaise with them on creative solutions to routine tasks e.g. Creating code mappings,
  • help them to understand the business side of our requests
• Manage consumer technical conversations
  • Where/how the product teams should pull data
  • Understand the functional requirements on the product tech teams and work on solutions.
• Design the Lake House View solutions and supports the content designers in meeting consumer needs.
• Ensure any schema changes run smoothly and consumers of the data are informed of the impact in advance.

Requirements

• Bachelor’s degree 

• At least 3 years of experience with financial data and solid financial industry knowledge especially relating to funds.
• Knowledge of/experience working with AWS/SQL query, python, RedShift, S3 buckets and automation systems
• Experience in adding/amending new datasets from ingestion systems up to and including central storage databases/systems.
• Good communication skills
• Experience working across multiple stakeholder groups such as Research, Technology, Sales, Client Service, and Product.

Additional Requirements

• Experience working with AI/ML
• Knowledge of/Experience in database administration
• Knowledge of Data Modelling

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.