Fund Data Specialist

The Managed Investment Data Team requires a Senior Data Consultant to drive Morningstar data in the German, Swiss and Austrian market. The employee will collaborate with all global and local teams. The Data Consultant is responsible for the relationships with asset managers and other actors of the industry, demonstrate our capabilities and quality, and return the voice of the local market to the global and central teams. The consultant is the main point of contact between our centralized data team and the asset managers. The position will be based in our Frankfurt office.

Job responsibilities:

Representing and explaining the Data workflows, processes, and methodologies (ESG, SFDR, MIFID and other regulatory requirements, Morningstar sustainability rating…) towards asset managers and clients.

• Take ownership of acquiring and onboarding new data sets as we keep expanding the quality of analytics delivered to clients.

• Partner with product, sales & support teams to help resolve client data questions.

• Collaborate with members of the Data & Development Centres and global teams to align priorities based upon local business requirements.

• Business analysis on market and regulatory changes to design data collection plans & meet client and industry needs.

• Monitor competitor behaviour, trends, and services to ensure Morningstar is well placed to act on any opportunities that may arise.

Qualifications:

• Fluent English and German; other European language preferable

• 3- 5 years of relevant experience

• Solid understanding of the local German, Swiss and Austrian investment management industry.

• Excellent written and verbal communication, problem solving, organizational, and analytical skills.

• Significant experience within a financial data role.

Nice to Have

• Data expert on investment data points, processes, methodologies, calculations and different fund structures

• Previous experience in project management and relationship management role

• Extra European language

Hybrid Work

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.