Senior Data Analyst

Role : Senior Data Analyst

Team: Morningstar’s Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals.

Role: As a Senior Data Research Analyst, will work on collecting performance data from various sources. You will adhere to the company goals, policies, and procedures and work in a focused manner to achieve the overall objectives. You will be responsible for, with the help of leaders, ensuring and improving the performance, productivity and efficiency, and the delivery of the operational performance KPIs. You will effectively manage your performance and development to support our continuous operational success. 

Shift: UK/US

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 errors 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 
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Qualifications:

• > 3 years' experience in finance domain, with emphasis on collection systems and methodologies, senior data research analyst role or above.    
• Fund Data experience would be preferred 
• Good command of MS Office (Excel, PowerPoint etc.); advanced users preferred. SQL, or Python and exposure to AI / ML will be a plus. 
• Should be a critical thinker and should possess good communication skills. 
• Should be equipped with understanding of data competencies like data content expertise, data analysis etc. 
• Strong analytical, problem-solving capabilities, and excellent written communication 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. 
• 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.

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