About Morningstar:
Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Role:
Our EMEA Managed Investment Data Operations team is looking for an Associate Data Research Analyst to process our data across global markets. We are a team of data analysts who have effective relationships with other teams and are committed to deliver best quality data. As an Associate Data Research Analyst in the Data Division, you will work closely with the Global Data Team and Local Business Representatives, taking responsibility for data coverage, quality, and timeliness to the highest standards. The Operation Data Analyst will form closer links with providers related to data acquisition processes and gain knowledge of our database. The position will be based in our Data and Development Center EMEA in Madrid and will report to the Associate Data Manager.
Responsibilities
- Actively collect & Process managed investment data using Morningstar collection systems, and ensure data timelines, completeness, and accuracy to meet business goals.
- Collaborate closely with the global data teams.
- Data expert on investment data points, processes, methodologies, calculations & different fund structures.
- Manage business relationships with fund companies. Connecting with providers & setting up acquisition channels for complex and more advance data as well as acting as a point of escalation.
- Meet the predetermined production deadlines for internal and external clients.
- Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects.
- Utilize project management methodologies such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues.
- Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.
- Understand roles, responsibilities, and expertise of internal partners to expedite issue resolution.
- Translate requests from internal clients into detailed written specifications and user stories.
- Improve and document client use cases to ensure any new functionality meets and exceeds client expectations
Requirements
- A bachelor’s degree or equivalent is required.
- Proficient oral and written communication skills.
- Fluency in English and Korean is mandatory
- Collaborates well in a team environment, have the ability to communicate and work with team members from diverse backgrounds, in a conscientious and inclusive way.
- Be client centric.
- Solid understanding of the financial industry and passionate about investment data.
- Excellent organizational and time-management skills, capable of handling high volumes of data and meeting strict deadlines.
- Proficiency in Microsoft Excel and
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
Base Salary Compensation RangeEUR 29,000.00-39,000.00Bonus Target:
5% AnnualWe expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
302_MstarEurServSL Morningstar Europe Services, S.L. Legal EntitySkills Required
- Bachelor's degree or equivalent
- Proficient oral and written communication skills
- Fluency in English and Korean
- Ability to collaborate and communicate effectively with diverse team members
- Client-centric approach
- Solid understanding of the financial industry and investment data
- Excellent organizational and time-management skills
- Ability to handle high volumes of data and meet strict deadlines
- Proficiency in Microsoft Excel
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time-off policies include flexible PTO and a paid sabbatical every four years, often highlighted as a standout perk. Feedback suggests this structure supports strong work–life balance and meaningful breaks.
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Parental & Family Support — Policies advertise a global minimum of 16 weeks for primary caregivers, up to 8 weeks for secondary caregivers, and at least six weeks of paid caregiving leave. These offerings signal above-average support for family and caregiving needs.
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Retirement Support — Retirement programs feature employer 401(k) contributions/matching, with some postings citing a 75% match on up to 7% of pay. Feedback suggests these offerings are a strong pillar of the package.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.


























