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:
Morningstar seeks a self-motivated (Associate) Data Content Researcher to join Managed Investment Data team. In this role, you will work with Data Strategy team, Tech team and Global MID operations team to implement new data, data changes, business rule enhancement and interface enhancements to drive operation excellence. You will be a key contributor to design new data collection process flow and user interface, build creative tool and provide insight for data enhancement and you would also play a key role as the data escalation point. Your exposure to global teams will allow you to have a solid foundation for your career. This position is based in Madrid office.
Responsibilities:
- Review and interpret business requirements to propose actionable data and process solutions
- Design new data flow and user interface, build back-end logic to ensure data accuracy.
- Provide solution and consultation for data processing improvement from overall data perspective.
- Provide proper proposal for data quality control backend logic to drive data accuracy improvement.
- Interpret data methodologies into usable technology language through detailed written specifications
- Conduct feasibility analysis and impact analysis to evaluate data solution / methodology feasibility and impact
- Communicate with stakeholders on the potential impacts or risks of the proposal, and make the risk mitigation plan
- Coordinates with relevant teams to ensure proper implementation and documentation
- Maintain database backend knowledge and build readable documentation.
Requirements:
- 3-6 years in business/data analysis, preferably within capital markets, wealth management, or asset management domains.
- A bachelor’s degree in finance, economics, or business with an exceptional academic record.
- Strong quantitative and business analysis skills
- Excellent English verbal/presentation/written communication skills
- Highly interest in data and analytics
- Profound understanding of Fund data
- Data, system, process and backend logic
- Self-motivated, detail-oriented, and organized
- Understanding of Database Structure and Design
- Experience with SQL. Basic programming, Python and database skills is preferred
- Experience with AI tools is a plus
- CFA/NISM/FRM/NCFM certifications or progress towards those preferred.
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 47.000,00-65.666,66Bonus Target:
12,5% 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
- 3-6 years of experience in business or data analysis, preferably in capital markets, wealth management, or asset management
- Bachelor's degree in finance, economics, or business with an exceptional academic record
- Strong quantitative and business analysis skills
- Excellent English verbal, presentation, and written communication skills
- Strong interest in data and analytics
- Profound understanding of fund data
- Understanding of data, systems, processes, and backend logic
- Understanding of database structure and design
- Experience with SQL
- Basic programming, Python, and database skills
- Experience with AI tools
- CFA, NISM, FRM, or NCFM certification, or progress toward certification
- Self-motivated, detail-oriented, and organized
What the Team is Saying
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.
