Title: Data Content Researcher
Indexes Data Strategy
No. of positions: 1
Shift: General
The Group: Morningstar Indexes Team leverages its expertise in equity research, manager research, asset allocation, and portfolio construction to create innovative investment solutions. It uses Morningstar`s intellectual property to create indexes that empower investors' success at every stage of the investment process - market monitoring, benchmarking, and asset allocation. The unit offers a broad suite of global equity, bond, commodity and asset allocation indexes.
The Role: Morningstar Indexes seeks an intelligent and creative professional for its Indexes Data Strategy team. The primary function of the team is to create and maintain methodology of input data used for the index portfolios covering reference data, price, corporate actions, total outstanding shares and other attributes that define a security, across different asset class like Equity and Fixed Income. The team is also responsible for handling data acquisition and production automation. We are looking for a content specialist individual contributor, with expertise in Equity (with basic knowledge of Fixed Income), who is passionate to learn new things with good knowledge about sourcing data and building processes around it. Incumbent should also possess ability to develop new methodologies and adapt existing ones for new scenarios for the data sets mentioned above. A general understanding of spot rates, forward rates and term structure of interest rates would be an added advantage. This is a mid-level role in the individual contributor career track, corresponding to an ATL/TL in the people manager track. This position will be in Vashi, Navi Mumbai (India).
Responsibilities:
- Understand the data being used in Equity/Fixed Income Index calculations and develop inhouse data calculation methodology to align with Morningstar Indexes requirement
- Serve as a Subject matter expertise by providing floor support in resolving issues that come up throughout the day
- Perform vendor data analysis to support in new vendor onboarding
- Lead data\process integration based on business requirement.
- Work with technology teams in the role of UAT/Business Owner to complete the design of Fixed Income data ingestion processes and tools
- Work closely with multiple global teams across various functions and participate regularly in global calls and meetings
- Provide coaching and training to junior team members as appropriate and according to the specific needs of the person and the group.
- Contribute to ongoing efforts to streamline and improve processes
- Provide cross-dataset support when needed within the team
Requirements:
- Prior experience in building Equity data at an investment research firm or data vendor.
- Basic knowledge of Fixed Income concepts (prior experience would be an added advantage)
- Ability to create Methodology/SOP documents which would be used by the Data Operations team
- Good analytical skills to research and analyze information to aid in decision making
- Quick learner in understanding new datasets and create methodology as well as set-up process for it
- Ability to work independently and participate in critical decision-making process required for the ongoing Index maintenance
- Experience of working with tools such as ICE, Bloomberg, Factset, Refinitiv, etc.
- Candidate should be either Mumbai based or ready to relocate
Desired Candidate Profile
- Master's degree in finance/business with an exceptional academic record
- Professional degree or CFA preferred
- At least 5+ years of professional work experience at specialist/senior/principal/lead analyst
- Strong interpersonal, communication, and writing skills
- Basic to Intermediate level of knowledge in working with databases (SQL/Pyrthon) and willingness to develop it
- Team player
Morningstar is an equal opportunity employer.
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