Fund Data Account Manager (German speaker)

Reposted 7 Days Ago
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Frankfurt am Main, Hessen, DEU
Hybrid
Mid level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Empowering Investor Success
The Role
The Data Relationship Manager will manage relationships with asset managers, oversee data workflows, and ensure quality analytics while analyzing market trends.
Summary Generated by Built In
About the Role
The Managed Investment Data Team is seeking a Relationship Manager - Investment Funds to drive Morningstar's data strategy across Germany, Switzerland, and Austria.
In this role, you will own and manage a portfolio of Fund Companies (asset managers), acting as their primary point of contact for all data-related topics. You will be responsible for building strong, long-term partnerships and positioning Morningstar as a trusted data partner, ensuring the continuous enrichment, quality, and strategic expansion of fund data coverage.
A key aspect of the role is to actively engage Fund Companies to contribute high-quality, comprehensive data, by clearly demonstrating how increased transparency enhances their visibility across Morningstar platforms and supports their distribution with clients, platforms, and advisors.
This position requires a relationship-driven and commercially minded approach, where success is achieved by influencing stakeholders, driving adoption of data standards, and creating mutual value between Morningstar and asset managers.
The position is based in our Frankfurt office.
Key Responsibilities
  • Own a portfolio of Fund Companies as key accounts and primary data contact
  • Drive data engagement by increasing data coverage and adoption
  • Promote Morningstar Data Standards
  • Lead data onboarding and expansion initiatives
  • Act as the bridge between asset managers and internal teams
  • Support complex data topics and escalations with internal stakeholders from different functions
  • Monitor regulatory trends and market developments

Qualifications
  • Fluent in German and English; additional European languages are a plus
  • 3-5 years of experience in asset management, financial data, or a related field
  • Good understanding of the investment fund industry within the DACH region
  • Proven experience in relationship management, account management, or client-facing roles
  • Excellent communication, negotiation, and organizational skills
  • Strong analytical mindset with the ability to navigate complex data topics

Nice to Have
  • Deep knowledge of investment fund data
  • Experience working with asset managers on data, reporting, or distribution topics
  • Experience in cross-functional project coordination
  • Experience of working in a global, cross-cultural environment

Base Salary Compensation Range
EUR 52.000,00-72.666,66
Bonus Target:
7,5% Annual
We 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.
D99_MstarDeutsch Morningstar Deutschland GmbH (Germany) Legal Entity

Skills Required

  • 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

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The Company
HQ: Chicago, IL
11,500 Employees
Year Founded: 1984

What We Do

At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

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