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.
About the role
Our EMEA Data Team is looking for a Data Research Analyst to process our data across global markets. We are specifically looking for a French speaker. We are a team of data analysts who have effective relationships with other teams and are committed to deliver best quality data. As a 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.
Responsibilities
- 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 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.
- Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage.
- 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
- Fluency in English and French Is mandatory
- Fluency in another European language would be an advantage (German, Danish, Swedish, Norwegian, Finnish, Italian, Spanish, Portuguese)
- A bachelor’s degree or equivalent is required
- Proficient oral and written communication skills.
- 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.
- Sensitive to clients’ needs
- 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
- You will be collaborating with cross functional teams and leading from the front when it comes to Operational data, Performance data, etc, so experience within data methodology/quality and processes is a big bonus.
- Previous experience in project management is preferred.
- Proficiency in Microsoft Excel
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
- Fluency in English and French
- Bachelor's degree or equivalent
- Proficient oral and written communication skills
- Ability to collaborate effectively in a diverse team environment
- Sensitivity to client needs
- 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
- Experience with data methodology, quality, and processes
- Previous project management experience
- Proficiency in Microsoft Excel
- Fluency in another European language
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
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Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
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Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
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
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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