The Role
Provide global client support for Morningstar market data feeds and applications, troubleshoot and resolve inquiries, escalate to Level 2 as needed, document actions in Salesforce, follow up with clients, contribute to documentation and process-improvement projects, and support key clients alongside senior staff. Shift coverage and in-office presence required.
Summary Generated by Built In
The Role:
Morningstar offers market data for more than 14 million global instruments including equities, futures, options, commodities, and precious metals on every major exchange worldwide. Brokerage firms, banks, and other institutions power their systems with our tailored data feeds or monitor relevant trading movements using our market data application. The Data Solutions Specialist will work as part of our dynamic global support team supporting the market data business. Covering one of three shifts that cover from 8am to 6pm, the data solutions specialist will provide assistance and support to our clients globally. This role will be required to be in office four days a week in Chicago office.
The Responsibilities:
The Requirements:
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Total Cash Compensation Range
$59,900.00-87,850.00
Inclusive of annual base salary and target incentive
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.
001_MstarInc Morningstar Inc. Legal Entity
Morningstar offers market data for more than 14 million global instruments including equities, futures, options, commodities, and precious metals on every major exchange worldwide. Brokerage firms, banks, and other institutions power their systems with our tailored data feeds or monitor relevant trading movements using our market data application. The Data Solutions Specialist will work as part of our dynamic global support team supporting the market data business. Covering one of three shifts that cover from 8am to 6pm, the data solutions specialist will provide assistance and support to our clients globally. This role will be required to be in office four days a week in Chicago office.
The Responsibilities:
- Provide customer support to all incoming client queries during your shift.
- Deliver outstanding customer service by responding to and efficiently resolving client issues and requests.
- Investigate thoroughly all incoming queries and escalate to Level 2 where necessary.
- Work with senior staff to provide dedicated and specialist support to key clients.
- Document all actions in CRM (Salesforce)
- Provide regular follow-up to clients on all outstanding queries.
- Assist with creating documentation and knowledge sharing.
- Actively contribute to process improvement project work.
The Requirements:
- An understanding of financial data and global stock exchanges
- Ability to analyze data using Excel
- Excellent written and oral communication and interpersonal skills.
- Excellent client service skills and a proactive approach to take ownership of issues as they arise.
- Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills.
- Strong problem solving and analytical skills with high attention to detail, and excellent time management.
- Good understanding of market data or 1-2 years' experience in a similar field, working with larger quantities of data.
- Bachelor's degree or similar qualification in a technical or financial discipline.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
- Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$59,900.00-87,850.00
Inclusive of annual base salary and target incentive
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.
001_MstarInc Morningstar Inc. Legal Entity
Skills Required
- Understanding of financial data and global stock exchanges
- Ability to analyze data using Excel
- Document all actions in CRM (Salesforce)
- Excellent written and oral communication and interpersonal skills
- Excellent client service skills and proactive ownership of issues
- Fast learner, self-starter, flexible, able to multi-task in a demanding environment
- Strong problem solving and analytical skills, high attention to detail, and excellent time management
- Good understanding of market data or 1-2 years' experience in a similar field handling large data volumes
- Bachelor's degree or similar qualification in a technical or financial discipline
- Ability to work in-office four days a week in Chicago and cover assigned shift hours (approx. 8am�6pm coverage)
What the Team is Saying
Anna
Team Lead of Software Engineering
Upasna
Software Engineer, Data Collections - AI R&D
Saurabh
Senior Software Engineer
Wendell
Head of Sales, Institutional Equity Research
Raaghavendar
Associate Software Engineer
Jeff
Head of Technology and Product
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — A recurring paid sabbatical combined with flexible time off in North America and regionally set PTO provides substantial time-away flexibility. Paid volunteer days further broaden the time-off offering.
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Parental & Family Support — A global minimum of paid parental leave for primary and secondary caregivers, along with paid caregiving leave, signals strong family support. Adoption-assistance reimbursement adds another layer of care for growing families.
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Retirement Support — Retirement programs include employer matching or fixed contributions and free access to Morningstar retirement-planning tools. These elements support long-term savings alongside the broader total-rewards package.
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The Company
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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Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
