The Group:
Morningstar’s Data group provides data and analytics on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and treasury markets. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company.
The Role:
The Managed Investment Data Team requires a Data Consultant to drive Morningstar data in the South African market. The employee will collaborate with all global and local teams. The Data Consultant is responsible for the relationships with asset managers and other actors of the industry, demonstrate our capabilities and quality, and return the voice of the local market to the global and central teams. The consultant is the main point of contact between our centralized data team and the asset managers.
Responsibilities:
- Representing and explaining the Data workflows, processes and methodologies towards asset managers and clients.
- Take ownership of acquiring and onboarding new and complex data sets as we keep expanding the quality of analytics delivered to clients.
- Partner with product, sales & support teams on the prospect discovery process, the answer to RFP & lead generation and serving as the subject matter expert to help resolve client data questions.
- Collaborate with members of the Data & Development Centres and global teams to align priorities based upon local business requirements.
- Manage projects focused on enhancing our database to meet changes in our industry and client’s needs. This includes business analysis on market trends & regulatory changes & liaising with associations or working groups to design data collection plans & bring back the voice of the client.
- Monitor competitor behaviour, trends and services in order Morningstar are well placed to act on any opportunities that may arise.
Requirements:
- Solid understanding of the local investment management industry and passionate about investment data.
- Excellent written and verbal communication, problem solving, organizational, and analytical skills.
- Previous experience in project management and relationship management role is highly preferred.
- Significant experience within a financial data role.
Bonus Target:
7.5% 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.
402_MstarResSoAfr Morningstar Research Pty Ltd (South Africa) Legal EntitySkills Required
- Solid understanding of the local investment management industry
- Passion for investment data
- Excellent written and verbal communication skills
- Strong problem-solving skills
- Strong organizational skills
- Strong analytical skills
- Previous experience in project management
- Previous experience in relationship management
- Significant experience within a financial data role
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.
