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 UK 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. The position will be based in our office in London.
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 Centers and global teams to align priorities based upon local business requirements.
- Manage projects focused on enhancing our database in order 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 in order to design data collection plans & bring back the voice of the client.
- Monitor competitor behavior, trends and services in order Morningstar are well placed to act on any opportunities that may arise.
Requirements:
- Solid understanding of the local UK investment management industry and passionate about investment data.
- Excellent written and verbal communication, problem solving, organizational, and analytical skills.
- Expert on managed investments data points, processes, methodologies, calculations and different fund structures is a plus.
- Previous experience in project management and relationship management role is highly preferred.
- Significant experience within a financial data role.
- A bachelor's degree or equivalent is required.
Base Salary Compensation Range
GBP 46,200.00-61,600.00
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.
U99_MstarUKLtd Morningstar UK Ltd. Legal Entity
Morningstar Compensation & Benefits Highlights
-
Leave & Time Off Breadth — Time away options include a paid six‑week sabbatical every four years and flexible time off in North America, with broad usage reported in 2024. Feedback suggests these programs are a distinctive strength by market standards.
-
Parental & Family Support — A global minimum beginning in 2025 provides at least 16 weeks paid leave for primary caregivers and up to 8 weeks for secondary caregivers, plus at least 6 weeks paid caregiving leave. This breadth positions family support as a clear pillar of the package.
-
Equity Value & Accessibility — An optional Shared Ownership program lets employees direct part of a bonus into RSUs with a 50% company match. This structure adds a notable long‑term ownership component to total rewards.
Morningstar Insights
Similar Jobs
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!
Gallery
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.











