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.
The Team:
Morningstar’s Research group provides independent analysis on individual securities, managed investments, portfolios, and markets. The group also collects and maintains high-quality data on the equities, managed investments, and fixed-income investments we cover in our database, one of the largest investment databases in the world. Morningstar is one of the largest independent sources of manager, equity, and credit research in the world. We transform data into insights that investors can use to reach their financial goals.
The Role:
The Managed investment Data Team requires a Data Research Analyst to process our portfolio data across global markets. The analyst will need to work closely with the global Portfolio Team and Local Business Representatives, taking responsibility for data coverage, quality, and timeliness to the highest standards. The Portfolio Data Analyst will form closer links with providers related to data acquisition processes and gain expert knowledge of our database. The position will be based in our Data and Development Centre EMEA.
Responsibilities:
- Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage.
- Meet the predetermined production deadlines for internal and external clients
- Collaborate strongly with the global data teams
- Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects.
- Act as an expert regarding investment data points and calculations, answering questions and escalations from data team.
- Maintain and strengthen existing relationships with fund companies and clients as well as 3rd party data providers
- Keep up to date on current and new financial regulations (Solvency II, MIFID II, etc.)
- Drive process improvement by applying LEAN Six Sigma tools and implementing process automation.
- Support Morningstar's portfolio capabilities, by testing incoming templates (TPT+, APT, etc.
- Handling of Portfolio Data Transfer Agreement. Strong collaboration with Legal department and fund companies
Requirement:
- Solid understanding of the financial industry and passionate in investment data.
- Excellent writing, communication, problem solving, organizational, and analytical skills.
- Strong organizational and time-management skills, capable of handling high volumes of data and meeting strict deadlines
- Fluent English and at least one other European language is mandatory.
- A minimum of 2 years of experience in Morningstar, ideally in data management.
- Expertise in Morningstar data, methodology, quality and processes. A strong knowledge of derivative investments is also required.
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.
Bonus 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
- Solid understanding of the financial industry and strong interest in investment data
- Excellent writing, communication, problem-solving, organizational, and analytical skills
- Strong organizational and time-management skills, including the ability to handle high data volumes and meet strict deadlines
- Fluent English and at least one additional European language
- Minimum of 2 years of experience at Morningstar, ideally in data management
- Expertise in Morningstar data, methodology, quality, and processes
- Strong knowledge of derivative investments
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.
