The Role
Manage and onboard complex managed-investment datasets by building data acquisition channels and relationships with asset managers and third parties. Promote Morningstar data capabilities, consult on database enhancements, monitor market and competitor trends, advise on data strategy and regulatory impacts, and act as escalation point and subject-matter expert for client data issues.
Summary Generated by Built In
Responsibilities:
Qualifications
Morningstar is an equal opportunity employer
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
$95,275.00-139,741.66
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
- Manage data relationships with US asset managers, industry associations, and third-party administrators. Visit fund companies for service reviews and providers to set up data acquisition channels, partner with process experts to collect and onboard complex datasets into Morningstar global databases, as well as act as a point of escalation when such data acquisition channels are failing.
- Promote Morningstar managed investment data capability and quality within the local market to internal client-facing teams and external existing & prospective customers.
- Consult to projects focused on enhancing Morningstar managed investment databases in order to meet changes in our industry, evolving product roadmaps and client's needs. This includes providing inputs to business analysis on market trends and regulatory changes, suggesting new data & content strategies based on local business requirements, as well as liaising with associations or working groups in order to design data collection plans, and ultimately bring back the voice of the client and local market to widen the moat of Morningstar Data.
- Monitor local market trends, competitor movements, and Morningstar data services, and thereafter make recommendations to relevant teams in order to ensure Morningstar is well placed to act on any opportunities that may arise.
- Serve as point of escalation and the subject matter expert of local market to help resolve client data questions as part of data level-4 support where needed.
Qualifications
- Solid understanding of the US investment management industry, primarily in areas of asset management, fund distribution, and wealth management spaces. Passionate about investment data.
- Minimum 5-year relevant experience working with financial data, and deep subject matter expertise on managed investment data points, processes, methodologies and analytics.
- Rich experience working to support business growth and client engagement activities.
- Excellent English communication (both written and verbal) and negotiation skills, and strong problem solving and analytical skills.
- Proven ability to multi-task, handle complex relationships, and work in a fast-paced environment.
- A bachelor's degree or equivalent is required.
- Previous experience in data management and relationship management role is highly preferred.
Morningstar is an equal opportunity employer
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
$95,275.00-139,741.66
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
- Solid understanding of the US investment management industry (asset management, fund distribution, wealth management)
- Minimum 5 years relevant experience working with financial data
- Deep subject matter expertise on managed investment data points, processes, methodologies and analytics
- Experience supporting business growth and client engagement activities
- Excellent English communication (written and verbal) and negotiation skills
- Strong problem solving and analytical skills
- Proven ability to multi-task, handle complex relationships, and work in a fast-paced environment
- Bachelor's degree or equivalent
- Previous experience in data management and relationship management role
- Passion for investment data
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
