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.
About the role
Our EMEA Data Team is looking for a Senior Data Research Analyst to process our data across global markets. We are specifically looking for a Portuguese speaker. We are a team of data analysts who have effective relationships with other teams and are committed to deliver best quality data. As a Senior Data Research Analyst in the Data Division, you will work closely with the Global Data Team and Local Business Representatives, taking responsibility for data coverage, quality, and timeliness to the highest standards. This role will form closer links with providers related to data acquisition processes and gain knowledge of our database. The position will be based in our Data and Development Center EMEA in Madrid.
Responsibilities
- Collaborate closely with the global data teams
- Data expert on investment data points, processes, methodologies, calculations & different fund structures
- Manage business relationships with fund companies. Connecting with providers & setting up acquisition channels as well as acting as a point of escalation
- Meet the predetermined production deadlines for internal and external clients
- Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects
- Contribute to internal data initiatives and cross-functional projects as priorities evolve, partnering with team leads and other departments to support evolving business needs
- Utilize project management methodologies such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues
- Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage
- Track and report on key data quality and performance metrics to support team and departmental reporting needs
- Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution
- Understand roles, responsibilities, and expertise of internal partners to expedite issue resolution
- Translate requests from internal clients into detailed written specifications and user stories
- Improve and document client use cases to ensure any new functionality meets and exceeds client expectations
Requirements
- A bachelor’s degree or equivalent is required
- Proficient oral and written communication skills. Fluent in English and Portuguese required; an additional European language (French, Danish, Swedish, Norwegian, Finnish, Italian, Spanish) is an advantage.
- Collaborates well in a team environment, have the ability to communicate and work with team members from diverse backgrounds, in a conscientious and inclusive way.
- Sensitive to clients’ needs
- Solid understanding of the financial industry and passionate about investment data.
- Excellent organizational and time-management skills, capable of handling high volumes of data and meeting strict deadlines
- You will be collaborating with cross functional teams and leading from the front when it comes to Operational data, Performance data, etc, so experience within data methodology/quality and processes is a big bonus.
- Previous experience in project management is preferred.
- Proficiency in Microsoft Excel and SQL; working knowledge of Python for data analysis and process automation is a plus
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.
302_MstarEurServSL Morningstar Europe Services, S.L. Legal EntitySkills Required
- Bachelor's degree or equivalent
- Fluent in English and Portuguese (oral and written)
- Proficiency in Microsoft Excel
- Proficiency in SQL
- Excellent organizational and time-management skills
- Solid understanding of the financial industry and investment data
- Ability to collaborate in diverse, cross-functional teams and communicate effectively
- Experience with data methodology, quality, and processes
- Previous project management experience
- Working knowledge of Python for data analysis and process automation
- Familiarity with LEAN Six Sigma or similar project management methodologies
- Additional European language (French, Danish, Swedish, Norwegian, Finnish, Italian, Spanish)
What the Team is Saying
Morningstar Compensation & Benefits Highlights
-
Leave & Time Off Breadth — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
-
Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
-
Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
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.
Gallery
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.
