Senior Implementation Consultant

Reposted 23 Days Ago
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London, England
Hybrid
3-5
Mid level
Enterprise Web • Fintech • Financial Services
Empowering Investor Success
The Role
The Senior Implementation Consultant leads client implementations, manages licensing, and serves as the index expert while collaborating cross-functionally.
Summary Generated by Built In
The Group:
Morningstar Indexes provides indexing solutions to measure and benchmark markets and asset classes around the world and offers a broad suite of global equity, bond, and asset allocation indexes. Morningstar Indexes are designed to help investors at every stage of the investment process-market monitoring, benchmarking, asset allocation, and portfolio construction. Global asset managers use Morningstar's strategic beta indexes, which are based on proprietary research, to create investment solutions to meet investor goals.
The Role:
The Indexes Client Service & Implementation team seeks an enthusiastic, results-driven Indexes Senior Implementation Consultant to help advance our index products in Europe. This role will interact with clients and sales and lead index implementation. This role will become an expert in Morningstar's Index offering and will work closely with sales, product management, technology, and operations.
Please note: experience within financial services or financial markets is essential for this position, in addition to proven implementation expertise.
  • Work cross-functionally with various Morningstar teams to manage all aspects of Indexes implementation
  • Be the subject matter expert on all Indexes delivery channels and options globally, and be able to find the best fit solution for the client
  • Be an escalation point for client issues during implementation, be able to troubleshoot and work with technology to resolve any issues
  • Initiate ideas and projects to improve our client implementation experience and delivery solutions
  • Lead qualifying, contracting, and onboarding for Morningstar Indexes data clients
  • Manage licensing requests for current and potential Morningstar Index Clients
  • Act as Index expert and project manager for internal implementations of Morningstar Indexes
  • Create and maintain indexes data product technical specifications as required
  • Support business development and product management teams for client meeting preparation as required
  • Participate in and contribute to global projects to advance the growth of the Indexes business

Qualifications
  • At least three (3) to five (5) years of professional work experience, ideally in a client-facing role
  • Proven experience in financial markets or financial services is a must
  • Strong interpersonal skills and enjoys building relationships
  • Excellent communication skills, both verbally and in writing
  • Work well cross-functionally and globally
  • Self-motivated, willing to take ownership of new responsibilities, and able to multi-task
  • Curious and enjoys problem-solving
  • A pro-active and positive attitude and a team player
  • Interested in learning more about Indexes and investing

Nice to have• Knowledge of Morningstar Direct and Morningstar Data• Fluency in either one or many of the following languages - Spanish, Italian, French, German, Swedish• Technical skills and experience like SQL, Python, AWS• Progress towards CFA designation
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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.
D99_MstarDeutsch Morningstar Deutschland GmbH (Germany) Legal Entity

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The Company
HQ: Chicago, IL
12,700 Employees
Year Founded: 1984

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
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