Senior Investment Data Research Analyst

The Group:
The Managed Investment Data Team brings inspired problem solvers together with one goal in mind: empowering investor success. Anchored by one of the largest and most high-quality investment databases in the world, we bring insight to millions of investors around the world directly through our consumer products or indirectly through our professional products and services. Morningstar is dedicated to synthesizing and transforming complex financial data into insights that people across the world can use to make the best investing decisions for themselves and their clients.
The Role and the Team:
Morningstar Managed Investment Data is looking for an enthusiastic individual to join as a Senior Data Research Analyst to focus on data acquisition, and database quality improvement. This analyst will collaborate closely with colleagues from different teams and locations while also working independently to strengthen our database quality from market and investment angles. This position is based in Chicago and will report to the manager of the Operations Americas Team.
Responsibilities:

• Lead and standardize critical data collection processes.
• Demonstrate a strong sense of ownership over the issues in the data request queue, remaining responsive and providing timely updates, follow-up, expedition, and resolution.
• Manage high-touch client data readiness dashboards; identify opportunities and drive the automation of dashboard monitoring.
• Streamline end-to-end data collection process in partnership with cross-team contacts such as Data Operations, Client Service, Product, Sales, etc.
• Build process metrics, create and enhance analytical tools, and continuously improve process data quality and process efficiency by applying LEAN Six Sigma tools.
• Write and maintain process SOPs, ensuring data and methodologies are in place to meet product requirements and client needs.
• Act as an expert and escalation point in the domain investment data area.
• Communicate data requests to data providers, including all necessary data templates and submission instructions and answering any questions.
• Participate in calls with data providers to accelerate data acquisition in partnership with subject matter experts and local data consultants.
• Present data solutions, collection processes, and methodologies to clients if necessary.
• Serve as a mentor to junior analysts on the team.
• Perform data entry and resolve daily data issues.

Requirements

• Passion for investment data, along with a solid understanding of fund data points, data collection processes, and data flow.
• Willingness to collaborate with global teams.
• Excellent problem-solving, organizational, and analytical skills.
• Strong client-centric mindset, self-learning ability, and time-management skills
• Fluent oral & written English communication skills.
• Ability to work independently and manage competing priorities and deadlines.
• Strong analytical skills, such as proficiency in Microsoft Excel and SQL.
• Previous experience in Quality Control, Lean Six Sigma projects or cross-team projects is highly preferred.
• A bachelor's degree is required, and knowledge of the investment industry or other professional certificates like PMP or CFA is a plus.
• 2-5 years of work experience in the financial service industry is required.

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
  • 75% 401k match up to 7%
  • 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 Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

Base Salary Compensation Range
$65,591.00 - $111,500.00
Total Cash Compensation Range
$72,150.00 - 122,650.00 USD Annual
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically 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.
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