Job Description

Role: Data Research Analyst

Location: Hybrid (Remote & In-Person)

About the Company:

Morningstar is one of the world's largest independent sources of data, research, and analysis for funds, equities, credit, and more. We provide in-depth insights on individual securities, markets, funds, portfolios, and a broad range of investment vehicles. Morningstar also offers real-time global market data across various asset classes such as equities, commodities, and foreign exchange markets. Advocacy for investor interests is a key part of our mission.

About the Role:

As a Data Research Analyst at Morningstar, you will be responsible for collecting, analyzing, and maintaining a wide range of operational, performance, and portfolio data. You will ensure data accuracy and quality while collaborating with internal and external stakeholders to maintain data integrity. This role requires you to effectively manage your performance, contribute to continuous improvement initiatives, and ensure the timely delivery of operational KPIs.

Key Responsibilities:

Collect and manage investment data using Morningstar systems, ensuring data is timely, complete, and accurate to meet business goals and quality standards.
Take ownership of data quality control to ensure consistency and compliance with client and product requirements.
Build and maintain relationships with asset management companies, insurance providers, and other data vendors to ensure data integrity.
Develop a deep understanding of datasets, policies, and processes for the regions under your coverage to support decision-making.
Participate actively in team discussions, methodology reviews, and meetings, raising concerns, proposing solutions, and contributing to decision-making processes.
Drive continuous process improvements through quality initiatives, utilizing Lean Six Sigma, Continuous Improvement, and automation tools.
Collaborate with quality assurance, product, and technical teams to resolve client data issues efficiently.
Work with global teams on process management, ensuring alignment and collaboration.
Promote an automation mindset by identifying opportunities for process enhancements in collaboration with leadership.
Maintain the ability to perform effectively under tight deadlines and pressure during peak periods.

Requirements:

Bachelor's degree or higher in Economics, Finance, Business, Mathematics, or Statistics with a solid understanding of fund investment data.
1 - 2 years of experience in data analysis, research, or a related role. Experience in Capital Markets and the secondary market is preferred.
Proficiency in MS Office tools (Excel, PowerPoint, etc.). Experience with database management systems (SQL) is highly desirable, with advanced users being preferred.
Familiarity with data visualization tools (e.g., Tableau, Power BI). A passion for learning and deploying solutions, especially in AI/GenAI technologies, is an advantage.
Strong analytical and problem-solving skills with excellent written and verbal communication and reporting abilities.
Flexibility to work in shifts as required by business needs.

Working Conditions:

Morningstar offers a hybrid work environment, giving you the flexibility to work remotely while collaborating in-person regularly (at least three days each week). This allows for meaningful engagement with global colleagues while maintaining a balanced work-life environment. The company also provides various benefits to support flexibility as personal and business needs evolve.

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