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Morningstar

Associate Team Lead

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Job Description

  • Build and lead Research sub-team of 5+ data analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation.
  • Lead effective research planning and ensuring timely delivery/review/sign off of ESG research, meeting review requirements (e.g. quality levels).
  • Assist the Team Manager to identify and eliminate roadblocks by partnering with technology teams and other database teams.
  • Use LEAN Six Sigma tools and methodologies to optimize the research process and for assessing the root cause of issues
  • Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team
  • Responsible for monthly performance analysis.
  • Acts as main point of contact for his or her entire team for all questions, comments and concerns.
  • Provides coaching and training to team members as appropriate and according to the specific needs of the individuals and the group.
  • Identifies areas for improvement across the team and proactively takes steps to improve by arranging individual and group training sessions as appropriate.
  • Stimulates team members to enhance their understanding of relevant regulation that affects ESG metrics and to improve analyst guidance on related indicators
  • Sets goals and priorities for the individuals in the team in consultation with the Team Manager.
  • Effectively motivates and rewards the team insuring good overall morale.
  • Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members.
  • Leads hiring/onboarding of new ESG analysts to and ensure the development of the necessary technical skills and content expertise.

Required Qualifications:

  • Graduate degree in related discipline (business, finance, environment and/or social science);
  • At least five years of relevant work experience preferably in research environment, with focus on industry / company research / data;
  • At least 1-2 years of experience leading teams of 5+ people
  • Strong analytical skills, entrepreneurial and problem-solving attitude; decisiveness.
  • Meticulous and attentive to detail;
  • Ability to effectively communicate with local and international teams;
  • Strong project management and execution skills.
  • Proven experience optimizing processes., affinity with text mining and / or artificial intelligence is a plus
  • Ability to work and adapt in a changing and innovative international environment;
  • Proficiency in Microsoft Excel, Power BI, and PowerPoint

About Company

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.

Job ID: 108466697

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