Morningstar

Senior Data Consultant

Morningstar • $95K — $139K *
Chicago, IL 60629In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Deep knowledge of US investment management, especially in asset management and wealth management.
  • Over 5 years of experience with financial data, particularly in managed investment data.
  • Experience supporting business growth and client engagements.
  • Strong English communication and negotiation capabilities, along with problem-solving skills.
  • Ability to juggle multiple tasks and manage complex relationships in a fast-paced environment.
  • Bachelor's degree or equivalent required.
  • Prior experience in data and relationship management roles is preferred.

Responsibilities

  • Manage relationships with US asset managers, industry associations, and third-party administrators.
  • Promote and support Morningstar's managed investment data quality and capabilities to internal and external stakeholders.
  • Consult on enhancing investment databases to adapt to industry changes and client needs.
  • Analyze market trends and competitor movements to identify opportunities for Morningstar.
  • Serve as a subject matter expert to resolve client data inquiries and support escalated data issues.

Benefits

  • Comprehensive health benefits with potential premium discounts and HSA contributions.
  • 100% 401k match up to 6% of salary and stock ownership potential.
  • Trust-Based Time Off and extensive paid family leave programs including sabbaticals.
  • Leadership coaching and mentorship opportunities to foster professional growth.
  • Dollars for Doers volunteer program and paid volunteering days to support community engagement.
Full Job Description
Responsibilities:
  • Manage data relationships with US asset managers, industry associations, and third-party administrators. Visit fund companies for service reviews and providers to set up data acquisition channels, partner with process experts to collect and onboard complex datasets into Morningstar global databases, as well as act as a point of escalation when such data acquisition channels are failing.
  • Promote Morningstar managed investment data capability and quality within the local market to internal client-facing teams and external existing & prospective customers.
  • Consult to projects focused on enhancing Morningstar managed investment databases in order to meet changes in our industry, evolving product roadmaps and client's needs. This includes providing inputs to business analysis on market trends and regulatory changes, suggesting new data & content strategies based on local business requirements, as well as liaising with associations or working groups in order to design data collection plans, and ultimately bring back the voice of the client and local market to widen the moat of Morningstar Data.
  • Monitor local market trends, competitor movements, and Morningstar data services, and thereafter make recommendations to relevant teams in order to ensure Morningstar is well placed to act on any opportunities that may arise.
  • Serve as point of escalation and the subject matter expert of local market to help resolve client data questions as part of data level-4 support where needed.


Qualifications
  • Solid understanding of the US investment management industry, primarily in areas of asset management, fund distribution, and wealth management spaces. Passionate about investment data.
  • Minimum 5-year relevant experience working with financial data, and deep subject matter expertise on managed investment data points, processes, methodologies and analytics.
  • Rich experience working to support business growth and client engagement activities.
  • Excellent English communication (both written and verbal) and negotiation skills, and strong problem solving and analytical skills.
  • Proven ability to multi-task, handle complex relationships, and work in a fast-paced environment.
  • A bachelor's degree or equivalent is required.
  • Previous experience in data management and relationship management role is highly preferred.


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
    • 100% 401k match up to 6% of salary
    • 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 Leave
    • Adoption Assistance
    • Leadership Coaching & Formal Mentorship Opportunities
    • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
    • Tuition Reimbursement
  • Social Health
    • Charitable Matching Gifts program
    • Dollars for Doers volunteer program
    • Paid volunteering days
    • 15+ Employee Resource & Affinity Groups


Total Cash Compensation Range
$95,275.00-139,741.66
Inclusive of annual base salary and target incentive

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.

001_MstarInc Morningstar Inc. Legal Entity

About Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of December 31, 2020. The company has operations in 29 countries.
Learn more about Morningstar
Size
10,038 employees
Market Cap
$9 billion
Industry
Finance & Insurance
Net Income
$223.6 million
Founded
1984
5 Year Trend
+16.3%
Revenue
$1.3 billion
NASDAQ
MORN
* Ladders Estimates

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