Data Level II Team Leader
Job Duties:
1) Manage the queue of data cases, which are questions concerning the accuracy or methodology underlying Morningstar financial data from clients, to ensure the team is responding to Level II cases inside the prescribed cycle times and track ongoing progress of cases via the Service Cloud platform.
2) Identify process defects that affect cycle times, defined as the amount of time required to respond to data cases, to help improve overall responsiveness to Level II cases.
3) Understand roles, responsibilities, and expertise of internal stakeholders to expedite issue resolution. Stakeholders include all Morningstar employees whose expertise may be relevant to the resolution of a particular data case.
4) Recognize patterns among repetitive problems, including but not limited to the failure to respond to data questions within prescribed time limits, and to resolve the root causes through solutions such as improved processes or creating better knowledge materials to improve response times.
5) Contribute to ongoing education of Morningstar Client Service teams on common issues, which may involve data processing and calculations, to reduce Level II ticket volumes.
6) Supervision of 4 Level II Data Analysts, who will perform financial analysis job duties.
7) Requires a few weeks of domestic and international travel every year.
Qualifications:
- Bachelor’s Degree in a Quantitative field.
- 2 years’ experience in the investment industry, specifically:
- 2 years of experience working with Morningstar's internal database tools and data collection processes, including but not limited to RDB, DataManager, XOI, and TSDB.
- 2 years of experience working with Morningstar data methodology.
- Excellent capabilities with Microsoft Excel.
- Excellent writing, communication, problem solving, organizational, and analytical skills.
- Ability to work independently and to manage competing priorities and deadlines.
- A deep customer service focus and strong attention to detail.
Morningstar is an Equal Opportunity Employer.
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