Equity Data Content Specialist
The Group:
Morningstar Research Inc. is a leading provider of independent investment research. Our mission is to create great products that help investors reach their financial goals. We offer an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients around the world.
The Role:
The Equity Data team is looking for a knowledgeable, enthusiastic, creative, and results-driven candidate with 3+ years of experience in writing and equity data to join its Equity Data Methodology and Strategy Team. The team's mandate is to be the experts in the field of equity data, whom our external and internal clients can trust to provide intelligent, valuable, and timely solutions. To this end as a Documentation Content Specialist, you will work with business leaders, product managers, subject matter experts, operation team leaders, quality assurance analysts and client/third-party stakeholders to enhance our equity data literature across Morningstar's various product lines. You will work in a global environment, communicating with stakeholders in multiple regions. As a content expert, you will be a resource to local data analysts.
Job Responsibilities
- Responsible for creating client facing documentation
- Work with subject matter experts to interpret and simplify specification documents
- Work with the product teams to define and understand client personas, needs, and workflows
- Translate client needs and workflows into concise data and product requirements
- Work with the various product and data teams to implement new datasets and capabilities
- Responsible for conducting market, industry, and competitor research
- Communicate clear and concise project status information to stakeholders including the sales team and external clients
- Conduct and organize product training sessions to elevate the level of equity data knowledge within the group
Qualifications
- Bachelor's degree in Accounting/ Finance/ Business
- Understand how different client personas use Equity Data
- Knowledge of accounting principles and equity ratios/calculations
- More than 3+ years of experience and proven track record in the equity industry
- More than 3+ years of experience writing
- Able to serve as a subject matter expert and guide colleagues on other teams
- Significant experience working with customers' requests and questions
- Able to take the initiative and work without detailed guidance or supervision
- Able to influence colleagues that you do not manage but whose resource & skills you need to achieve project goals
- Strong writing, communication and interpersonal skills
- Curious and enjoys problem solving
- A pro-active and positive attitude and a team player
- Interest and personal participation in equity markets is considered an asset
- CFA is considered an asset