Senior Data Journalist
Morningstar brings inspired problem solvers together with one goal in mind—to empower investor success. At our core, we’re one of the world’s top investment research and data companies. But what sets us apart is how we take that data and research, and pair it with the latest technology and thoughtful design, to deliver insights with a purely independent view that address a wide range of needs for our customers. This foundation of research, data, technology and design uniquely positions us to provide a more complete set of services to investors all around the world—ultimately helping people make better decisions about their money, or the money they manage for their clients.
Morningstar’s Quantitative Research team aims to improve investor outcomes by providing innovative research using rigorous scientific methods. We are a creative group of analysts, software engineers, data scientists, and designers who collaborate with teams across the company to make vast amounts of data accessible and understandable to a wider audience. We are dedicated to increasing the transparency of financial information to all investors and recognize the importance of story-telling and design when communicating complex ideas and providing an unbiased view into the data we analyze. Together with our research, design and technology colleagues, we are building a data visualization team focused on creating interactive visuals and story-telling devices that promote early stage research and allow our data to tell its own story. This role will report to the Director of Data Visualization.
The role requires a person who will pitch, report, and build data-driven, analytics-forward stories for Morningstar. This is a journalistic position as much as a technical one. The ideal candidate is passionate about investing, is deeply curious, enjoys getting a by-line every day, and is comfortable with the latest data science and data visualization technologies.
You will work closely with quantitative researchers and data scientists to tell a story about what is happening in the investing world and demonstrate the power of Morningstar analytical tools, research, data, and software for an audience of professionals at asset management and investment advisory firms. For example, you might be asked to use data to illustrate how Brexit could impact mutual fund flows, how momentum strategies in Japan have been succeeding (or failing), or how US home prices have been trending using geographic mapping tools. The content you create will be selectively adapted or republished on other platforms, including social media, Morningstar.com, and the Morningstar blog.
• Pitch data-driven and analytics-forward ideas, stories or graphics.
• Exploring those ideas using statistical tools or relational databases to identify trends or patterns.
• Present your ideas to wider stakeholders and audiences from a non-statistical background.
• Create data visualizations based on your reporting and research.
• Publish 1 to 2 data-driven, analytics-forward articles per week.
• Assist in production of videos.
• Contribute to social media posts.
• Create a quarterly editorial calendar and socialize it internally.
• Work with editorial team to establish and disseminate editorial KPIs (page views, etc.).
• Representing the Quantitative Research team and the Data Visualization team at editorial meetings.
• Bachelor’s or Master’s-level degree or equivalent in econometrics, statistics, finance, economics, data science or equivalent practical experience
• At least ten years of experience reporting or analyzing financial markets.
• A keen understanding of global markets, financial concepts and economics. Particular emphasis will be placed on identifying the primary points of journalistic interest in a complex dataset and conveying them clearly and concisely for a general audience.
• Prior journalistic experience is desirable but not required.
• Proficiency working with data in any relational database construct – MySQL, RDS, Aurora, Postgres, Presto, Athena, Redshift.
• Proficiency working with statistical or data analysis tools – R, Matlab, Stata Python (pandas, scikit-learn).
• Passion for building data visualizations.
• Foundational understanding of layout, typography, and UX, particularly with regard to mobile-Web development.
• Moderate level of social media fluency.
• Familiarity with Morningstar’s data; specifically, Morningstar Direct.
• Familiarity with (or willingness to learn) a data-visualization library, such as Tableau, D3.js, Chart.js or dimple.
• Familiarity with (or willingness to learn) mapping tools, such as QGIS or GeoJSON.
• Familiarity with (or willingness to learn) digital publishing packages and charting tools, such as Adobe Illustrator.