Director of Quality, Managed Investment Data

| Chicago
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The Role
The pursuit of quality at Morningstar is deeply ingrained in our culture and it is a key part of the value we bring our clients. We seek a highly self-motivated professional to own the strategic roadmap for continuous improvement of Managed Investment Data. The Director of Quality leads a team responsible for developing, implementing and monitoring quality assurance programs and ensures effective and efficient policies, processes, and procedures in place and adhered to. The Director of Quality will create a culture of client-centric quality, where all data quality goals are from the perspective of the user. The Director of Quality will collaborate with peers in the same role for other data types at Morningstar to drive global best in class data quality. This role will also work closely with audit and benchmarking Data team leaders and global stakeholders to ensure that all the agreed deliverables from the team are met, and that the team is fully equipped in terms of training and documentation. This role reports to the Head of Data, Global Operating Strategy - Managed Investment Data.
Responsibilities• Measure, build, sustain, and own the quality framework and processes across the Managed Investment content set that help us deliver quality data to clients.• Build and lead an internal data quality team emphasizing content expertise and client-centric measurements of quality.• Own the success of the quality health review and certification program.• Aggregate data quality metrics and deliver holistic data health updates to internal stakeholders, with action plans for continued success.• Own the data quality testing suites. Define the priority of future testing suites for Data Technology. Establish an operating model in which we proactively identify bugs and introduce new tests for each bug identified and for all new developments• Oversee the management of day-to-day activities of team to develop and implement the quality framework of key global Managed Investment database.• Accountable for ensuring and improving the performance, productivity and efficiency of the teams and the delivery of the operational performance KPIs, for team engagement, morale, and supporting the build for growth ladders of members.• Serve as an escalation point for critical quality assurance issues.• Partner closely with Data Operations team leaders to conduct root cause analysis, and track implementation of process improvements based on findings and measure impact• Define requirements for quality dashboards for Managed Investment Data and collaborate with the Enterprise Data Platform team and other Quality Directors to bring these dashboards into a consistent data quality dashboard.• Define metrics to assess the effectiveness of our quality testing suites• Partner with the Director of Customer Support to identify data quality defects via patterns in client tickets and establish test cases to mitigate future defects.• Identify and prioritize auditing and benchmarking opportunities across Managed Investment Data. Coordinate with the central auditing and benchmarking team to have them scheduled. Monitor progress of executing on action items after the audit RCA.• Monitor the industry for quality control methods and propose future areas of investment for Morningstar to reach and sustain best in class quality.
Requirements- A broad and comprehensive understanding of investment and financial data sets.- Bachelor's degree and 10+ years of experience in quality assurance, including experience with LEAN, Six Sigma, and Kaizen.- 5+ years of experience managing a team- 5+ years of experience working directly with data technology squad(s).- Demonstrated ability to partner with product managers to understand the needs of the user and translate those user needs into data quality goals- Demonstrated ability to write and execute SQL queries.- Excellent communication skills. Demonstrated ability to communicate complex data matters correctly and clearly to internal and external consumers.
Preferred Qualifications- Certified Lean Six-Sigma Green or Black Belt.- Experience with data visualization software, such as Microsoft Power BI and Tableau.- Experience managing a global team.
C99_MstarResShenz Morningstar (Shenzhen) Ltd. Legal Entity
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Location

22 W. Washington , Chicago, IL 60602

An Insider's view of Morningstar

What does your typical day look like?

Every day is a little different. Our team is focused on POC (Proof of Concepts). My work involves problem-solving, development and software design. I work on the Data collections team, currently most of this involves, on a high level, automating the process currently used to collect data from raw sources through Machine Learning.

Upasna

Software Engineer, Data Collections - AI R&D

How does the company support your career growth?

We believe in promoting from within, based on previous impact to the team. Whenever possible, we will stretch our employees to take on expanded roles that aligns with the career progression they are interested in.

Jeff

Head of Technology and Product

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

At Morningstar, your contributions have meaning and can drive change. Across our 27 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. It’s all in the name of empowering investors. Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Culture
Volunteer in local community
Morningstar encourages our colleagues to become involved in their communities, by providing paid time off for volunteer activities.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Morningstar encourages unconscious bias training for all employees, especially managers and hiring personal. We believe that by raising awareness of bias we can decrease its effects.
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Morningstar offers two Flexible Spending Accounts (FSA)— one for healthcare expenses and one for dependent care expenses. You may enroll in both $ determine the contribution amount.
Disability Insurance
Dental Benefits
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision Benefits
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health Insurance Benefits
Morningstar continues to offer the choice of two medical plans—the Savings Plan and the Classic Plan. Both are administered by Blue Cross and Blue Shield of Illinois (BCBS).
Life Insurance
Morningstar offers 4 tiers of life insurance that offer varying benefits. Basic Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Mental Health Benefits
Our insurance covers 80% on in-network mental health services. Our Employee Assistance Program provides no-cost, confidential, 24-hour counseling on a wide variety of issues.
Retirement & Stock Options Benefits
401(K)
Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.
401(K) Matching
Morningstar provides employees with a 401(k) matching plan managed. We match $0.75 for every dollar contributed, up to a maximum of 7% of employee pay contributed to the plan each pay period.
Company Equity
Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.
Employee Stock Purchase Plan
Colleagues who exceed their performance goals substantially may be eligible for Impact RSU Awards as an additional reward on top of their cash bonus/commission award.
Performance Bonus
Match charitable contributions
Morningstar's Matching GIfts program will match your charitable giving up to the local currency equivalent of $500 USD per calendar year.
Child Care & Parental Leave Benefits
Child Care Benefits
Morningstar offers the option of in-home child and elder care, in addition to the existing day care center back-up care benefit.
Generous Parental Leave
Morningstar has a global minimum of 6 weeks paid time-off to bond with new family members. This benefit applies to all individuals equally, including birth mothers, fathers, adoptive parents.
Flexible Work Schedule
Morningstar provides employees with a flexible work schedule that includes Summer hours, Work from home, Flexible start and end times.
Remote Work Program
The safety of our employees is very important to us. We have been operating remotely due to COVID-19.
Family Medical Leave
Eligible employees may take up to 12 weeks of job-protected, unpaid leave per year for certain specified reasons, and up to a total of 26 workweeks of leave to care for a family member.
Adoption Assistance
We reimburse up to 80% for eligible adoption expenses, up to $4,000 per adoption, in addition to a minimum of 6 weeks paid time off.
Return-to-work program post parental leave
Company sponsored family events
Morningstar sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Our employees receive 2 days per year of paid volunteer time.
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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