Investment Data Analyst

The Role:

Morningstar Managed Investment Data is looking for an enthusiastic individual to join our MID North America regional team as a Data Research Analyst to focus on data collection, and database quality improvement. This analyst will collaborate closely with colleagues from different teams and locations while participating projects to strengthen our database quality from market and investment angles. This position will report to the manager of North America Regional Operations Team and will be required to be in office four days a week.

The Responsibilities:

• Perform fund data acquisition, data collection, data audit to ensure data and methodologies are in place to meet product requirements.
• Collaborate with internal colleagues and external contacts to correct and resolve data issues effectively.
• Communicate data requests to data providers, including all necessary data templates and submission instructions and answering any questions.
• Analyze and identify data opportunities through issues and queries.
• Review procedures and work with development team to create analytical tools to streamline the data collection and quality assurance processes.
• Execute project actions to improve work efficiency, data quality and client experience.

Requirements:

• Passion for investing and investment data
• Minimum two years of work experience (full time or internship) in the financial service industry
• Quick learner and flexible to adapt new things and work with multiple tasks.
• Strong willingness and ability to collaborate with global teams.
• Proactive problem-solving skills and excellent executive ability.
• Good client-centric mindset, self-learning ability, and time-management skills.
• Ability to fluently write to and speak with clients in English.
• Proficiency in Microsoft Excel and SQL
• A bachelor’s degree

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

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.