Product Manager, Fund Level ESG at Morningstar
Sustainalytics, a Morningstar Company, is a leading ESG research, ratings and data firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 25 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects. With 16 offices globally, Sustainalytics has more than 700 staff members, including more than 200 analysts with varied multidisciplinary expertise across more than 40 industry groups. For more information, visit www.sustainalytics.com.
The Product Strategy and Development (PSD) team oversees product development, innovation and manages Sustainalytics’ product portfolio in alignment with corporate priorities. The team is seeking a seasoned fund information or ESG professional to support the development, commercialization and maintenance of a suite of strategically important ESG Fund level metrics and data points to support both Morningstar and Sustainalytics’ commercial and strategic objectives.
The position of Product Manager, Fund Level ESG will form a key part of a small, flexible fund focused team within the PSD team. They will be collectively accountable for:
Facilitating the appropriate aggregation of company level research and products to a fund portfolio level and appropriate presentation within Morningstar’s suite of tools.
Ensuring consistency and compatibility between fund level collected fund attributes and the derived aggregated data.
Providing the vision, strategy, execution and subject matter expertise around fund level ESG.
The position will be responsible for managing the development of new product features throughout the development lifecycle; supporting client and sales teams to achieve commercial goals; and collaborating with internal teams to build robust and efficient operational processes that improve and ensure product quality. Over time, it is expected that this role will grow to independently manage a subset of product(s) at a fund level.
Overall, this multifaceted role requires someone who excels in a dynamic environment, is a creative problem solver, and is a team player and exceptional communicator. The ideal candidate is experienced in product development in the financial services industry.
Day-to-day responsibilities will vary from collaborating with teams across both Sustainalytics and Morningstar, developing business cases, reviewing research, and analyzing data, monitoring industry trends and supporting Morningstar’s Marketing and Client Relations teams.
• Strong leadership potential
• Excellent communication and interpersonal skills
• Tenacious problem-solving skills
• Capable of both independent analysis and teamwork
• Ability to work cross-functionally with ease and manage competing interests
• Strong project management and execution skills
• Strong analytical skills
• To comfortably deal with uncertainty and compromise where needed
• Alignment with Morningstar & Sustainalytics culture and mission
• A good understanding of Sustainalytics’ research and how this can be meaningfully aggregated to fund-level ESG products
• Good knowledge of fund information
• Master’s degree in related discipline or Bachelor’s degree with relevant experience
• At least 5 years of relevant work experience
Sustainalytics has been a leading independent provider of Environmental, Social and Governance (ESG) research for the last 25 years. Our insights are used by clients to make better informed investment decisions, engage with companies in relation to their business activities and drive change.
Sustainalytics is a growing organization with 800 employees and 17 offices globally. We have a flexible and supportive working culture and empower our employees to progress and develop quickly in an entrepreneurial environment.
For more information, visit www.sustainalytics.com