Senior Product Manager, Fixed Income Data

| Chicago

The Group: The Morningstar Fixed Income team provides expertise in bonds and derivatives - the data, the analytics, the use cases for target clients. It defines the fixed income capability roadmap, works with Data Operations and Data Technology organizations in sourcing and integrating value-added data, and coordinates across Product squads to build new and enhance fixed income functionality. Morningstar’s Research group provides independent analysis on individual securities, funds, markets and portfolios.  Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. We transform data into insights that investors can use to reach their financial goals.

 

The Role: The Fixed Income Data and Analytics team is seeking a Sr. Product Manager to drive a variety of initiatives related to fixed income analytics. This role is an ideal position for an experienced fixed income professional looking to be a driver of innovation in Fixed Income Data; you will be counted on to use independent initiative to add significant value to strategic projects. In this role, you will contribute to the next generation of multi-asset and fixed income portfolio analytics. You will communicate the nuances of bonds and portfolio analysis, and interact with internal stakeholders in Research, Solutions, and Products as well as external institutional clients. You will maintain relationships with strategic clients in order to build and communicate the product and product roadmap.

The Senior Product Manager will play a key role in the support and training of our global Fixed Income Data team, Sales and Customer Success teams. This position is based in Chicago.              

 

Job Responsibilities:

•    Oversee multiple projects concurrently. Proactively drive new business initiatives through research, documentation, implementation, and communication of new data and methodologies.

•    Research new data opportunities as well as ensure that data points are being leveraged globally and consistently across Morningstar’s product landscape.

•    Prioritize Fixed Income Product Initiatives (new product development) based on analysis of the Opportunity and Competitive Landscape.

•    Responsible for guiding products from initial development all the way through a go to market launch.

•    Serve as the subject matter expert in fixed income data internally and externally with clients, including in-depth knowledge of reporting practices and fixed income analytics.

•    Provide a vital junction between Research, Data, Solutions, Sales, Customer Success & Product teams to ensure successful implementation of complex projects.

•    Engage with industry bodies and clients to proactively research and recommend content related enhancements and improvements.

•    Work with local Data Consultants and relevant regional teams to balance global standards with regional needs.

•    Foster a team dynamic that is motivated to improve the customer experience.

 

Qualifications:

•    Bachelor’s degree

•    10 years of experience in fixed income analytics, in either an investment, software or product development, or sales specialist capacity

•    Experience working across stakeholder groups such as Research, Technology, Strategic Clients and Sales, Customer Support, and Product.

•    Experience working directly with asset managers or third-party data vendors.

•    Experience utilizing LEAN, Six Sigma, or Agile tools in a project management or data operations setting.

•    Detail-oriented self-starter with proven ability to handle multiple projects in a flexible and fast-paced environment.

•    Experience working with large data sets (SQL skills an asset); investment portfolio-related experience is highly valued.

•    Excellent communication and interpersonal skills.

•    Creative thinker with an analytical approach to problem solving, an inquisitive and critical mind, strong attention to detail, and the ability to multi-task.

•    Ability to look at situations from several points of view: internally, externally, and cross-functionally.

•    Ability to make timely decisions under tight deadlines with incomplete information.

•    CFA candidates preferred.

•    Ability to work with offshore development teams during off-hours.

 

 

 

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Location

22 W. Washington , Chicago, IL 60602

An Insider's view of Morningstar

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 stand up
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
Disability insurance covers 60% of annual salary up to $15000 monthly maximum payout.
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
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
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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